Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$495K
- Dental$396K
- Life$389K
- Short-term disability$389K
- Long-term disability$389K
- Vision$67K
Sponsor portfolio
EVERGEN
EIN 84-4049000medical devicesLatest filing 2024
Plans
2
Retirement
1
$61.5M assets
Welfare
1
$958K premiums
Participants
1,329
11621 RESEARCH CIRCLE - ALACHUA, FL 326156825386-418-8888evergenbio.comLinkedIn501-1000 employeesmedical devices
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $958K premiums / 1,152 covered livesCarrier market share
Premium dollars by Schedule A carrier
41%top
- DELTA DENTAL OF CALIFORNIA41%
- RELIANCE STANDARD LIFE INSURANCE COMPANY41%
- AETNA LIFE INSURANCE COMPANY10%
- HUMANA INSURANCE COMPANY7%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Broker market share
Schedule A broker compensation
99%top
- LOCKTON COMPANIES, LLC99%
- USI INSURANCE SERVICES LLC1%
- MFB FINANCIAL DBA THE BAILEY GROUP0%
- THOMPSON SUCCESS PARTNERS, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EVERGEN 401(K) PLAN
401k
Assets$61.5M
Participants829
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RTI SURGICAL, INC. HEALTH AND WELFARE PLAN
Mixed - DELTA DENTAL INSURANCE COMPANY
Premiums$958K
Covered lives1,152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERGEN 401(K) PLAN | 401k | $61.5M | 829 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RTI SURGICAL, INC. HEALTH AND WELFARE PLAN | Mixed | DELTA DENTAL INSURANCE COMPANY | $958K | 1,152 | 2024 |
Retirement plans
Welfare plans