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Sponsor portfolioWelfare / HealthEIN 80-0658222

EVERGREEN REALTY PARTNERS DBA REALTY ONE GROUP WEST

9901 IRVINE CENTER DRIVE · IRVINE, CA 92618
9493853506
Plans filed
1
Years active
2022–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$695K
No prior year
Persons covered
96
No prior year
Total participants
102
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$695K
EVERGREEN REALTY PARTNERS, INC. LIFE AND DISABILITY PLAN
Fully insured96 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$605K36.9%
Prescription drug$605K36.9%
Dental$90K5.5%
Vision$85K5.2%
Life$85K5.2%
Long-term disability$85K5.2%
Other$85K5.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$605K87.1%125
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
DVLLTDOth
$85K12.2%1196
UNITED CONCORDIA INSURANCE COMPANY
EIN 237328765
D
$5K0.7%1139

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE BALDWIN GROUP WEST LLCIRVINE, CAUNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC., UNITED OF OMAHA LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$37K$2K$38K98.1%1
BURNHAM BENEFITS INSURANCE SERVICESLARKSPUR, CAUNITED OF OMAHA LIFE INSURANCE COMPANY$0$750$7501.9%1

History & trajectory

4 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
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