Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EMERSON HEALTH SYSTEM, INC.
EIN 04-2770977medical practiceLatest filing 2025
Plans
3
Retirement
2
$252.3M assets
Welfare
1
$1.2M premiums
Participants
6,169
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $252.3M assets / 4,931 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
73%top
- (Not disclosed)73%
- CHARLES SCHWAB & CO., INC.27%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 1,694 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
63%top
- METROPOLITAN LIFE INSURANCE COMPANY63%
- UNUM LIFE INSURANCE COMPANY OF AMERICA17%
- SPRING HEALTH14%
- FIDELITY SECURITY LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
79%top
- MERCER HEALTH AND BENEFITS, LLC79%
- BENEFITSTORE INC21%
- AON CONSULTING INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
EMERSON HEALTH SYSTEM RETIREMENT SAVINGS PLAN
403b
Assets$183.2M
Participants3,256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF EMERSON HOSPITAL
TraditionalDB
Assets$69.1M
Participants1,675
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
EMERSON HEALTH SYSTEM WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives1,694
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | EMERSON HEALTH SYSTEM RETIREMENT SAVINGS PLAN | 403b | $183.2M | 3,256 | 2024 | |
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF EMERSON HOSPITAL | TraditionalDB | $69.1M | 1,675 | 2025 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans