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 credit unions, hospitals, outpatient health care practitioners and facilities, and other residential care facilities with revenues ranging from $15 million to $116 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Parsons Child and Family Center | 501(c)(3) | Albany, NY | ||
| 2 | Polish National Alliance of the US of NA | 501(c)(8) | Chicago, IL | ||
| 3 | Hometown Health Centers (HHC) | 501(c)(3) | Schenectady, NY | ||
| 4 | International Spy Museum | 501(c)(3) | Washington, DC | ||
| 5 | Whitfield School | 501(c)(3) | Saint Louis, MO | ||
| 6 | Redington-Fairview General Hospital (RFGH) | 501(c)(3) | Skowhegan, ME | ||
| 7 | Community Memorial Hospital | 501(c)(3) | Hamilton, NY | ||
| 8 | Spaulding Academy and Family Services | 501(c)(3) | Northfield, NH | ||
| 9 | Northern Rivers Family Services | 501(c)(3) | Albany, NY | ||
| 10 | Eden Village Retirement Center | 501(c)(3) | Glen Carbon, IL | ||
| ... | and 19 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 Capfinancial Partners, LLC, Milliman Inc, Minnesota Life Insurance Company, Cheiron, Buck Global LLC, Segal Consulting, CBIZ Benefits and Insurance Services, Matrix Trust Company, CMFG Life Insurance Company, and Benesys Inc.
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