Emory Healthcare, Inc. Retirement Plan 2 — Form 5500 plan (Emory Healthcare, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Emory Healthcare, Inc. Retirement Plan 2 is a benefit plan reported by Emory Healthcare, Inc. under EIN 58-2137993 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,772 participants and $271,527,085 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emory Healthcare, Inc.
- EIN
- 58-2137993
- Plan number
- 003
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 6,772
- End-of-year plan assets
- $271,527,085
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,772 | H | 20241015193811NAL0049562752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $271,527,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $271,527,085
- Net assets (BOY)
- $260,833,090
Income & contributions
- Total contributions
- $0
- Total income / additions
- $27,742,908
Expenses & distributions
- Benefits paid
- $12,482,444
- Administrative expenses
- $4,685,446
- Total expenses
- $17,167,890
- Net increase / (decrease)
- $10,575,018
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.