Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.1M
- Prescription drug$8.1M
- Vision$585K
- Life$585K
- Short-term disability$585K
- Long-term disability$585K
- +1 more
Sponsor portfolio
EP WEALTH ADVISORS ADMIN, LLC
EIN 85-3603123Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$90.3M assets
Welfare
1
$8.7M premiums
Participants
1,277
21535 HAWTHORNE BLVD., SUITE 400 - TORRANCE, CA 90503310-543-4559
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.7M premiums / 1,512 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITED HEALTHCARE INSURANCE COMPANY90%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
- KAISER FOUNDATION HEALTH PLAN INC3%
Broker market share
Schedule A broker compensation
96%top
- MARSH & MCLENNAN AGENCY LLC96%
- REUBEN WARNER ASSOCIATES, INC.4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EP WEALTH ADVISORS ADMIN, LLC 401(K) PLAN
401k
Assets$90.3M
Participants664
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EP WEALTH ADVISORS ADMIN, LLC
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$8.7M
Covered lives1,512
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EP WEALTH ADVISORS ADMIN, LLC 401(K) PLAN | 401k | $90.3M | 664 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EP WEALTH ADVISORS ADMIN, LLC | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $8.7M | 1,512 | 2025 |
Retirement plans
Welfare plans