Civic Intelligence

U.S. Epperson Underwriting Company

Plan context: Retirement Plan for Employees of U.S. Epperson Underwriting Company

EIN 44-0237350 • Boca Raton, FL • 102 filings • 24 plans

1905 N.w. Corporate Blvd.Boca Raton, FL 33431
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$47,514,058

2023 Contributions

$1,922,607

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$72,906,072$36,453,036$0200120122023YearValue
$47,514,058Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5352680200020092018YearValue
4Latest year 2018

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202310$47,514,058$0-
Retirement Plan for Employees of U.S. Epperson Underwriting Company-0$47,514,058--
202210$48,330,767$0-
Retirement Plan for Employees of U.S. Epperson Underwriting Company-0$48,330,767--
202110$48,193,130$0-
Retirement Plan for Employees of U.S. Epperson Underwriting Company-0$48,193,130--
202010$43,699,017$0-
Retirement Plan for Employees of U.S. Epperson Underwriting Company-0$43,699,017--
201910$48,587,120$0-
Retirement Plan for Employees of U.S. Epperson Underwriting Company-0$48,587,120--
201814$30,900,379$1,922,607$480,652iApproximate average salary by contribution assumption: employee only about $12,016,294 at 4% or $8,010,863 at 6%; with 50% employer match about $8,010,863 at 4% or $5,340,575 at 6%; with 100% employer match about $6,008,147 at 4% or $4,005,431 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-4$30,900,379$1,922,607$480,652iApproximate average salary by contribution assumption: employee only about $12,016,294 at 4% or $8,010,863 at 6%; with 50% employer match about $8,010,863 at 4% or $5,340,575 at 6%; with 100% employer match about $6,008,147 at 4% or $4,005,431 at 6%.
201714$34,977,401$2,276,625$569,156iApproximate average salary by contribution assumption: employee only about $14,228,906 at 4% or $9,485,938 at 6%; with 50% employer match about $9,485,938 at 4% or $6,323,958 at 6%; with 100% employer match about $7,114,453 at 4% or $4,742,969 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-4$34,977,401$2,276,625$569,156iApproximate average salary by contribution assumption: employee only about $14,228,906 at 4% or $9,485,938 at 6%; with 50% employer match about $9,485,938 at 4% or $6,323,958 at 6%; with 100% employer match about $7,114,453 at 4% or $4,742,969 at 6%.
2016220$47,080,631$1,116,911$55,846iApproximate average salary by contribution assumption: employee only about $1,396,139 at 4% or $930,759 at 6%; with 50% employer match about $930,759 at 4% or $620,506 at 6%; with 100% employer match about $698,069 at 4% or $465,380 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-4$32,127,704$837,782$209,446iApproximate average salary by contribution assumption: employee only about $5,236,138 at 4% or $3,490,758 at 6%; with 50% employer match about $3,490,758 at 4% or $2,327,172 at 6%; with 100% employer match about $2,618,069 at 4% or $1,745,379 at 6%.
U.S. Epperson Underwriting Company 401(K) Plan-20$14,952,927$279,129$13,956iApproximate average salary by contribution assumption: employee only about $348,911 at 4% or $232,608 at 6%; with 50% employer match about $232,608 at 4% or $155,072 at 6%; with 100% employer match about $174,456 at 4% or $116,304 at 6%.
2015496$56,783,207$2,205,689$22,976iApproximate average salary by contribution assumption: employee only about $574,398 at 4% or $382,932 at 6%; with 50% employer match about $382,932 at 4% or $255,288 at 6%; with 100% employer match about $287,199 at 4% or $191,466 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-37$32,641,095$1,218,000$32,919iApproximate average salary by contribution assumption: employee only about $822,973 at 4% or $548,649 at 6%; with 50% employer match about $548,649 at 4% or $365,766 at 6%; with 100% employer match about $411,486 at 4% or $274,324 at 6%.
U.S. Epperson Underwriting Company 401(K) Plan-85$24,142,112$987,689$11,620iApproximate average salary by contribution assumption: employee only about $290,497 at 4% or $193,665 at 6%; with 50% employer match about $193,665 at 4% or $129,110 at 6%; with 100% employer match about $145,248 at 4% or $96,832 at 6%.
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-33---
U. S. EPPERSON UNDERWRITING COMPANY FLEXIBLE WELFARE BENEFITS PLAN-96---
20144208$72,906,072$3,574,442$17,185iApproximate average salary by contribution assumption: employee only about $429,620 at 4% or $286,414 at 6%; with 50% employer match about $286,414 at 4% or $190,942 at 6%; with 100% employer match about $214,810 at 4% or $143,207 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-95$42,095,738$1,917,682$20,186iApproximate average salary by contribution assumption: employee only about $504,653 at 4% or $336,435 at 6%; with 50% employer match about $336,435 at 4% or $224,290 at 6%; with 100% employer match about $252,327 at 4% or $168,218 at 6%.
U.S. Epperson Underwriting Company 401(K) Plan-208$30,810,334$1,656,760$7,965iApproximate average salary by contribution assumption: employee only about $199,130 at 4% or $132,753 at 6%; with 50% employer match about $132,753 at 4% or $88,502 at 6%; with 100% employer match about $99,565 at 4% or $66,377 at 6%.
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-114---
U. S. EPPERSON UNDERWRITING COMPANY FLEXIBLE WELFARE BENEFITS PLAN-198---
20134221$68,934,492$3,985,928$18,036iApproximate average salary by contribution assumption: employee only about $450,897 at 4% or $300,598 at 6%; with 50% employer match about $300,598 at 4% or $200,399 at 6%; with 100% employer match about $225,448 at 4% or $150,299 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-110$39,259,839$2,323,384$21,122iApproximate average salary by contribution assumption: employee only about $528,042 at 4% or $352,028 at 6%; with 50% employer match about $352,028 at 4% or $234,685 at 6%; with 100% employer match about $264,021 at 4% or $176,014 at 6%.
U.S. Epperson Underwriting Company 401(K) Plan-221$29,674,653$1,662,544$7,523iApproximate average salary by contribution assumption: employee only about $188,071 at 4% or $125,380 at 6%; with 50% employer match about $125,380 at 4% or $83,587 at 6%; with 100% employer match about $94,035 at 4% or $62,690 at 6%.
U. S. EPPERSON UNDERWRITING COMPANY FLEXIBLE WELFARE BENEFITS PLAN-206---
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-126---
20124210$64,103,146$3,634,078$17,305iApproximate average salary by contribution assumption: employee only about $432,628 at 4% or $288,419 at 6%; with 50% employer match about $288,419 at 4% or $192,279 at 6%; with 100% employer match about $216,314 at 4% or $144,209 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-120$37,261,188$1,965,791$16,382iApproximate average salary by contribution assumption: employee only about $409,540 at 4% or $273,027 at 6%; with 50% employer match about $273,027 at 4% or $182,018 at 6%; with 100% employer match about $204,770 at 4% or $136,513 at 6%.
U.S. Epperson Underwriting Company 401(K) Plan-210$26,841,958$1,668,287$7,944iApproximate average salary by contribution assumption: employee only about $198,606 at 4% or $132,404 at 6%; with 50% employer match about $132,404 at 4% or $88,269 at 6%; with 100% employer match about $99,303 at 4% or $66,202 at 6%.
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-153---
U. S. EPPERSON UNDERWRITING COMPANY FLEXIBLE WELFARE BENEFITS PLAN-189---
20115225$61,044,854$2,817,619$12,523iApproximate average salary by contribution assumption: employee only about $313,069 at 4% or $208,713 at 6%; with 50% employer match about $208,713 at 4% or $139,142 at 6%; with 100% employer match about $156,534 at 4% or $104,356 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-155$35,113,106$1,332,308$8,596iApproximate average salary by contribution assumption: employee only about $214,888 at 4% or $143,259 at 6%; with 50% employer match about $143,259 at 4% or $95,506 at 6%; with 100% employer match about $107,444 at 4% or $71,629 at 6%.
U.S. Epperson Underwriting Company 401(K) Plan-225$25,931,748$1,485,311$6,601iApproximate average salary by contribution assumption: employee only about $165,035 at 4% or $110,023 at 6%; with 50% employer match about $110,023 at 4% or $73,349 at 6%; with 100% employer match about $82,517 at 4% or $55,012 at 6%.
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-170---
U. S. Epperson Underwriting Company Healthcare Reimbursement Plan-80---
U. S. EPPERSON UNDERWRITING COMPANY FLEXIBLE WELFARE BENEFITS PLAN-208---
20105247$68,852,202$5,019,021$20,320iApproximate average salary by contribution assumption: employee only about $507,998 at 4% or $338,665 at 6%; with 50% employer match about $338,665 at 4% or $225,777 at 6%; with 100% employer match about $253,999 at 4% or $169,333 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-200$38,576,117$3,468,435$17,342iApproximate average salary by contribution assumption: employee only about $433,554 at 4% or $289,036 at 6%; with 50% employer match about $289,036 at 4% or $192,691 at 6%; with 100% employer match about $216,777 at 4% or $144,518 at 6%.
U.S. Epperson Underwriting Company 401(K) Plan-247$30,276,085$1,550,586$6,278iApproximate average salary by contribution assumption: employee only about $156,942 at 4% or $104,628 at 6%; with 50% employer match about $104,628 at 4% or $69,752 at 6%; with 100% employer match about $78,471 at 4% or $52,314 at 6%.
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-197---
U. S. EPPERSON UNDERWRITING COMPANY FLEXIBLE WELFARE BENEFITS PLAN-242---
U. S. Epperson Underwriting Company Healthcare Reimbursement Plan-108---
20095249$62,643,815$2,486,258$9,985iApproximate average salary by contribution assumption: employee only about $249,624 at 4% or $166,416 at 6%; with 50% employer match about $166,416 at 4% or $110,944 at 6%; with 100% employer match about $124,812 at 4% or $83,208 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-216$34,050,281$1,000,000$4,630iApproximate average salary by contribution assumption: employee only about $115,741 at 4% or $77,160 at 6%; with 50% employer match about $77,160 at 4% or $51,440 at 6%; with 100% employer match about $57,870 at 4% or $38,580 at 6%.
U.S. Epperson Underwriting Company 401(K) Plan-240$28,593,534$1,486,258$6,193iApproximate average salary by contribution assumption: employee only about $154,819 at 4% or $103,212 at 6%; with 50% employer match about $103,212 at 4% or $68,808 at 6%; with 100% employer match about $77,409 at 4% or $51,606 at 6%.
U. S. EPPERSON UNDERWRITING COMPANY FLEXIBLE WELFARE BENEFITS PLAN-249---
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-132---
U. S. Epperson Underwriting Company Healthcare Reimbursement Plan-117---
20085270$52,549,839$5,612,459$20,787iApproximate average salary by contribution assumption: employee only about $519,672 at 4% or $346,448 at 6%; with 50% employer match about $346,448 at 4% or $230,965 at 6%; with 100% employer match about $259,836 at 4% or $173,224 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-225$29,093,576$3,426,749$15,230iApproximate average salary by contribution assumption: employee only about $380,750 at 4% or $253,833 at 6%; with 50% employer match about $253,833 at 4% or $169,222 at 6%; with 100% employer match about $190,375 at 4% or $126,917 at 6%.
U.S. Epperson Underwriting Company 401(K) Plan-247$23,456,263$2,185,710$8,849iApproximate average salary by contribution assumption: employee only about $221,226 at 4% or $147,484 at 6%; with 50% employer match about $147,484 at 4% or $98,323 at 6%; with 100% employer match about $110,613 at 4% or $73,742 at 6%.
U. S. EPPERSON UNDERWRITING COMPANY FLEXIBLE WELFARE BENEFITS PLAN-270---
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-119---
U. S. Epperson Underwriting Company Healthcare Reimbursement Plan-104---
20075277$72,479,441$2,011,475$7,262iApproximate average salary by contribution assumption: employee only about $181,541 at 4% or $121,027 at 6%; with 50% employer match about $121,027 at 4% or $80,685 at 6%; with 100% employer match about $90,771 at 4% or $60,514 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-240$40,427,407--
U.S. Epperson Underwriting Company 401(K) Plan-277$32,052,034$2,011,475$7,262iApproximate average salary by contribution assumption: employee only about $181,541 at 4% or $121,027 at 6%; with 50% employer match about $121,027 at 4% or $80,685 at 6%; with 100% employer match about $90,771 at 4% or $60,514 at 6%.
U. S. Epperson Underwriting Company Healthcare Reimbursement Plan-120---
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-148---
U. S. EPPERSON UNDERWRITING COMPANY FLEXIBLE WELFARE BENEFITS PLAN-269---
20065273$70,235,056$1,841,236$6,744iApproximate average salary by contribution assumption: employee only about $168,611 at 4% or $112,408 at 6%; with 50% employer match about $112,408 at 4% or $74,938 at 6%; with 100% employer match about $84,306 at 4% or $56,204 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-240$39,914,556$171,430$714iApproximate average salary by contribution assumption: employee only about $17,857 at 4% or $11,905 at 6%; with 50% employer match about $11,905 at 4% or $7,937 at 6%; with 100% employer match about $8,929 at 4% or $5,952 at 6%.
U.S. Epperson Underwriting Company 401(K) Plan-273$30,320,500$1,669,806$6,117iApproximate average salary by contribution assumption: employee only about $152,913 at 4% or $101,942 at 6%; with 50% employer match about $101,942 at 4% or $67,961 at 6%; with 100% employer match about $76,456 at 4% or $50,971 at 6%.
U.S. EPPERSON UNDERWRITING COMPANY FLEXIBLE WELFARE BENEFITS PLAN-263---
U. S. Epperson Underwriting Company Healthcare Reimbursement Plan-106---
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-151---
20055338$66,711,768$1,620,575$4,795iApproximate average salary by contribution assumption: employee only about $119,865 at 4% or $79,910 at 6%; with 50% employer match about $79,910 at 4% or $53,273 at 6%; with 100% employer match about $59,933 at 4% or $39,955 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-279$38,496,152--
U.S. Epperson Underwriting Company 401(K) Plan-317$28,215,616$1,620,575$5,112iApproximate average salary by contribution assumption: employee only about $127,806 at 4% or $85,204 at 6%; with 50% employer match about $85,204 at 4% or $56,802 at 6%; with 100% employer match about $63,903 at 4% or $42,602 at 6%.
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-165---
U. S. Epperson Underwriting Company Healthcare Reimbursement Plan-107---
U.S. EPPERSON UNDERWRITING COMPANY FLEXIBLE WELFARE BENEFITS PLAN-338---
20049301$64,551,398$1,677,597$5,573iApproximate average salary by contribution assumption: employee only about $139,335 at 4% or $92,890 at 6%; with 50% employer match about $92,890 at 4% or $61,927 at 6%; with 100% employer match about $69,668 at 4% or $46,445 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-266$38,480,743--
U.S. Epperson Underwriting Company 401(K) Plan-301$26,070,655$1,677,597$5,573iApproximate average salary by contribution assumption: employee only about $139,335 at 4% or $92,890 at 6%; with 50% employer match about $92,890 at 4% or $61,927 at 6%; with 100% employer match about $69,668 at 4% or $46,445 at 6%.
GROUP TERM LIFE INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-0---
LONG TERM DISABILITY INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-0---
GROUP HEALTH CARE INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-0---
VISION INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-0---
GROUP DENTAL CARE INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-0---
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-164---
U. S. Epperson Underwriting Company Healthcare Reimbursement Plan-110---
200310339$63,702,955$2,695,610$7,952iApproximate average salary by contribution assumption: employee only about $198,791 at 4% or $132,528 at 6%; with 50% employer match about $132,528 at 4% or $88,352 at 6%; with 100% employer match about $99,396 at 4% or $66,264 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-314$37,536,301$871,198$2,775iApproximate average salary by contribution assumption: employee only about $69,363 at 4% or $46,242 at 6%; with 50% employer match about $46,242 at 4% or $30,828 at 6%; with 100% employer match about $34,681 at 4% or $23,121 at 6%.
U.S. Epperson Underwriting Company 401(K) Plan-339$26,161,752$1,712,865$5,053iApproximate average salary by contribution assumption: employee only about $126,317 at 4% or $84,212 at 6%; with 50% employer match about $84,212 at 4% or $56,141 at 6%; with 100% employer match about $63,159 at 4% or $42,106 at 6%.
U. S. Epperson Underwriting Company Healthcare Reimbursement Plan-106$4,902$111,547$1,052iApproximate average salary by contribution assumption: employee only about $26,308 at 4% or $17,539 at 6%; with 50% employer match about $17,539 at 4% or $11,693 at 6%; with 100% employer match about $13,154 at 4% or $8,769 at 6%.
GROUP HEALTH CARE INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-312---
LONG TERM DISABILITY INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-324---
GROUP TERM LIFE INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-328---
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-183---
GROUP DENTAL CARE INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-315---
VISION INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-163---
U.S. EPPERSON UNDERWRITING COMPANY PROFIT SHARING PLAN-0---
20029451$44,012,174$1,225,905$2,718iApproximate average salary by contribution assumption: employee only about $67,955 at 4% or $45,303 at 6%; with 50% employer match about $45,303 at 4% or $30,202 at 6%; with 100% employer match about $33,977 at 4% or $22,652 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-403$35,080,829--
U.S. Epperson Underwriting Company 401(K) Plan-264$8,929,216$1,131,826$4,287iApproximate average salary by contribution assumption: employee only about $107,180 at 4% or $71,454 at 6%; with 50% employer match about $71,454 at 4% or $47,636 at 6%; with 100% employer match about $53,590 at 4% or $35,727 at 6%.
U. S. Epperson Underwriting Company Healthcare Reimbursement Plan-87$2,129$94,079$1,081iApproximate average salary by contribution assumption: employee only about $27,034 at 4% or $18,023 at 6%; with 50% employer match about $18,023 at 4% or $12,015 at 6%; with 100% employer match about $13,517 at 4% or $9,011 at 6%.
VISION INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-204---
GROUP DENTAL CARE INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-428---
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-270---
GROUP TERM LIFE INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-439---
LONG TERM DISABILITY INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-424---
GROUP HEALTH CARE INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-451---
20017480$49,676,133$1,141,818$2,379iApproximate average salary by contribution assumption: employee only about $59,470 at 4% or $39,646 at 6%; with 50% employer match about $39,646 at 4% or $26,431 at 6%; with 100% employer match about $29,735 at 4% or $19,823 at 6%.
Retirement Plan for Employees of U.S. Epperson Underwriting Company-450$38,829,889--
U.S. Epperson Underwriting Company 401(K) Plan-306$10,846,244$1,141,818$3,731iApproximate average salary by contribution assumption: employee only about $93,286 at 4% or $62,191 at 6%; with 50% employer match about $62,191 at 4% or $41,460 at 6%; with 100% employer match about $46,643 at 4% or $31,095 at 6%.
GROUP HEALTH CARE INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES AL-443---
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-292---
GROUP TERM LIFE INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-480---
U. S. Epperson Underwriting Company Healthcare Reimbursement Plan-0---
LONG TERM DISABILITY INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-473---
20007535$0$0-
GROUP TERM LIFE INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-509---
Accidental Death & Dismemberment Insurance for Permanent Full Time Employees-309---
GROUP HEALTH CARE INSRUANCE PLAN FOR PERMANENT FOR ALL TIME-535---
LONG TERM DISABILITIES INSURANCE PLAN FOR PERMANENT FULL TIME EMPLOYEES-495---
U.S. EPPERSON UNDERWRITING COMPANY PROFIT SHARING PLAN-417---
Retirement Plan for Employees of U.S. Epperson Underwriting Company-422---
U.S. Epperson Underwriting Company 401(K) Plan-321---