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Sponsor portfolioWelfare / HealthEIN 84-5167957

LEGACY EDUCATION INC

701 WEST AVENUE K · LANCASTER, CA 93534
3105707290
Plans filed
1
Years active
2024–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
314
No prior year
Total participants
216
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.7M
LEGACY EDUCATION INC. HEALTH AND WELFARE PLAN
Fully insured314 covered·5 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.5M49.0%
Prescription drug$976K32.2%
Other$103K3.4%
Dental$95K3.1%
Vision$95K3.1%
Life$92K3.0%
Short-term disability$92K3.0%
Long-term disability$92K3.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$976K58.0%11116
BLUE CROSS OF CALIFORNIA
EIN 953760980
H
$510K30.2%1143
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
DVLSTDLTDOth
$187K11.1%12314
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$11K0.7%1154

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BENEFITS AMERICA INS. SVCS., LLCSIERRA MADRE, CARELIANCE STANDARD LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., RELIANCE MATRIX$77K$2K$79K61.9%1
JONATHAN T GILMOUR INC.GLENDALE, CABLUE CROSS OF CALIFORNIA$30K$0$30K23.1%1
BEERE & PURVES INCWALNUT CREEK, CABLUE CROSS OF CALIFORNIA$0$11K$11K8.7%1
J.D. GILMOUR & CO., INC.GLENDALE, CAKAISER FOUNDATION HEALTH PLAN, INC., METROPOLITAN GENERAL INSURANCE COMPANY$8K$0$8K6.4%1

History & trajectory

2 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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