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Sponsor portfolio

EVERGREEN FORD

EIN 86-1561207-automotive-Latest filing 2024
Plans
2
Retirement
1
$6.2M assets
Welfare
1
$651K premiums
Participants
281
1500 18TH AVE NW - ISSAQUAH, WA 98027425-507-1231evergreenford.comLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filings
#002401k-$6.2M - 162 part#501Fully Insured-$651K - 131 lives

Benefits portfolio analytics

1 plan / $651K premiums / 131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$580K
  • Dental$71K
  • Vision$71K
  • Life$71K
Total $651K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • KAISER FOUNDATION HEALTH PLAN INC89%
  • PRINCIPAL LIFE INSURANCE COMPANY11%
Total $651K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE PARTNERS GROUP100%
Total $39K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EVERGREEN RETIREMENT PLAN AND TRUST

401k

Assets$6.2M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAM CLARK EVERGREEN FORD AND CHEVROLET HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON

Premiums$651K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002EVERGREEN RETIREMENT PLAN AND TRUST401k$6.2M1622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAM CLARK EVERGREEN FORD AND CHEVROLET HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF WASHINGTON$651K1312024
Retirement plans
Welfare plans
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