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  2. EVERCHARGE INC.
Sponsor portfolio

EVERCHARGE INC.

EIN 80-0281465-electrical/electronic manufacturing-Latest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$1.7M premiums
Participants
247
548 MARKET ST, #31647 - SAN FRANCISCO, CA 94104888-342-7383evercharge.comLinkedIn51-200 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filings
#001401k-$6.0M - 167 part#501Fully Insured-$1.7M - 102 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 102 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$1.4M
  • Vision$1.3M
  • Long-term disability$19K
  • Other$18K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • CALIFORNIA PHYSICIANS SERVICE74%
  • KAISER FOUNDATION HEALTH PLAN INC18%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • DIGITAL INSURANCE LLC77%
  • BROWN & BROWN INSURANCE SERVICES19%
  • REUBEN WARNER ASSOCIATES, INC.3%
  • CENTRO BENEFITS RESEARCH LLC0%
Total $142K4 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

EVERCHARGE 401(K) PLAN

401k

Assets$6.0M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERCHARGE HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$1.7M
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVERCHARGE 401(K) PLAN401k$6.0M1672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERCHARGE HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$1.7M1022025
Retirement plans
Welfare plans
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