Emory University Retirement Plan — Form 5500 plan (Emory University Division Of Human Resources)
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 University Retirement Plan is a benefit plan reported by Emory University Division Of Human Resources under EIN 58-0566256 and plan number 001. The latest loaded filing year is 2023. The filing reports 34,685 participants and $4,936,168,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emory University Division Of Human Resources
- EIN
- 58-0566256
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 34,685
- End-of-year plan assets
- $4,936,168,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 34,685 | H, C | 20241009160251NAL0009385043003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,936,168,726
- Net assets (EOY)
- $4,936,168,726
- Net assets (BOY)
- $4,223,392,883
Income & contributions
- Employer contributions
- $109,401,057
- Participant contributions
- $99,234,184
- Total contributions
- $226,543,137
- Total income / additions
- $981,818,584
Expenses & distributions
- Benefits paid
- $267,195,257
- Administrative expenses
- $986,651
- Total expenses
- $268,500,233
- Net increase / (decrease)
- $713,318,351
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savant Capital Management | CONSULTANT | $116,177 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research (B/D) | CONSULTANT | $44,923 | not reported in the loaded dataset | 2023 |
| Thomas A. Blanno And Company, LLC | CONSULTANT | $15,496 | not reported in the loaded dataset | 2023 |
| Epg Wealth Management LLC | CONSULTANT | $10,060 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Emory University Division Of Human Resources
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Savant Capital Management — Schedule C compensation
- Cambridge Investment Research (B/D) — Schedule C compensation
- Thomas A. Blanno And Company, LLC — Schedule C compensation
- Epg Wealth Management LLC — Schedule C compensation