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Sponsor portfolio

EVERGREEN HOMES, INC.

EIN 25-1556760-Latest filing 2025
Plans
3
Retirement
1
$4.9M assets
Welfare
2
$1.3M premiums
Participants
501
198 WESTGATE DRIVE - KITTANNING, PA 16201724-763-3125
Plans on this EIN
3 filings
#002403b-$4.9M - 175 part#502Fully Insured-$1.3M - 135 lives#501Fully Insured-$49K - 144 lives

Benefits portfolio analytics

2 plans / $1.3M premiums / 279 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$50K
  • Vision$50K
  • Short-term disability$28K
  • Life$22K
  • Other$22K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UPMC HEALTH OPTIONS96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • IMA, INC.86%
  • MARSH & MCLENNAN AGENCY LLC11%
  • DMC BENEFITS INC3%
Total $50K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EVERGREEN HOMES 403B PLAN

403b

Assets$4.9M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EVERGREEN HOMES, INC. HEALTH PLAN

Fully Insured - UPMC HEALTH OPTIONS

Premiums$1.3M
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

EVERGREEN HOMES, INC. WELFARE BENEFIT PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$49K
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002EVERGREEN HOMES 403B PLAN403b$4.9M1752024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EVERGREEN HOMES, INC. HEALTH PLANFully InsuredUPMC HEALTH OPTIONS$1.3M1352025
501EVERGREEN HOMES, INC. WELFARE BENEFIT PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$49K1442025
Retirement plans
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