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  2. EMERY SAPP CONSTRUCTION, INC.
Sponsor portfolioTH

EMERY SAPP CONSTRUCTION, INC.

EIN 52-2144296-Construction-Latest filing 2024
Plans
3
Retirement
2
$487.3M assets
Welfare
1
$2.3M premiums
Participants
8,035
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-$2.3M - 8,261 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 / $2.3M premiums / 8,261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.9M
  • Short-term disability$1.9M
  • Long-term disability$1.9M
  • Other$1.9M
  • Vision$209K
  • Health$132K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • HARTFORD LIFE AND ACCIDENT85%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • HEALTH NET6%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • CBIZ BENEFITS & INSURANCE SERVICES81%
  • EXPLAIN MY BENEFITS LLC17%
  • JOE FERNANDEZ1%
  • THE ORIENTATION COMPANY, INC.1%
  • PLANSOURCE BENEFITS ADMINISTRATION0%
  • +1 more
Total $349K6 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

EMERY SAPP CONSTRUCTION, INC. AND SUBSIDIARIES HEALTH AND WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$2.3M
Covered lives8,261
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
501EMERY SAPP CONSTRUCTION, INC. AND SUBSIDIARIES HEALTH AND WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$2.3M8,2612024
Retirement plans
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