Original filing (PDF)20251014123038NAL0005931282005

EMORY UNIVERSITY DIVISION OF HUMAN RESOU

Name: EMORY UNIVERSITY DIVISION OF HUMAN RESOU — EMORY UNIVERSITY POST 65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN, Form 5500 (2024)
Creator: EMORY UNIVERSITY DIVISION OF HUMAN RESOU

Form 5500

FILING_RECEIVED

EMORY UNIVERSITY POST 65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$57.7M

Net assets (EOY)

$57.6M

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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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

508

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)

Audit & trust (Schedule H)

Auditor

FRAZIER & DEETER, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONE EXCHANGE	26-0775680	—	PROVIDER	$119K	—

Investments

2 pooled funds· $52.2M(91% 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.

			% of plan
EMORY UNIV. WELFARE MASTER TRUST EMORY UNIVERSITY · EIN 58-2087692 / PN 511	Master Trust	$48.9M	84.7%
EMORY HEALTHCARE INC POSTRETIREMENT EMORY HEALTHCARE INC · EIN 90-0180674 / PN 501	Master Trust	$3.4M	5.8%