PlanOptica
Retirement plan

EMORY HEALTHCARE, INC. RETIREMENT PLAN 2

EMORY HEALTHCARE, INC.EIN 58-2137993Plan #003PY 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#001Retirement-$262.9M assets
Prospect flagsHigh retiree %Low participationLow employer contributionLow participant contribution

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)
$260.8M
-3.9% from 2023
Total participants
6,772
+1.0% from 2023
Average account balance
$0
No prior year
Annual return
0.00%
-8.89 pp from 2023

Benchmarks

See 112 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants1,000-4,999
Cohort112 peers
Snapshot2022
Participant deferral / active EE
$0
median $212
Employer contribution / active EE
$0
median $5,024
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $2,456,633
Admin fee / account holder
$0
median $14,884
Annual return
0.00%
median -16.07%
Overall peer rank
25th percentileavg across 6 metrics

Analytics

2022 - 2024
Total assets (EOY)
Plan-year ending balance
$260.87M
Average account balance
Total assets / participants with a balance (line 6g)
$39K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
3,656
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
$556K
Not enough data
1 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$186
Not enough data
1 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+1.04%
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 2023-10-11

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

4 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.

  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II
Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III
No opinion code on file for this filing.
Auditor firm
(not reported)
Auditor EIN
-
Audit fees
(not subdivided)
Opinion code
-