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Sponsor portfolio

E & M ELECTRIC AND MACHINERY, INC.

EIN 94-2190989-Latest filing 2025
Plans
2
Retirement
1
$23.0M assets
Welfare
1
$1.2M premiums
Participants
311
126 MILL STREET - HEALDSBURG, CA 95445707-473-3100
Plans on this EIN
2 filings
#002401k-$23.0M - 196 part#501Fully Insured-$1.2M - 197 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$181K
  • Vision$181K
  • Life$181K
  • Short-term disability$181K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CALIFORNIA CHOICE85%
  • PRINCIPAL LIFE INSURANCE COMPANY15%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • PATRIOT GROWTH INSURANCE SERVICES75%
  • ASSUREDPARTNERS16%
  • CENTERSTONE INSURANCE AND FINANCIAL9%
Total $105K3 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

E & M ELECTRIC AND MACHINERY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$23.0M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

E & M ELECTRIC AND MACHINERY, INC. WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA CHOICE

Premiums$1.2M
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002E & M ELECTRIC AND MACHINERY, INC. 401(K) PROFIT SHARING PLAN401k$23.0M1962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501E & M ELECTRIC AND MACHINERY, INC. WELFARE BENEFIT PLANFully InsuredCALIFORNIA CHOICE$1.2M1972025
Retirement plans
Welfare plans
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