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Sponsor portfolioTH

EPES TRANSPORT SYSTEM, LLC

EIN 54-0409030-logistics and supply chain-Latest filing 2024
Plans
2
Retirement
1
$34.4M assets
Welfare
1
$1.4M premiums
Participants
3,082
3400 EDGEFIELD COURT - GREENSBORO, NC 27409336-931-9702epestransport.comLinkedIn1001-5000 employeeslogistics and supply chain
Plans on this EIN
2 filings
#001401k-$34.4M - 1,563 part#501Mixed-$1.4M - 1,509 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,509 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.3M
  • Other$1.3M
  • Vision$85K
  • Dental$50K
Total $1.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA69%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA21%
  • UNITEDHEALTHCARE INSURANCE COMPANY6%
  • AETNA LIFE INSURANCE COMPANY4%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • IBENEFIT COMMUNICATION LLC57%
  • MARSH & MCLENNAN AGENCY LLC42%
  • PENTRA LLC1%
  • PHILLIP PORTER GOODRUM0%
Total $406K4 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

EPES TRANSPORT SYSTEM 401(K) RETIREMENT PLAN

401k

Assets$34.4M
Participants1,563
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EPES TRANSPORT SYSTEM, LLC EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.4M
Covered lives1,509
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPES TRANSPORT SYSTEM 401(K) RETIREMENT PLAN401k$34.4M1,5632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EPES TRANSPORT SYSTEM, LLC EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.4M1,5092024
Retirement plans
Welfare plans
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