Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Dental$234K
- Vision$234K
- Life$234K
- Short-term disability$234K
- +2 more
Sponsor portfolio
EVISORT INC.
EIN 81-4677701Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$1.3M assets
Welfare
1
$1.8M premiums
Participants
189
177 BOVET DRIVE, SUITE 400 - SAN MATEO, CA 94402510-491-4152
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 187 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- CALIFORNIA PHYSICIANS SERVICE78%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
- KAISER FOUNDATION HEALTH PLAN INC10%
Broker market share
Schedule A broker compensation
74%top
- DIGITAL INSURANCE LLC74%
- REUBEN WARNER ASSOCIATES, INC.19%
- CENTRO BENEFITS RESEARCH LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EVISORT INC 401(K) PLAN
401k
Assets$1.3M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EVISORT WELFARE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$1.8M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVISORT INC 401(K) PLAN | 401k | $1.3M | 65 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EVISORT WELFARE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $1.8M | 187 | 2024 |
Retirement plans
Welfare plans