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Sponsor portfolioWelfare / HealthEIN 95-4703838
RESOURCES LEGACY FUND
400 CAPITOL MALL STE 2650 · SACRAMENTO, CA 95814
9164425057
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
190
No prior year
Total participants
134
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 | $2.0M | 32.4% | |
| Prescription drug | $2.0M | 32.4% | |
| Dental | $355K | 5.9% | |
| Vision | $355K | 5.9% | |
| Life | $355K | 5.9% | |
| Short-term disability | $355K | 5.9% | |
| Long-term disability | $355K | 5.9% | |
| Other | $355K | 5.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $1.7M | 75.8% | 1 | 1 | 190 |
EIN 135123390 | DVLSTDLTDOth | $355K | 15.4% | 1 | 1 | 139 |
EIN 941340523 | HRx | $205K | 8.9% | 1 | 1 | 18 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WOODRUFF-SAWYER & CO | SAN FRANCISCO, CA | KAISER FOUNDATION HEALTH PLAN INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, CALIFORNIA PHYSICIANS' SERVICE | $54K | $103K | $157K | 74.2% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, CALIFORNIA PHYSICIANS' SERVICE | $18K | $37K | $55K | 25.8% | 1 |
History & trajectory
4 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