Plan Snapshot
- Plan Sponsor: Everise, INC.
- Sponsor EIN: 272209310
- Sponsor Address: 600 N. PINE ISLAND ROAD, PLANTATION, FL, 33324
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 5,508
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,508 | $0 | $0 | $0 |
| 2023 | 4,098 | $0 | $0 | $0 |
| 2022 | 3,510 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CERPASS RX | Recordkeeper | $96,974 | — | $96,974 |
| KEY BENEFIT ADMINISTRATORS INC. | Recordkeeper | $56,737 | — | $56,737 |
| WORLD INSURANCE ASSOCIATES LLC | Insurance Carrier | $46,017 | — | $46,017 |
| RGI | Recordkeeper | $14,697 | — | $14,697 |
| AMERICAN HEALTH DATA INSTITUTE | Recordkeeper | $9,648 | — | $9,648 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $224,073
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |