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Sponsor portfolioWelfare / HealthEIN 88-3442469
EVERTREE INSURANCE LLC
2929 SABRE ST. · VIRGINIA BEACH, VA 23452
9173648455
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$801K
No prior year
Persons covered
235
No prior year
Total participants
235
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 |
|---|---|---|---|
| Health | $512K | 60.6% | |
| Other | $141K | 16.7% | |
| Dental | $137K | 16.2% | |
| Long-term disability | $33K | 3.9% | |
| Vision | $11K | 1.4% | |
| Life | $11K | 1.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | H | $512K | 63.9% | 1 | 1 | 158 |
EIN 350472300 | LLTDOth | $141K | 17.6% | 1 | 6 | 235 |
EIN 812414649 | D | $137K | 17.1% | 1 | 1 | 167 |
EIN 470098400 | V | $11K | 1.4% | 1 | 1 | 159 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PROPEL INSURANCE AGENCY, LLC | TACOMA, WA | AMERITAS LIFE INSURANCE CORP., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $17K | $122 | $17K | 50.7% | 1 |
| THE SPINDEL AGENCY LLC | VIRGINIA BEACH, IL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13K | $0 | $13K | 37.8% | 1 |
| GCG FINANCIAL LLC | DEERFIELD, IL | AMERITAS LIFE INSURANCE CORP., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $4K | $4K | 11.5% | 1 |
History & trajectory
2 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