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
Filings through .
Ep Wealth Advisors Admin, LLC
EIN 85-3603123Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$90.3M assets
Health & Benefits
1
$8.7M premiums
Participants
1,277
21535 HAWTHORNE BLVD., SUITE 400 - TORRANCE, CA 90503310-543-4559
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $8.7M premiums / 1,512 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
EP WEALTH ADVISORS ADMIN, LLC 401(K) PLAN
401(k)
Assets$90.3M
Participants664
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
EP WEALTH ADVISORS ADMIN, LLC
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$8.7M
Covered lives1,512
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | EP WEALTH ADVISORS ADMIN, LLC 401(K) PLAN | 401(k) | $90.3M | 664 | 2025 |
- #001 · 401(k) · 2025664
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | EP WEALTH ADVISORS ADMIN, LLC | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $8.7M | 1,512 | 2025 |
- #501 · Mixed · UNITED HEALTHCARE INSURANCE COMPANY · 20251,512
Retirement plans
Health & Benefits plans