PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EPIC SYSTEMS CORPORATION
Sponsor portfolio

EPIC SYSTEMS CORPORATION

EIN 39-1319950-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
1
$3.68B assets
Welfare
2
$122.8M premiums
Participants
41,481
1979 MILKY WAY - VERONA, WI 53593608-271-9000
Plans on this EIN
3 filings
#001401k-$3.68B - 24,343 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$77.9M
  • Prescription drug$59.7M
  • Other$9.9M
  • Life$7.4M
  • Short-term disability$7.4M
  • Long-term disability$7.4M
  • +2 more
Total $145.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION41%
  • GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN26%
  • DEAN HEALTH PLAN INC26%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • +1 more
Total $145.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • AON CONSULTING INC60%
  • M3 INSURANCE SOLUTIONS INC39%
  • IMG1%
Total $404K3 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$3.68B
Participants24,343
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$3.68B24,3432025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE BENEFIT PLANFully InsuredQUARTZ HEALTH BENEFIT PLANS CORPORATION$122.8M13,8562025
502EPIC SYSTEMS CORPORATION 125 BENEFITS PLANSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica