Benefits brokerage · 5 offices
EPIC INSURANCE MIDWEST
EPIC INSURANCE MIDWEST is named as the broker of record on 32 insurance contracts across its 5 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| CARMEL | IN | 16 |
| FORT WAYNE | IN | 8 |
| INDIANAPOLIS | IN | 6 |
| INDEPENDENCE | OH | 1 |
| NEW YORK | NY | 1 |
Book profile
EPIC INSURANCE MIDWEST brokers 32 insured contracts for 32 employers, across 7 states, led by IN, MI, NJ.
Life is the largest line (27 contracts), followed by vision (26), dental (24), disability (23).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (27, about 84%); EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., DELTA DENTAL OF INDIANA, ZURICH AMERICAN INSURANCE COMPANY follow.
Renewals concentrate on January 1: 66% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 27 · vision 26 · dental 24 · disability 23 · health 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| OLD NATIONAL BANCORP | EVANSVILLE, IN | INDIANAPOLIS, IN | DELTA DENTAL OF INDIANA | Jan 1FY2025 |
| MEYER DISTRIBUTING, INC | JASPER, IN | FORT WAYNE, IN | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Mar 1FY2025 |
| HAMILTON CENTER, INC. | TERRA HAUTE, IN | CARMEL, IN | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jul 1FY2025 |
| JAROS BAUM AND BOLLES | NEW YORK, NY | NEW YORK, NY | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| TOA USA LLC | MOORSEVILLE, IN | FORT WAYNE, IN | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
more employers in EPIC INSURANCE MIDWEST's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)