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Sponsor portfolioTH

EMERSON ELECTRIC COMPANY

EIN 43-0259330-marketing and advertising-Latest filing 2025
Plans
14
Retirement
4
$10.68B assets
Welfare
10
$21.3M premiums
Participants
234,159
8027 FORSYTH BLVD. - CLAYTON, MO 63105314-553-2000emersoncreative.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
14 filings
#016401k-$7.36B - 28,509 part#067TraditionalDB-$3.29B - 37,805 part#101401k-$32.0M - 464 part#123401k-$4.2M - 32 part#901Fully Insured-$17.2M - 13,474 lives#512Mixed-$3.5M - 9,918 lives#615Fully Insured-$267K - 59,822 lives#513Mixed-$233K - 75 lives#802Fully Insured-$152K - 14,856 lives#502Self Funded-0 lives#503Self Funded-0 lives#504Self Funded-0 lives#800Unknown-0 lives#801Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $10.68B assets / 66,810 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • EMERSON Savings (#016)69%
  • COMPANY RETIREMENT PLAN (#067)31%
  • CO. RETIREMENT Savings (#101)0%
  • IN PUERTO RICO (#123)0%
Total $10.68BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
69%top
  • THE VANGUARD GROUP, INC.69%
  • (Not disclosed)31%
Total $10.68BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY RETIREMENT PLAN (#067)37,805
  • EMERSON Savings (#016)28,509
  • CO. RETIREMENT Savings (#101)464
  • IN PUERTO RICO (#123)32
Total 66,810Click row to drill in

Benefits portfolio analytics

10 plans / $21.3M premiums / 98,145 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA64%
  • CURALINC HEALTHCARE36%
Total $419K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $27K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#016

EMERSON SAVINGS PLAN

401k

Assets$7.36B
Participants28,509
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#067

EMERSON ELECTRIC COMPANY RETIREMENT PLAN

TraditionalDB

Assets$3.29B
Participants37,805
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#101

EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN

401k

Assets$32.0M
Participants464
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#123

EMERSON ELECTRIC CO. SAVINGS INVESTMENT PLAN FOR EMPLOYEES IN PUERTO RICO

401k

Assets$4.2M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#901

EMERSON ELECTRIC CO CONSOLIDATED LIFE AND DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$17.2M
Covered lives13,474
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

EMERSON ELECTRIC CO. FULLY INSURED ACTIVE WELFARE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives9,918
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#615

EMERSON ELECTRIC COMPANY BUSINESS TRAVEL ACCIDENT PLAN

Fully Insured - NATIONAL UNION FIRE INS CO OF PITTSBURGH PA

Premiums$267K
Covered lives59,822
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

EMERSON ELECTRIC CO. FULLY INSURED RETIREE WELFARE BENEFIT PLAN

Mixed - MEDICA

Premiums$233K
Covered lives75
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#802

EMERSON ELECTRIC COMPANY EMPLOYEE ASSISTANCE PROGRAMS

Fully Insured - CURALINC HEALTHCARE

Premiums$152K
Covered lives14,856
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

EMERSON ELECTRIC CO. SELF-FUNDED ACTIVE WELFARE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

EMERSON ELECTRIC CO. SELF-FUNDED RETIREE WELFARE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

EMERSON ELECTRIC COMPANY MASTER LONG TERM DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#800

EMERSON ELECTRIC CO CAFETERIA PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#801

EMERSON ELECTRIC COMPANY SEVERANCE PAY ARRANGEMENTS/POLICIES

Self Funded

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

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
016EMERSON SAVINGS PLAN401k$7.36B28,5092025
067EMERSON ELECTRIC COMPANY RETIREMENT PLANTraditionalDB$3.29B37,8052025
101EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN401k$32.0M4642025
123EMERSON ELECTRIC CO. SAVINGS INVESTMENT PLAN FOR EMPLOYEES IN PUERTO RICO401k$4.2M322025

Welfare plans10

Plan #NameFundingCarrierPremiumsCoveredLatest year
901EMERSON ELECTRIC CO CONSOLIDATED LIFE AND DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$17.2M13,4742024
512EMERSON ELECTRIC CO. FULLY INSURED ACTIVE WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY$3.5M9,9182024
615EMERSON ELECTRIC COMPANY BUSINESS TRAVEL ACCIDENT PLANFully InsuredNATIONAL UNION FIRE INS CO OF PITTSBURGH PA$267K59,8222025
513EMERSON ELECTRIC CO. FULLY INSURED RETIREE WELFARE BENEFIT PLANMixedMEDICA$233K752024
802EMERSON ELECTRIC COMPANY EMPLOYEE ASSISTANCE PROGRAMSFully InsuredCURALINC HEALTHCARE$152K14,8562025
502EMERSON ELECTRIC CO. SELF-FUNDED ACTIVE WELFARE BENEFIT PLANSelf Funded-$002024
503EMERSON ELECTRIC CO. SELF-FUNDED RETIREE WELFARE BENEFIT PLANSelf Funded-$002024
504EMERSON ELECTRIC COMPANY MASTER LONG TERM DISABILITY PLANSelf Funded-$002025
800EMERSON ELECTRIC CO CAFETERIA PLANUnknown-$002024
801EMERSON ELECTRIC COMPANY SEVERANCE PAY ARRANGEMENTS/POLICIESSelf Funded-$002025
Retirement plans
Welfare plans
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