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Sponsor portfolioWelfare / HealthEIN 43-2017157

EPS GROUP INC.

1130 NORTH ALMA SCHOOL ROAD · MESA, AZ 85201
4805032250
Plans filed
1
Years active
2017–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$491K
No prior year
Persons covered
249
No prior year
Total participants
249
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #531$491K
EPS GROUP INC. ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN
Mixed249 covered·3 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$286K21.2%
Short-term disability$286K21.2%
Long-term disability$286K21.2%
Other$286K21.2%
Dental$167K12.4%
Vision$39K2.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$286K58.1%11249
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$167K34.0%11231
VISION SERVICE PLAN
EIN 061227840
V
$39K7.9%11204

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSADDLE BROOK, NJMETROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$31K$3K$34K43.0%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$9K$17K$25K31.7%1
LOVITT AND TOUCHE, INC.CONSHOHOCKEN, PAMETROPOLITAN LIFE INSURANCE COMPANY$17K$53$17K21.6%1
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$3K$3K3.7%1

History & trajectory

9 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
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