Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	EPICOR SOFTWARE CORPORATION WELFARE BENEFITS PLAN	Mixed	LINCOLN NATIONAL LIFE INSURANCE COMPANY	$3.8M	4,801	2024
511	EPICOR SOFTWARE CORPORATION STANDARD SEVERANCE BENEFIT PLAN	Self Funded	-	$0	0	2024

Retirement plans

Welfare plans

Sponsor portfolioTH

EPICOR SOFTWARE CORPORATION

EIN 45-1478440InformationLatest filing 2024

Plans

Retirement

$618.6M assets

Welfare

$3.8M premiums

Participants

7,190

807 LAS CIMAS PARKWAY, SUITE 200 - AUSTIN, TX 787465179440-519-2690

Plans on this EIN

3 filings

#001401k-$618.6M - 3,081 part #501Mixed-$3.8M - 4,801 lives #511Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.8M premiums / 4,801 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$1.5M
Life$1.2M
Health$1.0M
Prescription drug$1.0M
Long-term disability$506K
Short-term disability$424K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

64%top

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY64%
KAISER FOUNDATION HEALTH PLAN INC27%
VISION SERVICE PLAN7%
ARAG INSURANCE COMPANY2%
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%

Broker market share

Schedule A broker compensation

Single broker

100%top

MERCER HEALTH AND BENEFITS, LLC100%

Plan deep-dives

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

Retirement#001

EPICOR SOFTWARE 401(K) SAVINGS PLAN

401k

Assets$618.6M

Participants3,081

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501