form5500lookup

Form 5500 · Retirement plan · PEORIA, IL

EP!C, INC.

The filing calls this plan 403(B) THRIFT PLAN FOR EMPLOYEES OF EP!C.

EP!C, INC. of PEORIA, IL's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
MUTUAL OF AMERICA
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 37-0794792 · plan 004 · plan year 2025, filed Apr 7, 2026

Participants at the start of the year
296
Contracts on file
1
Contract value
$56,525
Plan year end
June

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with MUTUAL OF AMERICA.

The contracts held $56,525 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
MUTUAL OF AMERICAAnnuity / GIC5June$56,525$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
EP!C, INC.
EIN 37-0794792
NEWPORT GROUP, INC.
Contract administrator · Recordkeeping and information management · EIN 27-2037969
$28,072
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$4,645,978
Paid out in benefits
$309,382
Participants at the start of the year
296
Participants with account balances
177

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 27-2037969
NEWPORT GROUP, INC.
Independent accountantEIN 41-0746749
CLIFTON LARSON ALLEN LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

plan 504Insured benefit plan · 1 Schedule A contractRenews ~Jul 1Group Life Insurance Plan Of EpicInsured benefit plan · 2 Schedule A contractsRenews ~Jul 1Group Disability Income Plan Of EpicInsured benefit plan · 1 Schedule A contractRenews ~Jul 1Group Life Insurance Plan No 2 Of EpicInsured benefit plan · 1 Schedule A contractRenews ~Sep 1plan 001Form 5500 filing · no insured Schedule A contracts

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