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Sponsor portfolio

EVERRA, LLC

EIN 14-1584173-Latest filing 2025
Plans
2
Retirement
1
$16.7M assets
Welfare
1
$153K premiums
Participants
380
4 COMPUTER DRIVE WEST, SUITE 200 - ALBANY, NY 12205518-489-5700
Plans on this EIN
2 filings
#001401k-$16.7M - 231 part#501Mixed-$153K - 181 lives

Benefits portfolio analytics

1 plan / $153K premiums / 181 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$110K
  • Life$90K
  • Short-term disability$90K
  • Long-term disability$90K
  • Dental$34K
  • Vision$9K
Total $153K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA72%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY22%
  • VISION SERVICE PLAN6%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $153K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $18K1 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

STEIN FIBERS, LTD. PROFIT SHARING PLAN

401k

Assets$16.7M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERRA, LLC - GROUP HEALTH PREMIUM PAYMENT PLAN

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$153K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STEIN FIBERS, LTD. PROFIT SHARING PLAN401k$16.7M2312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERRA, LLC - GROUP HEALTH PREMIUM PAYMENT PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$153K1812025
Retirement plans
Welfare plans
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