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Sponsor portfolioWelfare / HealthEIN 46-3140763
EVERGREEN SENIOR MANAGEMENT
660 SENTRY PARKWAY · BLUE BELL, PA 19422
2157934445
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$6.9M
No prior year
Persons covered
1,850
No prior year
Total participants
1,085
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 |
|---|---|---|---|
| Health | $6.2M | 70.4% | |
| Prescription drug | $982K | 11.1% | |
| Other | $404K | 4.6% | |
| Life | $310K | 3.5% | |
| Short-term disability | $310K | 3.5% | |
| Long-term disability | $310K | 3.5% | |
| Dental | $237K | 2.7% | |
| Vision | $58K | 0.7% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 232184623 | HRx | $6.2M | 89.9% | 1 | 2 | 631 |
EIN 231503749 | LSTDLTDOth | $310K | 4.5% | 1 | 1 | 1,084 |
EIN 860307623 | D | $237K | 3.4% | 1 | 1 | 856 |
EIN 020663236 | V | $58K | 0.8% | 1 | 1 | 961 |
EIN 330851349 | Oth | $56K | 0.8% | 1 | 1 | 1,850 |
EIN 410451140 | Oth | $38K | 0.6% | 1 | 1 | 168 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CORPORATE SYNERGIES GROUP LLC | MT. LAUREL, NJ | INDEPENDENCE BLUE CROSS, RELIASTAR LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | $305 | $8K | 12455.6% | 1 |
| ALLIANT INSURANCE SERVICES, INC. | PITTSBURGH, PA | INDEPENDENCE BLUE CROSS | -$8K | $0 | -$8K | -12355.6% | 1 |
History & trajectory
9 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