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Sponsor portfolio

EPIPHANY BUSINESS SERVICES, LLC

EIN 47-1304706-Latest filing 2025
Plans
2
Retirement
1
$37.7M assets
Welfare
1
$9.7M premiums
Participants
2,475
7300 RANCH ROAD 2222, BUILDING 1, SUITE 200 - AUSTIN, TX 78730512-628-0465
Plans on this EIN
2 filings
#001401k-$37.7M - 1,389 part#501Fully Insured-$9.7M - 1,433 lives

Benefits portfolio analytics

1 plan / $9.7M premiums / 1,433 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.3M
  • Vision$8.3M
  • Prescription drug$8.3M
  • Long-term disability$823K
  • Other$795K
  • Life$781K
  • +2 more
Total $9.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $9.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • GALLAGHER BENEFIT SERVICES, INC.97%
  • MATTHEW FONES3%
Total $226K2 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

EPIPHANY BUSINESS SERVICES, LLC PROFIT SHARING PLAN AND TRUST

401k

Assets$37.7M
Participants1,389
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EPIPHANY BUSINESS SERVICES, LLC EMPLOYEE BENEFIT(S) PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$9.7M
Covered lives1,433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPIPHANY BUSINESS SERVICES, LLC PROFIT SHARING PLAN AND TRUST401k$37.7M1,3892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EPIPHANY BUSINESS SERVICES, LLC EMPLOYEE BENEFIT(S) PLANFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$9.7M1,4332025
Retirement plans
Welfare plans
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