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Sponsor portfolio

DOCUMENT TECHNOLOGIES, LLC

EIN 58-2413793-accounting-Latest filing 2025
Plans
2
Retirement
1
$319.9M assets
Welfare
1
$3.5M premiums
Participants
13,100
TWO RAVINIA DRIVE, SUITE 850 - ATLANTA, GA 30346770-390-2700LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#001401k-$319.9M - 8,631 part#501Fully Insured-$3.5M - 5,649 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 5,649 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.2M
  • Life$3.1M
  • Short-term disability$3.1M
  • Long-term disability$3.1M
  • Vision$291K
  • Health$16K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • RELIASTAR LIFE INSURANCE COMPANY90%
  • EYEMED VISION CARE8%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
Total $3.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • LOCKTON COMPANIES, LLC79%
  • BCINSOURCING, LLC21%
Total $555K2 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

EPIQ 401(K) RETIREMENT PLAN

401k

Assets$319.9M
Participants8,631
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DOCUMENT TECHNOLOGIES EMPLOYEE BENEFIT PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives5,649
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPIQ 401(K) RETIREMENT PLAN401k$319.9M8,6312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DOCUMENT TECHNOLOGIES EMPLOYEE BENEFIT PLANFully InsuredRELIASTAR LIFE INSURANCE COMPANY$3.5M5,6492025
Retirement plans
Welfare plans
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