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, other residential care facilities, individual and family services, and vocational rehabilitation services with revenues ranging from $18 million to $161 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Selfhelp Community Services | 501(c)(3) | New York, NY | ||
| 2 | The Child Center of Ny | 501(c)(3) | Forest Hills, NY | ||
| 3 | Indiana Donor Network | 501(c)(3) | Indianapolis, IN | ||
| 4 | Parsons Child and Family Center | 501(c)(3) | Albany, NY | ||
| 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 | CLM Center for Life Management | 501(c)(3) | Derry, NH | ||
| 9 | International Spy Museum | 501(c)(3) | Washington, DC | ||
| 10 | Whitfield School | 501(c)(3) | Saint Louis, MO | ||
| ... | and 40 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, Matrix Trust Company, Newport Group, Inc., Sei Investments, Newport Group, Mutual Of America Life Insurance Company, Great-West Life and Annuity Insurance Co., and Transamerica Retirement Solutions.
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