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Sponsor portfolio

EVOLENT HEALTH LLC

EIN 45-3084136-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$289.2M assets
Welfare
1
$2.8M premiums
Participants
8,040
800 NORTH GLEBE ROAD, SUITE 500 - ARLINGTON, VA 22203571-210-6946
Plans on this EIN
2 filings
#002401k-$289.2M - 4,742 part#501Mixed-$2.8M - 3,254 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 3,254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.7M
  • Long-term disability$1.7M
  • Vision$557K
  • Other$556K
  • Health$119K
  • Dental$119K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY61%
  • METROPOLITAN LIFE INSURANCE COMPANY20%
  • VISION SERVICE PLAN15%
  • HAWAII MEDICAL SERVICE ASSOCIATION4%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $399K1 slice

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$2.8M
Covered lives3,254
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$2.8M3,2542024
Retirement plans
Welfare plans
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