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Retirement plan

EMORY HEALTHCARE, INC. RETIREMENT PLAN

EMORY HEALTHCARE, INC.EIN 58-2137993Plan #003PY 2024
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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
1 filing
#002Retirement-$2.77B assets
Prospect flagsHigh retiree %Low returnsLow employer contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(404) 686-6039
Plan administrator signer
HILLARY BOLTON
Signed 10/14/2025
How to read this page

Summary metrics

Total assets (EOY)
$260.9M
-3.9% from 2023
Total participants
6,637
+1.0% from 2023
Average account balance
$0
No prior year
Annual return
1.04%
-8.89 pp from 2023

Benchmarks

See 88 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants1,000-4,999
Cohort88 peers
Snapshot2024
Participant deferral / active EE
$0
median $93
Employer contribution / active EE
$186
median $6,672
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
1.04%
median 5.50%
Overall peer rank
14th 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

Top 9 by compensation
ProviderService typeCompensation
NEPC, LLC1 year
Service code 28 · EIN 26-1429809
Investment Management
$296,680
CBIZ TAX AND ADVISORY SERVICES1 year
Service code 65 · EIN 36-4256931
Account Maintenance
$275,315
MERCER CONSULTING GROUP LLC1 year
Service code 11 · EIN 13-2618206
Actuarial
$184,598
THE BANK OF NEW YORK MELLON1 year
Service code 18 · EIN 13-5160382
Custodial (other than securities)
$107,395
BLACKROCK INSTITUTIONAL TRUST1 year
Service code 28 · EIN 94-3112180
Investment Management
$71,739
KILPATRICK TOWNSEND & STOCKTON1 year
Service code 29 · EIN 58-0511774
Legal
$46,957
FRAZIER & DEETER LLC1 year
Service code 10 · EIN 39-4469485
Accounting
$30,000
STATE STREET BANK AND TRUST1 year
Service code 28 · EIN 04-1867445
Investment Management
$17,048
WELLINGTON TRUST COMPANY NA1 year
Service code 28 · EIN 04-2755549
Investment Management
$16,474

Enrolled actuary

1 attachment
SB

MELISSA C. PANARESE

MERCER
Enrollment #2306208
3560 LENOX ROAD
SUITE 2400
ATLANTA, GA 30326
(404) 442-3100
Signed 2025-10-08

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

3 tripped
  • 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.

  • 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
Admin total
$4.1M
$1370 / participant
  • Trustee / custodial$107K2.6%
  • Investment mgmt$402K9.8%
  • Legal$47K1.1%
  • Actuarial$185K4.5%
  • Other trustee fees$11K0.3%
  • Contract admin$275K6.7%
  • Other / not subdivided$3M74.8%
% of EOY assets
1.565%
all-in expense ratio
Categories reported
6 / 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
394469485
Audit fees
$30,000
Opinion code
Unqualified