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Sponsor portfolioTH

EVERYAGE

EIN 56-6056582-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$29.0M assets
Welfare
1
$923K premiums
Participants
2,429
100 LEONARD AVENUE - NEWTON, NC 286589649828-465-8535everyage.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$29.0M - 1,490 part#501Mixed-$923K - 939 lives

Benefits portfolio analytics

1 plan / $923K premiums / 939 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$567K
  • Life$541K
  • Short-term disability$541K
  • Long-term disability$541K
  • Dental$356K
  • Vision$356K
Total $923K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY61%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA39%
Total $923K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $133K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EVERYAGE 403(B) RETIREMENT PLAN

403b

Assets$29.0M
Participants1,490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERYAGE FLEXIBLE SPENDING ACCOUNT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$923K
Covered lives939
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVERYAGE 403(B) RETIREMENT PLAN403b$29.0M1,4902025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERYAGE FLEXIBLE SPENDING ACCOUNT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$923K9392025
Retirement plans
Welfare plans
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