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Sponsor portfolioWelfare / HealthEIN 91-1374387
EVERGREEN MONEYSOURCE MORTGAGE COMPANY
d/b/a EVERGREEN HOME LOANS
15405 SE 37TH STREET · BELLEVUE, WA 98006
4259748500
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$345K
No prior year
Persons covered
441
No prior year
Total participants
446
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 | $256K | 22.1% | |
| Short-term disability | $256K | 22.1% | |
| Long-term disability | $256K | 22.1% | |
| Other | $256K | 22.1% | |
| Vision | $47K | 4.1% | |
| Health | $43K | 3.7% | |
| Prescription drug | $43K | 3.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LSTDLTDOth | $256K | 74.0% | 1 | 1 | 441 |
EIN 237089668 | V | $47K | 13.7% | 1 | 1 | 320 |
EIN 941340523 | HRx | $43K | 12.3% | 1 | 1 | 4 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | KAISER FOUNDATION HEALTH PLAN, INC., SUN LIFE ASSURANCE COMPANY OF CANADA, VISION SERVICE PLAN | $4K | $9K | $13K | 100.0% | 1 |
History & trajectory
11 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