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Retirement plan

EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN

EMORY HEALTHCARE, INC.EIN 58-2137993Plan #002PY 2023
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550 PEACHTREE STREET, WW ORR BLDG. STE 719 - ATLANTA, GA 303082247404-686-6044emoryhealthcare.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
2 filings
#003Retirement-$271.5M assets#001Retirement--
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
HILLARY BOLTON
Signed 10/07/2024
(404) 686-6044
How to read this page

Summary metrics

Total assets (EOY)
$2444.1M
-9.9% from 2016
Total participants
36,426
+28.6% from 2016
Average account balance
$72,162
-32.5% from 2016
Annual return
17.77%
-5.95 pp from 2016

Benchmarks

See 255 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants>=10,000
Cohort255 peers
Snapshot2023
Participant deferral / active EE
$4,638
median $4,532
Employer contribution / active EE
$3,267
median $1,894
Participation rate
89.2%
median 86.5%
Avg account balance
$72,162
median $57,968
Admin fee / account holder
$29
median $47
Annual return
17.77%
median 18.72%
Overall peer rank
58th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$2.77B
Average account balance
Total assets / participants with a balance (line 6g)
$81K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
34,169
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
55.6%
Contributions (total)
Employer and participant dollars contributed each year
$216.99M
Contributions per participant
Average employer and participant contribution per enrolled participant
$6K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+13.91%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$31
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
ProviderService typeCompensation
CANNON FINANCIAL STRATEGISTS, INC1 year
Service code 28 · EIN 58-2608124
649 S MILLEDGE AVE STE 8 · ATHENS, GA 306051259
Investment Management
$9,156
SAVANT CAPITAL MANAGEMENT2 years
Service code 28 · EIN 45-3812777
8401 GREENWAY BLVD STE 212 · MIDDLETON, WI 53562
Investment Management
$5,814

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 codes2E2F2G2L2M2R
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2L
    Code section 403(b)(1) arrangement
    Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
  • 2M
    Code section 403(b)(7) accounts
    Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

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

Expense breakdown

Schedule H Part II
Admin total
$992K
$42 / participant
  • Recordkeeping$965K97.2%
  • Investment mgmt$28K2.8%
% of EOY assets
0.041%
all-in expense ratio
Categories reported
2 / 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, LLC
Auditor EIN
581433845
Audit fees
(not subdivided)
Opinion code
Unqualified