Form 5500 · Employee benefit plan · TORRANCE, CA
EP WEALTH ADVISORS ADMIN, LLC
EP WEALTH ADVISORS ADMIN, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-3603123 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | Health | 878 | December | $235,039 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Vision, Life, Disability | 453 | December | $68,255 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 47 | December | $21,599 |
Questions
Who is EP WEALTH ADVISORS ADMIN, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, EP WEALTH ADVISORS ADMIN, LLC's broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does EP WEALTH ADVISORS ADMIN, LLC use?
EP WEALTH ADVISORS ADMIN, LLC's benefit plan is written through UNITED HEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.
When does EP WEALTH ADVISORS ADMIN, LLC's group plan renew?
The most recent Schedule A policy period for EP WEALTH ADVISORS ADMIN, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EP WEALTH ADVISORS ADMIN, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.