# ONELEGACY WELFARE BENEFITS PLAN

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

| Field | Value |
|---|---|
| Sponsor | ONELEGACY |
| EIN | 953138799 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | AZUSA, CA |
| Industry | hospital & health care |
| Funding | fully insured |
| Total premiums | $6.9M |
| Participants | 451 |
| Persons covered | 770 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUE SHIELD OF CALIFORNIA | Health, Rx, HMO, PPO |
| DELTA DENTAL OF CALIFORNIA | Dental, PPO |
| LINCOLN FINANCIAL GROUP | Life, Other, LTD, STD |
| VISION SERVICE PLAN (VSP) | Vision |
| EMPATHIA, INC. | Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | LTD |
| LLOYDS OF LONDON | LTD |

## Brokers

| Broker | Placed with |
|---|---|
| IMA FINANCIAL GROUP | CALIFORNIA PHYSICIANS' SERVICE |
| HUB INTERNATIONAL MIDWEST LIMITED | DELTA DENTAL OF CALIFORNIA |
| IMA FINANCIAL GROUP | VISION SERVICE PLAN |
| IMA FINANCIAL GROUP | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| CENTRO BENEFITS RESEARCH LLC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| HUB INTERNATIONAL MIDWEST LIMITED | EMPATHIA PACIFIC, INC. |
| RONALD WANGLIN | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| IMA FINANCIAL GROUP | LLOYDS OF LONDON |
| INSURANCE PARTNERS AGENCY INC | LLOYDS OF LONDON |

## 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/953138799-501
- Cite as: PlanOptica, https://planoptica.com/welfare/953138799-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers