PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. EVERGREEN CREDIT UNION

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 01-0216328

EVERGREEN CREDIT UNION

225 RIVERSIDE STREET · PORTLAND, ME 04103
2077767659
Plans filed
1
Years active
2024–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
234
No prior year
Total participants
221
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.3M
EVERGREEN CREDIT UNION
Fully insured234 covered·5 carriers
Primary: HPHC INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M89.0%
Dental$110K4.6%
Other$44K1.9%
Short-term disability$40K1.7%
Life$38K1.6%
Long-term disability$20K0.9%
Vision$9K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARVARD PILGRIM HEALTH CARE
EIN 043149694
H
$2.1M90.5%1399
DELTA DENTAL OF CALIFORNIA
EIN 010286541
D
$110K4.7%11234
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$105K4.5%14117
RED TREE INSURANCE COMPANY, INC.
EIN 270175911
V
$9K0.4%11217

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACADIA BENEFITS INCPORTLAND, MERED TREE INSURANCE COMPANY, INC., HPHC INSURANCE COMPANY, DELTA DENTAL PLAN OF MAINE, HARVARD PILGRIM HEALTH CARE$38K$9K$47K80.0%1
IMA, INC.PORTLAND, MELIFE INSURANCE COMPANY OF NORTH AMERICA$10K$0$10K17.9%1
COMBINED SERVICES LLCCONCORD, NHRED TREE INSURANCE COMPANY, INC., DELTA DENTAL PLAN OF MAINE$1K$0$1K2.1%1

History & trajectory

2 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica