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  2. EPIC SYSTEMS CORPORATION
Sponsor portfolio

EPIC SYSTEMS CORPORATION

EIN 39-1319950-Latest filing 2025
Plans
3
Retirement
1
$2.90B assets
Welfare
2
$122.8M premiums
Participants
39,557
1979 MILKY WAY - VERONA, WI 53593608-271-9000
Plans on this EIN
3 filings
#001401k-$2.90B - 22,795 part#501Fully Insured-$122.8M - 13,856 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $122.8M premiums / 13,856 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$69.4M
  • Prescription drug$46.0M
  • Other$9.6M
  • Life$6.9M
  • Short-term disability$6.9M
  • Long-term disability$6.9M
  • +2 more
Total $122.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION37%
  • GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN33%
  • DEAN HEALTH PLAN INC21%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA6%
  • AETNA LIFE INSURANCE COMPANY2%
  • +1 more
Total $122.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • AON CONSULTING INC69%
  • M3 INSURANCE SOLUTIONS INC31%
  • IMG1%
Total $481K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EPIC SYSTEMS CORPORATION 401(K) PLAN

401k

Assets$2.90B
Participants22,795
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE BENEFIT PLAN

Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$122.8M
Covered lives13,856
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

EPIC SYSTEMS CORPORATION 125 BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPIC SYSTEMS CORPORATION 401(K) PLAN401k$2.90B22,7952024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE BENEFIT PLANFully InsuredQUARTZ HEALTH BENEFIT PLANS CORPORATION$122.8M13,8562025
502EPIC SYSTEMS CORPORATION 125 BENEFITS PLANSelf Funded-$002024
Retirement plans
Welfare plans
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