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Sponsor portfolio

EMS MANAGEMENT AND CONSULTANTS, INC.

EIN 56-1969494-financial services-Latest filing 2025
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$2.6M premiums
Participants
1,391
2540 EMPIRE DRIVE, SUITE 100 - WINSTON-SALEM, NC 27103336-397-3769emsmc.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$19.8M - 704 part#501Fully Insured-$2.6M - 782 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 782 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Other$426K
  • Dental$396K
  • Life$279K
  • Short-term disability$279K
  • Long-term disability$279K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • KAISER FOUNDATION HEALTH PLAN INC67%
  • UNITEDHEALTHCARE INSURANCE COMPANY15%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • EYE MED2%
  • +1 more
Total $2.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • WILLIS TOWERS WATSON US LLC47%
  • BALDWIN KRYSTYN SHERMAN PARTNERS25%
  • USI INSURANCE SERVICES LLC15%
  • THE BALDWIN GROUP WEST LLC13%
Total $212K4 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

EMS MANAGEMENT & CONSULTANTS, INC. 401(K) RETIREMENT PLAN

401k

Assets$19.8M
Participants704
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMS MANAGEMENT AND CONSULTANTS HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.6M
Covered lives782
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMS MANAGEMENT & CONSULTANTS, INC. 401(K) RETIREMENT PLAN401k$19.8M7042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMS MANAGEMENT AND CONSULTANTS HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$2.6M7822025
Retirement plans
Welfare plans
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