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  2. EMBLEMHEALTH SERVICES COMPANY LLC
Sponsor portfolio

EMBLEMHEALTH SERVICES COMPANY LLC

EIN 26-1330097-Finance and Insurance-Latest filing 2024
Plans
5
Retirement
3
$489.3M assets
Welfare
2
$13.2M premiums
Participants
6,870
55 WATER ST 11TH FLOOR - NEW YORK, NY 10041646-447-5936
Plans on this EIN
5 filings
#002401k-$377.7M - 2,792 part#007CashBalance-$110.7M - 1,043 part#003CashBalance-$882K - 144 part#501Fully Insured-$13.2M - 3,421 lives#502Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $489.3M assets / 3,979 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • COMPANY, LLC 401(K) (#002)77%
  • AND TRUST II (#007)23%
  • COLLECTIVELY BARGAINED EMPLOYE... (#003)0%
Total $489.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
77%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE77%
  • (Not disclosed)23%
Total $489.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY, LLC 401(K) (#002)2,792
  • AND TRUST II (#007)1,043
  • COLLECTIVELY BARGAINED EMPLOYE... (#003)144
Total 3,979Click row to drill in

Benefits portfolio analytics

2 plans / $13.2M premiums / 3,421 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.0M
  • Prescription drug$10.0M
  • Dental$9.0M
  • Other$3.0M
  • Life$2.9M
  • Short-term disability$2.9M
  • +2 more
Total $13.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • EMBLEMHEALTH68%
  • HARTFORD LIFE AND ACCIDENT22%
  • AVMED8%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +2 more
Total $13.2M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $4.4M1 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

EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN

401k

Assets$377.7M
Participants2,792
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

EMBLEMHEALTH SERVICES COMPANY, LLC EMPLOYEES' RETIREMENT PLAN AND TRUST II

CashBalance

Assets$110.7M
Participants1,043
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

EMBLEMHEALTH SERVICES COMPANY, LLC CASH BALANCE PLAN AND TRUST FOR COLLECTIVELY BARGAINED EMPLOYEES

CashBalance

Assets$882K
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMBLEMHEALTH SERVICES COMPANY, LLC HEALTH & WELFARE PLAN

Fully Insured - EMBLEMHEALTH

Premiums$13.2M
Covered lives3,421
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

EMBLEMHEALTH SERVICES COMPANY, LLC SEVERANCE PAY PLAN

Self Funded

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

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN401k$377.7M2,7922024
007EMBLEMHEALTH SERVICES COMPANY, LLC EMPLOYEES' RETIREMENT PLAN AND TRUST IICashBalance$110.7M1,0432024
003EMBLEMHEALTH SERVICES COMPANY, LLC CASH BALANCE PLAN AND TRUST FOR COLLECTIVELY BARGAINED EMPLOYEESCashBalance$882K1442024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMBLEMHEALTH SERVICES COMPANY, LLC HEALTH & WELFARE PLANFully InsuredEMBLEMHEALTH$13.2M3,4212024
502EMBLEMHEALTH SERVICES COMPANY, LLC SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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