How big is Evernorth's plan?

Evernorth's plan reported $9.9M in assets and 51 participants for 2024.

Original filing (PDF)20250626090734NAL0008427505001

Evernorth

Name: Evernorth — Evernorth 403(b) Plan, Form 5500 (2024)
Creator: Evernorth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evernorth 403(b) Plan

403(b) retirement plan · Evernorth's Evernorth 403(b) Plan held $9.9M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

Plan identifiers

Evernorth's EIN is 85-1409438.

EIN 85-1409438

Plan number 001

Plan year 2024

ACK ID 20250626090734NAL0008427505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Evernorth's plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

EVERNORTH

EIN

all filings

Address

120 EXCHANGE STE, STE 600 · PORTLAND, ME · 04101

Phone

(207) 772-8255

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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