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  1. Companies/
  2. Evergreen Center, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Evergreen Center, Inc.

EIN 04-2753469-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$16.0M assets
Health & Benefits
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
#001Profit-sharing-$11.0M - 505 part#002403(b)-$5.0M - 477 part#501Fully insured-$1.2M - 0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $16.0M assets / 982 participants

Assets by plan

Share of aggregate retirement assets

  • CONTRIBUTION RETIREMENT PLAN (#001)$11.0M
  • ANNUITY (TDA) PLAN (#002)$5.0M
Total $16.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)505
  • ANNUITY (TDA) PLAN (#002)477
Total 982Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

EVERGREEN CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Profit-sharing

Assets$11.0M
Participants505
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

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

403(b)

Assets$5.0M
Participants477
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

EVERGREEN CENTER, INC. FLEXIBLE BENEFITS PLAN

Fully insured - TUFTS ASSOCIATED HEALTH MAINTENANCE ORG INC

Premiums$1.2M
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001EVERGREEN CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLANProfit-sharing$11.0M5052025
#002EVERGREEN CENTER, INC. TAX DEFERRED ANNUITY (TDA) PLAN403(b)$5.0M4772025
  • EVERGREEN CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN$11.0M
    #001 · Profit-sharing · 2025505
  • EVERGREEN CENTER, INC. TAX DEFERRED ANNUITY (TDA) PLAN$5.0M
    #002 · 403(b) · 2025477

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501EVERGREEN CENTER, INC. FLEXIBLE BENEFITS PLANFully insuredTUFTS ASSOCIATED HEALTH MAINTENANCE ORG INC$1.2M02025
  • EVERGREEN CENTER, INC. FLEXIBLE BENEFITS PLAN$1.2M
    #501 · Fully insured · TUFTS ASSOCIATED HEALTH MAINTENANCE ORG INC · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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