Emerging Markets Employees' Savings Plan — Form 5500 plan (Emergent Holdings, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Emerging Markets Employees' Savings Plan is a benefit plan reported by Emergent Holdings, Inc. under EIN 81-3438452 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,961 participants and $428,879,593 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emergent Holdings, Inc.
EIN
81-3438452
Plan number
001
Plan type
2
Location
Lansing, MI
Latest filing year
2023
Participants
3,961
End-of-year plan assets
$428,879,593

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,961H20251002150050NAL0000381363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$428,879,593
Net assets (EOY)
$428,879,593
Net assets (BOY)
$370,391,330

Income & contributions

Employer contributions
$14,915,887
Participant contributions
$28,109,511
Total contributions
$46,840,895
Total income / additions
$118,357,492

Expenses & distributions

Benefits paid
$61,275,900
Administrative expenses
$182,985
Total expenses
$61,458,885
Net increase / (decrease)
$56,898,607

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages