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EVERGREEN HOMES, INC. HEALTH PLAN 401k Plan overview

Plan NameEVERGREEN HOMES, INC. HEALTH PLAN
Plan identification number 502

EVERGREEN HOMES, INC. HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

EVERGREEN HOMES, INC. has sponsored the creation of one or more 401k plans.

Company Name:EVERGREEN HOMES, INC.
Employer identification number (EIN):251556760
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about EVERGREEN HOMES, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1991-05-24
Company Identification Number: 601320722
Legal Registered Office Address: 691 QUAIL DR PO BOX 490

CLE ELUM
United States of America (USA)
98922

More information about EVERGREEN HOMES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERGREEN HOMES, INC. HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-07-01KAREN N LEONARD2023-11-28
5022021-07-01RONALD J SCANLON2022-10-21
5022020-07-01RONALD SCANLON2022-01-10

Plan Statistics for EVERGREEN HOMES, INC. HEALTH PLAN

401k plan membership statisitcs for EVERGREEN HOMES, INC. HEALTH PLAN

Measure Date Value
2022: EVERGREEN HOMES, INC. HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01124
Total number of active participants reported on line 7a of the Form 55002022-07-01135
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-01135
2021: EVERGREEN HOMES, INC. HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01124
Total number of active participants reported on line 7a of the Form 55002021-07-01124
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01124
2020: EVERGREEN HOMES, INC. HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01119
Total number of active participants reported on line 7a of the Form 55002020-07-01124
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01124

Financial Data on EVERGREEN HOMES, INC. HEALTH PLAN

Measure Date Value
2023 : EVERGREEN HOMES, INC. HEALTH PLAN 2023 401k financial data
Total income from all sources2023-06-30$0
Total plan assets at end of year2023-06-30$0
Total plan assets at beginning of year2023-06-30$0
Net plan assets at end of year (total assets less liabilities)2023-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$0
2022 : EVERGREEN HOMES, INC. HEALTH PLAN 2022 401k financial data
Total income from all sources2022-06-30$0
Total plan assets at end of year2022-06-30$0
Total plan assets at beginning of year2022-06-30$0
Net plan assets at end of year (total assets less liabilities)2022-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$0
2021 : EVERGREEN HOMES, INC. HEALTH PLAN 2021 401k financial data
Total income from all sources2021-06-30$0
Total plan assets at end of year2021-06-30$0
Total plan assets at beginning of year2021-06-30$0
Net plan assets at end of year (total assets less liabilities)2021-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$0

Form 5500 Responses for EVERGREEN HOMES, INC. HEALTH PLAN

2022: EVERGREEN HOMES, INC. HEALTH PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: EVERGREEN HOMES, INC. HEALTH PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: EVERGREEN HOMES, INC. HEALTH PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01First time form 5500 has been submittedYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015175801
Policy instance 1
Insurance contract or identification number015175801
Number of Individuals Covered135
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $32,254
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,089,167
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,254
Insurance broker organization code?3
UPMC HEALTH BENEFITS (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number015175NN0
Policy instance 2
Insurance contract or identification number015175NN0
Number of Individuals Covered129
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $4,303
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,748
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,303
Insurance broker organization code?3
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015175801
Policy instance 1
Insurance contract or identification number015175801
Number of Individuals Covered124
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $30,247
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,010,322
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,247
Insurance broker organization code?3
UPMC HEALTH BENEFITS (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number015175NN0
Policy instance 2
Insurance contract or identification number015175NN0
Number of Individuals Covered117
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $4,107
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $43,661
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,107
Insurance broker organization code?3
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015175801
Policy instance 1
Insurance contract or identification number015175801
Number of Individuals Covered122
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $29,014
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $970,182
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,398
Insurance broker organization code?3
UPMC HEALTH BENEFITS (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number015175NN0
Policy instance 2
Insurance contract or identification number015175NN0
Number of Individuals Covered121
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $4,140
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $43,933
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,456
Insurance broker organization code?3

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