Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$605K
- Prescription drug$605K
- Dental$90K
- Vision$85K
- Life$85K
- Long-term disability$85K
- +1 more
Sponsor portfolio
EVERGREEN REALTY PARTNERS DBA REALTY ONE GROUP WEST
EIN 80-0658222Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$695K premiums
Participants
205
9901 IRVINE CENTER DRIVE - IRVINE, CA 92618949-486-2202
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $695K premiums / 96 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNITEDHEALTHCARE INSURANCE COMPANY87%
- UNITED OF OMAHA LIFE INSURANCE COMPANY12%
- UNITED CONCORDIA INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
98%top
- THE BALDWIN GROUP WEST LLC98%
- BURNHAM BENEFITS INSURANCE SERVICES2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ROG WEST 401(K) PLAN
401k
Assets$1.8M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EVERGREEN REALTY PARTNERS, INC. LIFE AND DISABILITY PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$695K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROG WEST 401(K) PLAN | 401k | $1.8M | 103 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EVERGREEN REALTY PARTNERS, INC. LIFE AND DISABILITY PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $695K | 96 | 2025 |
Retirement plans
Welfare plans