2023 Form 5500 filing — Emory Healthcare, Inc. Retirement Plan Master 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 20250827135028NAL0005058275001) for Emory Healthcare, Inc. Retirement Plan Master Trust, reported by Emory Healthcare, Inc. under EIN 58-2137993 and plan number 004. 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).
- EFAST2 acknowledgement
- 20250827135028NAL0005058275001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Emory Healthcare, Inc.
- EIN
- 58-2137993
- Plan number
- 004
- Location
- Atlanta, GA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $271,527,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $271,527,094
- Total income / additions
- $27,883,597
- Benefits paid
- $0
- Administrative expenses
- $5,115,648
- Total expenses
- $5,115,648
- Net increase / (decrease)
- $22,767,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Consulting Group LLC | NONE | $433,901 | not reported in the loaded dataset |
| Cbiz Tax And Advisory Services | NONE | $280,855 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $269,374 | not reported in the loaded dataset |
| Wellington Trust Company Na | NONE | $118,046 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $64,840 | not reported in the loaded dataset |
| Kilpatrick Townsend & Stockton | NONE | $46,943 | not reported in the loaded dataset |
| Blackrock Institutional Trust | NONE | $40,064 | not reported in the loaded dataset |
| Frazier & Deeter LLC | NONE | $26,800 | not reported in the loaded dataset |
| State Street Bank And Trust | NONE | $14,972 | not reported in the loaded dataset |