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EMERSON ELECTRIC COMPANY

EIN 43-0259330-marketing and advertising-Latest filing 2025
Plans
16
Retirement
4
$10.68B assets
Welfare
12
$21.6M premiums
Participants
241,811
8027 FORSYTH BLVD. - CLAYTON, MO 63105314-553-2000emersoncreative.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
16 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-$15.8M - 14,427 lives#512Mixed-$3.8M - 10,734 lives#702Fully Insured-$1.0M - 3,425 lives#701Fully Insured-$278K - 2,958 lives#615Fully Insured-$267K - 59,822 lives#513Mixed-$225K - 69 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

12 plans / $21.6M premiums / 106,291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$16.5M
  • Life$12.2M
  • Vision$3.8M
  • Health$3.5M
  • Long-term disability$3.5M
  • Dental$2.3M
  • +1 more
Total $21.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA73%
  • AETNA LIFE INSURANCE COMPANY10%
  • VISION SERVICE PLAN7%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • ARAG INSURANCE COMPANY1%
  • +3 more
Total $21.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • WILLIS TOWERS WATSON US LLC62%
  • AMERICAN BENEFITS AND COMPENSATION29%
  • MERCER HEALTH AND BENEFITS, LLC9%
Total $1.1M3 slices

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$15.8M
Covered lives14,427
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$3.8M
Covered lives10,734
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#702

EMERSON ELECTRIC CO. ACCIDENT, CRITICAL ILLNESS, HOSPITAL INDEMNITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives3,425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#701

EMERSON ELECTRIC CO. LEGAL INSURANCE PLAN

Fully Insured - ARAG INSURANCE COMPANY

Premiums$278K
Covered lives2,958
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$225K
Covered lives69
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 plans12

Plan #NameFundingCarrierPremiumsCoveredLatest year
901EMERSON ELECTRIC CO CONSOLIDATED LIFE AND DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$15.8M14,4272025
512EMERSON ELECTRIC CO. FULLY INSURED ACTIVE WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY$3.8M10,7342025
702EMERSON ELECTRIC CO. ACCIDENT, CRITICAL ILLNESS, HOSPITAL INDEMNITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.0M3,4252025
701EMERSON ELECTRIC CO. LEGAL INSURANCE PLANFully InsuredARAG INSURANCE COMPANY$278K2,9582025
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$225K692025
802EMERSON ELECTRIC COMPANY EMPLOYEE ASSISTANCE PROGRAMSFully InsuredCURALINC HEALTHCARE$152K14,8562025
502EMERSON ELECTRIC CO. SELF-FUNDED ACTIVE WELFARE BENEFIT PLANSelf Funded-$002025
503EMERSON ELECTRIC CO. SELF-FUNDED RETIREE WELFARE BENEFIT PLANSelf Funded-$002025
504EMERSON ELECTRIC COMPANY MASTER LONG TERM DISABILITY PLANSelf Funded-$002025
800EMERSON ELECTRIC CO CAFETERIA PLANUnknown-$002025
801EMERSON ELECTRIC COMPANY SEVERANCE PAY ARRANGEMENTS/POLICIESSelf Funded-$002025
Retirement plans
Welfare plans
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