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Sponsor portfolioTH

EMERSON ELECTRIC COMPANY

EIN 43-0259330-marketing and advertising-Latest filing 2025
Plans
14
Retirement
4
$7.36B assets
Welfare
10
$21.3M premiums
Participants
221,352
8027 FORSYTH BLVD. - CLAYTON, MO 63105314-553-2000emersoncreative.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
14 filings
#016401k-$3.56B - 16,539 part#067TraditionalDB-$3.38B - 27,138 part#101401k-$416.7M - 6,748 part#123401k-$4.2M - 32 part#901Fully Insured-$17.2M - 13,474 lives#512Mixed-$3.5M - 9,918 lives#615Fully Insured-$295K - 61,748 lives#513Mixed-$233K - 75 lives#802Fully Insured-$161K - 14,132 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 / $7.36B assets / 50,457 participants

Assets by plan

Share of aggregate retirement assets

48%top
  • SAVINGS INVESTMENT PLAN (#016)48%
  • COMPANY RETIREMENT PLAN (#067)46%
  • CO. RETIREMENT Savings (#101)6%
  • IN PUERTO RICO (#123)0%
Total $7.36BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
54%top
  • THE VANGUARD GROUP, INC.54%
  • (Not disclosed)46%
Total $7.36BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY RETIREMENT PLAN (#067)27,138
  • SAVINGS INVESTMENT PLAN (#016)16,539
  • CO. RETIREMENT Savings (#101)6,748
  • IN PUERTO RICO (#123)32
Total 50,457Click row to drill in

Benefits portfolio analytics

10 plans / $21.3M premiums / 99,347 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$17.6M
  • Life$12.9M
  • Long-term disability$4.2M
  • Vision$3.5M
  • Health$2.5M
  • Dental$2.2M
  • +1 more
Total $21.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA80%
  • AETNA LIFE INSURANCE COMPANY10%
  • VISION SERVICE PLAN6%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
  • MEDICA INSURANCE COMPANY1%
  • +1 more
Total $21.3M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $313K1 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 ELECTRIC COMPANY EMPLOYEE SAVINGS INVESTMENT PLAN

401k

Assets$3.56B
Participants16,539
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#067

EMERSON ELECTRIC COMPANY RETIREMENT PLAN

TraditionalDB

Assets$3.38B
Participants27,138
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$416.7M
Participants6,748
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$295K
Covered lives61,748
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$161K
Covered lives14,132
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 ELECTRIC COMPANY EMPLOYEE SAVINGS INVESTMENT PLAN401k$3.56B16,5392024
067EMERSON ELECTRIC COMPANY RETIREMENT PLANTraditionalDB$3.38B27,1382024
101EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN401k$416.7M6,7482024
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$295K61,7482024
513EMERSON ELECTRIC CO. FULLY INSURED RETIREE WELFARE BENEFIT PLANMixedMEDICA$233K752024
802EMERSON ELECTRIC COMPANY EMPLOYEE ASSISTANCE PROGRAMSFully InsuredCURALINC HEALTHCARE$161K14,1322024
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-$002024
800EMERSON ELECTRIC CO CAFETERIA PLANUnknown-$002024
801EMERSON ELECTRIC COMPANY SEVERANCE PAY ARRANGEMENTS/POLICIESSelf Funded-$002024
Retirement plans
Welfare plans
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