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  2. EVERGREEN CENTER, INC.
Sponsor portfolioTH

EVERGREEN CENTER, INC.

EIN 04-2753469-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$16.0M assets
Welfare
1
$1.2M premiums
Participants
982
345 FORTUNE BLVD - MILFORD, MA 01757508-478-2631evergreenctr.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
3 filings
#001ProfitSharing-$11.0M - 505 part#002403b-$5.0M - 477 part#501Fully Insured-$1.2M - 0 lives

Retirement portfolio analytics

2 plans aggregated / $16.0M assets / 982 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CONTRIBUTION RETIREMENT PLAN (#001)69%
  • ANNUITY (TDA) PLAN (#002)31%
Total $16.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)505
  • ANNUITY (TDA) PLAN (#002)477
Total 982Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 0 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$68K
Total $1.2M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.94%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
Total $1.2M2 slices

Plan deep-dives

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

EVERGREEN CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

ProfitSharing

Assets$11.0M
Participants505
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EVERGREEN CENTER, INC. TAX DEFERRED ANNUITY (TDA) PLAN

403b

Assets$5.0M
Participants477
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERGREEN CENTER, INC. FLEXIBLE BENEFITS PLAN

Fully Insured - TUFTS ASSOCIATED HEALTH MAINTENANCE ORG INC

Premiums$1.2M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EVERGREEN CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLANProfitSharing$11.0M5052025
002EVERGREEN CENTER, INC. TAX DEFERRED ANNUITY (TDA) PLAN403b$5.0M4772025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERGREEN CENTER, INC. FLEXIBLE BENEFITS PLANFully InsuredTUFTS ASSOCIATED HEALTH MAINTENANCE ORG INC$1.2M02025
Retirement plans
Welfare plans
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