Form 5500 · Employee benefit plan · FOSTER CITY, CA
LEGACY PARTNERS, INC
LEGACY PARTNERS, INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-2605182 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health | 307 | December | $99,584 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 60 | December | $15,261 |
| UNITED CONCORDIA INSURANCE COMPANY | Dental | 410 | December | $14,578 |
| AFLAC | — | 25 | December | $3,041 |
| NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | — | 332 | December | $528 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 1 | December | $234 |
| UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | Dental | 43 | December | $210 |
| PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | — | 9 | December | $112 |
| VISION SERVICE PLAN | Vision | 227 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 338 | December | $0 |
Questions
Who is LEGACY PARTNERS, INC's benefits broker?
Per its most recent Form 5500 Schedule A, LEGACY PARTNERS, INC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does LEGACY PARTNERS, INC use?
LEGACY PARTNERS, INC's benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 10 disclosed carriers.
When does LEGACY PARTNERS, INC's group plan renew?
The most recent Schedule A policy period for LEGACY PARTNERS, INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LEGACY PARTNERS, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.