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Sponsor portfolio

EMERY & SONS CONSTRUCTION GROUP,LLC

EIN 83-0966301-Latest filing 2025
Plans
2
Retirement
1
$32.6M assets
Welfare
1
$3.0M premiums
Participants
464
3841 FAIRVIEW INDUSTRIAL DRIVE SE,, STE. #150 - SALEM, OR 97302503-588-7576LinkedIn51-200 employees
Plans on this EIN
2 filings
#002401k-$32.6M - 263 part#501Fully Insured-$3.0M - 256 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$2.8M
  • Health$2.7M
  • Dental$213K
  • Short-term disability$60K
  • Other$40K
  • Long-term disability$33K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HEALTH NET89%
  • USABLE LIFE4%
  • WILLAMETTE DENTAL INSURANCE, INC.4%
  • AMERITAS LIFE INSURANCE CORP.3%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WEIS & ASSOCIATES100%
Total $89K1 slice

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 & SONS CONSTRUCTION GROUP, LLC RETIREMENT AND SAVINGS PLAN

401k

Assets$32.6M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMERY & SONS CONSTRUCTION GROUP LLC BENEFITS PLAN

Fully Insured - HEALTH NET

Premiums$3.0M
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002EMERY & SONS CONSTRUCTION GROUP, LLC RETIREMENT AND SAVINGS PLAN401k$32.6M2632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMERY & SONS CONSTRUCTION GROUP LLC BENEFITS PLANFully InsuredHEALTH NET$3.0M2562025
Retirement plans
Welfare plans
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