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Sponsor portfolioWelfare / HealthEIN 39-1081800
EVERGREEN RETIREMENT COMMUNITY, INC.
1130 NORTH WESTFIELD STREET · OSHKOSH, WI 54902
9202332340
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$61K
No prior year
Persons covered
191
No prior year
Total participants
191
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $47K | 38.4% | |
| Life | $30K | 25.1% | |
| Long-term disability | $30K | 25.1% | |
| Vision | $14K | 11.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LLTDOth | $30K | 50.4% | 1 | 1 | 191 |
EIN 863585149 | Oth | $16K | 26.8% | 1 | 1 | 15 |
EIN 391263473 | V | $14K | 22.8% | 1 | 1 | 87 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | KIMBERLY, WI | HUMANA INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $2K | $8K | 95.7% | 1 |
| ASSUREDPARTNERS | BLUE BELL, PA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $352 | $352 | 4.3% | 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