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Sponsor portfolioTH

A. EPSTEIN AND SONS INTERNATIONAL, INC.

EIN 36-3513737-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
5
Retirement
2
$43.7M assets
Welfare
3
$1.5M premiums
Participants
673
600 WEST FULTON STREET, 9TH FLOOR - CHICAGO, IL 60661312-429-8006
Plans on this EIN
5 filings
#004401k-$30.5M - 231 part#005ESOP-$13.2M - 132 part#510Fully Insured-$1.5M - 154 lives#503Fully Insured-$3K - 125 lives#504Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $43.7M assets / 363 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • INC SALARY Savings (#004)70%
  • EMPLOYEE STOCK OWNERSHIP (#005)30%
Total $43.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • THE VANGUARD GROUP, INC.70%
  • (Not disclosed)30%
Total $43.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC SALARY Savings (#004)231
  • EMPLOYEE STOCK OWNERSHIP (#005)132
Total 363Click row to drill in

Benefits portfolio analytics

3 plans / $1.5M premiums / 279 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $3K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $4631 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

A. EPSTEIN AND SONS INTERNATIONAL, INC SALARY SAVINGS PLAN

401k

Assets$30.5M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

A. EPSTEIN & SONS INTERNATIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$13.2M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

A.EPSTEIN AND SONS INTERNATIONAL, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.5M
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

A. EPSTEIN AND SONS INTERNATIONAL, INC. TRAVEL ACCIDENT PLAN

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$3K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

A.EPSTEIN AND SONS INTERNATIONAL, INC. FLEXIBLE BENEFIT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004A. EPSTEIN AND SONS INTERNATIONAL, INC SALARY SAVINGS PLAN401k$30.5M2312025
005A. EPSTEIN & SONS INTERNATIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$13.2M1322024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
510A.EPSTEIN AND SONS INTERNATIONAL, INC. WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.5M1542025
503A. EPSTEIN AND SONS INTERNATIONAL, INC. TRAVEL ACCIDENT PLANFully InsuredFEDERAL INSURANCE COMPANY$3K1252025
504A.EPSTEIN AND SONS INTERNATIONAL, INC. FLEXIBLE BENEFIT PLANUnknown-$002025
Retirement plans
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