Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$289K
- Dental$289K
- Vision$289K
- Other$153K
- Life$121K
- Short-term disability$34K
Sponsor portfolio
EVERGREEN HEALTH GROUP LLC
EIN 84-2795435Latest filing 2025
Plans
2
Retirement
1
$402K assets
Welfare
1
$442K premiums
Participants
219
6547 CURWEN LANE - FRISCO, TX 75036941-527-2891
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $442K premiums / 144 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- UNITEDHEALTHCARE INSURANCE COMPANY65%
- PAN-AMERICAN LIFE INSURANCE COMPANY20%
- METROPOLITAN LIFE INSURANCE COMPANY15%
Broker market share
Schedule A broker compensation
95%top
- COBBS ALLEN & HALL INC95%
- WILLIAM HAMMETT5%
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 HEALTH GROUP, LLC 401(K)
401k
Assets$402K
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EVERGREEN HEALTH GROUP LLC EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$442K
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERGREEN HEALTH GROUP, LLC 401(K) | 401k | $402K | 219 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EVERGREEN HEALTH GROUP LLC EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $442K | 144 | 2025 |
Retirement plans
Welfare plans