Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.4M
- Other$1.7M
- Life$641K
- Short-term disability$641K
- Long-term disability$641K
Sponsor portfolio
EVERISE, INC.
EIN 27-2209310outsourcing/offshoringLatest filing 2025
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$10.1M premiums
Participants
9,698
600 N. PINE ISLAND ROAD, SUITE 320 - PLANTATION, FL 33324954-495-2525weareeverise.comLinkedIn10001+ employeesoutsourcing/offshoring
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.1M premiums / 5,508 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- LIFE INSURANCE COMPANY OF NORTH AMERICA10%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
42%top
- NY-GJK INSURANCE AGENCY42%
- EOI SERVICE COMPANY INC24%
- WORLD INSURANCE ASSOCIATES LLC20%
- GJK INSURANCE AGENCY LLC DBA WORLD10%
- BENEFITS ALL IN LLC2%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EVERISE RETIREMENT PLAN
401k
Assets$13.7M
Participants4,179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EVERISE, INC. EMPLOYEE BENEFITS PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$10.1M
Covered lives5,508
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERISE RETIREMENT PLAN | 401k | $13.7M | 4,179 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EVERISE, INC. EMPLOYEE BENEFITS PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $10.1M | 5,508 | 2025 |
Retirement plans
Welfare plans