Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$740K
- Short-term disability$740K
- Long-term disability$740K
- Other$740K
- Health$203K
- Vision$100K
Sponsor portfolio
EVERETT FINANCIAL, INC. DBA SUPREME LENDING
EIN 75-2695327bankingLatest filing 2025
Plans
2
Retirement
1
$61.6M assets
Welfare
1
$1.0M premiums
Participants
2,559
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 898 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- SUN LIFE ASSURANCE COMPANY OF CANADA71%
- KAISER FOUNDATION HEALTH PLAN INC19%
- VISION SERVICE PLAN10%
Broker market share
Schedule A broker compensation
73%top
- HOLMES MURPHY & ASSOCIATES73%
- AVANT SPECIALTY BENEFITS LLC27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN
401k
Assets$61.6M
Participants1,559
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUPREME LENDING EMPLOYEE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.0M
Covered lives898
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN | 401k | $61.6M | 1,559 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUPREME LENDING EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.0M | 898 | 2025 |
Retirement plans
Welfare plans