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Compliance Alert: DOL Announces Increased Health Plan Violation Penalties

QUICK FACTS The U.S. Department of Labor (DOL) recently issued its annual inflation-adjusted penalty amounts for certain Employee Retirement Income Security Act (ERISA) violations. The adjusted amounts are intended to create greater incentives to comply with certain federal laws applicable to health and welfare benefit plans. Federal agencies, including the DOL, are required to make annual adjustments to the adjusted civil penalty amounts by January 15 each year. The 2019 adjustments are effective for penalties assessed after January 23, 2019 with respect to violations occurring after November 2, 2015. BACKGROUND Legislation enacted in 2015 requires federal agencies to …

https://www.epicbrokers.com/insights/compliance-alert-dol-announces-increased-health-plan-violation-penalties/

Compliance Alert: Medicare Part D Disclosure to CMS

QUICK FACTS In order to make or receive tax-free contributions to a Health Savings Account (HSA), an individual may not have “disqualifying health coverage.” Disqualifying coverage is coverage that pays for or reimburses medical expenses before an individual meets the minimum deductible for coverage under a High Deductible Health Plan (HDHP). Examples of coverage that may disqualify an individual from making or receiving HSA contributions are general-purpose Health Flexible Spending Accounts (HFSA), Medicare, certain onsite health clinics, and certain telemedicine programs. Employers providing HSA contributions are responsible for determining that employees are not covered by any HSA-disqualifying …

https://www.epicbrokers.com/insights/compliance-alert-medicare-part-d-disclosure-to-cms/

EPIC Expands Entertainment & Sports Specialty with the Addition of John Beam

… exposures such as crowd control, safety and security, foodservice, disaster planning, injury management and drug testing. Scott Davis, President, National Specialty Practices at EPIC, added, “John brings a wealth of experience and record of excellence in the entertainment and sports space. We are excited to see the impact as we continue on our accelerated growth trajectory.” For more information on EPIC Entertainment & Sports and its comprehensive insurance and risk management solutions for sports and entertainment organizations, as well as its extensive retail property and casualty, employee benefits, personal insurance and specialty insurance solutions. For more information on the Fairly …

https://www.epicbrokers.com/insights/epic-welcomes-john-beam/

2025 Closing the Gap in Women’s Health Report:
Employer Perspectives and Opportunities

The women’s health gap demands both attention and strategic action. Women’s health has long been underrepresented in science, medicine, and employee benefits — but that’s changing. As the workforce evolves, so do expectations around inclusive, comprehensive care. Today’s employers are rethinking their benefits strategies to better support women across all life stages, from preventive care and reproductive health to menopause and beyond. To understand how organizations are responding, we conducted a national survey of nearly 200 benefits leaders to explore their current approaches, motivations, and offerings related to women’s health. Key Findings Include: Only 7% of …

https://www.epicbrokers.com/2025-womens-health-report/

Bill Ferree

Leadership biography William (Bill) Ferree took on an expanded role in October of 2024 and is now President, Northern California region, which is EPIC’s newest region. Based in the San Francisco Bay Area, Bill has overall management responsibility for the Northern California Region, which is comprised of Property & Casualty, Employee Benefits and Surety practices. Areas of specialization in the region include Construction, Trucking and Transportation, Healthcare, Hospitality, Food & Beverage, and Agriculture. Prior to his current role, Bill served as EPIC’s California Sales Leader & Co-Lead for the Pacific Central Region. He began his career in retail commercial insurance …

https://www.epicbrokers.com/about/our-leadership/bill-ferree/

Cook Maran is now EPIC

… About Our Combined Resources Industry Specialties Product Suite Programs Insights About EPIC A unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm, EPIC was founded in San Francisco, California in 2007 and now has leadership and major regional offices across the country. EPIC Insurance Brokers and Consultants has a depth of industry expertise across key lines of insurance, including commercial property and casualty, employee benefits, unique specialty program insurance and private client services. VIEW ALL EPIC LOCATIONS Follow Us LinkedIn | X (Twitter) | Facebook

https://www.epicbrokers.com/cook-maran-is-now-epic/

EPIC Entertainment: Insuring Your Creative Success

… in entertainment. What we offer actors, directors, producers, artists, bands, promoters, tours, venues and everyone in between is invaluable: an ideal coverage program that offers you both protection and freedom to be creative. COMMERCIAL INSURANCE Reducing overall cost of risk with industry-focused teams and exceptional product experts. Contact Us EMPLOYEE BENEFITS Delivering improved outcomes for benefits programs, employees and the bottom line. Contact Us PRIVATE CLIENT SERVICES Identifying loss exposures and protecting families with customized insurance programs. Contact Us WEALTH MANAGEMENT Empowering clients to maximize success and sustain it for life with our unique platforms. Contact Us We don …

https://www.epicbrokers.com/epic-entertainment-insuring-you/

EPIC Welcomes Jo Mendoza

Jo Mendoza Joins EPIC as Principal We are excited to announce that Jo Mendoza has joined the firm as Principal within our Employee Benefits practice. Jo brings over 20 years of experience partnering with employers to design effective benefit strategies. Her focus area includes formulary management, M&A due diligence, and navigating compliance with HIPAA, ERISA and ACA. Jo’s passion lies in delivering long-term sustainable solutions that support both organizational goals and employee well-being. “We are thrilled to have Jo join our EPIC team and be part of our growth and expansion within our Employee Benefits practice …

https://www.epicbrokers.com/insights/epic-welcomes-jo-mendoza/