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  2. EPSM, LLC
Sponsor portfolio

EPSM, LLC

EIN 82-2721257-Latest filing 2025
Plans
6
Retirement
1
$3.9M assets
Welfare
5
$1.1M premiums
Participants
539
1500 NE 48TH AVENUE - HILLSBORO, OR 97124503-681-3093
Plans on this EIN
6 filings
#001401k-$3.9M - 248 part#501Fully Insured-$1.1M - 141 lives#503Fully Insured-$61K - 95 lives#505Fully Insured-$16K - 119 lives#504Fully Insured-$14K - 103 lives#502Self Funded-0 lives

Benefits portfolio analytics

5 plans / $1.1M premiums / 458 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Vision$1.1M
  • Prescription drug$1.1M
  • Dental$61K
  • Life$14K
  • Other$14K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $55K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EPSM LLC. 401(K) RETIREMENT PLAN

401k

Assets$3.9M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EPSM, LLC, DBA QPD HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF OREGON

Premiums$1.1M
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

EPSM, LLC, DBA QPD HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$61K
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

EPSM, LLC, DBA QPD HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$16K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

EPSM, LLC, DBA QPD HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$14K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

EPSM, LLC, DBA QPD HEALTH AND WELFARE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPSM LLC. 401(K) RETIREMENT PLAN401k$3.9M2482024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EPSM, LLC, DBA QPD HEALTH AND WELFARE BENEFIT PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF OREGON$1.1M1412025
503EPSM, LLC, DBA QPD HEALTH AND WELFARE BENEFIT PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$61K952025
505EPSM, LLC, DBA QPD HEALTH AND WELFARE BENEFIT PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$16K1192024
504EPSM, LLC, DBA QPD HEALTH AND WELFARE BENEFIT PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$14K1032025
502EPSM, LLC, DBA QPD HEALTH AND WELFARE BENEFIT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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