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  2. ESS COMPANIES, INC.
Sponsor portfolioTH

ESS COMPANIES, INC.

EIN 52-2144296-Latest filing 2025
Plans
3
Retirement
2
$487.3M assets
Welfare
1
$2.4M premiums
Participants
8,070
2301 I-70 DRIVE NW - COLUMBIA, MO 65202573-445-8331
Plans on this EIN
3 filings
#002ESOP-$399.8M - 2,459 part#001401k-$87.5M - 2,972 part#501Mixed-$2.4M - 3,065 lives

Retirement portfolio analytics

2 plans aggregated / $487.3M assets / 5,431 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • EMPLOYEE STOCK OWNERSHIP (#002)82%
  • EMERY SAPP 401(K) (#001)18%
Total $487.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
82%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY82%
  • (Not disclosed)18%
Total $487.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMERY SAPP 401(K) (#001)2,972
  • EMPLOYEE STOCK OWNERSHIP (#002)2,459
Total 5,431Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 3,065 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.1M
  • Short-term disability$2.1M
  • Long-term disability$2.1M
  • Other$2.1M
  • Vision$230K
Total $2.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • HARTFORD LIFE AND ACCIDENT90%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • CBIZ BENEFITS & INSURANCE SERVICES60%
  • THE ORIENTATION COMPANY, INC.37%
  • JOE FERNANDEZ2%
  • HENRY B CANTRELL & COMPANY1%
  • LOCKTON COMPANIES, LLC0%
Total $166K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$399.8M
Participants2,459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EMERY SAPP 401(K) PLAN

401k

Assets$87.5M
Participants2,972
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ESS COMPANIES, INC. AND SUBSIDIARIES HEALTH & WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$2.4M
Covered lives3,065
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLANESOP$399.8M2,4592024
001EMERY SAPP 401(K) PLAN401k$87.5M2,9722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ESS COMPANIES, INC. AND SUBSIDIARIES HEALTH & WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$2.4M3,0652025
Retirement plans
Welfare plans
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