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Sponsor portfolioTH

EVERTEC GROUP LLC

EIN 66-0449729-Latest filing 2025
Plans
7
Retirement
1
$117.6M assets
Welfare
6
$944K premiums
Participants
9,138
PO BOX 364527 - SAN JUAN, PR 009364527787-759-9999
Plans on this EIN
7 filings
#001OtherDC-$117.6M - 1,598 part#503Fully Insured-$377K - 1,245 lives#505Fully Insured-$347K - 1,232 lives#504Fully Insured-$111K - 1,234 lives#501Fully Insured-$83K - 1,235 lives#502Fully Insured-$18K - 1,288 lives#506Fully Insured-$9K - 1,306 lives

Benefits portfolio analytics

6 plans / $944K premiums / 7,540 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$386K
  • Life$377K
  • Prescription drug$347K
  • Long-term disability$111K
  • Short-term disability$83K
Total $926K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • TRIPLE S SALUD, INC.62%
  • ABARCA HEALTH LLC37%
  • ACE AMERICAN INSURANCE COMPANY1%
  • MCS LIFE INSURANCE COMPANY0%
Total $926K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $124K1 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

EVERTEC GROUP, LLC SAVINGS & INVESTMENT PLAN

OtherDC

Assets$117.6M
Participants1,598
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

EVERTEC GROUP LLC LIFE, AD&D INS PLAN

Fully Insured - TRIPLE-S VIDA, INC.

Premiums$377K
Covered lives1,245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

EVERTEC GROUP LLC HEALTH INSURANCE PLAN

Fully Insured - ABARCA HEALTH, LLC

Premiums$347K
Covered lives1,232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

EVERTEC GROUP, LLC LTD INS PLAN

Fully Insured - TRIPLE-S VIDA, INC.

Premiums$111K
Covered lives1,234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

EVERTEC GROUP LLC STD INSURANCE PLAN

Fully Insured - TRIPLE-S VIDA, INC.

Premiums$83K
Covered lives1,235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

EVERTEC, LLC. EAP INSURANCE PLAN

Fully Insured - INSPIRA MENTAL HEALTH MANAGEMENT, INC.

Premiums$18K
Covered lives1,288
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

EVERTEC GROUP, LLC BTA INS PLAN

Fully Insured - CHUBB INSURANCE COMPANY

Premiums$9K
Covered lives1,306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVERTEC GROUP, LLC SAVINGS & INVESTMENT PLANOtherDC$117.6M1,5982024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
503EVERTEC GROUP LLC LIFE, AD&D INS PLANFully InsuredTRIPLE-S VIDA, INC.$377K1,2452025
505EVERTEC GROUP LLC HEALTH INSURANCE PLANFully InsuredABARCA HEALTH, LLC$347K1,2322025
504EVERTEC GROUP, LLC LTD INS PLANFully InsuredTRIPLE-S VIDA, INC.$111K1,2342025
501EVERTEC GROUP LLC STD INSURANCE PLANFully InsuredTRIPLE-S VIDA, INC.$83K1,2352025
502EVERTEC, LLC. EAP INSURANCE PLANFully InsuredINSPIRA MENTAL HEALTH MANAGEMENT, INC.$18K1,2882024
506EVERTEC GROUP, LLC BTA INS PLANFully InsuredCHUBB INSURANCE COMPANY$9K1,3062025
Retirement plans
Welfare plans
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