PlanOptica
Retirement plan

EMORY HEALTHCARE, INC. RETIREMENT PLAN

EMORY HEALTHCARE, INC.EIN 58-2137993Plan #001PY 2017
Sign in to saveView 5500 PDF
SUITE 718, W.W. ORR BLDG, 550 PEACHTREE ST., NE - ATLANTA, GA 303082209404-686-6039emoryhealthcare.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
1 filing
#002Retirement-$1.44B assets
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(404) 686-6039
Plan administrator signer
WILLIAM J. APICELLI
Signed 10/15/2018
How to read this page

Summary metrics

Total assets (EOY)
$255.9M
-6.8% from 2016
Total participants
7,994
+3.2% from 2016
Average account balance
$0
No prior year
Annual return
19.48%
-10.19 pp from 2016

Benchmarks

See 34 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants5,000-9,999
Cohort34 peers
Snapshot2017
Participant deferral / active EE
$0
median $48
Employer contribution / active EE
$2,498
median $4,101
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
19.48%
median 13.43%
Overall peer rank
58th 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

Top 3 by compensation
ProviderService typeCompensation
BLACKROCK INSTITUTIONAL TRUST CO,NA3+ years
Service code 21 · EIN 94-3112180
Bank Trustee
$447,780
BLACKROCK CORP1 year
Service code 28 · EIN 27-4520291
Investment Management
$149,728
NORTHERN TRUST COMPANY3+ years
Service code 21 · EIN 36-1561860
Bank Trustee
$32,960

Enrolled actuary

1 attachment
SB

KEVIN SPANIER

BUCK GLOBAL, LLC
Enrollment #1708105
9040 ROSWELL ROAD, STE 700
ATLANTA, GA 30350
(770) 916-4184
Signed 2018-10-10

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.

Open the filing PDF

Plan features & details

Pension benefit codes1A1I
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1I
    Frozen plan
    As 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

0 tripped
No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II
Admin total
$3.3M
$623 / participant
  • Investment mgmt$307K9.4%
  • Other / not subdivided$3M90.6%
% of EOY assets
1.279%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
WINDHAM BRANNON PC
Auditor EIN
581763439
Audit fees
(not subdivided)
Opinion code
Disclaimer