Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
A. Epstein & Sons International, Inc.
EIN 36-3513737Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
5
Retirement
2
$49.6M assets
Health & Benefits
3
$1.5M premiums
Participants
706
600 WEST FULTON STREET, 9TH FLOOR - CHICAGO, IL 60661312-429-8006
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $49.6M assets / 396 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- THE VANGUARD GROUP, INC.$30.5M
- (Not disclosed)$19.1M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.5M premiums / 279 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
A. EPSTEIN AND SONS INTERNATIONAL, INC SALARY SAVINGS PLAN
401(k)
Assets$30.5M
Participants231
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
A. EPSTEIN & SONS INTERNATIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$19.1M
Participants165
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
A.EPSTEIN AND SONS INTERNATIONAL, INC. WELFARE BENEFIT PLAN
Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$1.5M
Covered lives154
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
A. EPSTEIN AND SONS INTERNATIONAL, INC. TRAVEL ACCIDENT PLAN
Fully insured - FEDERAL INSURANCE COMPANY
Premiums$3K
Covered lives125
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
A.EPSTEIN AND SONS INTERNATIONAL, INC. FLEXIBLE BENEFIT PLAN
Unknown
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | A. EPSTEIN AND SONS INTERNATIONAL, INC SALARY SAVINGS PLAN | 401(k) | $30.5M | 231 | 2025 |
| #005 | A. EPSTEIN & SONS INTERNATIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $19.1M | 165 | 2025 |
- #004 · 401(k) · 2025231
- #005 · ESOP · 2025165
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | A.EPSTEIN AND SONS INTERNATIONAL, INC. WELFARE BENEFIT PLAN | Fully insured | BLUECROSS BLUESHIELD OF ILLINOIS | $1.5M | 154 | 2025 |
| #503 | A. EPSTEIN AND SONS INTERNATIONAL, INC. TRAVEL ACCIDENT PLAN | Fully insured | FEDERAL INSURANCE COMPANY | $3K | 125 | 2025 |
| #504 | A.EPSTEIN AND SONS INTERNATIONAL, INC. FLEXIBLE BENEFIT PLAN | Unknown | - | $0 | 0 | 2025 |
- #510 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025154
- #503 · Fully insured · FEDERAL INSURANCE COMPANY · 2025125
- #504 · Unknown · 20250
Retirement plans
Health & Benefits plans