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Sponsor portfolioWelfare / HealthEIN 13-4149850
EVALUESERVE, INC.
ONE GLENWOOD AVENUE, 5TH FLOOR · RALEIGH, NC 27603
9199778200
- Plans filed
- 3
- Years active
- 2018–2024
- Industry
- NAICS 51
- Latest filing
- 2024
Total premiums (latest)
$139K
No prior year
Persons covered
154
No prior year
Total participants
103
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #502$558K
EVALUESERVE, INC.
Fully insured93 covered·1 carrier
Primary: AETNA
Plan #504$139K
EVALUESERVE, INC. HEALTH AND WELFARE PLAN
Mixed154 covered·1 carrier
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY
Plan #501$58K
EVALUESERVE, INC.
Fully insured143 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $139K | 16.7% | |
| Vision | $139K | 16.7% | |
| Life | $139K | 16.7% | |
| Short-term disability | $139K | 16.7% | |
| Long-term disability | $139K | 16.7% | |
| Other | $139K | 16.7% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 360883760 | DVLSTDLTDOth | $139K | 100.0% | 1 | 1 | 154 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | CHARLOTTE, NC | RELIANCE STANDARD LIFE INSURANCE COMPANY | $15K | $0 | $15K | 66.3% | 1 |
| GIS BENEFITS INC | MORRIS, IL | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $440 | $8K | 33.7% | 1 |
History & trajectory
7 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