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  2. EMORY HILL REAL ESTATE SERVICES, INC.
Sponsor portfolio

EMORY HILL REAL ESTATE SERVICES, INC.

EIN 51-0330083-Latest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$314K premiums
Participants
128
10 CORPORATE CIRCLE, STE 100 - NEW CASTLE, DE 19720302-922-9500
Plans on this EIN
2 filings
#001401k-$7.7M - 89 part#501Mixed-$314K - 60 lives

Benefits portfolio analytics

1 plan / $314K premiums / 60 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$263K
  • Dental$43K
  • Vision$43K
  • Life$8K
  • Long-term disability$8K
  • Other$8K
Total $314K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • HM LIFE INSURANCE COMPANY84%
  • STARMOUNT LIFE INSURANCE COMPANY14%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $314K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GEORGE J WEINER ASSOCIATES INC100%
Total $6K1 slice

Plan deep-dives

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

EMORY HILL RETIREMENT SAVINGS PLAN

401k

Assets$7.7M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMORY HILL REAL ESTATE SERVICES, INC. EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$314K
Covered lives60
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMORY HILL RETIREMENT SAVINGS PLAN401k$7.7M892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMORY HILL REAL ESTATE SERVICES, INC. EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$314K602025
Retirement plans
Welfare plans
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