Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EVAPCO, INC.
EIN 52-1059673mechanical or industrial engineeringLatest filing 2024
Plans
3
Retirement
2
$1.15B assets
Welfare
1
$39.2M premiums
Participants
6,002
5151 ALLENDALE LANE - TANEYTOWN, MD 217872103410-756-2600evapco.comLinkedIn1001-5000 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.15B assets / 4,127 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $39.2M premiums / 4,703 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$36.6M
- Vision$36.6M
- Prescription drug$36.6M
- Dental$1.5M
- Life$633K
- Long-term disability$369K
Carrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EVAPCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.14B
Participants2,202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EVAPCO, INC. PRETAX SAVINGS AND INVESTMENT PLAN
401k
Assets$9.6M
Participants1,925
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EVAPCO INC HEALTH & WELFARE PLAN
Fully Insured - CAREFIRST OF MARYLAND INC
Premiums$39.2M
Covered lives4,703
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVAPCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.14B | 2,202 | 2024 | |
| 002 | EVAPCO, INC. PRETAX SAVINGS AND INVESTMENT PLAN | 401k | $9.6M | 1,925 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EVAPCO INC HEALTH & WELFARE PLAN | Fully Insured | CAREFIRST OF MARYLAND INC | $39.2M | 4,703 | 2024 |
Retirement plans
Welfare plans