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Retirement plan

EMORY HEALTHCARE, INC. RETIREMENT PLAN

EMORY HEALTHCARE, INC.EIN 58-2137993Plan #001PY 2022
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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 filings
#002Retirement-$2.07B assets#003Retirement-$260.8M assets
Prospect flagsLow returnsLow participationLow employer contributionLow participant contributionWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(404) 686-6039
Plan administrator signer
WILLIAM APICELLI
Signed 10/16/2023
How to read this page

Summary metrics

Total assets (EOY)
$262.9M
-6.8% from 2016
Total participants
527
+3.2% from 2016
Average account balance
$0
No prior year
Annual return
-25.07%
-10.19 pp from 2016

Benchmarks

See 169 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants250-999
Cohort169 peers
Snapshot2022
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $4,593
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $164,233
Admin fee / account holder
$0
median $1,015
Annual return
-25.07%
median -15.23%
Overall peer rank
1st 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 6 by compensation
ProviderService typeCompensation
NEPC, LLC3 years
Service code 28 · EIN 26-1429809
Investment Management
$260,191
WELLINGTON TRUST COMPANY NA2 years
Service code 28 · EIN 04-2755549
Investment Management
$133,958
THE BANK OF NEW YORK MELLON3 years
Service code 18 · EIN 13-5160382
Custodial (other than securities)
$85,691
BLACKROCK INSTITUTITIONAL TRUST COM3 years
Service code 28 · EIN 94-3112180
Investment Management
$37,305
STATE STREET BANK AND TRUST2 years
Service code 28 · EIN 04-1867445
Investment Management
$22,223
WILLIAM BLAIR INVESTMENT1 year
Service code 28 · EIN 47-2614791
Investment Management
$17,764

Enrolled actuary

1 attachment
SB

MELISSA C. PANARESE

MERCER
Enrollment #2306208
3560 LENOX ROAD
SUITE 2400
ATLANTA, GA 30326
(404) 442-3100
Signed 2023-10-05

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

5 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

  • 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.

  • 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.

Expense breakdown

Schedule H Part II
Admin total
$3.8M
$8349 / participant
  • Investment mgmt$565K15.0%
  • Other / not subdivided$3M85.0%
% of EOY assets
1.435%
all-in expense ratio
Categories reported
1 / 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