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Sponsor portfolio

EVOLUTION SYSTEMS, LLC

EIN 84-3696723-Latest filing 2025
Plans
2
Retirement
1
$166K assets
Welfare
1
$1.9M premiums
Participants
740
1525 N MAIN ST #105 - BOUNTIFUL, UT 84010801-296-6016
Plans on this EIN
2 filings
#001401k-$166K - 534 part#505Mixed-$1.9M - 553 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 553 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$980K
  • Dental$603K
  • Vision$603K
  • Life$603K
  • Short-term disability$603K
  • Other$603K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • KAISER FOUNDATION HEALTH PLAN INC52%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA32%
  • WESTPORT INSURANCE CORPORATION17%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
29%top
  • BUIE INSURANCE SERVICES29%
  • MARK S METTILLE26%
  • GIS BENEFITS INC19%
  • ADAM T BUIE15%
  • HEFFERNAN INSURANCE BROKERS11%
Total $114K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EVOLUTION SYSTEMS 401(K) SAVINGS PLAN

401k

Assets$166K
Participants534
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

EVOLUTION SYSTEMS, LLC HEALTH AND WELFARE WRAP PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.9M
Covered lives553
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVOLUTION SYSTEMS 401(K) SAVINGS PLAN401k$166K5342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505EVOLUTION SYSTEMS, LLC HEALTH AND WELFARE WRAP PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$1.9M5532025
Retirement plans
Welfare plans
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