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Original filing (PDF)20251014123703NAL0001353507001
EMORY HEALTHCARE, INC.
Form 5500
FILING_RECEIVED
EMORY HEALTHCARE, INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
2,981
Accounts w/ balance
—
Plan assets (EOY)
$260.9M
Net assets (EOY)
$260.9M
How this plan invests
This plan
18 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
100
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — 301% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC, LLC | 26-1429809 | — | NONE | $297K | — |
| CBIZ TAX AND ADVISORY SERVICES | 36-4256931 | — | NONE | $275K | — |
| MERCER CONSULTING GROUP LLC | 13-2618206 | — | NONE | $185K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $107K | — |
| BLACKROCK INSTITUTIONAL TRUST | 94-3112180 | — | NONE | $72K | — |
| KILPATRICK TOWNSEND & STOCKTON | 58-0511774 | — | NONE | $47K | — |
| FRAZIER & DEETER LLC | 39-4469485 | — | NONE | $30K | — |
| STATE STREET BANK AND TRUST | 04-1867445 | — | NONE | $17K | — |
| WELLINGTON TRUST COMPANY NA | 04-2755549 | — | NONE | $16K | — |
Investments
18 pooled funds· $215.3M(83% 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.
Common Collective Trust
$169.4M
14 holdings
Master Trust
$45.9M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONG DURATION CORP CREDIT SCREENED BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-4520291 / PN 000 | Common Collective Trust | — | — | $53.6M | 20.5% | |
| LONG US TREASURY INDEX NL FUND STATE STREET GLOBAL ADVISORS LIMITED · EIN 04-0025081 / PN 001 | Common Collective Trust | — | — | $43.4M | 16.6% | |
| NEPC GLOBAL EQUITY CIT NEPC LLC · EIN 86-6497312 / PN 000 | Master Trust | — | — | $27.2M | 10.4% | |
| S&P 500 FLAGSHIP SECURITIES NL FUN STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 004 | Common Collective Trust | — | — | $20.6M | 7.9% | |
| FTSE RAFI US 1000 INDEX NL CTF STATE STREET GLOBAL ADVISORS · EIN 06-6556853 / PN 001 | Common Collective Trust | — | — | $13.0M | 5.0% | |
| NEPC US SMALL CAP EQUITY CIT CLASS NEPC LLC · EIN 86-6497312 / PN 000 | Master Trust | — | — | $9.6M | 3.7% | |
| MSCI EAFE 100 PERCENT HEDGED TD USD STATE STREET GLOBAL ADVISORS LIMITED · EIN 04-0025081 / PN 001 | Common Collective Trust | — | — | $9.0M | 3.5% | |
| WTC CIF II US INVESTMENT GRADE INTE WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 000 | Common Collective Trust | — | — | $8.5M | 3.2% | |
| NEPC EMERGING MARKETS EQUITY CIT - NEPC LLC · EIN 86-6497312 / PN 000 | Master Trust | — | — | $7.2M | 2.8% | |
| TRANCHE A SERIES 172 400 CAPITAL CR 400 CAPITAL MANAGEMENT LLC · EIN 26-3489627 / PN 000 | Common Collective Trust | — | — | $4.4M | 1.7% | |
| CAXTON GLOBAL CLASS T-1 SHARES B CAXTON ASSOCIATES LP · EIN 22-3430173 / PN 000 | Common Collective Trust | — | — | $4.0M | 1.5% | |
| DAVIDSON KEMPNER INTERNATIONAL DAVIDSON KEMPNER CAPITAL MANAGEMENT LP · EIN 13-3863161 / PN 000 | Common Collective Trust | — | — | $4.0M | 1.5% | |
| AXIOM INTERNATIONAL SMALL CAP EQUIT AXIOM INTERNATIONAL INVESTORS, LLC · EIN 13-4021938 / PN 000 | Common Collective Trust | — | — | $3.9M | 1.5% | |
| SEGPART C1S1 SEG PARTNERS OFFSHORE SELECT EQUITY GROUP LP. · EIN 98-1007715 / PN 000 | Common Collective Trust | — | — | $3.8M | 1.5% | |
| NEPC DIV CREDIT CIT NEPC LLC · EIN 86-6497312 / PN 000 | Master Trust | — | — | $1.9M | 0.7% | |
| MSCI EAFE INDEX - NL RETIREMENT PLA MSCI EAFE INDEX - NL RETIREMENT PLAN MASTER TRUST · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $1.3M | 0.5% | |
| S&P 500 FLAGSHIP NL FUND STATE STREET GLOBAL ADVISORS LIMITED · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| EU2 SSGA FTSE RAFI US STATE STREET GLOBAL ADVISORS LIMITED · EIN 06-6556853 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |