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Sponsor portfolioWelfare / HealthEIN 20-1257286
SUNS LEGACY PARTNERS, LLC
201 EAST JEFFERSON STREET · PHOENIX, AZ 85004
6023797900
- Plans filed
- 5
- Years active
- 2015–2025
- Industry
- NAICS 71
- Latest filing
- 2025
Total premiums (latest)
$795K
No prior year
Persons covered
981
No prior year
Total participants
605
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #501$795K
SUNS LEGACY PARTNERS, LLC EMPLOYEE BENEFITS PLAN
Mixed981 covered·4 carriers
Primary: DELTA DENTAL OF ARIZONA
Plan #502$281K
SUNS LEGACY PARTNERS, LLC DENTAL PLAN
Fully insured0 covered·1 carrier
Primary: DELTA DENTAL OF ARIZONA
Plan #503$206K
SUNS LEGACY PARTNERS, LLC LIFE AND DISABILITY PLAN
Mixed0 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #506$61K
SUNS LEGACY PARTNERS, LLC VISION PLAN
Fully insured0 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #504$0
SUNS LEGACY PARTNERS, LLC MEDICAL PLAN
Unknown0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $429K | 33.1% | |
| Other | $261K | 20.1% | |
| Life | $251K | 19.4% | |
| Long-term disability | $251K | 19.4% | |
| Vision | $105K | 8.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 860274899 | D | $429K | 54.0% | 1 | 1 | 981 |
EIN 135123390 | LLTDOth | $251K | 31.6% | 1 | 1 | 605 |
EIN 061227840 | V | $105K | 13.2% | 1 | 1 | 511 |
EIN 331206383 | Oth | $10K | 1.2% | 1 | 1 | 641 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SAN DIEGO, CA | DELTA DENTAL OF ARIZONA, VISION SERVICE PLAN | $10K | $0 | $10K | 63.1% | 1 |
| UNKNOWN | PHOENIX, AZ | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $6K | $6K | 36.9% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan