Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$256K
- Short-term disability$256K
- Long-term disability$256K
- Other$256K
- Vision$47K
- Health$43K
- +1 more
Filings through .
Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans
EIN 91-1374387Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$64.7M assets
Health & Benefits
1
$345K premiums
Participants
1,159
15405 SE 37TH STREET, SUITE 200 - BELLEVUE, WA 98006425-974-8500
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $345K premiums / 441 covered lives
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SECURITY PLUS RETIREMENT SAVINGS PLAN
401(k)
Assets$64.7M
Participants713
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
EVERGREEN MONEYSOURCE MORTGAGE COMPANY EMPLOYEE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$345K
Covered lives441
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SECURITY PLUS RETIREMENT SAVINGS PLAN | 401(k) | $64.7M | 713 | 2025 |
- #001 · 401(k) · 2025713
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | EVERGREEN MONEYSOURCE MORTGAGE COMPANY EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $345K | 441 | 2025 |
- #502 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025441
Retirement plans
Health & Benefits plans