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Sponsor portfolio

EPIKA FLEET SERVICES, INC.

EIN 81-4555083-transportation/trucking/railroad-Latest filing 2025
Plans
3
Retirement
1
$6.4M assets
Welfare
2
$1.9M premiums
Participants
840
15 CENTURY BOULEVARD, SUITE 102 - NASHVILLE, TN 37214952-214-4100epikafleet.comLinkedIn501-1000 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#001401k-$6.4M - 537 part#501Fully Insured-$1.4M - 137 lives#502Mixed-$507K - 726 lives

Benefits portfolio analytics

2 plans / $1.9M premiums / 863 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$507K
  • Vision$507K
  • Life$507K
  • Short-term disability$507K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • BLUE CROSS OF CALIFORNIA74%
  • PRINCIPAL LIFE INSURANCE COMPANY26%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
27%top
  • SHEPARD INSURANCE LLC27%
  • STEPHEN GREGORY23%
  • LOCKTON COMPANIES, LLC23%
  • ASSUREDPARTNERS17%
  • DANIEL DENHAM10%
Total $99K5 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

EPIKA FLEET SERVICES 401(K) PLAN

401k

Assets$6.4M
Participants537
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EPIKA FLEET SERVICES, INC. WELFARE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF TENNESSEE

Premiums$1.4M
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

EPIKA FLEET SERVICES, INC. ANCILLARY PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$507K
Covered lives726
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPIKA FLEET SERVICES 401(K) PLAN401k$6.4M5372024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EPIKA FLEET SERVICES, INC. WELFARE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF TENNESSEE$1.4M1372025
502EPIKA FLEET SERVICES, INC. ANCILLARY PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$507K7262025
Retirement plans
Welfare plans
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