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Original filing (PDF)20241015193930NAL0029511537001
EMORY HEALTHCARE, INC.
Form 5500
FILING_RECEIVED
EMORY HEALTHCARE, INC. RETIREMENT PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
21 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)
86
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMORY HEALTHCARE, INC..
Plan sponsor
Name
EMORY HEALTHCARE, INC.
EIN
58-2137993
Address
SUITE 518, W.W. ORR BLDG · 550 PEACHTREE ST.,NE · ATLANTA, GA · 303082209
Phone
(404) 686-6039
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
21 pooled funds· $0
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.
Master Trust
$0
1 holding
Common Collective Trust
$0
20 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EHC MASTER TRUST EMORY HEALTHCARE, INC. · EIN 58-2137993 / PN 004 | Master Trust | $0 | — |
| WILLIAM BLAIR EMERGING MKTS GROWTH WILLIAM BLAIR COLLECTIVE INVESTMENT TRUST · EIN 27-6331814 / PN 000 | Common Collective Trust | $0 | — |
| SEGPART C1S1 SEG PARTNERS OFFSHORE SELECT EQUITY GROUP LP · EIN 98-1007715 / PN 000 | Common Collective Trust | $0 | — |
| ARTISAN GLOBAL OPPORTUNITIES TRUST ARTISAN PARTNERS LIMITED PARTNERSHIP · EIN 45-4916464 / PN 000 | Common Collective Trust | $0 | — |
| AXIOM INTERNATIONAL SMALL CAP EQUIT AXIOM INTERNATIONAL INVESTORS, LLC · EIN 13-4021938 / PN 000 | Common Collective Trust | $0 | — |
| CAXTON GLOBAL CLASS T-1 SHARES B CAXTON ASSOCIATES LP · EIN 22-3430173 / PN 000 | Common Collective Trust | $0 | — |
| DAVIDSON KEMPNER INTERNATIONAL DAVIDSON KEMPNER CAPITAL MANAGEMENT LP · EIN 13-3863161 / PN 000 | Common Collective Trust | $0 | — |
| GQG PARTNERS GLOBAL EQUITY CIT GQG PARTNERS LLC · EIN 81-2109181 / PN 000 | Common Collective Trust | $0 | — |
| L&G US LONG DURATION US EQUITY CIT LEGAL AND GENERAL INVESTMENT MANAGEMENT AMERICA INC. · EIN 35-7085469 / PN 029 | Common Collective Trust | $0 | — |
| LINDSELL TRAIN GLOBAL EQUITY LLC LINDSELL TRAIN LIMITED · EIN 98-1104976 / PN 000 | Common Collective Trust | $0 | — |
| LONG DURATION CORP CREDIT SCREENED BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-4520291 / PN 001 | Common Collective Trust | $0 | — |
| LONG US TREASURY INDEX NL FUND STATE STREET GLOBAL ADVISORS LIMITED · EIN 04-0025081 / PN 001 | Common Collective Trust | $0 | — |
| MSCI EAFE 100 PERCENT HEDGED TD USD STATE STREET GLOBAL ADVISORS LIMITED · EIN 90-0337987 / PN 001 | Common Collective Trust | $0 | — |
| RUSSELL SMALL CAP COMPLETENESS STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 000 | Common Collective Trust | $0 | — |
| S&P 500 FLAGSHIP NL FUND STATE STREET GLOBAL ADVISORS LIMITED · EIN 04-0025081 / PN 001 | Common Collective Trust | $0 | — |
| TRANCHE A SERIES 172 400 CAPITAL CR 400 CAPITAL MANAGEMENT LLC · EIN 26-3489627 / PN 000 | Common Collective Trust | $0 | — |
| WIC-CIF OPPORTUNISTIC FIXED INCOME WELLINGTON TRUST COMPANY NA · EIN 90-6110062 / PN 000 | Common Collective Trust | $0 | — |
| WTC CIF SM CAP 2000 WELLINGTON TRUST COMPANY NA · EIN 04-3497364 / PN 000 | Common Collective Trust | $0 | — |
| WTC CIF II US INVESTMENT GRADE INTE WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 000 | Common Collective Trust | $0 | — |
| EU2 SSGA FTSE RAFI US STATE STREET GLOBAL ADVISORS LIMITED · EIN 06-6556853 / PN 000 | Common Collective Trust | $0 | — |
| TREASURY US 25 KEY BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | $0 | — |