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Sponsor portfolioTH

EPSILON SYSTEMS SOLUTIONS, INC.

EIN 52-2129453-defense & space-Latest filing 2025
Plans
3
Retirement
2
$171.4M assets
Welfare
1
$2.0M premiums
Participants
4,294
9444 BALBOA AVE., STE. 100 - SAN DIEGO, CA 92123619-702-1700epsilonsystems.comLinkedIn501-1000 employeesdefense & space
Plans on this EIN
3 filings
#002ESOP-$127.1M - 1,941 part#001401k-$44.3M - 1,224 part#503Fully Insured-$2.0M - 1,271 lives

Retirement portfolio analytics

2 plans aggregated / $171.4M assets / 3,165 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • SOLUTIONS, INC. ESOP (#002)74%
  • SOLUTIONS, INC. 401(K) (#001)26%
Total $171.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SOLUTIONS, INC. ESOP (#002)1,941
  • SOLUTIONS, INC. 401(K) (#001)1,224
Total 3,165Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 1,271 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$955K
  • Life$950K
  • Short-term disability$950K
  • Long-term disability$950K
  • Other$950K
  • Vision$582K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA75%
  • SIMNSA18%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • HARTFORD LIFE AND ACCIDENT1%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • ACRISURE LLC80%
  • CBIZ BENEFITS & INSURANCE SERVICES19%
  • ELT INSURANCE SERVICES0%
  • LEAVITT GROUP0%
Total $214K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EPSILON SYSTEMS SOLUTIONS, INC. ESOP

ESOP

Assets$127.1M
Participants1,941
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EPSILON SYSTEMS SOLUTIONS, INC. 401(K) PLAN

401k

Assets$44.3M
Participants1,224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

EPSILON SYSTEMS SOLUTIONS, INC. HEALTH AND WELFARE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.0M
Covered lives1,271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EPSILON SYSTEMS SOLUTIONS, INC. ESOPESOP$127.1M1,9412024
001EPSILON SYSTEMS SOLUTIONS, INC. 401(K) PLAN401k$44.3M1,2242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503EPSILON SYSTEMS SOLUTIONS, INC. HEALTH AND WELFARE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$2.0M1,2712025
Retirement plans
Welfare plans
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