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Sponsor portfolio

EVERCOMMERCE SOLUTIONS INC.

EIN 26-2254146-Latest filing 2025
Plans
2
Retirement
1
$81.1M assets
Welfare
1
$1.5M premiums
Participants
5,640
3601 WALNUT, SUITE 400 - DENVER, CO 80205303-242-8362
Plans on this EIN
2 filings
#001401k-$81.1M - 2,000 part#501Mixed-$1.5M - 3,091 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 3,091 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Dental$709K
  • Life$705K
  • Short-term disability$705K
  • Long-term disability$705K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY48%
  • SUN LIFE ASSURANCE COMPANY OF CANADA48%
  • TRANSCARENT3%
  • TELUS HEALTH (US) LTD.2%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • IMA, INC.90%
  • WATCHTOWER TECHNOLOGIES INC10%
Total $102K2 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

EVERCOMMERCE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$81.1M
Participants2,000
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERCOMMERCE SOLUTIONS, INC. HEALTH & WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.5M
Covered lives3,091
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVERCOMMERCE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN401k$81.1M2,0002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERCOMMERCE SOLUTIONS, INC. HEALTH & WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.5M3,0912025
Retirement plans
Welfare plans
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