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, credit unions, direct life, health, and medical insurance carriers, child and youth services, and individual and family services with revenues ranging from $15 million to $116 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Selfhelp Community Services | 501(c)(3) | New York, NY | ||
| 2 | Parsons Child and Family Center | 501(c)(3) | Albany, NY | ||
| 3 | Vna Health Care | 501(c)(3) | Aurora, IL | ||
| 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 | Spaulding Academy and Family Services | 501(c)(3) | Northfield, NH | ||
| 10 | Samuel U Rodgers Health Center | 501(c)(3) | Kansas City, MO | ||
| ... | 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 Benesys Inc., The Retirement Advantage, Inc, Merrill Lynch Pierce Fenner and Smith, Usi Consulting Group, Southern Benefit Administrators Inc, Rael and Letson, Reliance Trust Company, Definiti, LLC, The Angell Pension Group, Inc., and Holmes Murphy and Associates Inc.
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