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 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, direct life, health, and medical insurance carriers, child and youth services, and individual and family services with revenues ranging from $15 million to $125 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 | The Baby Fold | 501(c)(3) | Normal, IL | ||
| ... | and 26 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 Reliance Trust Company, Merrill Lynch Pierce Fenner and Smith, Minnesota Life Insurance Company, Sei Investments, Matrix Trust Company, Great-West Life and Annuity Insurance Co., Mutual Of America Life Insurance Company, JP Morgan Chase, The Segal Company, and Capfinancial Partners, LLC.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.