Epic Retirement Plan Services is a firm that provides administrative support, actuarial services, consulting services, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, New York, 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, individual and family services, and vocational rehabilitation services with revenues ranging from $16 million to $136 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Selfhelp Community Services | 501(c)(3) | New York, NY | ||
| 2 | Indiana Donor Network | 501(c)(3) | Indianapolis, IN | ||
| 3 | Parsons Child and Family Center | 501(c)(3) | Albany, NY | ||
| 4 | Vna Health Care | 501(c)(3) | Aurora, IL | ||
| 5 | Occupational Training Center of Burlington County (OTC) | 501(c)(3) | Burlington, NJ | ||
| 6 | Polish National Alliance of the US of NA | 501(c)(8) | Chicago, IL | ||
| 7 | Venture Together | 501(c)(3) | Nanuet, NY | ||
| 8 | International Spy Museum | 501(c)(3) | Washington, DC | ||
| 9 | CLM Center for Life Management | 501(c)(3) | Derry, NH | ||
| 10 | Whitfield School | 501(c)(3) | Saint Louis, MO | ||
| ... | and 39 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, Matrix Trust Company, Reliance Trust Company, Merrill Lynch Pierce Fenner and Smith, Newport Group, Sei Investments, Newport Group, Inc., The Segal Company, JP Morgan Chase, and Capfinancial Partners, LLC.
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