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Sponsor portfolioWelfare / HealthEIN 23-7426300

LEGACY HEALTH

1919 NW LOVEJOY STREET · PORTLAND, OR 97209
5034155600
Plans filed
1
Years active
2015–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$8.2M
No prior year
Persons covered
5,986
No prior year
Total participants
12,872
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #504$8.2M
LEGACY HEALTH SYSTEM WELFARE BENEFITS PLAN UNFUNDED
Mixed5,986 covered·5 carriers
Primary: HARTFORD LIFE & ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$4.1M50.3%
Short-term disability$2.3M27.6%
Other$1.4M16.7%
Long-term disability$444K5.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTD
$4.6M55.7%130
AFLAC
EIN 570514130
STD
$2.3M27.6%115,986
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 362136262
Oth
$1.0M12.7%111,336
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$334K4.0%112,996

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCPORTLAND, ORCOMBINED INSURANCE, ARAG INSURANCE COMPANY, CONTINENTAL AMERICAN INSURANCE COMPANY$349K$0$349K42.5%1
ELIZABETH GRELLNERST LOUIS, MOCONTINENTAL AMERICAN INSURANCE COMPANY$233K$0$233K28.3%1
RUTH LARKINCHICAGO, ILCOMBINED INSURANCE$113K$0$113K13.8%1
WOODRUFF-SAWYER & COLAKE OSWEGO, ORHARTFORD FIRE INSURANCE, HARTFORD LIFE & ACCIDENT, HARTFORD LIFE AND ACCIDENT$93K$0$93K11.3%1
J MANNING AND ASSOCIATESCHICAGO, ILCOMBINED INSURANCE$15K$0$15K1.9%1
LTCI PARTNERS LLCCHICAGO, ILCOMBINED INSURANCE$15K$0$15K1.9%1
REUBEN WARNER ASSOCIATES, INC.STATEN ISLAND, NYHARTFORD FIRE INSURANCE$0$3K$3K0.4%1

History & trajectory

10 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
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