Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.2M
- Prescription drug$982K
- Other$404K
- Life$310K
- Short-term disability$310K
- Long-term disability$310K
- +2 more
Sponsor portfolio
EVERGREEN SENIOR MANAGEMENT
EIN 46-3140763hospital & health careLatest filing 2025
Plans
2
Retirement
1
$9.5M assets
Welfare
1
$6.9M premiums
Participants
2,065
660 SENTRY PARKWAY, SUITE 220 - BLUE BELL, PA 19422215-793-4445LinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.9M premiums / 1,850 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
- UNITED CONCORDIA INSURANCE COMPANY3%
- HEARTLAND1%
- INTEGRATED BEHAVIORAL HEALTH1%
- +1 more
Broker market share
Schedule A broker compensation
12456%top
- CORPORATE SYNERGIES GROUP LLC12456%
- ALLIANT INSURANCE SERVICES, INC.-12356%
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 SENIOR MANAGEMENT LLC 401(K) PLAN
401k
Assets$9.5M
Participants980
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EVERGREEN SENIOR MANAGEMENT WELFARE BENEFIT PLAN
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$6.9M
Covered lives1,850
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERGREEN SENIOR MANAGEMENT LLC 401(K) PLAN | 401k | $9.5M | 980 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EVERGREEN SENIOR MANAGEMENT WELFARE BENEFIT PLAN | Fully Insured | INDEPENDENCE BLUE CROSS | $6.9M | 1,850 | 2025 |
Retirement plans
Welfare plans