Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Emblemhealth Services Company, LLC · New York · Finance & Insurance

What the 2023 filing shows

Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II holds $109M for 128 participants — about $852,267 per participant, down 21.9% over the 2022 plan year.

$109M
total plan assets (2022 EOY)
128
covered participants
$852,267
avg assets per participant
-21.9%
assets change YoY

The plan reported a net loss of $30M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$109M
Participants
128
State
Industry
Finance & Insurance

What the Filing Says About Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II

Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II is a Defined Benefit (Pension) retirement plan sponsored by Emblemhealth Services Company, LLC, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $109M in total end-of-year assets and covers 128 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 261330097, and the plan has been effective since 2016-07-14. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $140M at the beginning of 2022 to $109M at year-end — a decline of 21.9%. Net assets (after liabilities) closed the year at $109M, with reported net income of $-30,396,461 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$140M
Total Assets (End of Year)$109M
Net Assets (End of Year)$109M
Net Income$-30,396,461
Plan TypeDefined Benefit (Pension)
Employer EIN261330097
Plan Effective Date2016-07-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Emblemhealth Services Company, LLC)

Year Plans Participants Total Assets
2022 4 1,806 $407M
2023 4 1,850 $460M
2024 3 1,769 $489M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II?
As of the 2022 Form 5500 filing, Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II holds $109M in total assets with 128 participants. It is sponsored by Emblemhealth Services Company, LLC.
What type of plan is Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II?
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II is a Defined Benefit (Pension) plan. It has been effective since 2016-07-14. The plan is filed with the U.S. Department of Labor under EIN 261330097.
Who sponsors the Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II?
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II is sponsored by Emblemhealth Services Company, LLC, located in New York. The sponsor's EIN is 261330097 and the plan operates in the Finance & Insurance industry.
How did Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II perform in 2022?
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II declined by 21.9% during 2022, moving from $140M to $109M in total assets. Net income was $-30,396,461.
Where can I find official filings for Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II?
Official Form 5500 filings for Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 261330097 or plan name at efast.dol.gov.
How does Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II compare to other plans?
You can compare Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 261330097.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.