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  2. EVERGREENE MANAGEMENT GROUP, LLC
Sponsor portfolio

EVERGREENE MANAGEMENT GROUP, LLC

EIN 26-4000650-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$690K assets
Welfare
1
$37K premiums
Participants
338
5242 S COLLEGE DRIVE, STE 150 - MURRAY, UT 84123801-413-0413psc-evg.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$690K - 206 part#501Fully Insured-$37K - 132 lives

Benefits portfolio analytics

1 plan / $37K premiums / 132 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$37K
  • Long-term disability$37K
  • Other$37K
Total $37K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $37K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $6K1 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

EVERGREENE MANAGEMENT GROUP 401(K) PLAN

401k

Assets$690K
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERGREENE MANAGEMENT GROUP HEALTH AND WELFARE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$37K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVERGREENE MANAGEMENT GROUP 401(K) PLAN401k$690K2062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERGREENE MANAGEMENT GROUP HEALTH AND WELFARE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$37K1322025
Retirement plans
Welfare plans
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