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Sponsor portfolio

EPIC HEALTHCARE MANAGEMENT

EIN 27-4757579-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$29.9M assets
Welfare
1
$1.8M premiums
Participants
1,817
1280 ALBANY POST ROAD - CROTON HUDSON, NY 10520914-829-5114epichealthcaremanagement.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$29.9M - 1,186 part#501Self Funded-$1.8M - 622 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 622 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • AETNA LIFE INSURANCE COMPANY100%
Total $1.8M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $211K1 slice

Plan deep-dives

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

EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN

401k

Assets$29.9M
Participants1,186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EPIC HEALTHCARE MANAGEMENT

Self Funded - AETNA LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives622
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN401k$29.9M1,1862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EPIC HEALTHCARE MANAGEMENTSelf FundedAETNA LIFE INSURANCE COMPANY$1.8M6222025
Retirement plans
Welfare plans
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