2023 Form 5500 filing — Emory Healthcare, Inc. Retirement Savings And Matching Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008080157NAL0009465315005) for Emory Healthcare, Inc. Retirement Savings And Matching Plan, reported by Emory Healthcare, Inc. under EIN 58-2137993 and plan number 002. It reports 33,851 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008080157NAL0009465315005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Emory Healthcare, Inc.
- EIN
- 58-2137993
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 33,851
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,444,051,657
- Net assets (EOY)
- $2,444,051,657
- Employer contributions
- $77,622,989
- Participant contributions
- $110,191,636
- Total income / additions
- $557,899,682
- Benefits paid
- $179,011,588
- Administrative expenses
- $992,462
- Total expenses
- $181,417,716
- Net increase / (decrease)
- $376,481,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cannon Financial Strategists, Inc | INVESTMENT MANAGER | $9,156 | not reported in the loaded dataset |
| Savant Capital Management | INVESTMENT MANAGER | $5,814 | not reported in the loaded dataset |