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
Sponsor portfolio
EVERGREEN HEALTHCARE PARTNERS, INC.
EIN 82-1415119information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$20.3M assets
Welfare
1
$3.1M premiums
Participants
962
6720 FRANK LLOYD WRIGHT AVE STE 200 - MIDDLETON, WI 53562920-251-8224evergreenhealthcarepartners.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 451 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- HAUSMANN GROUP INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EVERGREEN HEALTHCARE PARTNERS, INC. 401(K) PLAN
401k
Assets$20.3M
Participants505
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EVERGREEN HEALTHCARE PARTNERS, INC. WRAP PLAN
Mixed - BLUE CROSS & BLUE SHIELD OF WISCONSIN
Premiums$3.1M
Covered lives451
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERGREEN HEALTHCARE PARTNERS, INC. 401(K) PLAN | 401k | $20.3M | 505 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EVERGREEN HEALTHCARE PARTNERS, INC. WRAP PLAN | Mixed | BLUE CROSS & BLUE SHIELD OF WISCONSIN | $3.1M | 451 | 2025 |
Retirement plans
Welfare plans