Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.6M
- Dental$271K
- Other$116K
- Life$73K
- Short-term disability$51K
- Long-term disability$37K
- +1 more
Sponsor portfolio
EPOCH SENIOR LIVING, LLC
EIN 20-8907071hospital & health careLatest filing 2025
Plans
2
Retirement
1
$19.2M assets
Welfare
1
$6.2M premiums
Participants
2,698
51 SAWYER ROAD, SUITE 500 - WALTHAM, MA 02453781-810-1232epochsl.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.2M premiums / 631 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- STANDARD INSURANCE COMPANY3%
- RELIASTAR LIFE INSURANCE COMPANY1%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
88%top
- BROWN & BROWN INSURANCE SERVICES88%
- HAYS COMPANIES, INC.8%
- IBENEFITS COMMUNICATION, LLC2%
- ADP INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EPOCH SENIOR LIVING 401(K) PLAN
401k
Assets$19.2M
Participants2,051
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EPOCH SENIOR LIVING GROUP WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS
Premiums$6.2M
Covered lives631
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EPOCH SENIOR LIVING 401(K) PLAN | 401k | $19.2M | 2,051 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EPOCH SENIOR LIVING GROUP WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS | $6.2M | 631 | 2025 |
Retirement plans
Welfare plans