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Form 5500 · Employee benefit plan · SACRAMENTO, CA

PACIFIC LEGAL FOUNDATION

PACIFIC LEGAL FOUNDATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2197343 · plan 501 · as of Jul 2026

Participants
120
Carriers on file
4
Disclosed commissions
$14,071
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability138December$7,623
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife138December$3,916
METROPOLITAN LIFE INSURANCE COMPANYVision225December$1,832
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife29December$700

Questions

Who is PACIFIC LEGAL FOUNDATION's benefits broker?

Per its most recent Form 5500 Schedule A, PACIFIC LEGAL FOUNDATION's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.

What insurance carrier does PACIFIC LEGAL FOUNDATION use?

PACIFIC LEGAL FOUNDATION's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does PACIFIC LEGAL FOUNDATION's group plan renew?

The most recent Schedule A policy period for PACIFIC LEGAL FOUNDATION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PACIFIC LEGAL FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.