Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Emerson Health System, Inc.
EIN 04-2770977medical practiceLatest filing 2025
Plans
3
Retirement
2
$277.5M assets
Health & Benefits
1
$1.2M premiums
Participants
6,220
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $277.5M assets / 4,982 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$208.4M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 1,694 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$760K
- Life$629K
- Long-term disability$629K
- Short-term disability$200K
- Health$171K
- Prescription drug$171K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#006
EMERSON HEALTH SYSTEM RETIREMENT SAVINGS PLAN
403(b)
Assets$208.4M
Participants3,307
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF EMERSON HOSPITAL
Traditional DB
Assets$69.1M
Participants1,675
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507
EMERSON HEALTH SYSTEM WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives1,694
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #006 | EMERSON HEALTH SYSTEM RETIREMENT SAVINGS PLAN | 403(b) | $208.4M | 3,307 | 2025 |
| #001 | RETIREMENT PLAN FOR EMPLOYEES OF EMERSON HOSPITAL | Traditional DB | $69.1M | 1,675 | 2025 |
- #006 · 403(b) · 20253,307
- #001 · Traditional DB · 20251,675
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #507 | EMERSON HEALTH SYSTEM WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.2M | 1,694 | 2025 |
- #507 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 20251,694
Retirement plans
Health & Benefits plans