Form 5500 · Employee benefit plan · SACRAMENTO, CA
RESOURCES LEGACY FUND
RESOURCES LEGACY FUND's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WOODRUFF-SAWYER & CO. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-4703838 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 139 | December | $61,562 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 18 | December | $10,152 |
| CALIFORNIA PHYSICIANS' SERVICE | Health | 190 | December | $0 |
Questions
Who is RESOURCES LEGACY FUND's benefits broker?
Per its most recent Form 5500 Schedule A, RESOURCES LEGACY FUND's broker of record is WOODRUFF-SAWYER & CO.
What insurance carrier does RESOURCES LEGACY FUND use?
RESOURCES LEGACY FUND's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 3 disclosed carriers.
When does RESOURCES LEGACY FUND's group plan renew?
The most recent Schedule A policy period for RESOURCES LEGACY FUND ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from RESOURCES LEGACY FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.