PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ELECTRIC POWER RESEARCH INSTITUTE

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 23-7175375

ELECTRIC POWER RESEARCH INSTITUTE

3420 HILLVIEW AVENUE · PALO ALTO, CA 94304
6508552000
Plans filed
3
Years active
2015–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
1,167
No prior year
Total participants
2,387
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$2.8M
ELECTRIC POWER RESEARCH INSTITUTE EPRI GROUP WELFARE BENEFIT PLAN
Mixed1,167 covered·5 carriers
Primary: KAISER FOUNDATION HEALTH PLAN INC
Plan #508$0
ELECTRIC POWER RESEARCH INSTITUTE SELF INSURED TEMPORARY DISABILITY BENEFIT PLAN
Self-funded0 covered·0 carriers
Plan #509$0
EPRI RETIREE MEDICAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$1.1M22.9%
Health$1.1M22.0%
Prescription drug$1.1M22.0%
Other$892K17.8%
Long-term disability$534K10.7%
Vision$236K4.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$1.4M51.6%141,167
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.1M39.8%1173
VISION SERVICE PLAN
EIN 941632821
V
$236K8.6%111,034
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$2K0.1%111,167

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERCONCORD, CAUNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, UNUM INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC$27K$28K$55K99.9%1
GALLAGHER BENEFIT SERVICES, INC.BOSTON, MAFEDERAL INSURANCE COMPANY$28$0$280.1%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica