How big is Evergreen Insurance LLC's plan?

Evergreen Insurance LLC's plan reported $2.9M in assets and 29 participants for 2024.

Original filing (PDF)20250619103621NAL0007637714001

Evergreen Insurance LLC

Name: Evergreen Insurance LLC — Evergreen Insurance, LLC, Form 5500 (2024)
Creator: Evergreen Insurance LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evergreen Insurance, LLC 401(k) Plan

401(k) retirement plan · Evergreen Insurance LLC's Evergreen Insurance, LLC 401(k) Plan held $2.9M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Dale Snyder signed Evergreen Insurance LLC's 2024 Form 5500 as plan administrator.

Dale Snyder — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Evergreen Insurance LLC's EIN is 82-3218459.

EIN 82-3218459

Plan number 001

Plan year 2024

ACK ID 20250619103621NAL0007637714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evergreen Insurance LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evergreen Insurance LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVERGREEN INSURANCE LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score