PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. EVERGREEN HOMES, INC.

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 25-1556760

EVERGREEN HOMES, INC.

198 WESTGATE DRIVE · KITTANNING, PA 16201
7247633125
Plans filed
2
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
279
No prior year
Total participants
326
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$1.3M
EVERGREEN HOMES, INC. HEALTH PLAN
Fully insured135 covered·2 carriers
Primary: UPMC HEALTH OPTIONS
Plan #501$49K
EVERGREEN HOMES, INC. WELFARE BENEFIT PLAN
Fully insured144 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M87.8%
Dental$50K3.6%
Vision$50K3.6%
Short-term disability$28K2.0%
Life$22K1.5%
Other$22K1.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UPMC HEALTH OPTIONS
EIN 462824626
HDV
$1.3M96.3%12135
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDOth
$49K3.7%12144

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
IMA, INC.KITTANNING, PAUPMC HEALTH OPTIONS, UPMC HEALTH BENEFITS$43K$0$43K86.3%1
MARSH & MCLENNAN AGENCY LLCPITTSBURGH, PATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$4K$1K$6K11.0%1
DMC BENEFITS INCWESTLAKE, OHTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$1K$1K2.7%1

History & trajectory

10 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