Form 5500 · Employee benefit plan · PHOENIX, AZ
SUNS LEGACY PARTNERS, LLC
SUNS LEGACY PARTNERS, LLC of PHOENIX, AZ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH AND MCLENNAN INS AGENCY, LLC. Coverage is written through DELTA DENTAL OF ARIZONA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-1257286 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| DELTA DENTAL OF ARIZONA | Dental | 981 | December | $429,250 | $7,612 |
| VISION SERVICE PLAN | Vision | 511 | December | $105,062 | $2,663 |
| CURALINC, LLC | — | 641 | December | $9,615 | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 605 | December | $251,228 | $0 |
Questions
Who is SUNS LEGACY PARTNERS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SUNS LEGACY PARTNERS, LLC's broker of record is MARSH AND MCLENNAN INS AGENCY, LLC.
What insurance carrier does SUNS LEGACY PARTNERS, LLC use?
SUNS LEGACY PARTNERS, LLC's benefit plan is written through DELTA DENTAL OF ARIZONA, among 4 disclosed carriers.
When does SUNS LEGACY PARTNERS, LLC's group plan renew?
The most recent Schedule A policy period for SUNS LEGACY PARTNERS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SUNS LEGACY PARTNERS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.