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  2. Evertec Group, LLC
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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Evertec Group, LLC

EIN 66-0449729-Information-Latest filing 2025
Plans
7
Retirement
1
$134.8M assets
Health & Benefits
6
$944K premiums
Participants
9,144
HUMAN RESOURCES DEPT. 059, PO BOX 364527 - SAN JUAN, PR 009364527787-759-9999
Plans on this EIN
7 filings
#001Other DC-$134.8M - 1,604 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+1 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 6 health and benefits plans.

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
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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

EVERTEC GROUP, LLC SAVINGS & INVESTMENT PLAN SAVINGS AND INVESTMENT PLAN

Other DC

Assets$134.8M
Participants1,604
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

EVERTEC GROUP LLC LIFE, AD&D INS PLAN

Fully insured - TRIPLE-S VIDA, INC.

Premiums$377K
Covered lives1,245
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

EVERTEC GROUP LLC HEALTH INSURANCE PLAN

Fully insured - ABARCA HEALTH, LLC

Premiums$347K
Covered lives1,232
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

EVERTEC GROUP, LLC LTD INS PLAN

Fully insured - TRIPLE-S VIDA, INC.

Premiums$111K
Covered lives1,234
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

EVERTEC GROUP LLC STD INSURANCE PLAN

Fully insured - TRIPLE-S VIDA, INC.

Premiums$83K
Covered lives1,235
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

EVERTEC, LLC. EAP INSURANCE PLAN

Fully insured - INSPIRA MENTAL HEALTH MANAGEMENT, INC.

Premiums$18K
Covered lives1,288
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

EVERTEC GROUP, LLC BTA INS PLAN

Fully insured - CHUBB INSURANCE COMPANY

Premiums$9K
Covered lives1,306
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001EVERTEC GROUP, LLC SAVINGS & INVESTMENT PLAN SAVINGS AND INVESTMENT PLANOther DC$134.8M1,6042025
  • EVERTEC GROUP, LLC SAVINGS & INVESTMENT PLAN SAVINGS AND INVESTMENT PLAN$134.8M
    #001 · Other DC · 20251,604

Health & Benefits plans

6 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • EVERTEC GROUP LLC LIFE, AD&D INS PLAN$377K
    #503 · Fully insured · TRIPLE-S VIDA, INC. · 20251,245
  • EVERTEC GROUP LLC HEALTH INSURANCE PLAN$347K
    #505 · Fully insured · ABARCA HEALTH, LLC · 20251,232
  • EVERTEC GROUP, LLC LTD INS PLAN$111K
    #504 · Fully insured · TRIPLE-S VIDA, INC. · 20251,234
  • EVERTEC GROUP LLC STD INSURANCE PLAN$83K
    #501 · Fully insured · TRIPLE-S VIDA, INC. · 20251,235
  • EVERTEC, LLC. EAP INSURANCE PLAN$18K
    #502 · Fully insured · INSPIRA MENTAL HEALTH MANAGEMENT, INC. · 20241,288
  • EVERTEC GROUP, LLC BTA INS PLAN$9K
    #506 · Fully insured · CHUBB INSURANCE COMPANY · 20251,306
Retirement plans
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