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Sponsor portfolio

EVOLENT HEALTH LLC

EIN 45-3084136-Latest filing 2025
Plans
2
Retirement
1
$289.2M assets
Welfare
1
$3.0M premiums
Participants
8,014
1812 NORTH MOORE STREET, SUITE 1705 - ARLINGTON, VA 22209571-389-6000
Plans on this EIN
2 filings
#002401k-$289.2M - 4,742 part#501Mixed-$3.0M - 3,227 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 3,227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.9M
  • Long-term disability$1.9M
  • Vision$558K
  • Other$521K
  • Health$123K
  • Dental$123K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY78%
  • VISION SERVICE PLAN15%
  • HAWAII MEDICAL SERVICE ASSOCIATION4%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • HARTFORD LIFE AND ACCIDENT0%
Total $3.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • LOCKTON COMPANIES, LLC97%
  • AON CONSULTING INC3%
Total $421K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EVOLENT HEALTH 401(K) PLAN

401k

Assets$289.2M
Participants4,742
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVOLENT HEALTH EMPLOYEE BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3.0M
Covered lives3,227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002EVOLENT HEALTH 401(K) PLAN401k$289.2M4,7422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVOLENT HEALTH EMPLOYEE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$3.0M3,2272025
Retirement plans
Welfare plans
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