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Sponsor portfolio

EVERQUOTE, INC.

EIN 26-3101161-internet-Latest filing 2025
Plans
2
Retirement
1
$31.6M assets
Welfare
1
$284K premiums
Participants
708
141 PORTLAND STREET, SUITE 701 - CAMBRIDGE, MA 02139855-522-3444everquote.comLinkedIn501-1000 employeesinternet
Plans on this EIN
2 filings
#001401k-$31.6M - 442 part#501Mixed-$284K - 256 lives

Benefits portfolio analytics

1 plan / $284K premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$284K
  • Vision$284K
  • Life$284K
  • Short-term disability$284K
  • Long-term disability$284K
  • Other$284K
Total $284K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $284K1 slice

Broker market share

Schedule A broker compensation

Split broker
41%top
  • BENNIE INSURANCE, LLC41%
  • PROFESSIONAL GROUP PLANS INC41%
  • GALLAGHER BENEFIT SERVICES, INC.18%
Total $36K3 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

EVERQUOTE 401(K) PLAN

401k

Assets$31.6M
Participants442
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERQUOTE, INC. EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$284K
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVERQUOTE 401(K) PLAN401k$31.6M4422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERQUOTE, INC. EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$284K2562025
Retirement plans
Welfare plans
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