Back to filter
Original filing (PDF)20251003092245NAL0000755299001
EMBLEMHEALTH SERVICES COMPANY, LLC
Form 5500
FILING_RECEIVED
EMBLEMHEALTH SERVICES COMPANY, LLC EMPLOYEES' RETIREMENT PLAN AND TRUST II
Defined-benefit pension plan
Signals · 1
~82 bps in Sched C fees
Active participants
85
Accounts w/ balance
—
Plan assets (EOY)
$110.7M
Net assets (EOY)
$110.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 82 bps in Schedule C fees — 718% above peer band of 10 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMBLEMHEALTH SERVICES COMPANY, LLC.
Plan sponsor
Name
EMBLEMHEALTH SERVICES COMPANY, LLC
EIN
26-1330097
Address
55 WATER STREET, 11TH FLOOR · NEW YORK, NY · 100418190
Phone
(646) 447-5936
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AGILIS PARTNERS LLC | 04-3513306 | — | NONE | $494K | — |
| LEGAL & GENERAL INVESTMENT | 20-8058531 | — | NONE | $238K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $103K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $41K | — |
| GRAYSTONE CONSULTING | 26-4310632 | — | NONE | $29K | — |
Investments
1 pooled fund· $109.2M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EMBLEMHEALTH SRVCS COMP LLC GRP TR EMBLEMHEALTH SERVICES COMPANY LLC · EIN 81-3199563 / PN 001 | Master Trust | $109.2M | 98.7% |