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Sponsor portfolioWelfare / HealthEIN 93-3419747
LEGACY PARTNERS REALTY, INC.
950 TOWER LANE · FOSTER CITY, CA 94404
6502352642
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$4.1M
No prior year
Persons covered
358
No prior year
Total participants
359
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.5M | 27.4% | |
| Prescription drug | $3.5M | 27.4% | |
| Other | $3.4M | 27.0% | |
| Short-term disability | $471K | 3.7% | |
| Dental | $462K | 3.6% | |
| Vision | $458K | 3.6% | |
| Life | $458K | 3.6% | |
| Long-term disability | $458K | 3.6% |
Carrier overview
8 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRxOth | $2.9M | 71.4% | 1 | 1 | 291 |
EIN 941340523 | HRx | $606K | 15.0% | 1 | 2 | 358 |
EIN 470322111 | DVLSTDLTDOth | $464K | 11.4% | 1 | 2 | 358 |
EIN 362136262 | Oth | $68K | 1.7% | 1 | 1 | 148 |
EIN 822723296 | STDOth | $13K | 0.3% | 1 | 1 | 12 |
EIN 135123390 | D | $5K | 0.1% | 1 | 1 | 18 |
EIN 250687550 | Oth | $4K | 0.1% | 1 | 1 | 358 |
EIN 731016728 | Oth | $2K | 0.0% | 1 | 1 | 8 |
Broker overview
10 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | STOCKTON, CA | AFLAC, UNITED OF OMAHA LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY, MUTUAL OF OMAHA INSURANCE COMPANY, COMBINED INSURANCE COMPANY | $200K | $18K | $218K | 95.0% | 1 |
| LONG TERM CARE SOLUTIONS, INC. | FOSTER CITY, CA | COMBINED INSURANCE COMPANY | $10K | $0 | $10K | 4.2% | 1 |
| MJR INSURANCE SERVICES LLC | NORTH HOLLYWOOD, CA | AFLAC | $727 | $0 | $727 | 0.3% | 1 |
| MICHAEL BREITNER | NORTH HOLLYWOOD, CA | AFLAC | $285 | $0 | $285 | 0.1% | 1 |
| JORGE ALEJANDRO MONTEMAYOR | NOVATO, CA | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $195 | $0 | $195 | 0.1% | 1 |
| KEVIN MICHAEL NAGLE | SIERRA MADRE, CA | AFLAC | $149 | $0 | $149 | 0.1% | 1 |
| RENEE SUZANNE CORSO | ENCINO, CA | AFLAC | $138 | $0 | $138 | 0.1% | 1 |
| LABAN MATTHEW SPALDING | BURBANK, CA | AFLAC | $90 | $0 | $90 | 0.0% | 1 |
| WILLIAM S. BORDEN | ELK GROVE, CA | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $87 | $0 | $87 | 0.0% | 1 |
| YVETTE WOODS MICKENS | SANTA MONICA, CA | AFLAC | $83 | $0 | $83 | 0.0% | 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