Legacy Health
Overview
Legacy Health sponsors a self-funded health plan that covered 12,872 participants in plan year 2025, about the same as the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 12,872 · prior year 12,977
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Legacy Health System Welfare Benefits Plan Unfunded, plan 504 (12,872 participants)
- Broker compensation
- $754K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Continental American Insurance Company | Short-term disability | 465 | $2.4M | $469K |
| Combined Insurance | Long Term Care & Life Insurance | 1,230 | $911K | $99K |
| Arag Insurance Company | Legal Insurance | 3,408 | $390K | $51K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 12,872 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Legacy Health
- Sponsor EIN
- 23-7426300
- Plan number
- 504
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 23-7426300 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Legacy Health 403(b) Plan
- Type
- Defined contribution plan
- Participants
- 20,640
About this data
Source: Legacy Health's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Legacy Health.