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Sponsor portfolio

EPWORTH LIVING, INC.

EIN 46-2849151-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$5.1M assets
Welfare
1
$1.7M premiums
Participants
540
14901 NORTH PENNSYLVANIA AVENUE - OKLAHOMA CITY, OK 73134405-749-3515LinkedIn1-10 employeescivic & social organization
Plans on this EIN
2 filings
#001401k-$5.1M - 364 part#501Fully Insured-$1.7M - 214 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Life$161K
  • Short-term disability$161K
  • Long-term disability$161K
  • Other$161K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • HUB INTERNATIONAL MIDWEST LIMITED51%
  • USI INSURANCE SERVICES LLC43%
  • ADP INC6%
Total $83K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN

401k

Assets$5.1M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EPWORTH LIVING, INC.

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$1.7M
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN401k$5.1M3642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EPWORTH LIVING, INC.Fully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$1.7M2142025
Retirement plans
Welfare plans
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