Epic Insurance Midwest
Carmel, IN
Epic Insurance Midwest of Carmel, IN is the broker of record on 53 Form 5500 Schedule A filings covering 34 employer benefit plans across 7 states, with $1,154,227 in reported broker commissions (plan year 2025).
Quick answer
Epic Insurance Midwest (Carmel, IN) is the broker of record for 34 employer benefit plan sponsors on 53 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Epic Insurance Midwest have?
- Epic Insurance Midwest is named as broker on Form 5500 Schedule A filings for 34 distinct plan sponsors in 7 states.
- Who are Epic Insurance Midwest's largest employer clients?
- By plan participants, the largest include Old National Bancorp (5,031 participants), Meyer Distributing, Inc (1,042 participants) and Toa Usa LLC (706 participants).
- How much does Epic Insurance Midwest earn in commissions?
- Insurers reported $1.2 million in broker commissions and $207,218 in fees paid to Epic Insurance Midwest for plan year 2025, per Schedule A Part 1.
- Where is Epic Insurance Midwest located?
- Epic Insurance Midwest is based in Carmel, IN and has employer clients in 7 states.
- How does Epic Insurance Midwest rank among benefits brokers in Indiana?
- Epic Insurance Midwest ranks #16 by employer clients among the 50 most active benefits brokers based in Indiana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Epic Insurance Midwest on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Old National Bancorp | IN | 5,031 | 2025-12-31 |
| Meyer Distributing, Inc | IN | 1,042 | 2025-02-28 |
| Toa Usa LLC | IN | 706 | 2025-12-31 |
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Other benefits brokers in Indiana
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- Mj Insurance: 237 employer clients, $22,845,399 reported commissions (Carmel)
- Gibson Insurance Agency, Inc.: 139 employer clients, $15,947,948 reported commissions (South Bend)
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- Apex Benefits Group, Inc.: 70 employer clients, $7,009,122 reported commissions (Indianapolis)
- Locascio Hadden & Dennis, LLC: 65 employer clients, $5,217,087 reported commissions (Indianapolis)
- Shepherd Insurance LLC: 59 employer clients, $3,363,971 reported commissions (Carmel)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.