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Original filing (PDF)20251014123038NAL0005931282004
EMORY UNIVERSITY DIVISION OF HUMAN RESOU
Form 5500
FILING_RECEIVED
EMORY UNIVERSITY HEALTHCARE PLAN
Health & welfare plan
Signals · 2
~3908 bps in Sched C feesNo recordkeeper disclosed
Active participants
34,031
Accounts w/ balance
—
Plan assets (EOY)
$51.9M
Net assets (EOY)
$51.9M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 3908 bps in Schedule C fees — 24328% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMORY UNIVERSITY DIVISION OF HUMAN RESOU.
Plan sponsor
Name
EMORY UNIVERSITY DIVISION OF HUMAN RESOU
EIN
58-0566256
Address
1599 CLIFTON ROAD NE 1ST FLOOR · ATLANTA, GA · 30322
Phone
(404) 727-7613
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA | 23-2229683 | — | PROVIDER | $9.3M | — |
| KAISER PERMANENTE INSURANCE COMPANY | 94-3203402 | — | PROVIDER | $7.7M | — |
| CVS PHARMACY INC | 05-0340626 | — | PROVIDER | $2.4M | — |
| AETNA | 06-6033492 | — | PROVIDER | $869K | — |
Investments
2 pooled funds· $34.5M(66% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EMORY UNIV. WELFARE MASTER TRUST EMORY UNIVERSITY · EIN 58-2087692 / PN 511 | Master Trust | $32.2M | 62.1% |
| EMORY HEALTHCARE INC POSTRETIREMENT EMORY HEALTHCARE INC · EIN 90-0180674 / PN 501 | Master Trust | $2.2M | 4.3% |