Form 5500 · Employee benefit plan · AZUSA, CA
ONELEGACY
ONELEGACY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BOLTON & COMPANY. Coverage is written through DELTA DENTAL OF CALIFORNIA and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3138799 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| DELTA DENTAL OF CALIFORNIA | Dental | 723 | December | $38,180 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 431 | December | $9,748 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 430 | December | $9,452 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 8 | December | $4,074 |
| VISION SERVICE PLAN | Vision | 375 | December | $2,821 |
| LLOYDS OF LONDON | Disability | 2 | December | $2,805 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 12 | December | $852 |
| EMPATHIA PACIFIC, INC. | — | 430 | December | $0 |
| CALIFORNIA PHYSICIANS' SERVICE | Health | 680 | December | $0 |
Questions
Who is ONELEGACY's benefits broker?
Per its most recent Form 5500 Schedule A, ONELEGACY's broker of record is BOLTON & COMPANY.
What insurance carrier does ONELEGACY use?
ONELEGACY's benefit plan is written through DELTA DENTAL OF CALIFORNIA, among 9 disclosed carriers.
When does ONELEGACY's group plan renew?
The most recent Schedule A policy period for ONELEGACY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ONELEGACY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.