PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EPSILON, INC.
Sponsor portfolio

EPSILON, INC.

EIN 30-0524186-Latest filing 2025
Plans
2
Retirement
1
$9.7M assets
Welfare
1
$588K premiums
Participants
851
1 MONTICELLO VILLAGE DRIVE - WEAVERVILLE, NC 28787828-398-5424
Plans on this EIN
2 filings
#001401k-$9.7M - 491 part#501Mixed-$588K - 613 lives

Benefits portfolio analytics

1 plan / $588K premiums / 613 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$260K
  • Vision$260K
  • Life$111K
  • Other$90K
  • Short-term disability$71K
  • Long-term disability$56K
Total $588K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • AMERITAS LIFE INSURANCE CORP.44%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA43%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY13%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Total $588K4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • DIGITAL INSURANCE LLC69%
  • BENEFIT CO INC OF SOUTH CAROLINA16%
  • ENROLLEASE15%
Total $111K3 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

EPSILON, INC. 401(K) PLAN

401k

Assets$9.7M
Participants491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE EPSILON, INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - AMERITAS LIFE INSURANCE CORP

Premiums$588K
Covered lives613
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPSILON, INC. 401(K) PLAN401k$9.7M4912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE EPSILON, INC. HEALTH AND WELFARE BENEFITS PLANMixedAMERITAS LIFE INSURANCE CORP$588K6132025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica