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Sponsor portfolio

EVERGREEN FAMILY MEDICINE

EIN 93-1200207-Latest filing 2025
Plans
2
Retirement
1
$17.4M assets
Welfare
1
$184K premiums
Participants
675
2570 EDENBOWER, SUITE 100 - ROSEBURG, OR 97470541-229-3304efmpc.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#002401k-$17.4M - 410 part#501Mixed-$184K - 265 lives

Benefits portfolio analytics

1 plan / $184K premiums / 265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$155K
  • Long-term disability$155K
  • Other$155K
  • Dental$29K
Total $184K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • STANDARD INSURANCE COMPANY84%
  • WILLAMETTE DENTAL INSURANCE, INC.16%
Total $184K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $13K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EVERGREEN FAMILY MEDICINE, P.C. 401(K) PLAN

401k

Assets$17.4M
Participants410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERGREEN FAMILY MEDICINE EMPLOYEE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$184K
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002EVERGREEN FAMILY MEDICINE, P.C. 401(K) PLAN401k$17.4M4102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERGREEN FAMILY MEDICINE EMPLOYEE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$184K2652025
Retirement plans
Welfare plans
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