Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.4M
- Dental$4.4M
- Life$163K
- Short-term disability$163K
- Long-term disability$163K
- Other$163K
- +1 more
Sponsor portfolio
EPISOURCE LLC
EIN 20-4761361information technology and servicesLatest filing 2024
Plans
2
Retirement
1
$14.8M assets
Welfare
1
$4.5M premiums
Participants
455
6022 BLUE CIRCLE DRIVE, MN103-0300 - MINNETONKA, MN 55343952-936-1300episource.comLinkedIn5001-10000 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.5M premiums / 0 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- STANDARD INSURANCE COMPANY2%
- ANTHEM LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- BURNHAM BENEFITS INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EPISOURCE LLC 401(K) PLAN
401k
Assets$14.8M
Participants455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EPISOURCE, LLC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$4.5M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EPISOURCE LLC 401(K) PLAN | 401k | $14.8M | 455 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EPISOURCE, LLC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $4.5M | 0 | 2024 |
Retirement plans
Welfare plans