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  2. EVERCORE PARTNERS SERVICES EAST, LLC
Sponsor portfolio

EVERCORE PARTNERS SERVICES EAST, LLC

EIN 01-0552543-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$355.1M assets
Welfare
1
$3.8M premiums
Participants
4,321
55 E 52ND ST, FLOOR 38 - NEW YORK, NY 10055212-857-3100
Plans on this EIN
2 filings
#001401k-$355.1M - 2,561 part#501Fully Insured-$3.8M - 2,789 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 2,789 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.3M
  • Other$1.2M
  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
  • Vision$635K
  • +1 more
Total $3.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • METROPOLITAN LIFE INSURANCE COMPANY49%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA31%
  • AETNA LIFE INSURANCE COMPANY13%
  • VISION SERVICE PLAN5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $3.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $94K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT PLAN

401k

Assets$355.1M
Participants2,561
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERCORE PARTNERS SERVICES EAST HEALTH AND WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$3.8M
Covered lives2,789
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT PLAN401k$355.1M2,5612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERCORE PARTNERS SERVICES EAST HEALTH AND WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$3.8M2,7892024
Retirement plans
Welfare plans
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