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Sponsor portfolio

EVI INDUSTRIES, INC.

EIN 11-2014231-business supplies and equipment-Latest filing 2025
Plans
2
Retirement
1
$37.6M assets
Welfare
1
$5.5M premiums
Participants
1,130
4500 BISCAYNE BOULEVARD, SUITE 340 - MIAMI, FL 33137510-786-9271evi-ind.comLinkedIn501-1000 employeesbusiness supplies and equipment
Plans on this EIN
2 filings
#001401k-$37.6M - 798 part#501Fully Insured-$5.5M - 782 lives

Benefits portfolio analytics

1 plan / $5.5M premiums / 782 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.3M
  • Dental$5.3M
  • Vision$5.3M
  • Prescription drug$5.3M
  • Other$260K
  • Life$211K
  • +2 more
Total $5.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
  • PRINCIPAL LIFE INSURANCE COMPANY0%
  • AMERITAS LIFE INSURANCE CORP.0%
Total $5.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • DSM FINANCIAL LLC0%
  • NATIONAL AGENCY SOLUTIONS LLC0%
Total $247K3 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

EVI INDUSTRIES, INC. 401(K) PLAN

401k

Assets$37.6M
Participants798
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVI INDUSTRIES, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.5M
Covered lives782
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVI INDUSTRIES, INC. 401(K) PLAN401k$37.6M7982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVI INDUSTRIES, INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.5M7822025
Retirement plans
Welfare plans
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