Plan5500

Emory University Post 65 Retiree Health Reimbursement Arrangement Plan — Form 5500 plan (Emory University Division Of Human Resou)

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 Post 65 Retiree Health Reimbursement Arrangement Plan is a benefit plan reported by Emory University Division Of Human Resou under EIN 58-0566256 and plan number 508. The latest loaded filing year is 2023. The filing reports 2,436 participants and $51,199,215 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$51.1MPlan net assets, end of year$51,137,647
Participants2.4KCovered participants reported2,436
Assets / participant$21KComputed: assets ÷ participants$21,018 (computed)
Provider compensation$111.9K1 Schedule C provider row(s)$111,916
Plan sponsor
Emory University Division Of Human Resou
EIN
58-0566256
Plan number
508
Plan type
2
Location
Atlanta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,436H, C20241008080157NAL0009465315003
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$51.2M total assets
Net assets$51.1MLiabilities$61.6K
Money in vs. money out
Total income / additions$9.4M
Total expenses$4.6M
Benefits paid / distributions$4.5M
Contributions
Employer$3.8M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$51,199,215
Total liabilities (EOY)
$61,568
Net assets (EOY)
$51,137,647
Net assets (BOY)
$41,621,177

Income & contributions

Employer contributions
$3,779,042
Total contributions
$3,779,042
Total income / additions
$9,422,790

Expenses & distributions

Benefits paid
$4,500,396
Administrative expenses
$111,916
Total expenses
$4,612,312
Net increase / (decrease)
$4,810,478
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
One ExchangePROVIDER$111,916not reported in the loaded dataset2023

Related Form 5500 pages