2023 Form 5500 filing — Emory Healthcare, Inc Post-Retirement Employee Welfare Benefit Trust

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 20241011162810NAL0012755587005) for Emory Healthcare, Inc Post-Retirement Employee Welfare Benefit Trust, reported by Emory Healthcare, Inc under EIN 90-0180674 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$15.9MReported net assets$15,910,903
ParticipantsNot reported
Provider compensation$28.2K3 Schedule C row(s)$28,202
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011162810NAL0012755587005
Plan sponsor
Emory Healthcare, Inc
EIN
90-0180674
Plan number
001
Location
Atlanta, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.9M total assets
Net assets$15.9MLiabilities$9.9K
Money in vs. money out
Total income / additions$2M
Total expenses$26.8K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$15,920,755
Total liabilities (EOY)
$9,852
Net assets (EOY)
$15,910,903
Total income / additions
$2,007,955
Administrative expenses
$26,766
Total expenses
$26,766
Net increase / (decrease)
$1,981,189
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Nepc, LLC$14.2K
    INVESTMENT MANAGEMENT · Direct $14.2K
  2. 2
    CUSTODIAL · Direct $8.7K
  3. 3
    INVESTMENT MANAGEMENT · Direct $5.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011162810NAL0012755587005 cover?
It is the 2023 Form 5500 filing for Emory Healthcare, Inc Post-Retirement Employee Welfare Benefit Trust, reported by Emory Healthcare, Inc (EIN 90-0180674).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages