Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$286K
- Short-term disability$286K
- Long-term disability$286K
- Other$286K
- Dental$167K
- Vision$39K
Sponsor portfolio
EPS GROUP INC.
EIN 43-2017157civil engineeringLatest filing 2025
Plans
2
Retirement
1
$26.9M assets
Welfare
1
$491K premiums
Participants
612
1130 NORTH ALMA SCHOOL ROAD, SUITE 120 - MESA, AZ 85201480-503-2250epsgroupinc.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $491K premiums / 249 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY58%
- METROPOLITAN LIFE INSURANCE COMPANY34%
- VISION SERVICE PLAN8%
Broker market share
Schedule A broker compensation
43%top
- MARSH & MCLENNAN AGENCY LLC43%
- GIS BENEFITS INC32%
- LOVITT AND TOUCHE, INC.22%
- BOON CHAPMAN BENEFIT ADMINISTRATORS4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EPS GROUP 401(K) PLAN
401k
Assets$26.9M
Participants363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#531
EPS GROUP INC. ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$491K
Covered lives249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EPS GROUP 401(K) PLAN | 401k | $26.9M | 363 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 531 | EPS GROUP INC. ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $491K | 249 | 2025 |
Retirement plans
Welfare plans