Plan Ledger DOL Form 5500 · updated monthly

Evergreen Moneysource Mortgage Companybenefits

Evergreen Moneysource Mortgage Company Employee Benefit Plan · BELLEVUE, WA · plan year 2025

Broker compensation reported · 2025
$12,612

Evergreen Moneysource Mortgage Company's benefits plans covered 441 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $12,612 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $29 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 21% from $15,939 in 2024.

Insurance contracts · 20253
VISION SERVICE PLAN · visionpremiums n/a · 320 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 441 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 4 covered
Brokers & agents paid · 20251
USI INSURANCE SERVICES LLC$12,612 · incl $8,795 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 911374387 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.