Plan5500

Emory Healthcare, Inc. Retirement Savings And Matching Plan — Form 5500 plan (Emory Healthcare, Inc.)

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 Healthcare, Inc. Retirement Savings And Matching Plan is a benefit plan reported by Emory Healthcare, Inc. under EIN 58-2137993 and plan number 002. The latest loaded filing year is 2023. The filing reports 33,851 participants and $2,444,051,657 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emory Healthcare, Inc.
EIN
58-2137993
Plan number
002
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
33,851
End-of-year plan assets
$2,444,051,657

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333,851H, C20241008080157NAL0009465315005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,444,051,657
Net assets (EOY)
$2,444,051,657
Net assets (BOY)
$2,067,818,113

Income & contributions

Employer contributions
$77,622,989
Participant contributions
$110,191,636
Total contributions
$203,141,909
Total income / additions
$557,899,682

Expenses & distributions

Benefits paid
$179,011,588
Administrative expenses
$992,462
Total expenses
$181,417,716
Net increase / (decrease)
$376,481,966

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cannon Financial Strategists, IncINVESTMENT MANAGER$9,156not reported in the loaded dataset2023
Savant Capital ManagementINVESTMENT MANAGER$5,814not reported in the loaded dataset2023

Related Form 5500 pages