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  1. Companies/
  2. ERM-NA HOLDINGS CORP.
Sponsor portfolio

ERM-NA HOLDINGS CORP.

EIN 23-3073509-Latest filing 2025
Plans
2
Retirement
1
$715.4M assets
Welfare
1
$4.3M premiums
Participants
6,292
75 VALLEY STREAM PARKWAY, SUITE 200 - MALVERN, PA 19355720-200-7131
Plans on this EIN
2 filings
#001401k-$715.4M - 3,790 part#501Mixed-$4.3M - 2,451 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 2,451 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Life$1.4M
  • Long-term disability$1.4M
  • Other$1.4M
Total $4.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • KAISER FOUNDATION HEALTH PLAN INC68%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY32%
Total $4.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $34K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ERM - US SALARY DEFERRAL PLAN

401k

Assets$715.4M
Participants3,790
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ERM HEALTH AND WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$4.3M
Covered lives2,451
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ERM - US SALARY DEFERRAL PLAN401k$715.4M3,7902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ERM HEALTH AND WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$4.3M2,4512025
Retirement plans
Welfare plans
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