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Sponsor portfolio

EPES LOGISTICS SERVICES, INC

EIN 56-1647161-logistics and supply chain-Latest filing 2025
Plans
2
Retirement
1
$12.5M assets
Welfare
1
$270K premiums
Participants
342
538 NORTH REGIONAL ROAD - GREENSBORO, NC 27409336-931-1904epeslogistics.comLinkedIn51-200 employeeslogistics and supply chain
Plans on this EIN
2 filings
#001401k-$12.5M - 191 part#501Mixed-$270K - 231 lives

Benefits portfolio analytics

1 plan / $270K premiums / 231 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$175K
  • Life$136K
  • Short-term disability$136K
  • Long-term disability$136K
  • Dental$80K
  • Vision$15K
Total $270K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA65%
  • DELTA DENTAL OF CALIFORNIA35%
Total $270K2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • MARSH & MCLENNAN AGENCY LLC72%
  • IBENEFIT COMMUNICATION LLC14%
  • 0009K72613%
  • WATCHTOWER BENEFITS, LLC1%
Total $42K4 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 LOGISTICS SERVICES 401(K) RETIREMENT PLAN

401k

Assets$12.5M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EPES LOGISTICS SERVICES, INC. EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$270K
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPES LOGISTICS SERVICES 401(K) RETIREMENT PLAN401k$12.5M1912025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EPES LOGISTICS SERVICES, INC. EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$270K2312025
Retirement plans
Welfare plans
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