2023 Form 5500 filing — Emory University Retirement 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 20241009160251NAL0009385043003) for Emory University Retirement Plan, reported by Emory University Division Of Human Resources under EIN 58-0566256 and plan number 001. It reports 34,685 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009160251NAL0009385043003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Emory University Division Of Human Resources
- EIN
- 58-0566256
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 34,685
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,936,168,726
- Net assets (EOY)
- $4,936,168,726
- Employer contributions
- $109,401,057
- Participant contributions
- $99,234,184
- Total income / additions
- $981,818,584
- Benefits paid
- $267,195,257
- Administrative expenses
- $986,651
- Total expenses
- $268,500,233
- Net increase / (decrease)
- $713,318,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savant Capital Management | CONSULTANT | $116,177 | not reported in the loaded dataset |
| Cambridge Investment Research (B/D) | CONSULTANT | $44,923 | not reported in the loaded dataset |
| Thomas A. Blanno And Company, LLC | CONSULTANT | $15,496 | not reported in the loaded dataset |
| Epg Wealth Management LLC | CONSULTANT | $10,060 | not reported in the loaded dataset |