# LEGACY HEALTH SYSTEM WELFARE BENEFITS PLAN UNFUNDED

Health and welfare plan sponsored by **LEGACY HEALTH**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | LEGACY HEALTH |
| EIN | 237426300 |
| Plan number | 504 |
| Plan year | 2025 |
| Location | PORTLAND, OR |
| Industry | hospital & health care |
| Funding | mixed |
| Total premiums | $8.5M |
| Participants | 11,799 |
| Persons covered | 3,408 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, LTD, Other |
| AFLAC | STD |
| COMBINED INSURANCE COMPANY OF AMERICA | Other |
| ARAG LEGAL | Other |

## Brokers

| Broker | Placed with |
|---|---|
| WOODRUFF-SAWYER & CO | HARTFORD LIFE & ACCIDENT |
| WILLIS TOWERS WATSON US LLC | CONTINENTAL AMERICAN INSURANCE COMPANY |
| RUTH LARKIN | COMBINED INSURANCE |
| WILLIS TOWERS WATSON US LLC | COMBINED INSURANCE |
| J MANNING AND ASSOCIATES | COMBINED INSURANCE |
| LTCI PARTNERS LLC | COMBINED INSURANCE |
| WOODRUFF-SAWYER & CO | HARTFORD LIFE AND ACCIDENT |
| WILLIS TOWERS WATSON US LLC | ARAG INSURANCE COMPANY |
| WARNER PACIFIC INSURANCE SERVICES | HARTFORD FIRE INSURANCE |
| WOODRUFF-SAWYER & CO | HARTFORD FIRE INSURANCE |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/237426300-504
- Cite as: PlanOptica, https://planoptica.com/welfare/237426300-504
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers