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Sponsor portfolio

EVERGREEN RESIDENTIAL EMPLOYEE SERVICES CORP.

EIN 87-3367685-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$1.1M premiums
Participants
479
1999 BRYAN ST, 13TH FLOOR - DALLAS, TX 75201917-327-5660
Plans on this EIN
2 filings
#001401k-$4.5M - 359 part#501Fully Insured-$1.1M - 229 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 229 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$922K
  • Dental$147K
  • Vision$147K
  • Life$147K
  • Short-term disability$147K
  • Long-term disability$147K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • PRINCIPAL LIFE INSURANCE COMPANY14%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • BCI INSURANCE SOLUTIONS, INC.49%
  • BENEFIT CONCEPTS INC44%
  • CENTRO BENEFITS RESEARCH LLC7%
Total $95K3 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

EVERGREEN RESIDENTIAL EMPLOYEE SERVICES CORP. 401(K) PLAN

401k

Assets$4.5M
Participants359
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERGREEN RESIDENTIAL EMPLOYEE SERVICES CORP. HEALTH & WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVERGREEN RESIDENTIAL EMPLOYEE SERVICES CORP. 401(K) PLAN401k$4.5M3592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERGREEN RESIDENTIAL EMPLOYEE SERVICES CORP. HEALTH & WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.1M2292025
Retirement plans
Welfare plans
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