Epic Systems Corporation

Verona, WI Professional servicesNAICS 541512

Self-funded health planPlan year 2025Renews January
3,159Participants+14% vs. prior year
$7.5MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#1 of 10Professional services in WIBy participants

Overview

Epic Systems Corporation sponsors a self-funded health plan that covered 3,159 participants in plan year 2025, up 14% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
3,159 · prior year 2,783
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Epic Systems Corporation 125 Benefits Plan, plan 502 (3,159 participants)
Broker compensation
$404K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityDeath benefitsOther welfare benefits

Insurance carriers

Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.

CarrierCoverageCoveredPremiumBroker comp
Quartz Health Benefit Plans CorporationPrescription drug, HMO, PPO9,080$59.7M—
Group Health Cooperative of South Central WisconsinMedical, HMO6,203$38.1M$17K
Dean Health PlanMedical2,572$37.4M—
Prudential Insurance CompanyLife, Short-term disability, Long-term disability14,721$7.4M$103K
Cigna Health and Life Insurance CompanyMedical, Dental1,046$2.5M$243K
Wyssta Insurance Company Inc.Vision5,933$551K$41K

Pharmacy benefit estimate

StreamRX estimate for a plan this size. Not based on this plan's claims.

$7.5M/ year

Estimated prescription spend: 3,159 participants × $2,371 national average per member. Usually higher once dependents are counted.

$195K–$480K/ year

Typical savings opportunity found in independent reviews of plans this size.

Brands with a generic available$57K–$142K
Lower-cost therapeutic alternatives$83K–$174K
Generic pricing vs. actual cost$36K–$108K
PBM contract terms$19K–$56K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2025
Plan sponsor
Epic Systems Corporation
Sponsor EIN
39-1319950
Plan number
502
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 39-1319950 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Epic Systems Corporation 401(k) Plan
Type
401(k) plan
Participants
24,343

About this data

Source: Epic Systems Corporation's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Epic Systems Corporation.

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