Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.6M
- Short-term disability$1.4M
- Life$1.3M
- Long-term disability$1.3M
- Vision$342K
Sponsor portfolio
TIAA, FSB TO BE KNOWN AS EVERBANK, N.A.
EIN 59-3531592Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$42.9M assets
Welfare
1
$1.9M premiums
Participants
3,311
301 WEST BAY STREET - JACKSONVILLE, FL 32202888-882-3837
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 2,804 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- METROPOLITAN LIFE INSURANCE COMPANY78%
- VISION SERVICE PLAN18%
- AETNA LIFE INSURANCE COMPANY3%
- ACE AMERICAN INSURANCE COMPANY1%
- HEALTH AND HUMAN RESOURCE CENTER0%
Broker market share
Schedule A broker compensation
107%top
- MERCER HEALTH AND BENEFITS, LLC107%
- WILLIS TOWERS WATSON US LLC-7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EVERBANK, N.A. 401(K) PLAN
401k
Assets$42.9M
Participants1,667
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EVERBANK HEALTH AND WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.9M
Covered lives2,804
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERBANK, N.A. 401(K) PLAN | 401k | $42.9M | 1,667 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EVERBANK HEALTH AND WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.9M | 2,804 | 2024 |
Retirement plans
Welfare plans