Evergreen Senior Management
Updated Filing received by DOL
Evergreen Senior Management, an administrative & support services employer in Blue Bell, Pennsylvania, reported 1,183 participants in its health and welfare plan for plan year 2025. Its Form 5500 shows $6.5M in insurance premiums across 7 contracts and $34,414 in broker commissions and fees, 0.0% of medical premium against a national median of 3.8% among plans that paid commissions in plan year 2024. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on August 7, 2026, within the extension window.
Who was paid on Evergreen Senior Management's plan
Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Evergreen Senior Management filed for 2025.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| Corporate Synergies · MT. Laurel, NJ | $34,109 | $305 | $34,414 | 4 |
| Alliant Insurance Services · Pittsburgh, PA | $0 | $0 | $0 | 1 |
Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2025, as published in EBSA's 2025 "Latest" dataset. Part I names whoever the carrier paid, which can be a firm or an individual agent; both are public record. Amounts exclude pay from carriers not tied to a listed contract.
Insurance contracts and carriers
Every insurance contract reported on Schedule A: carrier, what it covers, people covered at year end, earned premium, and broker compensation.
| Carrier · coverage | Covered | Premium | Broker pay | Rate |
|---|---|---|---|---|
| Independence Blue Crosshealth, PPO | 631 | $5.2M | — | — |
| Independence Blue Crosshealth, prescription drug | 450 | $981,537 | — | — |
| United Concordia Insurance Companydental | 856 | $237,087 | — | — |
| Integrated Behavioral Healthcoverage not coded | 1,850 | — | — | — |
| Heartlandvision | 961 | — | — | — |
| Life Insurance Company of North Americalife, short-term disability, long-term disability | 1,084 | — | $25,527 | — |
| Reliastar Life Insurance Companycoverage not coded | 168 | — | $8,887 | — |
Source: DOL Form 5500 Schedule A, plan year 2025. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.
How Evergreen Senior Management compares
Medians across employers for plan year 2024, the most recent complete year. Commission rates use fully insured medical contracts only; dollar medians use every employer that disclosed broker pay.
Premium per covered person on medical contracts: $5,753 a year (national median $7,274).
Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.
Year over year
| 2024 | 2025 | Change | |
|---|---|---|---|
| Participants | 1,650 | 1,183 | −28.3% |
| Premiums filed | $6,034,088 | $6,456,141 | +7.0% |
| Broker commissions + fees | $316,707 | $34,414 | −89.1% |
| Commission rate | 4.8% | 0.0% | −4.8 pts |
Source: DOL Form 5500 filings for plan years 2024 and 2025.
Filings and timeliness
Plans this employer filed under its EIN with a health benefit code. Large plans are due seven months after the plan year ends, or two and a half months later with an extension; amended filings carry the amendment date, so no timing is asserted for them.
| Plan | Plan year end | Received by DOL | Timing | Participants |
|---|---|---|---|---|
| Evergreen Senior Management Welfare Benefit Plan#502 · insurance, general assets | December 31, 2025 | August 7, 2026 | within extension | 1,183 |
Source: DOL Form 5500 Part I and signature dates; "late" means received after the extended deadline (the 15th day of the tenth month after plan year end). What a late Form 5500 costs.
How much did Evergreen Senior Management pay in health insurance broker commissions in 2025?
Evergreen Senior Management's 2025 Form 5500 reports $34,414 in broker commissions and fees across 7 insurance contracts ($34,109 in commissions, $305 in fees), with Corporate Synergies receiving the largest share.
Is Evergreen Senior Management's health plan self-funded or fully insured?
The 2025 filing indicates the plan is a mix of insured and self-funded coverage. Medical coverage is written by Independence Blue Cross.
How does Evergreen Senior Management's broker compensation compare with similar employers?
Evergreen Senior Management paid 0.0% of medical premium in commissions and fees. The median for employers with 1,000-4,999 participants is 2.0%, and the median in Pennsylvania is 4.4%. Percentages are computed only on fully insured medical contracts with filed premiums.
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Record built October 24, 2026 from U.S. Department of Labor, EBSA Form 5500 datasets (2025, 2024, 2023 plan years, 'Latest' files). Filings can run 7 to 10 months behind the plan year; always confirm against current plan documents. BenefitsLedger is not affiliated with the U.S. Department of Labor. Open the DOL filing search.