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Sponsor portfolioWelfare / HealthEIN 86-2670281

EVERLY HEALTH, INC.

823 CONGRESS AVENUE · AUSTIN, TX 78701
8554223855
Plans filed
1
Years active
2022–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
312
No prior year
Total participants
178
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.1M
EVERLY HEALTH, INC. HEALTH AND WELFARE PLAN
Fully insured312 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.9M30.9%
Dental$2.9M30.9%
Prescription drug$2.9M30.9%
Other$212K2.3%
Life$158K1.7%
Short-term disability$158K1.7%
Long-term disability$158K1.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRxD
$2.9M93.2%12312
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$158K5.0%11172
HEADSPACE
EIN 461777570
Oth
$46K1.5%11173
MAVEN CLINIC CO.
EIN 465747423
Oth
$9K0.3%11173

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JAMES R NELLIGAN & ASSOCIATES LLCWALL TOWNSHIP, NJUNITED OF OMAHA LIFE INSURANCE COMPANY$0$8K$8K51.7%1
BENERATION LLCPHILADELPHIA, PAUNITED OF OMAHA LIFE INSURANCE COMPANY$0$4K$4K27.6%1
ACRISURE LLCENGLEWOOD CLIFFS, NJUNITED OF OMAHA LIFE INSURANCE COMPANY$3K$0$3K20.7%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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