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Sponsor portfolio

EMERSON COLLECTIVE, LLC

EIN 45-2664716-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$41.1M assets
Welfare
1
$5.5M premiums
Participants
525
555 BRYANT STREET, STE 259 - PALO ALTO, CA 94301707-694-2399emersoncollective.comLinkedIn51-200 employeescivic & social organization
Plans on this EIN
2 filings
#001401k-$41.1M - 321 part#501Fully Insured-$5.5M - 411 lives

Benefits portfolio analytics

1 plan / $5.5M premiums / 411 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Prescription drug$435K
  • Dental$374K
  • Vision$374K
  • Long-term disability$60K
  • Life$58K
  • +2 more
Total $5.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • ANTHEM LIFE INSURANCE COMPANY10%
  • KAISER FOUNDATION HEALTH PLAN INC8%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
Total $5.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • SEQUOIA BENEFITS & INS SVCS LLC74%
  • AMWINS25%
  • TRIAD FINANCIAL INSURANCE MARKETING1%
Total $408K3 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

EMERSON COLLECTIVE, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$41.1M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMERSON COLLECTIVE, LLC EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$5.5M
Covered lives411
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMERSON COLLECTIVE, LLC 401(K) PROFIT SHARING PLAN401k$41.1M3212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMERSON COLLECTIVE, LLC EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$5.5M4112025
Retirement plans
Welfare plans
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