Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $259.9M assets / 3,813 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.9M premiums / 1,529 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | EMPRISE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $162.1M | 1,606 | 2024 |
| #002 | EMPRISE GROUP, INC. 401(K) PLAN | 401(k) | $97.8M | 2,207 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | EMPRISE GROUP, INC. HEALTH AND WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.9M | 1,529 | 2025 |