Plan Ledger DOL Form 5500 · updated monthly

Evergreen Retirement Community, Inc.benefits

Evergreen Retirement Community, Inc. Medical Protection Plan · OSHKOSH, WI · plan year 2025

Broker compensation reported · 2025
$8,265

Evergreen Retirement Community, Inc.'s benefits plans covered 191 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $8,265 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $43 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 7.1% from $7,717 in 2024.

Insurance contracts · 20253
HUMANA INSURANCE COMPANY · visionpremiums n/a · 87 covered
VITAL TRACTION, LLCpremiums n/a · 15 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 191 covered
Brokers & agents paid · 20252
USI INSURANCE SERVICES LLC$7,913 · incl $2,082 fees
EMERSON ROGERS, LLC$352 · incl $352 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 391081800 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.