PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EMERUS HOLDINGS, INC.
Sponsor portfolio

EMERUS HOLDINGS, INC.

EIN 27-4317672-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$74.5M assets
Welfare
1
$2.8M premiums
Participants
4,321
8686 NEW TRAILS DRIVE, SUITE 100 - THE WOODLANDS, TX 77381281-292-2450emerus.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$74.5M - 2,649 part#501Fully Insured-$2.8M - 2,161 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 2,161 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Dental$775K
  • Life$753K
  • Long-term disability$275K
  • Vision$142K
  • Health$470
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA65%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA28%
  • VISION SERVICE PLAN5%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • IMA, INC.53%
  • BENEFIT COMMUNICATIONS INC44%
  • JAMES R NELLIGAN & ASSOCIATES LLC3%
  • WWW INSURANCE, LLC0%
  • THE BENEFIT COMPANY INC0%
  • +3 more
Total $779K8 slices

Plan deep-dives

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

EMERUS RETIREMENT SAVINGS PLAN

401k

Assets$74.5M
Participants2,649
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMERUS HOLDINGS, INC.

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.8M
Covered lives2,161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMERUS RETIREMENT SAVINGS PLAN401k$74.5M2,6492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMERUS HOLDINGS, INC.Fully InsuredGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2.8M2,1612025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica