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Sponsor portfolioTH

EVERIDGE

EIN 20-3688273-consumer goods-Latest filing 2025
Plans
7
Retirement
1
$19.2M assets
Welfare
6
$493K premiums
Participants
738
15600 37TH AVENUE NORTH, SUITE 100 - PLYMOUTH, MN 55446763-543-0127everidge.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
7 filings
#001401k-$19.2M - 738 part#504Fully Insured-$396K - 528 lives#507Fully Insured-$50K - 292 lives#506Mixed-$47K - 250 lives#502Self Funded-0 lives#505Self Funded-0 lives#508Self Funded-0 lives

Benefits portfolio analytics

6 plans / $493K premiums / 1,070 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$443K
  • Life$396K
  • Short-term disability$396K
  • Long-term disability$396K
  • Vision$50K
Total $493K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA80%
  • VISION SERVICE PLAN10%
  • ASSURITY LIFE INSURANCE COMPANY10%
Total $493K3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • USI INSURANCE SERVICES LLC88%
  • RHONDA S PAPE6%
  • DANE ALAN PAPE3%
  • COLE PAPE3%
Total $61K4 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

EVERIDGE EMPLOYEE 401(K) PLAN

401k

Assets$19.2M
Participants738
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

EVERIDGE INC GROUP TERM LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, LONG TERM DISABILITY PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$396K
Covered lives528
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

EVERIDGE INC VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$50K
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

EVERIDGE INC ACCIDENT AND CRITICAL ILLNESS PLAN

Mixed - ASSURITY LIFE INSURANCE COMPANY

Premiums$47K
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

EVERIDGE INC EMPLOYEE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

EVERIDGE INC DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

EVERIDGE INC FSA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVERIDGE EMPLOYEE 401(K) PLAN401k$19.2M7382024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
504EVERIDGE INC GROUP TERM LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, LONG TERM DISABILITY PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$396K5282025
507EVERIDGE INC VISION PLANFully InsuredVISION SERVICE PLAN$50K2922025
506EVERIDGE INC ACCIDENT AND CRITICAL ILLNESS PLANMixedASSURITY LIFE INSURANCE COMPANY$47K2502025
502EVERIDGE INC EMPLOYEE BENEFIT PLANSelf Funded-$002025
505EVERIDGE INC DENTAL PLANSelf Funded-$002025
508EVERIDGE INC FSA PLANSelf Funded-$002025
Retirement plans
Welfare plans
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