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  2. EMORY HEALTHCARE, INC.
Sponsor portfolioTH

EMORY HEALTHCARE, INC.

EIN 58-2137993-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$3.03B assets
Welfare
1
$27.2M premiums
Participants
80,483
550 PEACHTREE STREET, WW ORR BLDG. STE 719 - ATLANTA, GA 303082247404-686-6044emoryhealthcare.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
3 filings
#002403b-$2.77B - 49,944 part#003TraditionalDB-$260.9M - 6,637 part#501Fully Insured-$27.2M - 23,827 lives

Retirement portfolio analytics

2 plans aggregated / $3.03B assets / 56,581 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • AND MATCHING PLAN (#002)91%
  • INC. RETIREMENT PLAN (#003)9%
Total $3.03BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND MATCHING PLAN (#002)49,944
  • INC. RETIREMENT PLAN (#003)6,637
Total 56,581Click row to drill in

Benefits portfolio analytics

1 plan / $27.2M premiums / 23,827 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$16.3M
  • Long-term disability$16.3M
  • Life$7.6M
  • Other$3.3M
Total $27.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA62%
  • STANDARD INSURANCE COMPANY28%
  • AFLAC11%
Total $27.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • LOCKTON COMPANIES, LLC75%
  • BCINSOURCING, LLC25%
Total $1.8M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN

403b

Assets$2.77B
Participants49,944
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

EMORY HEALTHCARE, INC. RETIREMENT PLAN

TraditionalDB

Assets$260.9M
Participants6,637
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMORY HEALTHCARE INC MASTER WELFARE BENEFIT

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$27.2M
Covered lives23,827
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN403b$2.77B49,9442024
003EMORY HEALTHCARE, INC. RETIREMENT PLANTraditionalDB$260.9M6,6372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMORY HEALTHCARE INC MASTER WELFARE BENEFITFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$27.2M23,8272024
Retirement plans
Welfare plans
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