Back to filter
Original filing (PDF)20250326151924NAL0032617538001
EDUCATORS MUTUAL INSURANCE ASSOCIATION
Form 5500
FILING_RECEIVED
EDUCATORS MUTUAL INSURANCE ASSOCIATION CAFETERIA PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
258
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 EDUCATORS MUTUAL INSURANCE ASSOCIATION.
Plan sponsor
Name
EDUCATORS MUTUAL INSURANCE ASSOCIATION
DBA
EMI HEALTH
EIN
87-0189237
Address
5101 S COMMERCE DR · MURRAY, UT · 841074709
Phone
(801) 262-7476
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-03-26
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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.
Related plans
Similar-size Finance & Insurance plans
BOZEMAN INDEPENDENT AGENCY INC.
BOZEMAN INDEPENDENT AGENCY 401(K) RETIREMENT PLAN
$0
PRINCIPAL LIFE INSURANCE COMPANY
THE PRINCIPAL LONG TERM DISABILITY PLAN FOR EMPLOYEES
$0
SANFORD INSURANCE GROUP
SANFORD INSURANCE GROUP, LLC 401(K) PLAN
$0
HEALTHCARE DATA ANALYTICS INC
HEALTHCARE DATA ANALYTICS INC 401(K) PLAN
$0
PEARCE AGENCY GROUP, LLC
PEARCE AGENCY GROUP, LLC 401(K) PLAN
$0
RICK YOUNG & ASSOCIATES, INC.
RICK YOUNG & ASSOCIATES, INC. CASH BALANCE PLAN
$0
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants