Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$512K
- Other$141K
- Dental$137K
- Long-term disability$33K
- Vision$11K
- Life$11K
Sponsor portfolio
EVERTREE INSURANCE LLC
EIN 88-3442469insuranceLatest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$801K premiums
Participants
479
2929 SABRE ST, SUITE 200 - VIRGINIA BEACH, VA 23452917-364-8455evertreeinsurance.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $801K premiums / 235 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY64%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY18%
- DELTA DENTAL OF CALIFORNIA17%
- AMERITAS LIFE INSURANCE CORP.1%
Broker market share
Schedule A broker compensation
51%top
- PROPEL INSURANCE AGENCY, LLC51%
- THE SPINDEL AGENCY LLC38%
- GCG FINANCIAL LLC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EVERTREE INSURANCE 401(K) PLAN
401k
Assets$8.5M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EVERTREE INSURANCE WELFARE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$801K
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERTREE INSURANCE 401(K) PLAN | 401k | $8.5M | 244 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EVERTREE INSURANCE WELFARE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $801K | 235 | 2025 |
Retirement plans
Welfare plans