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Sponsor portfolio

S. EMERSON GROUP, INC.

EIN 23-2811186-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
6
Retirement
1
$110.2M assets
Welfare
5
$849K premiums
Participants
1,573
407 EAST LANCASTER AVENUE - WAYNE, PA 19087610-971-9600
Plans on this EIN
6 filings
#002401k-$110.2M - 335 part#502Fully Insured-$325K - 259 lives#503Fully Insured-$325K - 259 lives#504Fully Insured-$121K - 291 lives#505Fully Insured-$78K - 165 lives#501Self Funded-0 lives

Benefits portfolio analytics

5 plans / $849K premiums / 974 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$325K
  • Vision$325K
  • Life$199K
  • Other$199K
  • Short-term disability$121K
  • Long-term disability$121K
Total $849K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • STARMOUNT LIFE INSURANCE COMPANY77%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA23%
Total $849K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE FOLEY INSURANCE AGENCY, INC.100%
Total $56K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE EMERSON GROUP RETIREMENT PLAN

401k

Assets$110.2M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EMERSON GROUP DENTAL PLAN

Fully Insured - STARMOUNT LIFE INSURANCE COMPANY

Premiums$325K
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

EMERSON GROUP VISION PLAN

Fully Insured - STARMOUNT LIFE INSURANCE COMPANY

Premiums$325K
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

EMERSON GROUP BASIC LIFE & AD&D AND DISABILITY

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$121K
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

EMERSON GROUP VOLUNTARY LIFE & AD&D

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$78K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

EMERSON GROUP MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE EMERSON GROUP RETIREMENT PLAN401k$110.2M3352025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EMERSON GROUP DENTAL PLANFully InsuredSTARMOUNT LIFE INSURANCE COMPANY$325K2592025
503EMERSON GROUP VISION PLANFully InsuredSTARMOUNT LIFE INSURANCE COMPANY$325K2592025
504EMERSON GROUP BASIC LIFE & AD&D AND DISABILITYFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$121K2912025
505EMERSON GROUP VOLUNTARY LIFE & AD&DFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$78K1652025
501EMERSON GROUP MEDICAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
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