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Sponsor portfolioWelfare / HealthEIN 77-6019718
BOARD OF TRUSTEES EVERGREEN TEACHER ASSOCIATION HEALTH & WELFARE TRUST
6800 SANTA TERESA BOULEVARD · SAN JOSE, CA 95119
4082884400
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$56K
No prior year
Persons covered
483
No prior year
Total participants
918
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 | $56K | 33.3% | |
| Long-term disability | $56K | 33.3% | |
| Other | $56K | 33.3% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LLTDOth | $56K | 100.0% | 1 | 1 | 483 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CHELBAY SCHULER CHELBAY | SAN JOSE, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $0 | $6K | 100.0% | 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