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Sponsor portfolio

EPIPHANY MANAGEMENT GROUP

EIN 27-1528219-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$953K assets
Welfare
1
$827K premiums
Participants
419
283 E. WATERLOO RD. - AKRON, OH 44319330-706-4048
Plans on this EIN
2 filings
#001401k-$953K - 194 part#501Mewa-$827K - 226 lives

Benefits portfolio analytics

1 plan / $827K premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$768K
  • Dental$660K
  • Vision$660K
  • Prescription drug$167K
  • Life$59K
  • Short-term disability$59K
  • +2 more
Total $827K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • COMMUNITY INSURANCE COMPANY73%
  • MEDICAL MUTUAL20%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Total $827K3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • ENROLLEASE82%
  • THE JAMES B OSWALD COMPANY13%
  • ERC SERVICES INC4%
Total $50K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EPIPHANY & VINSON RETIREMENT PLAN

401k

Assets$953K
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EPIPHANY MANAGEMENT GROUP WELFARE BENEFIT PLAN

Mewa - COMMUNITY INSURANCE COMPANY

Premiums$827K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPIPHANY & VINSON RETIREMENT PLAN401k$953K1942025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EPIPHANY MANAGEMENT GROUP WELFARE BENEFIT PLANMewaCOMMUNITY INSURANCE COMPANY$827K2262025
Retirement plans
Welfare plans
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