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Benefits broker of record · LINCOLNWOOD, IL

EVERGREEN BENEFITS GROUP

EVERGREEN BENEFITS GROUP of LINCOLNWOOD, IL is named as the broker of record on 54 insurance contracts in public Form 5500 Schedule A filings.

One of 5 offices of EVERGREEN BENEFITS GROUP.

Contracts brokered
54
Book size
$1M+
Office state
IL

54 contracts on file name EVERGREEN BENEFITS GROUP as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

EVERGREEN BENEFITS GROUP brokers 54 insured contracts for 10 employers, across 2 states, led by IL, MD.

Disability is the largest line (44 contracts), followed by life (41), health (22), dental (10).

AMERICAN HERITAGE LIFE INSURANCE COMPANY writes the most contracts in the book (35, about 65%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, COMBINED INSURANCE COMPANY, CONTINENTAL AMERICAN INSURANCE COMPANY follow.

Renewals concentrate on October 1: 74% of the dated welfare contracts have policy years ending in September, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 44 · life 41 · health 22 · dental 10 · vision 10

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
EXTENDED CARE CONSULTING, LLCEVANSTON, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAAug 1FY2025
ARCADIA CARE MANAGEMENT LLCLINCOLNWOOD, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAOct 1FY2025
ELEVATE CARE, INC.SKOKIE, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAAug 1FY2025
ELEVATE CARE, INC.SKOKIE, ILCONTINENTAL AMERICAN INSURANCE COMPANYAug 1FY2025
SABA HEALTHCARE LLCSKOKIE, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJun 1FY2025
Subscriber access
6

more employers in EVERGREEN BENEFITS GROUP's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)

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