Form 5500 · Employee benefit plan · BELLEVUE, WA
EVERGREEN MONEYSOURCE MORTGAGE COMPANY
Public Form 5500 records show how EVERGREEN MONEYSOURCE MORTGAGE COMPANY (BELLEVUE, WA) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-1374387 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 4 | December | $2,014 |
| VISION SERVICE PLAN | Vision | 320 | December | $1,803 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 441 | December | $0 |
Questions
Who is EVERGREEN MONEYSOURCE MORTGAGE COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, EVERGREEN MONEYSOURCE MORTGAGE COMPANY's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does EVERGREEN MONEYSOURCE MORTGAGE COMPANY use?
EVERGREEN MONEYSOURCE MORTGAGE COMPANY's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 3 disclosed carriers.
When does EVERGREEN MONEYSOURCE MORTGAGE COMPANY's group plan renew?
The most recent Schedule A policy period for EVERGREEN MONEYSOURCE MORTGAGE COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EVERGREEN MONEYSOURCE MORTGAGE COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.