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Form 5500 · Employee benefit plan · DELAFIELD, WI

EVANS TRANSPORTATION SERVICES, LLC

The filing calls this plan EVANS TRANSPORTATION LLC HEALTH AND WELFARE BENEFIT PLAN.

EVANS TRANSPORTATION SERVICES, LLC of DELAFIELD, WI spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is COMPASS BENEFIT SPECIALISTS. Coverage is written through ALL SAVERS INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1498620 · plan 501 · plan year 2025, filed Jul 24, 2026

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How this plan is funded

Funding not settled by the filing

The filing does not report enough to settle how this plan pays for benefits.

All participants at the start of the year
151
Active at start of year
151
Active at end of year
160
Disclosed commissions
$55,257
Typical renewal
January 1

Benefits declared on this filing

Healthnot declared on this filing
Dentalinsured — UNITEDHEALTHCARE INSURANCE COMPANY117 of 151 participants (77%)
Visioninsured — UNITEDHEALTHCARE INSURANCE COMPANY117 of 151 participants (77%)
Lifeinsured — UNITED OF OMAHA LIFE INSURANCE COMPANY66 of 151 participants (44%) on the largest contract
Disabilityinsured — UNITED OF OMAHA LIFE INSURANCE COMPANY151 of 151 participants (100%) on the largest contract

Also declared: death benefits, other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 6 insured contracts covering dental, vision, life and disability; the largest, with ALL SAVERS INSURANCE COMPANY, covers 117 people.

Reported premium across the insured contracts is $1,188,944, with $55,257 in disclosed broker commissions — about 4.6% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

COMPASS BENEFIT SPECIALISTS is the broker of record on 1 of the 6 contracts; the rest name a different broker or none.

3 carriers appear on the filing, including ALL SAVERS INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY and UNITED OF OMAHA LIFE INSURANCE COMPANY. ALL SAVERS INSURANCE COMPANY writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
ALL SAVERS INSURANCE COMPANY—117Jan 1, 2026$910,509$28,310
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability151Jan 1, 2026$58,403$11,680
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability77Jan 1, 2026$45,388$9,078
UNITED OF OMAHA LIFE INSURANCE COMPANYLife66Jan 1, 2026$21,226$3,183
UNITED OF OMAHA LIFE INSURANCE COMPANYLife150Jan 1, 2026$15,031$3,006
UNITEDHEALTHCARE INSURANCE COMPANYDental, Vision117Jan 1, 2026$138,387$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
EVANS TRANSPORTATION SERVICES, LLC
EIN 39-1498620

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

How this plan compares

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