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  1. Companies/
  2. Epcor USA, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Epcor USA, Inc.

EIN 46-0525312-Utilities-Latest filing 2025
Plans
3
Retirement
2
$85.9M assets
Health & Benefits
1
$9.3M premiums
Participants
1,353
2355 W PINNACLE PEAK ROAD, SUITE 300 - GLENDALE, AZ 85306623-445-2414
Plans on this EIN
3 filings
#002401(k)-$68.5M - 687 part#001Traditional DB-$17.4M - 69 part#501Fully insured-$9.3M - 1,306 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $85.9M assets / 756 participants

Assets by plan

Share of aggregate retirement assets

  • INC. 401(K) Savings (#002)$68.5M
  • (USA), INC. PENSION (#001)$17.4M
Total $85.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#002)687
  • (USA), INC. PENSION (#001)69
Total 756Select a row to open it

Benefits portfolio analytics

1 plan / $9.3M premiums / 1,306 covered lives

Coverage 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
Total $9.3M8 rows
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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#002

EPCOR USA INC. 401(K) SAVINGS PLAN

401(k)

Assets$68.5M
Participants687
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

EPCOR WATER (USA), INC. PENSION PLAN

Traditional DB

Assets$17.4M
Participants69
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

EPCOR WATER (USA) INC. EMPLOYEE BENEFIT PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$9.3M
Covered lives1,306
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002EPCOR USA INC. 401(K) SAVINGS PLAN401(k)$68.5M6872025
#001EPCOR WATER (USA), INC. PENSION PLANTraditional DB$17.4M692025
  • EPCOR USA INC. 401(K) SAVINGS PLAN$68.5M
    #002 · 401(k) · 2025687
  • EPCOR WATER (USA), INC. PENSION PLAN$17.4M
    #001 · Traditional DB · 202569

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501EPCOR WATER (USA) INC. EMPLOYEE BENEFIT PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$9.3M1,3062025
  • EPCOR WATER (USA) INC. EMPLOYEE BENEFIT PLAN$9.3M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 20251,306
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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