Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolioTH
EMERY & WEBB, INC.
EIN 14-1162720Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$19.5M assets
Welfare
1
$702K premiums
Participants
359
989 MAIN STEET - FISHKILL, NY 12524845-896-6727
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $19.5M assets / 245 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $702K premiums / 156 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$661K
- Dental$661K
- Vision$661K
- Life$41K
- Short-term disability$14K
- Long-term disability$14K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- AETNA LIFE INSURANCE COMPANY94%
- COMPANION LIFE INSURANCE COMPANY3%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
- THE PAUL REVERE LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
68%top
- EMERY & WEBB INC68%
- CENTERSTONE INSURANCE AND FINANCIAL31%
- NATIONAL ENROLLMENT PARTNERS LLC0%
- JASON LOUIS KOSCO0%
- ZEBEST INC0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EMERY & WEBB 401K SAVINGS PLAN
401k
Assets$14.2M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EMERY & WEBB, INC. PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$5.2M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EMERY & WEBB, INC. GROUP LIFE
Fully Insured - AETNA LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$702K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EMERY & WEBB 401K SAVINGS PLAN | 401k | $14.2M | 137 | 2024 | |
| 002 | EMERY & WEBB, INC. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $5.2M | 108 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EMERY & WEBB, INC. GROUP LIFE | Fully Insured | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | $702K | 156 | 2024 |
Retirement plans
Welfare plans