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  2. Everbank, N.A.
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Everbank, N.A.

EIN 59-3531592-Latest filing 2025
Plans
2
Retirement
1
$42.9M assets
Health & Benefits
1
$2.0M premiums
Participants
3,478
301 WEST BAY STREET - JACKSONVILLE, FL 32202904-623-6526
Plans on this EIN
2 filings
#001401(k)-$42.9M - 1,667 part#502Mixed-$2.0M - 3,071 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.0M premiums / 3,071 covered lives

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$368K
Total $2.0M5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

EVERBANK, N.A. 401(K) PLAN

401(k)

Assets$42.9M
Participants1,667
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

EVERBANK HEALTH AND WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives3,071
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001EVERBANK, N.A. 401(K) PLAN401(k)$42.9M1,6672024
  • EVERBANK, N.A. 401(K) PLAN$42.9M
    #001 · 401(k) · 20241,667

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502EVERBANK HEALTH AND WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$2.0M3,0712025
  • EVERBANK HEALTH AND WELFARE BENEFIT PLAN$2.0M
    #502 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 20253,071
Retirement plans
Health & Benefits plans

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