Emory Healthcare, Inc. Retirement Plan 2 — 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 Plan 2 is a benefit plan reported by Emory Healthcare, Inc. under EIN 58-2137993 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,772 participants and $271,527,085 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$271.5MPlan net assets, end of year$271,527,085
Participants6.8KCovered participants reported6,772
Assets / participant$40.1KComputed: assets ÷ participants$40,096 (computed)
Provider compensationNone reported
Plan sponsor
Emory Healthcare, Inc.
EIN
58-2137993
Plan number
003
Plan type
2
Location
Atlanta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,772H20241015193811NAL0049562752001
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)$271.5M total assets
Net assets$271.5MLiabilities$0
Money in vs. money out
Total income / additions$27.7M
Total expenses$17.2M
Benefits paid / distributions$12.5M
Full reported line items

Net assets

Total assets (EOY)
$271,527,085
Total liabilities (EOY)
$0
Net assets (EOY)
$271,527,085
Net assets (BOY)
$260,833,090

Income & contributions

Total contributions
$0
Total income / additions
$27,742,908

Expenses & distributions

Benefits paid
$12,482,444
Administrative expenses
$4,685,446
Total expenses
$17,167,890
Net increase / (decrease)
$10,575,018
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 assets6%Computed ratio
Benefits paid ÷ total income45%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages