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Sponsor portfolioTH

EVERON

EIN 90-0008456-security and investigations-Latest filing 2024
Plans
4
Retirement
1
$398.0M assets
Welfare
3
$7.5M premiums
Participants
16,229
1501 YAMATO ROAD - BOCA RATON, FL 33431561-672-3737everonsolutions.comLinkedIn1001-5000 employeessecurity and investigations
Plans on this EIN
4 filings
#001401k-$398.0M - 5,686 part#502Mixed-$7.5M - 5,525 lives#520Self Funded-0 lives#521Self Funded-0 lives

Benefits portfolio analytics

3 plans / $7.5M premiums / 5,525 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Other$2.8M
  • Life$2.0M
  • Long-term disability$1.1M
  • Vision$910K
  • Dental$290K
  • +1 more
Total $7.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • KAISER FOUNDATION HEALTH PLAN INC35%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA27%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY15%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY11%
  • EYEMED VISION CARE8%
  • +1 more
Total $7.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • LOCKTON COMPANIES, LLC86%
  • THOMAS DUNNING14%
Total $697K2 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

EVERON 401(K) PLAN

401k

Assets$398.0M
Participants5,686
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EVERON HEALTH AND WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$7.5M
Covered lives5,525
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

EVERON HEALTH AND SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

EVERON HEALTH AND SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVERON 401(K) PLAN401k$398.0M5,6862024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EVERON HEALTH AND WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$7.5M5,5252024
520EVERON HEALTH AND SEVERANCE PLANSelf Funded-$002024
521EVERON HEALTH AND SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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