Form 5500 · Employee benefit plan · BLUE BELL, PA
EVERGREEN SENIOR MANAGEMENT
Public Form 5500 records show how EVERGREEN SENIOR MANAGEMENT (BLUE BELL, PA) structures its employee benefits. Its broker of record is ALLIANT INSURANCE SVCS INC. Coverage is written through INDEPENDENCE BLUE CROSS and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-3140763 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| INDEPENDENCE BLUE CROSS | Health | 608 | December | $278,844 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 1,775 | December | $23,324 |
| RELIASTAR LIFE INSURANCE COMPANY | — | 155 | December | $8,267 |
| INTEGRATED BEHAVIORAL HEALTH | — | 1,850 | December | $0 |
| HEARTLAND | Vision | 874 | December | $0 |
| UNITED CONCORDIA INSURANCE COMPANY | Dental | 766 | December | $0 |
Questions
Who is EVERGREEN SENIOR MANAGEMENT's benefits broker?
Per its most recent Form 5500 Schedule A, EVERGREEN SENIOR MANAGEMENT's broker of record is ALLIANT INSURANCE SVCS INC.
What insurance carrier does EVERGREEN SENIOR MANAGEMENT use?
EVERGREEN SENIOR MANAGEMENT's benefit plan is written through INDEPENDENCE BLUE CROSS, among 6 disclosed carriers.
When does EVERGREEN SENIOR MANAGEMENT's group plan renew?
The most recent Schedule A policy period for EVERGREEN SENIOR MANAGEMENT ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EVERGREEN SENIOR MANAGEMENT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.