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  1. Companies/
  2. Emeritus Institute of Management, Inc.

Filings through Oct 24, 2026.

Sponsor portfolio

Emeritus Institute of Management, Inc.

EIN 83-1356339-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$11.0M assets
Welfare
1
$170K premiums
Participants
246
50 MILK STREET, 16TH FLOOR - BOSTON, MA 02109508-263-0905
Plans on this EIN
2 filings
#001401(k)-$11.0M - 170 part#501Mixed-$170K - 125 lives

Benefits portfolio analytics

1 plan / $170K premiums / 125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$89K
  • Dental$81K
  • Vision$81K
  • Life$61K
  • Short-term disability$61K
  • Long-term disability$61K
Total $170K6 rows
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Plan deep-dives

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

EMERITUS INSTITUTE OF MANAGEMENT, INC. RETIREMENT PLAN

401(k)

Assets$11.0M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMERITUS INSTITUTE OF MANAGEMENT, INC HEALTH & WELFARE PLAN

Mixed - AMERITAS LIFE INSURANCE CORP

Premiums$170K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMERITUS INSTITUTE OF MANAGEMENT, INC. RETIREMENT PLAN401(k)$11.0M1702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMERITUS INSTITUTE OF MANAGEMENT, INC HEALTH & WELFARE PLANMixedAMERITAS LIFE INSURANCE CORP$170K1252025
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Welfare plans
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