# Emory University Division Of Human Resou Health & Welfare Plan
Source: https://planprovider.pro/companies/emory-university-division-of-human-resou-580566256-508

> Emory University Division Of Human Resou's Health & Welfare plan: 2,428 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:** 508

- **Total Participants:** 2,428

- **Total Assets:** $57.7M

## 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|2,428|$57.7M|$4.6M|$0|

| 2023|2,436|$51.2M|$3.8M|$0|

| 2022|2,275|$41.7M|$5.2M|$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|

| ONE EXCHANGE|Other Service Provider|$119,112|—|$119,112|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $119,112

- **Estimated Expense Ratio:** 0.206% 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|$119,112|—|$119,112|—|—|

| 2023|$111,916|—|$111,916|—|—|

| 2022|$105,245|—|—|—|$105,245|

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