# Emory Healthcare, INC. DB Plan
Source: https://planprovider.pro/companies/emory-healthcare-inc-plan-003

> Emory Healthcare, INC.'s DB plan: 2,981 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Emory Healthcare, INC.

- **Sponsor EIN:** 582137993

- **Sponsor Address:** SUITE 518, W.W. ORR BLDG, ATLANTA, GA, 303082209

- **Plan Type:** DB

- **Total Participants:** 2,981

- **Total Assets:** $260.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,981|$260.9M|$555,629|$0|

| 2023|3,235|$271.5M|$0|$0|

| 2022|3,560|$260.8M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| NEPC, LLC|NONE|$296,680|—|$296,680|

| CBIZ TAX AND ADVISORY SERVICES|NONE|$275,315|—|$275,315|

| MERCER CONSULTING GROUP LLC|NONE|$184,598|—|$184,598|

| THE BANK OF NEW YORK MELLON|NONE|$107,395|—|$107,395|

| BLACKROCK INSTITUTIONAL TRUST|NONE|$71,739|—|$71,739|

| KILPATRICK TOWNSEND & STOCKTON|NONE|$46,957|—|$46,957|

| FRAZIER & DEETER LLC|NONE|$30,000|—|$30,000|

| STATE STREET BANK AND TRUST|NONE|$17,048|—|$17,048|

| WELLINGTON TRUST COMPANY NA|NONE|$16,474|—|$16,474|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,046,206

- **Estimated Expense Ratio:** 0.401% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$4,083,946|$401,941|$275,315|$30,000|—|

| 2023|$4,685,446|$450,045|$149,813|—|—|

| 2022|—|—|—|—|—|

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