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Benefits broker of record · CHATTANOOGA, TN

EVERGREEN CONSULTING INC

EVERGREEN CONSULTING INC of CHATTANOOGA, TN is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
8
Book size
$10k–100k
Office state
TN

8 contracts on file name EVERGREEN CONSULTING INC 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 CONSULTING INC brokers 8 insured contracts for 3 employers, across 3 states, led by IL, NY, TN.

The book is entirely disability coverage.

JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 50%); DELAWARE LIFE INSURANCE COMPANY OF NEW YORK, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on February 1: 100% of the dated welfare contracts have policy years ending in January, 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 1

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
MCDERMOTT WILL & SCHULTE LLPCHICAGO, ILJOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
MCDERMOTT WILL & SCHULTE LLPCHICAGO, ILDELAWARE LIFE INSURANCE COMPANY OF NEW YORKAnnuity / GIC—FY2024
SCHULTE ROTH & ZABEL LLPNEW YORK, NYJOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—FY2023
SCHULTE ROTH & ZABEL LLPNEW YORK, NYDELAWARE LIFE INSURANCE COMPANY OF NEW YORKAnnuity / GIC—FY2023
MILLER & MARTIN PLLCCHATTANOOGA, TNUNUM LIFE INSURANCE COMPANY OF AMERICAJan 2FY2025
Subscriber access
3

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)

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