Everise 401(k) plan

Everise, Inc., Plantation, FL. EIN 27-2209310. Annual reports 2011–2024. Also filed as C3/CUSTOMERCONTACTCHANNELS, Inc.; C3/CUSTOMERCONTACTCHANNELS Inc.; Everise Inc.

Everise, Inc. has one active retirement plan on file, the Everise Retirement Plan, with 4,179 participants and $13.7 million in assets in 2024. OneAmerica has been its recordkeeper since 2011. No traditional pension plan appears in Everise's filings since 2011.

Active plans: 1
Participants: 4,179
Plan assets: $13.7 million
401(k) recordkeeper: OneAmerica
Plans on file: 1
Industry: Professional services

The plan

Everise Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 27-2209310
Participants (2024): 4,179
Net assets (2024): $13.7 million
Recordkeeper: OneAmerica2011–2024
Plan administrator: Everise, Inc.
600 N Pine Island Road, Suite 320
Plantation, FL 33324
(469) 585-1243As filed for 2024
In effect since: January 1, 2011

Earlier sponsor: C3/CUSTOMERCONTACTCHANNELS, Inc. (2011–2021).

Earlier plan names: C3 Retirement Savings Plan.

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,179	$13.7 million	OneAmerica
2022	4,672	$11.5 million	OneAmerica
2021	7,097	$12.8 million	OneAmerica
2020	7,074	$10.4 million	OneAmerica
2019	6,005	$6.9 million	OneAmerica
2018	18,391	$9.7 million	OneAmerica
2016	13,263	$8.7 million	OneAmerica
2015	10,516	$7.3 million	OneAmerica
2014	7,352	$5.6 million	OneAmerica
2013	4,406	$4.1 million	OneAmerica
2012	3,623	$2.6 million	OneAmerica
2011	2,816	$955,341	OneAmerica

If you had money in one of these plans

Call OneAmerica (oneamerica.com), which runs the Everise Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((469) 585-1243). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Everise Retirement Plan

If you had money in one of these plans

What these numbers are

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