form5500lookup

Form 5500 · Employee benefit plan · SANTA MARIA, CA

LEGACY GROWERS, LLC

Public Form 5500 records show how LEGACY GROWERS, LLC (SANTA MARIA, CA) structures its employee benefits. Its broker of record is MORRIS & GARRITANO INS AGENCY, INC.. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 77-0118445 · plan 501 · as of Jul 2026

Participants
120
Carriers on file
2
Disclosed commissions
$54,760
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth175June$42,746
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life172June$12,014

Questions

Who is LEGACY GROWERS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, LEGACY GROWERS, LLC's broker of record is MORRIS & GARRITANO INS AGENCY, INC..

What insurance carrier does LEGACY GROWERS, LLC use?

LEGACY GROWERS, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.

When does LEGACY GROWERS, LLC's group plan renew?

The most recent Schedule A policy period for LEGACY GROWERS, LLC ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LEGACY GROWERS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.