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  2. EVERGREEN SHIPPING AGENCY AMERICA CORPORATION
Sponsor portfolio

EVERGREEN SHIPPING AGENCY AMERICA CORPORATION

EIN 13-3373601-maritime-Latest filing 2025
Plans
7
Retirement
4
$357.4M assets
Welfare
3
$1.3M premiums
Participants
2,462
ONE EVERTRUST PLAZA - JERSEY CITY, NJ 073023051201-761-3111evergreen-shipping.usLinkedIn201-500 employeesmaritime
Plans on this EIN
7 filings
#001401k-$198.1M - 575 part#004MoneyPurchase-$118.7M - 591 part#002401k-$39.8M - 74 part#003MoneyPurchase-$770K - 47 part#502Self Funded-$729K - 402 lives#503Fully Insured-$536K - 482 lives#504Fully Insured-$56K - 659 lives

Retirement portfolio analytics

4 plans aggregated / $357.4M assets / 1,287 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PROFIT SHARING PLAN (#001)55%
  • MONEY PURCHASE PENSION (#004)33%
  • SHARING PLAN (UNION) (#002)11%
  • PENSION PLAN (UNION) (#003)0%
Total $357.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#004)591
  • PROFIT SHARING PLAN (#001)575
  • SHARING PLAN (UNION) (#002)74
  • PENSION PLAN (UNION) (#003)47
Total 1,287Click row to drill in

Benefits portfolio analytics

3 plans / $1.3M premiums / 1,543 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $56K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $6K1 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

EGA 401(K) PROFIT SHARING PLAN

401k

Assets$198.1M
Participants575
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

EGA MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$118.7M
Participants591
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EGA 401(K) PROFIT SHARING PLAN (UNION)

401k

Assets$39.8M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

EGA MONEY PURCHASE PENSION PLAN (UNION)

MoneyPurchase

Assets$770K
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION EMPLOYEE BENEFIT PLAN

Self Funded - HIGHMARK LIFE & CASUALTY GROUP

Premiums$729K
Covered lives402
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION GROUP LIFE INS ACCIDENT AND SICKNESS PLAN 503

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$536K
Covered lives482
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION VISION SERVICE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$56K
Covered lives659
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001EGA 401(K) PROFIT SHARING PLAN401k$198.1M5752024
004EGA MONEY PURCHASE PENSION PLANMoneyPurchase$118.7M5912024
002EGA 401(K) PROFIT SHARING PLAN (UNION)401k$39.8M742024
003EGA MONEY PURCHASE PENSION PLAN (UNION)MoneyPurchase$770K472024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION EMPLOYEE BENEFIT PLANSelf FundedHIGHMARK LIFE & CASUALTY GROUP$729K4022024
503EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION GROUP LIFE INS ACCIDENT AND SICKNESS PLAN 503Fully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$536K4822024
504EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION VISION SERVICE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$56K6592025
Retirement plans
Welfare plans
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