Retirement plan
EMORY HEALTHCARE, INC. RETIREMENT PLAN
EMORY HEALTHCARE, INC.EIN 58-2137993Plan #001PY 2019
SUITE 518, W.W. ORR BLDG, 550 PEACHTREE ST.,NE - ATLANTA, GA 303082209404-686-6039emoryhealthcare.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
1 filingProspect flagsLow employer contributionLow participant contribution
Filing contacts
From the Form 5500, federal recordPlan administrator signer
WILLIAM APICELLI
Signed 10/13/2020
Summary metrics
Total assets (EOY)
$297.1M
-6.8% from 2016
Total participants
7,533
+3.2% from 2016
Average account balance
$0
No prior year
Annual return
44.75%
-10.19 pp from 2016
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort196 peers
Snapshot2019
0
Participant deferral / active EE
$0
median $62
11
Employer contribution / active EE
$2,196
median $9,348
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
0
Admin fee / account holder
$0
98
Annual return
44.75%
median 17.11%
Overall peer rank
36of 100
36th 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 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK CORP.2 years Service code 28 · EIN 94-3302956 | Investment Management | $808,551 |
NORTHERN TRUST COMPANY5+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $117,463 |
Enrolled actuary
1 attachment
SB
MELISSA PANARESE
MERCER
Enrollment #2006208
3560 LENOX ROAD
SUITE 2400
ATLANTA, GA 30326
(404) 442-3100
Signed 2020-10-12
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
2 tripped
- OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
- OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Expense breakdown
Schedule H Part II
Admin total
$4.9M
$903 / participant
- Investment mgmt$809K16.7%
- Other / not subdivided$4M83.3%
% of EOY assets
1.634%
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, LLC
- Auditor EIN
- 581763439
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer