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Sponsor portfolio

EVERLY HEALTH, INC.

EIN 86-2670281-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$817K premiums
Participants
660
5209 BURNET ROAD, STE 300 - AUSTIN, TX 78756214-546-5310
Plans on this EIN
2 filings
#001401k-$18.1M - 414 part#501Fully Insured-$817K - 259 lives

Benefits portfolio analytics

1 plan / $817K premiums / 259 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$552K
  • Dental$552K
  • Vision$552K
  • Short-term disability$141K
  • Other$86K
  • Life$58K
  • +1 more
Total $817K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY68%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY32%
Total $817K2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • ABD INS. AND FINANCIAL SVCS., INC.96%
  • BENERATION LLC4%
Total $161K2 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

EVERLY HEALTH 401(K) PLAN

401k

Assets$18.1M
Participants414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERLY HEALTH, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$817K
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVERLY HEALTH 401(K) PLAN401k$18.1M4142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERLY HEALTH, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$817K2592024
Retirement plans
Welfare plans
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