Form 5500 · Employee benefit plan · VERONA, WI
EPIC SYSTEMS CORPORATION
The filing calls this plan EMPLOYEE BENEFIT PLAN.
Public Form 5500 records show how EPIC SYSTEMS CORPORATION of VERONA, WI, a professional services employer, structures its employee benefits. Its broker of record is AON CONSULTING. Coverage is written through QUARTZ HEALTH BENEFIT PLANS CORPORATION and 5 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1319950 · plan 501 · plan year 2026, filed Aug 31, 2026
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58 other employer plans in Wisconsin have policy years ending in March. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Dental: CIGNA HEALTH AND LIFE INSURANCE COMPANY covers 1,046 of 14,012 participants (7.5%) on Schedule A.
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with QUARTZ HEALTH BENEFIT PLANS CORPORATION, covers 9,080 people.
Reported premium across the insured contracts is $145,600,025, with $401,467 in disclosed broker commissions — about 0.3% of premium.
The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
AON CONSULTING is the broker of record on 1 of the 6 contracts; the rest name a different broker or none.
6 carriers appear on the filing, including QUARTZ HEALTH BENEFIT PLANS CORPORATION, GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN, DEAN HEALTH PLAN INC and PRUDENTIAL INSURANCE COMPANY OF AMERICA. QUARTZ HEALTH BENEFIT PLANS CORPORATION writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 1,046 | Apr 1, 2026 | $2,457,361 | $243,380 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 14,721 | Apr 1, 2026 | $7,427,074 | $100,000 |
| WYSSTA INSURANCE COMPANY INC | Vision | 5,933 | Apr 1, 2026 | $551,344 | $40,712 |
| GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | Health | 6,203 | Apr 1, 2026 | $38,105,235 | $17,375 |
| QUARTZ HEALTH BENEFIT PLANS CORPORATION | Health | 9,080 | Apr 1, 2026 | $59,679,190 | $0 |
| DEAN HEALTH PLAN INC | Health | 2,572 | Apr 1, 2026 | $37,379,821 | $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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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