Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
4 plans aggregated / $56.0M assets / 1,088 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.0M premiums / 563 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
401(k)
Traditional DB
Mixed - RELIASTAR LIFE INSURANCE COMPANY
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | EVERBRITE, LLC PROFIT SHARING PLAN | 401(k) | $49.9M | 815 | 2025 |
| #003 | THE EVERBRITE, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY THE MADISON IBEW LOCAL #965 PENSION PLAN | 401(k) | $4.4M | 240 | 2025 |
| #002 | EVERBRITE, LLC/SHEET METALWORKERS LOCAL 565 401(K) EMPLOYEE RETIREMENT PLAN | 401(k) | $1.7M | 33 | 2025 |
| #004 | EVERBRITE, LLC HOURLY EMPLOYEES RETIREMENT PLAN | Traditional DB | $2K | 0 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | EVERBRITE LLC WRAP PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $1.0M | 563 | 2025 |