Form 5500 · Employee benefit plan · AUSTIN, TX
EPICOR SOFTWARE CORPORATION
EPICOR SOFTWARE CORPORATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 12 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-1478440 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 2,056 | December | $86,855 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 2,056 | December | $36,630 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 2,056 | December | $31,717 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 272 | December | $30,197 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 237 | December | $16,078 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 420 | December | $14,728 |
| ARAG SERVICES, LLC | — | 546 | December | $6,951 |
| NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | — | 4,801 | September | $1,129 |
| NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | — | 2,032 | September | $640 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1 | December | $0 |
| VISION SERVICE PLAN | Vision | 1,588 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 20 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 88 | December | $0 |
Questions
Who is EPICOR SOFTWARE CORPORATION's benefits broker?
Per its most recent Form 5500 Schedule A, EPICOR SOFTWARE CORPORATION's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does EPICOR SOFTWARE CORPORATION use?
EPICOR SOFTWARE CORPORATION's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 13 disclosed carriers.
When does EPICOR SOFTWARE CORPORATION's group plan renew?
The most recent Schedule A policy period for EPICOR SOFTWARE CORPORATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EPICOR SOFTWARE CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.