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Sponsor portfolio

EPIC IO TECHNOLOGIES, INC.

EIN 84-5071008-Information-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$1.4M premiums
Participants
231
3463 LAKEMONT BLVD STE 104B - FORT MILL, SC 29708803-386-0793
Plans on this EIN
2 filings
#001401k-$3.5M - 119 part#501Fully Insured-$1.4M - 115 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 115 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$103K
  • Vision$103K
  • Other$82K
  • Life$64K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • STARMOUNT LIFE INSURANCE COMPANY7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • NFP INSURANCE SERVICES INC90%
  • USI INSURANCE SERVICES LLC9%
  • ASSUREDPARTNERS1%
Total $95K3 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

EPIC IO TECHNOLOGIES, INC. 401(K) PLAN

401k

Assets$3.5M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EPIC IO EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$1.4M
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPIC IO TECHNOLOGIES, INC. 401(K) PLAN401k$3.5M1192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EPIC IO EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$1.4M1152025
Retirement plans
Welfare plans
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