Epic Retirement Plan Services is a firm that provides administrative support, actuarial services, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Illinois, and Missouri (although they are present in other states as well).
Most Epic Retirement Plan Services clients are outpatient health care practitioners and facilities, hospitals, child and youth services, credit unions, and direct life, health, and medical insurance carriers with revenues ranging from $15 million to $107 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Selfhelp Community Services | 501(c)(3) | New York, NY | ||
| 2 | Vna Health Care | 501(c)(3) | Aurora, IL | ||
| 3 | Parsons Child and Family Center | 501(c)(3) | Albany, NY | ||
| 4 | Polish National Alliance of the US of NA | 501(c)(8) | Chicago, IL | ||
| 5 | International Spy Museum | 501(c)(3) | Washington, DC | ||
| 6 | Hometown Health Centers (HHC) | 501(c)(3) | Schenectady, NY | ||
| 7 | Whitfield School | 501(c)(3) | Saint Louis, MO | ||
| 8 | Redington-Fairview General Hospital (RFGH) | 501(c)(3) | Skowhegan, ME | ||
| 9 | Samuel U Rodgers Health Center | 501(c)(3) | Kansas City, MO | ||
| 10 | Spaulding Academy and Family Services | 501(c)(3) | Northfield, NH | ||
| ... | and 27 more Epic Retirement Plan Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Epic Retirement Plan Services in the nonprofit sector include Minnesota Life Insurance Company, Segal Consulting, Cheiron, CBIZ Retirement Plan Services, Buck Global LLC, Milliman Inc, Benesys Inc., The Retirement Advantage, Inc, Definiti, LLC, and Usi Consulting Group.
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