Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EMCOR GROUP, INC.
EIN 11-2125338constructionLatest filing 2024
Plans
3
Retirement
2
$1.78B assets
Welfare
1
$24.3M premiums
Participants
33,794
301 MERRITT SEVEN, 6TH FLOOR - NORWALK, CT 06851203-849-7800emcorgroup.comLinkedIn10001+ employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.78B assets / 18,763 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $24.3M premiums / 34,000 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$14.4M
- Short-term disability$14.4M
- Life$14.3M
- Long-term disability$14.3M
- Dental$1.1M
- Vision$1.1M
Carrier market share
Premium dollars by Schedule A carrier
59%top
- SUN LIFE ASSURANCE COMPANY OF CANADA59%
- KAISER FOUNDATION HEALTH PLAN INC36%
- AETNA LIFE INSURANCE COMPANY5%
- HEALTH AND HUMAN RESOURCE CENTER0%
- ZURICH AMERICAN INSURANCE COMPANY0%
- +1 more
Broker market share
Schedule A broker compensation
99%top
- CLEARY BENEFITS GROUP, INC.99%
- WILLIS TOWERS WATSON US LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EMCOR GROUP, INC. 401(K) SAVINGS PLAN
401k
Assets$1.73B
Participants17,722
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
EMCOR GROUP, INC. AND SUBSIDIARIES UNION EMPLOYEES' 401(K) PLAN
401k
Assets$50.0M
Participants1,041
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EMCOR GROUP, INC. EMPLOYEE WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$24.3M
Covered lives34,000
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EMCOR GROUP, INC. 401(K) SAVINGS PLAN | 401k | $1.73B | 17,722 | 2024 | |
| 003 | EMCOR GROUP, INC. AND SUBSIDIARIES UNION EMPLOYEES' 401(K) PLAN | 401k | $50.0M | 1,041 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EMCOR GROUP, INC. EMPLOYEE WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $24.3M | 34,000 | 2024 |
Retirement plans
Welfare plans