Emory Healthcare, Inc. Retirement Plan Master Trust — 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 Master Trust is a benefit plan reported by Emory Healthcare, Inc. under EIN 58-2137993 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $271,527,094 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
- 004
- Plan type
- 4
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $271,527,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20250827135028NAL0005058275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $271,527,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $271,527,094
- Net assets (BOY)
- $262,927,330
Income & contributions
- Total contributions
- $0
- Total income / additions
- $27,883,597
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $5,115,648
- Total expenses
- $5,115,648
- Net increase / (decrease)
- $22,767,949
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Consulting Group LLC | NONE | $433,901 | not reported in the loaded dataset | 2023 |
| Cbiz Tax And Advisory Services | NONE | $280,855 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $269,374 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company Na | NONE | $118,046 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $64,840 | not reported in the loaded dataset | 2023 |
| Kilpatrick Townsend & Stockton | NONE | $46,943 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust | NONE | $40,064 | not reported in the loaded dataset | 2023 |
| Frazier & Deeter LLC | NONE | $26,800 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust | NONE | $14,972 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Emory Healthcare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Mercer Consulting Group LLC — Schedule C compensation
- Cbiz Tax And Advisory Services — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Wellington Trust Company Na — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Kilpatrick Townsend & Stockton — Schedule C compensation
- Blackrock Institutional Trust — Schedule C compensation
- Frazier & Deeter LLC — Schedule C compensation
- State Street Bank And Trust — Schedule C compensation