Form 5500 · Employee benefit plan · VIRGINIA BEACH, VA
EVERTREE INSURANCE LLC
EVERTREE INSURANCE LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PROPEL INSURANCE AGENCY LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 88-3442469 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 31 | December | $7,874 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 60 | December | $6,010 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 71 | December | $5,166 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 235 | December | $4,880 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 98 | December | $4,495 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 235 | December | $1,285 |
| DELTA DENTAL OF CONNECTICUT, INC | Dental | 167 | December | $0 |
| AMERITAS LIFE INSURANCE CORP. | Vision | 159 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 158 | December | $0 |
Questions
Who is EVERTREE INSURANCE LLC's benefits broker?
Per its most recent Form 5500 Schedule A, EVERTREE INSURANCE LLC's broker of record is PROPEL INSURANCE AGENCY LLC.
What insurance carrier does EVERTREE INSURANCE LLC use?
EVERTREE INSURANCE LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 9 disclosed carriers.
When does EVERTREE INSURANCE LLC's group plan renew?
The most recent Schedule A policy period for EVERTREE INSURANCE LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EVERTREE INSURANCE LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.