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Sponsor portfolioTH

EVERBRITE, LLC

EIN 65-1164066-consumer goods-Latest filing 2025
Plans
5
Retirement
4
$56.0M assets
Welfare
1
$1.0M premiums
Participants
1,700
4949 SOUTH 110TH STREET - GREENFIELD, WI 53228414-529-7116everbrite.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
5 filings
#001401k-$50.1M - 851 part#003401k-$4.4M - 240 part#002401k-$1.5M - 38 part#004TraditionalDB-$2K - 0 part#501Mixed-$1.0M - 563 lives

Retirement portfolio analytics

4 plans aggregated / $56.0M assets / 1,129 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PROFIT SHARING PLAN (#001)89%
  • LOCAL #965 PENSION (#003)8%
  • EMPLOYEE RETIREMENT PLAN (#002)3%
  • EMPLOYEES RETIREMENT PLAN (#004)0%
Total $56.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)851
  • LOCAL #965 PENSION (#003)240
  • EMPLOYEE RETIREMENT PLAN (#002)38
Total 1,129Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 563 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$916K
  • Short-term disability$200K
  • Life$148K
  • Long-term disability$73K
Total $1.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • RELIASTAR LIFE INSURANCE COMPANY58%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY41%
  • COMPSYCH1%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • NFP INSURANCE SERVICES INC38%
  • UMR, INC.20%
  • M3 INSURANCE SOLUTIONS INC17%
  • ALLERTLY GROUP LLC14%
  • TOTALIS BENEFITS9%
  • +2 more
Total $90K7 slices

Plan deep-dives

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

EVERBRITE, LLC PROFIT SHARING PLAN

401k

Assets$50.1M
Participants851
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE EVERBRITE, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY THE MADISON IBEW LOCAL #965 PENSION PLAN

401k

Assets$4.4M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EVERBRITE LLC SHEET METALWORKERS LOCAL 565 401K EMPLOYEE RETIREMENT PLAN

401k

Assets$1.5M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

EVERBRITE, LLC HOURLY EMPLOYEES RETIREMENT PLAN

TraditionalDB

Assets$2K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERBRITE LLC WRAP PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives563
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001EVERBRITE, LLC PROFIT SHARING PLAN401k$50.1M8512024
003THE EVERBRITE, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY THE MADISON IBEW LOCAL #965 PENSION PLAN401k$4.4M2402025
002EVERBRITE LLC SHEET METALWORKERS LOCAL 565 401K EMPLOYEE RETIREMENT PLAN401k$1.5M382024
004EVERBRITE, LLC HOURLY EMPLOYEES RETIREMENT PLANTraditionalDB$2K02025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERBRITE LLC WRAP PLANMixedRELIASTAR LIFE INSURANCE COMPANY$1.0M5632025
Retirement plans
Welfare plans
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