Form 5500 · Employee benefit plan · PHOENIX, AZ
SUNS LEGACY PARTNERS, LLC
SUNS LEGACY PARTNERS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH AND MCLENNAN AGENCY, LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 533 | December | $31,824 |
| DELTA DENTAL OF ARIZONA | Dental | 916 | December | $25,231 |
| VISION SERVICE PLAN | Vision | 477 | December | $3,514 |
| CURALINC, LLC | — | 641 | December | $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 AGENCY, LLC.
What insurance carrier does SUNS LEGACY PARTNERS, LLC use?
SUNS LEGACY PARTNERS, LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, 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.