PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. EVERBANK, N.A.

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 59-3531592

EVERBANK, N.A.

301 WEST BAY STREET · JACKSONVILLE, FL 32202
9046236526
Plans filed
2
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$1.9M
No prior year
Persons covered
2,804
No prior year
Total participants
1,644
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$66.6M
EVERBANK & AFFILIATES GROUP LIFE, HEALTH, DENTAL AND LTD PLAN
Fully insured5,755 covered·3 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #502$1.9M
EVERBANK HEALTH AND WELFARE BENEFIT PLAN
Mixed2,804 covered·6 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.6M26.2%
Short-term disability$1.4M23.1%
Life$1.3M22.5%
Long-term disability$1.3M22.5%
Vision$342K5.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
LSTDLTDOth
$1.5M77.9%152,804
VISION SERVICE PLAN
EIN 363560825
V
$342K17.6%112,551
AETNA LIFE INSURANCE COMPANY
EIN 200446713
Oth
$63K3.3%111,464
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
Oth
$22K1.1%111,592
HEALTH AND HUMAN RESOURCE CENTER
EIN 330052273
Oth
$3K0.1%11128

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILMETLIFE LEGAL PLANS, ACE AMERICAN INSURANCE COMPANY$9K$209$10K107.4%1
WILLIS TOWERS WATSON US LLCPARSIPPANY, NJMETLIFE LEGAL PLANS-$789$123-$666-7.4%1

History & trajectory

6 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