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Sponsor portfolioWelfare / HealthEIN 82-1415119

EVERGREEN HEALTHCARE PARTNERS, INC.

6720 FRANK LLOYD WRIGHT AVE STE 200 · MIDDLETON, WI 53562
9202518224
Plans filed
1
Years active
2022–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
451
No prior year
Total participants
457
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$3.1M
EVERGREEN HEALTHCARE PARTNERS, INC. WRAP PLAN
Mixed451 covered·4 carriers
Primary: BLUE CROSS & BLUE SHIELD OF WISCONSIN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.9M88.5%
Short-term disability$99K3.0%
Long-term disability$99K3.0%
Other$90K2.8%
Life$56K1.7%
Vision$30K0.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 390138065
H
$2.9M92.9%11355
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$189K6.1%15451
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$30K1.0%11209

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HAUSMANN GROUP INCMADISON, WIUNUM INSURANCE COMPANY OF AMERICA, BLUE CROSS & BLUE SHIELD OF WISCONSIN, WYSSTA INSURANCE COMPANY INC., UNUM INSURANCE COMPANY$172K$3K$174K100.0%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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