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Sponsor portfolioWelfare / HealthEIN 95-3138799

ONELEGACY

1303 W. OPTICAL DRIVE · AZUSA, CA 91702
2132295600
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$6.9M
No prior year
Persons covered
770
No prior year
Total participants
451
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.9M
ONELEGACY WELFARE BENEFITS PLAN
Fully insured770 covered·7 carriers
Primary: CALIFORNIA PHYSICIANS' SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.1M46.4%
Prescription drug$6.1M46.4%
Dental$441K3.4%
Other$169K1.3%
Life$143K1.1%
Long-term disability$111K0.8%
Vision$85K0.6%
Short-term disability$7K0.1%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$6.1M88.2%11727
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$441K6.4%11770
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$230K3.3%14449
VISION SERVICE PLAN
EIN 941632821
V
$85K1.2%11410
EMPATHIA, INC.
EIN 953070501
Oth
$26K0.4%12430
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LTD
$25K0.4%119
LLOYDS OF LONDON
LTD
$7K0.1%114

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
IMA, INC.PASADENA, CAVISION SERVICE PLAN, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS' SERVICE, LLOYDS OF LONDON$38K$191K$229K78.7%1
HUB INTERNATIONAL MIDWEST LIMITEDPASADENA, CAEMPATHIA PACIFIC, INC., DELTA DENTAL OF CALIFORNIA$44K$1K$46K15.7%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$11K$11K3.6%1
WANGLIN, RONALD, CHASEPASADENA, CAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$4K$222$4K1.4%1
MERCER HEALTH AND BENEFITS, LLCNEW YORK, NYPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$0$1K$1K0.4%1
INSURANCE PARTNERS AGENCY INCLENEXA, KSLLOYDS OF LONDON$571$0$5710.2%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
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