Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$1.8M
- Prescription drug$1.8M
- Other$94K
- Life$80K
- Short-term disability$80K
- +2 more
Sponsor portfolio
EVERTRUE, INC.
EIN 90-0810465Latest filing 2025
Plans
2
Retirement
1
$14.3M assets
Welfare
1
$1.9M premiums
Participants
307
33 ARCH STREET, 17TH FLOOR - BOSTON, MA 02110508-233-3395
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 200 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- AETNA LIFE INSURANCE COMPANY94%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- ASSUREDPARTNERS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EVERTRUE 401(K) PLAN
401k
Assets$14.3M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EVERTRUE, INC. HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.9M
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EVERTRUE 401(K) PLAN | 401k | $14.3M | 181 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EVERTRUE, INC. HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $1.9M | 200 | 2025 |
Retirement plans
Welfare plans