Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$94K
- Other$51K
- Dental$31K
- Vision$31K
- Life$12K
Sponsor portfolio
EVERGREEN OILFIELD SOLUTIONS, LLC
EIN 90-0920357oil & energyLatest filing 2025
Plans
2
Retirement
1
$1.1M assets
Welfare
1
$176K premiums
Participants
143
42751 ROUTE 6 - WYALUSING, PA 18853570-565-9958evergreenoilfieldsolutions.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $176K premiums / 75 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- HM LIFE INSURANCE COMPANY53%
- AFLAC22%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
32%top
- STEPHEN G SCHULTZ32%
- KILMER LIFE AGENCY INC14%
- CUMMINGS FRASER & ASSOCIATES, LLC13%
- ASSUREDPARTNERS12%
- KEYSTONE INS & BENEFITS GROUP LLC9%
- +3 more
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 RETIREMENT PLAN
401k
Assets$1.1M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EVERGREEN OILFIELD SOLUTIONS, LLC EMPLOYEE BENEFIT PLAN (501)
Mixed - HM LIFE INSURANCE COMPANY
Premiums$176K
Covered lives75
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERGREEN RETIREMENT PLAN | 401k | $1.1M | 68 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EVERGREEN OILFIELD SOLUTIONS, LLC EMPLOYEE BENEFIT PLAN (501) | Mixed | HM LIFE INSURANCE COMPANY | $176K | 75 | 2025 |
Retirement plans
Welfare plans