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  2. Evergreen Healthcare Partners, Inc.
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Filings through Oct 24, 2026.

Evergreen Healthcare Partners, Inc.

EIN 82-1415119-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$29.7M assets
Health & Benefits
1
$3.1M premiums
Participants
1,049
6720 FRANK LLOYD WRIGHT AVE STE 200 - MIDDLETON, WI 53562608-820-6911evergreenhealthcarepartners.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401(k)-$29.7M - 592 part#502Mixed-$3.1M - 451 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $3.1M premiums / 451 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Short-term disability$99K
  • Long-term disability$99K
  • Other$90K
  • Life$56K
  • Vision$30K
Total $3.1M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

EVERGREEN HEALTHCARE PARTNERS, INC. 401(K) PLAN

401(k)

Assets$29.7M
Participants592
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

EVERGREEN HEALTHCARE PARTNERS, INC. WRAP PLAN

Mixed - BLUE CROSS & BLUE SHIELD OF WISCONSIN

Premiums$3.1M
Covered lives451
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001EVERGREEN HEALTHCARE PARTNERS, INC. 401(K) PLAN401(k)$29.7M5922025
  • EVERGREEN HEALTHCARE PARTNERS, INC. 401(K) PLAN$29.7M
    #001 · 401(k) · 2025592

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502EVERGREEN HEALTHCARE PARTNERS, INC. WRAP PLANMixedBLUE CROSS & BLUE SHIELD OF WISCONSIN$3.1M4512025
  • EVERGREEN HEALTHCARE PARTNERS, INC. WRAP PLAN$3.1M
    #502 · Mixed · BLUE CROSS & BLUE SHIELD OF WISCONSIN · 2025451
Retirement plans
Health & Benefits plans

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