Form 5500 · Employee benefit plan · FOSTER CITY, CA
LEGACY PARTNERS REALTY, INC.
Public Form 5500 records show how LEGACY PARTNERS REALTY, INC. (FOSTER CITY, CA) structures its employee benefits. 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 93-3419747 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health | 300 | December | $132,770 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 339 | December | $34,091 |
| COMBINED INSURANCE COMPANY | — | 140 | December | $16,398 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 57 | December | $12,813 |
| AFLAC | — | 15 | December | $3,044 |
| NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | — | 339 | December | $528 |
| CALIFORNIA DENTAL NETWORK, INC. | Dental | 29 | September | $528 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 27 | December | $167 |
| PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | — | 5 | December | $72 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 1 | December | $47 |
Questions
Who is LEGACY PARTNERS REALTY, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, LEGACY PARTNERS REALTY, INC.'s broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does LEGACY PARTNERS REALTY, INC. use?
LEGACY PARTNERS REALTY, INC.'s benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 10 disclosed carriers.
When does LEGACY PARTNERS REALTY, INC.'s group plan renew?
The most recent Schedule A policy period for LEGACY PARTNERS REALTY, 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 REALTY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.