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Sponsor portfolioTH

EVERFOX HOLDINGS LLC

EIN 47-5289064-Latest filing 2025
Plans
3
Retirement
2
$245.1M assets
Welfare
1
$936K premiums
Participants
2,823
12950 WORLDGATE DRIVE - HERNDON, VA 20170800-723-1166
Plans on this EIN
3 filings
#002401k-$122.7M - 815 part#001401k-$122.4M - 1,183 part#501Mixed-$936K - 788 lives

Retirement portfolio analytics

2 plans aggregated / $245.1M assets / 1,998 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • 401(K) RETIREMENT PLAN (#002)50%
  • 401(K) RETIREMENT PLAN (#001)50%
Total $245.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)1,183
  • 401(K) RETIREMENT PLAN (#002)815
Total 1,998Click row to drill in

Benefits portfolio analytics

1 plan / $936K premiums / 788 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$668K
  • Long-term disability$668K
  • Other$668K
  • Health$177K
  • Prescription drug$177K
  • Vision$91K
Total $936K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA71%
  • KAISER FOUNDATION HEALTH PLAN INC12%
  • VISION SERVICE PLAN10%
  • HAWAII MEDICAL SERVICE ASSOCIATION7%
Total $936K4 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • USI INSURANCE SERVICES LLC54%
  • ALLIANT INSURANCE SERVICES, INC.46%
Total $78K2 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

EVERFOX HOLDINGS LLC 401(K) RETIREMENT PLAN

401k

Assets$122.7M
Participants815
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FORCEPOINT 401(K) RETIREMENT PLAN

401k

Assets$122.4M
Participants1,183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERFOX HOLDINGS LLC HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$936K
Covered lives788
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EVERFOX HOLDINGS LLC 401(K) RETIREMENT PLAN401k$122.7M8152024
001FORCEPOINT 401(K) RETIREMENT PLAN401k$122.4M1,1832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERFOX HOLDINGS LLC HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$936K7882025
Retirement plans
Welfare plans
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