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Original filing (PDF)20251010161139NAL0012975152001

EVERGREEN WASTE SERVICES

Form 5500
FILING_RECEIVED
EVERGREEN WASTE SERVICES, LLC GROUP MEDICAL PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
104
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERGREEN WASTE SERVICES.
Plan sponsor
Name
EVERGREEN WASTE SERVICES
EIN
27-2480102
Address
619 LAMBSON LN · NEW CASTLE, DE · 19720
Phone
(302) 635-7055
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-10-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4Q · Other
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
WEINER BENEFITS GROUPWILMINGTON, DEBROKER$7K
THE BENECON GROUP, LLC23-1315351BROKER$6K
Other
2
NameEINLocationRelationDirect compIndirect comp
HIGHMARK OF DELAWARE51-0020405ADMIN$7K
CONNECTCARE 326-1768616PATIENT ADVOCATE$1K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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