# Emory University Division Of Human Resou Health & Welfare Plan
Source: https://planprovider.pro/companies/emory-university-division-of-human-resou-580566256-502

> Emory University Division Of Human Resou's Health & Welfare plan: 34,031 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Emory University Division Of Human Resou

- **Sponsor EIN:** 580566256

- **Sponsor Address:** 1599 CLIFTON ROAD NE 1ST FLOOR, ATLANTA, GA, 30322

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 34,031

- **Total Assets:** $51.9M

## 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|34,031|$51.9M|$564.5M|$109.0M|

| 2023|32,298|$51.0M|$494.0M|$97.1M|

| 2022|30,846|$46.7M|$420.9M|$94.5M|

## 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|

| AETNA|Other Service Provider|$9,330,374|—|$9,330,374|

| KAISER PERMANENTE INSURANCE COMPANY|Other Service Provider|$7,652,052|—|$7,652,052|

| CVS PHARMACY INC|Other Service Provider|$2,428,064|—|$2,428,064|

| AETNA|Other Service Provider|$869,195|—|$869,195|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,279,685

- **Estimated Expense Ratio:** 39.084% 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|$20,258,630|—|$20,258,630|—|—|

| 2023|$17,088,544|—|$17,088,544|—|—|

| 2022|$11,911,514|—|—|—|$11,911,514|

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