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Sponsor portfolio

THE EVERGREEN SCHOOL

EIN 91-0756462-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$31.2M assets
Welfare
1
$454K premiums
Participants
389
15201 MERIDIAN AVENUE N - SHORELINE, WA 98133206-364-2650evergreenschool.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$31.2M - 266 part#501Fully Insured-$454K - 177 lives

Benefits portfolio analytics

1 plan / $454K premiums / 177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$348K
  • Health$290K
  • Dental$92K
  • Life$58K
  • Long-term disability$58K
  • Vision$14K
Total $454K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY64%
  • METROPOLITAN LIFE INSURANCE COMPANY20%
  • PRINCIPAL LIFE INSURANCE COMPANY13%
  • VISION SERVICE PLAN3%
Total $454K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEA MOUNTAIN INSURANCE BROKERS INC100%
Total $67K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE EVERGREEN SCHOOL 403(B) DC PLAN

403b

Assets$31.2M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE EVERGREEN SCHOOL WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURNACE COMPANY

Premiums$454K
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE EVERGREEN SCHOOL 403(B) DC PLAN403b$31.2M2662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE EVERGREEN SCHOOL WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURNACE COMPANY$454K1772025
Retirement plans
Welfare plans
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