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Sponsor portfolio

EVOLVEDMD, INC.

EIN 93-2768820-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$2.2M assets
Welfare
2
$2.0M premiums
Participants
432
1375 NORTH SCOTTSDALE ROAD, SUITE 200 - SCOTTSDALE, AZ 85257480-877-9284evolvedmd.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$2.2M - 197 part#501Fully Insured-$1.9M - 308 lives#502Fully Insured-$92K - 185 lives

Benefits portfolio analytics

2 plans / $2.0M premiums / 493 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Prescription drug$1.7M
  • Other$188K
  • Vision$179K
  • Life$179K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA9%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • MJ INSURANCE90%
  • GIS BENEFITS INC5%
  • BLUE CROSS BLUE SHIELD OF FLORIDA5%
Total $137K3 slices

Plan deep-dives

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

EVOLVEDMD, INC. 401(K) PLAN

401k

Assets$2.2M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVOLVEDMD, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$1.9M
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

EVOLVEDMD, INC. LIFE AND DISABILITY PLAN

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$92K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVOLVEDMD, INC. 401(K) PLAN401k$2.2M1972024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVOLVEDMD, INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$1.9M3082025
502EVOLVEDMD, INC. LIFE AND DISABILITY PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$92K1852024
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