PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EVERSTREAM SOLUTIONS, LLC
Sponsor portfolio

EVERSTREAM SOLUTIONS, LLC

EIN 36-4742361-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$17.3M assets
Welfare
1
$501K premiums
Participants
590
1228 EUCLID AVENUE, SUITE 250 - CLEVELAND, OH 44115216-923-2260
Plans on this EIN
2 filings
#001401k-$17.3M - 313 part#501Mixed-$501K - 303 lives

Benefits portfolio analytics

1 plan / $501K premiums / 303 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$501K
  • Dental$494K
  • Vision$494K
  • Life$494K
  • Short-term disability$494K
  • Long-term disability$494K
Total $501K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA99%
  • ALLONE HEALTH1%
Total $501K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $69K1 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

EVERSTREAM SOLUTIONS 401K PROFIT SHARING PLAN & TRUST

401k

Assets$17.3M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERSTREAM HEALTH AND WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$501K
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVERSTREAM SOLUTIONS 401K PROFIT SHARING PLAN & TRUST401k$17.3M3132025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERSTREAM HEALTH AND WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$501K3032025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica