Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$47K
- Life$30K
- Long-term disability$30K
- Vision$14K
Sponsor portfolio
EVERGREEN RETIREMENT COMMUNITY, INC.
EIN 39-1081800hospital & health careLatest filing 2025
Plans
2
Retirement
1
$12.2M assets
Welfare
1
$61K premiums
Participants
628
1130 NORTH WESTFIELD STREET - OSHKOSH, WI 54902920-233-2340evergreenoshkosh.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $61K premiums / 191 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA50%
- VITAL TRACTION, LLC27%
- HUMANA INSURANCE COMPANY23%
Broker market share
Schedule A broker compensation
96%top
- USI INSURANCE SERVICES LLC96%
- ASSUREDPARTNERS4%
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 RETIREMENT COMMUNITY, INC. 403(B) PLAN
403b
Assets$12.2M
Participants437
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EVERGREEN RETIREMENT COMMUNITY, INC. MEDICAL PROTECTION PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$61K
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERGREEN RETIREMENT COMMUNITY, INC. 403(B) PLAN | 403b | $12.2M | 437 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EVERGREEN RETIREMENT COMMUNITY, INC. MEDICAL PROTECTION PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $61K | 191 | 2025 |
Retirement plans
Welfare plans