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Original filing (PDF)20250730170451NAL0011053698001
EMERSON ELECTRIC COMPANY
Form 5500
FILING_RECEIVED
EMERSON ELECTRIC CO. SELF-FUNDED RETIREE WELFARE BENEFIT PLAN
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMERSON ELECTRIC COMPANY.
Plan sponsor
Name
EMERSON ELECTRIC COMPANY
EIN
43-0259330
Address
EMERSON ELECTRIC COMPANY · 8000 WEST FLORISSANT AVENUE · ST. LOUIS, MO · 63136
Phone
(314) 553-2000
Industry
Manufacturingsee all
Plan administrator
Name
VICE PRESIDENT - BENEFITS
EIN
43-1209261
City
ST. LOUIS, MO
Phone
(314) 553-2000
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF ALABAMA | 63-0103830 | — | NONE | $1.4M | — |
| WILLIS TOWERS WATSON | 53-0181129 | — | NONE | $328K | — |
| DELTA DENTAL OF MISSOURI | 43-0908349 | — | NONE | $21K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE | $21K | — |
| MERCER HEALTH AND BENEFITS LLC | 36-2668272 | — | NONE | $13K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.