Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EPCOR USA, INC.
EIN 46-0525312Latest filing 2025
Plans
3
Retirement
2
$72.8M assets
Welfare
1
$9.3M premiums
Participants
1,356
5656 W TALAVI BLVD - GLENDALE, AZ 85306623-445-2400
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $72.8M assets / 759 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $9.3M premiums / 1,306 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.6M
- Prescription drug$7.6M
- Other$1.1M
- Life$917K
- Short-term disability$917K
- Long-term disability$917K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
84%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
- UNITED OF OMAHA LIFE INSURANCE COMPANY10%
- DELTA DENTAL OF CALIFORNIA5%
- EYEMED VISION CARE0%
- ARAG INSURANCE COMPANY0%
- +1 more
Broker market share
Schedule A broker compensation
77%top
- LOCKTON COMPANIES, LLC77%
- APTIA INSURANCE SERVICES GROUP, LLC15%
- MERCER HEALTH AND BENEFITS, LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EPCOR USA INC. 401(K) SAVINGS PLAN
401k
Assets$57.7M
Participants690
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EPCOR WATER (USA), INC. PENSION PLAN
TraditionalDB
Assets$15.1M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EPCOR WATER (USA) INC. EMPLOYEE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$9.3M
Covered lives1,306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EPCOR USA INC. 401(K) SAVINGS PLAN | 401k | $57.7M | 690 | 2024 | |
| 001 | EPCOR WATER (USA), INC. PENSION PLAN | TraditionalDB | $15.1M | 69 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EPCOR WATER (USA) INC. EMPLOYEE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $9.3M | 1,306 | 2025 |
Retirement plans
Welfare plans