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Sponsor portfolio

EVERGREEN REAL ESTATE SERVICES, LLC

EIN 36-4274778-real estate-Latest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$37K premiums
Participants
1,010
566 WEST LAKE STREET STE 400 - CHICAGO, IL 60661312-382-3244kcevergreen.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401k-$8.6M - 509 part#501Fully Insured-$37K - 330 lives

Benefits portfolio analytics

1 plan / $37K premiums / 330 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • DELTA DENTAL OF CALIFORNIA100%
  • DEARBORN LIFE INSURANCE COMPANY0%
  • BLUE CROSS OF CALIFORNIA0%
Total $37K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • AXION RMS LTD100%
  • WATCHTOWER BENEFITS, LLC0%
Total $14K2 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

EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN

401k

Assets$8.6M
Participants509
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERGREEN REAL ESTATE SERVICES, LLC WELFARE BENEFIT PLAN

Fully Insured - DELTA DENTAL OF ILLINOIS

Premiums$37K
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN401k$8.6M5092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERGREEN REAL ESTATE SERVICES, LLC WELFARE BENEFIT PLANFully InsuredDELTA DENTAL OF ILLINOIS$37K3302025
Retirement plans
Welfare plans
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