Retirement plan
EMORY HEALTHCARE, INC. RETIREMENT PLAN
EMORY HEALTHCARE, INC.EIN 58-2137993Plan #001PY 2023
SUITE 518, W.W. ORR BLDG, 550 PEACHTREE ST.,NE - ATLANTA, GA 303082209404-686-6039emoryhealthcare.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
2 filingsProspect flagsRecently cancelled planLow returnsWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
HILLARY BOLTON
Signed 10/15/2024
Summary metrics
Total assets (EOY)
$0
-6.8% from 2016
Total participants
0
+3.2% from 2016
Average account balance
$0
No prior year
Annual return
-99.36%
-10.19 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants<25
Cohort12,835 peers
Snapshot2023
0
Participant deferral / active EE
$0
median $0
0
Employer contribution / active EE
$0
median $22,222
0
Participation rate
0.0%
median 100.0%
0
Avg account balance
$0
median $122,500
0
Admin fee / account holder
$0
median $556
0
Annual return
-99.36%
median 10.13%
Overall peer rank
0of 100
0th percentileavg across 6 metrics
Analytics
2015 - 2023
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$499K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
75
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$1.06M
Contributions per participant
Average employer and participant contribution per enrolled participant
$240
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-99.36%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Enrolled actuary
1 attachment
SB
MELISSA C. PANARESE
MERCER
Enrollment #2306208
3560 LENOX ROAD
SUITE 2400
ATLANTA, GA 30326
(404) 442-3100
Signed 2024-10-14
Top hat statement on fileNQDC
Filed December 22, 2010 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes1A1I
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1IFrozen planAs of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
Opportunity flags
3 tripped
- OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
- InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.
Expense breakdown
Schedule H Part II
Admin total
$439K
- Trustee / custodial$1690.0%
- Investment mgmt$2K0.4%
- Actuarial$133K30.3%
- Contract admin$271K61.6%
- Other / not subdivided$34K7.7%
% of EOY assets
-
all-in expense ratio
Categories reported
4 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- FRAZIER & DEETER
- Auditor EIN
- 581433845
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified