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Sponsor portfolioTH

D.L. EVANS BANK

EIN 82-0117415-banking-Latest filing 2025
Plans
3
Retirement
2
$72.3M assets
Welfare
1
$407K premiums
Participants
1,450
375 NORTH OVERLAND AVENUE - BURLEY, ID 83318208-678-9186dlevans.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002ESOP-$36.4M - 509 part#003401k-$35.9M - 515 part#501Mixed-$407K - 446 lives

Retirement portfolio analytics

2 plans aggregated / $72.3M assets / 1,024 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PLAN AND TRUST (#002)50%
  • 401(K) RETIREMENT Savings (#003)50%
Total $72.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#003)515
  • PLAN AND TRUST (#002)509
Total 1,024Click row to drill in

Benefits portfolio analytics

1 plan / $407K premiums / 446 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$338K
  • Life$283K
  • Short-term disability$283K
  • Long-term disability$283K
  • Dental$69K
Total $407K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • USABLE LIFE70%
  • BLUE CROSS OF CALIFORNIA17%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA14%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $407K4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MORETON & COMPANY100%
  • BALLARD INSURANCE GROUP LLC0%
  • THOMAS CHRISTOPHER SMITH0%
Total $50K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

D.L. EVANS BANK EMPLOYEES STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$36.4M
Participants509
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

D.L. EVANS BANK 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$35.9M
Participants515
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

D.L. EVANS BANK

Mixed - USABLE LIFE

Premiums$407K
Covered lives446
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002D.L. EVANS BANK EMPLOYEES STOCK OWNERSHIP PLAN AND TRUSTESOP$36.4M5092024
003D.L. EVANS BANK 401(K) RETIREMENT SAVINGS PLAN401k$35.9M5152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501D.L. EVANS BANKMixedUSABLE LIFE$407K4462025
Retirement plans
Welfare plans
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