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.
Sponsor portfolioWelfare / HealthEIN 71-0057070
EVOLVE BANK & TRUST
6070 POPLAR AVENUE, SUITE 200 · MEMPHIS, TN 38119
9012609978
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 55
- Latest filing
- 2025
Total premiums (latest)
$576K
No prior year
Persons covered
381
No prior year
Total participants
381
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 |
|---|---|---|---|
| Life | $576K | 29.9% | |
| Other | $576K | 29.9% | |
| Short-term disability | $387K | 20.1% | |
| Long-term disability | $387K | 20.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LSTDLTDOth | $387K | 67.2% | 1 | 1 | 381 |
EIN 570514130 | LOth | $189K | 32.8% | 1 | 1 | 238 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| NICOLE GOLDEN | NASHVILLE, TN | CONTINENTAL AMERICAN INSURANCE COMPANY | $33K | $0 | $33K | 51.3% | 1 |
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $30K | $30K | 46.3% | 1 |
| P3 WORKPLACE SOLUTIONS | BRENTWOOD, TN | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 1.9% | 1 |
| DISCOVER THE POWER LLC | BRENTWOOD, TN | CONTINENTAL AMERICAN INSURANCE COMPANY | $281 | $0 | $281 | 0.4% | 1 |
| ADAM BLAIN | GERMANTOWN, TN | CONTINENTAL AMERICAN INSURANCE COMPANY | $51 | $0 | $51 | 0.1% | 1 |
| BRANDON D. CAVINS | EADS, TN | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | $0 | $12 | 0.0% | 1 |
| JONATHAN L PENNINGTON | COLLIERVILLE, TN | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | $0 | $9 | 0.0% | 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