Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Long-term disability$71K
- Life$50K
Sponsor portfolioTH
EVERENCE SERVICES LLC
EIN 35-1962055Latest filing 2025
Plans
5
Retirement
1
$61.4M assets
Welfare
4
$2.2M premiums
Participants
1,942
Benefits portfolio analytics
4 plans / $2.2M premiums / 988 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- FOUR EVER LIFE INSURANCE COMPANY94%
- MADISON NATIONAL LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
48%top
- EVERENCE ASSOCIATION INC48%
- BURT ADVISORY GROUP26%
- NORTH AMERICAN BENEFITS COMPANY25%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EVERENCE SERVICES, LLC 401(K) PLAN
401k
Assets$61.4M
Participants541
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
EVERENCE MEDICAL EXPENSE PLAN
Fully Insured - EVERENCE INSURANCE COMPANY
Premiums$2.1M
Covered lives376
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
GROUP LONG TERM DISABILITY
Mewa - MADISON NATIONAL LIFE INSURANCE COMPANY
Premiums$71K
Covered lives306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
GROUP LIFE INSURANCE
Mewa - MADISON NATIONAL LIFE INSURANCE COMPANY
Premiums$50K
Covered lives306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
EMPLOYEE ASSISTANCE PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERENCE SERVICES, LLC 401(K) PLAN | 401k | $61.4M | 541 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | EVERENCE MEDICAL EXPENSE PLAN | Fully Insured | EVERENCE INSURANCE COMPANY | $2.1M | 376 | 2025 | |
| 501 | GROUP LONG TERM DISABILITY | Mewa | MADISON NATIONAL LIFE INSURANCE COMPANY | $71K | 306 | 2025 | |
| 502 | GROUP LIFE INSURANCE | Mewa | MADISON NATIONAL LIFE INSURANCE COMPANY | $50K | 306 | 2025 | |
| 509 | EMPLOYEE ASSISTANCE PLAN | Unknown | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans