Form 5500 · Employee benefit plan · OSHKOSH, WI
EVERGREEN RETIREMENT COMMUNITY, INC.
EVERGREEN RETIREMENT COMMUNITY, INC. of OSHKOSH, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LINCOLN - APS. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1081800 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 14 | December | $1,258 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 12 | December | $276 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | — | 140 | December | $0 |
Questions
Who is EVERGREEN RETIREMENT COMMUNITY, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, EVERGREEN RETIREMENT COMMUNITY, INC.'s broker of record is LINCOLN - APS.
What insurance carrier does EVERGREEN RETIREMENT COMMUNITY, INC. use?
EVERGREEN RETIREMENT COMMUNITY, INC.'s benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does EVERGREEN RETIREMENT COMMUNITY, INC.'s group plan renew?
The most recent Schedule A policy period for EVERGREEN RETIREMENT COMMUNITY, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EVERGREEN RETIREMENT COMMUNITY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.