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Benefits Intelligence/Broker Directory/Illinois

Evergreen Benefits Group, LLC

Lincolnwood, IL

Evergreen Benefits Group, LLC of Lincolnwood, IL is the broker of record on 24 Form 5500 Schedule A filings covering 15 employer benefit plans across 3 states, with $1,372,778 in reported broker commissions (plan year 2025).

Employer clients
15
distinct plan sponsors
Schedule A filings
24
States served
3
Reported commissions
$1,372,778
plan year 2025
Reported fees
$215,031

Quick answer

Evergreen Benefits Group, LLC (Lincolnwood, IL) is the broker of record for 15 employer benefit plan sponsors on 24 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Evergreen Benefits Group, LLC have?
Evergreen Benefits Group, LLC is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 3 states.
Who are Evergreen Benefits Group, LLC's largest employer clients?
By plan participants, the largest include Eden Senior Care (1,959 participants), Kesser Group LLC (1,773 participants) and Extended Care Consulting, LLC (1,493 participants).
How much does Evergreen Benefits Group, LLC earn in commissions?
Insurers reported $1.4 million in broker commissions and $215,031 in fees paid to Evergreen Benefits Group, LLC for plan year 2025, per Schedule A Part 1.
Where is Evergreen Benefits Group, LLC located?
Evergreen Benefits Group, LLC is based in Lincolnwood, IL and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Evergreen Benefits Group, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Eden Senior CareIL1,9592025-12-31
Kesser Group LLCIL1,7732025-12-31
Extended Care Consulting, LLCIL1,4932025-07-31
12 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.