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Sponsor portfolioWelfare / HealthEIN 01-0552543

EVERCORE PARTNERS SERVICES EAST LLC

55 EAST 52ND STREET, 38TH FLOOR · NEW YORK, NY 10055
6462900609
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$4.3M
No prior year
Persons covered
2,984
No prior year
Total participants
1,872
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.3M
EVERCORE PARTNERS SERVICES EAST HEALTH AND WELFARE PLAN
Fully insured2,984 covered·7 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$2.6M29.5%
Other$1.4M15.7%
Life$1.2M13.9%
Short-term disability$1.2M13.9%
Long-term disability$1.2M13.9%
Vision$674K7.5%
Health$511K5.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DOth
$2.3M54.5%152,984
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$1.2M29.1%111,846
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HDV
$511K12.0%13779
VISION SERVICE PLAN
EIN 222777159
V
$189K4.4%111,291
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
$00.0%111,858

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCNEW YORK, NYAETNA LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, PRUDENTIAL INSURANCE COMPANY OF AMERICA$21K$65K$86K100.0%1

History & trajectory

11 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
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