401k Plan data: EMORY UNIVERSITY RETIREMENT PLAN plan

EMORY UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan Name	EMORY UNIVERSITY RETIREMENT PLAN
Plan identification number	001

EMORY UNIVERSITY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES has sponsored the creation of one or more 401k plans.

Company Name: EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES

Employer identification number (EIN): 580566256

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMORY UNIVERSITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 THERESA MILAZZO
001 2016-01-01 PETER BARNES
001 2015-01-01 PETER BARNES
001 2014-01-01 PETER BARNES
001 2013-01-01 PETER BARNES
001 2012-01-01 PETER BARNES
001 2011-01-01 PETER BARNES
001 2009-01-01 PETER BARNES

Plan Statistics for EMORY UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for EMORY UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022: EMORY UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 35,707
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 18,725
Number of other retired or separated participants entitled to future benefits 2022-01-01 15,960
Total of all active and inactive participants 2022-01-01 34,685
Total participants 2022-01-01 34,685
Number of participants with account balances 2022-01-01 32,672
2021: EMORY UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 38,475
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 18,872
Number of other retired or separated participants entitled to future benefits 2021-01-01 16,835
Total of all active and inactive participants 2021-01-01 35,707
Total participants 2021-01-01 35,707
Number of participants with account balances 2021-01-01 15,630
2020: EMORY UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 56,811
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 23,039
Number of other retired or separated participants entitled to future benefits 2020-01-01 15,436
Total of all active and inactive participants 2020-01-01 38,475
Total participants 2020-01-01 38,475
Number of participants with account balances 2020-01-01 16,390
2019: EMORY UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 55,937
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 25,392
Number of other retired or separated participants entitled to future benefits 2019-01-01 15,652
Total of all active and inactive participants 2019-01-01 41,044
Total participants 2019-01-01 41,044
Number of participants with account balances 2019-01-01 16,344
2018: EMORY UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 37,760
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 41,159
Number of other retired or separated participants entitled to future benefits 2018-01-01 14,778
Total of all active and inactive participants 2018-01-01 55,937
Total participants 2018-01-01 55,937
Number of participants with account balances 2018-01-01 14,396
2017: EMORY UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 47,713
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 24,587
Number of other retired or separated participants entitled to future benefits 2017-01-01 13,173
Total of all active and inactive participants 2017-01-01 37,760
Total participants 2017-01-01 37,760
Number of participants with account balances 2017-01-01 12,681
2016: EMORY UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 34,832
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 38,763
Number of other retired or separated participants entitled to future benefits 2016-01-01 8,950
Total of all active and inactive participants 2016-01-01 47,713
Total participants 2016-01-01 47,713
Number of participants with account balances 2016-01-01 19,496
2015: EMORY UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 51,285
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 23,303
Number of other retired or separated participants entitled to future benefits 2015-01-01 11,529
Total of all active and inactive participants 2015-01-01 34,832
Total participants 2015-01-01 34,832
Number of participants with account balances 2015-01-01 22,448
2014: EMORY UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 29,422
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 43,085
Number of other retired or separated participants entitled to future benefits 2014-01-01 8,200
Total of all active and inactive participants 2014-01-01 51,285
Total participants 2014-01-01 51,285
Number of participants with account balances 2014-01-01 20,261
2013: EMORY UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 53,082
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 29,422
Total of all active and inactive participants 2013-01-01 29,422
Total participants 2013-01-01 29,422
Number of participants with account balances 2013-01-01 26,904
2012: EMORY UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 46,151
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 53,082
Total of all active and inactive participants 2012-01-01 53,082
Total participants 2012-01-01 53,082
Number of participants with account balances 2012-01-01 10,200
2011: EMORY UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 50,096
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 46,151
Total of all active and inactive participants 2011-01-01 46,151
Total participants 2011-01-01 46,151
Number of participants with account balances 2011-01-01 17,897
2009: EMORY UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17,987
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19,390
Number of retired or separated participants receiving benefits 2009-01-01 52
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,648
Total of all active and inactive participants 2009-01-01 21,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 21,091
Number of participants with account balances 2009-01-01 5,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 69

Measure	Date	Value
2022: EMORY UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	35,707
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	18,725
Number of other retired or separated participants entitled to future benefits	2022-01-01	15,960
Total of all active and inactive participants	2022-01-01	34,685
Total participants	2022-01-01	34,685
Number of participants with account balances	2022-01-01	32,672
2021: EMORY UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	38,475
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	18,872
Number of other retired or separated participants entitled to future benefits	2021-01-01	16,835
Total of all active and inactive participants	2021-01-01	35,707
Total participants	2021-01-01	35,707
Number of participants with account balances	2021-01-01	15,630
2020: EMORY UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	56,811
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	23,039
Number of other retired or separated participants entitled to future benefits	2020-01-01	15,436
Total of all active and inactive participants	2020-01-01	38,475
Total participants	2020-01-01	38,475
Number of participants with account balances	2020-01-01	16,390
2019: EMORY UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	55,937
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	25,392
Number of other retired or separated participants entitled to future benefits	2019-01-01	15,652
Total of all active and inactive participants	2019-01-01	41,044
Total participants	2019-01-01	41,044
Number of participants with account balances	2019-01-01	16,344
2018: EMORY UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	37,760
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	41,159
Number of other retired or separated participants entitled to future benefits	2018-01-01	14,778
Total of all active and inactive participants	2018-01-01	55,937
Total participants	2018-01-01	55,937
Number of participants with account balances	2018-01-01	14,396
2017: EMORY UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	47,713
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	24,587
Number of other retired or separated participants entitled to future benefits	2017-01-01	13,173
Total of all active and inactive participants	2017-01-01	37,760
Total participants	2017-01-01	37,760
Number of participants with account balances	2017-01-01	12,681
2016: EMORY UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	34,832
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	38,763
Number of other retired or separated participants entitled to future benefits	2016-01-01	8,950
Total of all active and inactive participants	2016-01-01	47,713
Total participants	2016-01-01	47,713
Number of participants with account balances	2016-01-01	19,496
2015: EMORY UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	51,285
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	23,303
Number of other retired or separated participants entitled to future benefits	2015-01-01	11,529
Total of all active and inactive participants	2015-01-01	34,832
Total participants	2015-01-01	34,832
Number of participants with account balances	2015-01-01	22,448
2014: EMORY UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	29,422
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	43,085
Number of other retired or separated participants entitled to future benefits	2014-01-01	8,200
Total of all active and inactive participants	2014-01-01	51,285
Total participants	2014-01-01	51,285
Number of participants with account balances	2014-01-01	20,261
2013: EMORY UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	53,082
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	29,422
Total of all active and inactive participants	2013-01-01	29,422
Total participants	2013-01-01	29,422
Number of participants with account balances	2013-01-01	26,904
2012: EMORY UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	46,151
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	53,082
Total of all active and inactive participants	2012-01-01	53,082
Total participants	2012-01-01	53,082
Number of participants with account balances	2012-01-01	10,200
2011: EMORY UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	50,096
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	46,151
Total of all active and inactive participants	2011-01-01	46,151
Total participants	2011-01-01	46,151
Number of participants with account balances	2011-01-01	17,897
2009: EMORY UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17,987
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19,390
Number of retired or separated participants receiving benefits	2009-01-01	52
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,648
Total of all active and inactive participants	2009-01-01	21,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	21,091
Number of participants with account balances	2009-01-01	5,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	69

Financial Data on EMORY UNIVERSITY RETIREMENT PLAN

Measure	Date	Value
2022 : EMORY UNIVERSITY RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan	2022-12-31	$19,329,044
Total transfer of assets from this plan	2022-12-31	$17,391,655
Total income from all sources (including contributions)	2022-12-31	$-552,114,096
Total of all expenses incurred	2022-12-31	$233,577,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$231,926,218
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,544,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$206,241,894
Value of total assets at end of year	2022-12-31	$4,223,392,883
Value of total assets at beginning of year	2022-12-31	$5,007,146,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$106,293
Total interest from all sources	2022-12-31	$414,205
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$99,917,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$99,917,023
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$88,635,404
Participant contributions at end of year	2022-12-31	$8,747,758
Participant contributions at beginning of year	2022-12-31	$8,961,684
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$17,889,766
Other income not declared elsewhere	2022-12-31	$2,342,864
Administrative expenses (other) incurred	2022-12-31	$106,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-785,691,289
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,223,392,883
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,007,146,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,568,600,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,345,593,217
Value of interest in pooled separate accounts at end of year	2022-12-31	$65,400,946
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$62,725,974
Interest on participant loans	2022-12-31	$414,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$580,643,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$589,865,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-866,289,911
Net investment gain/loss from pooled separate accounts	2022-12-31	$5,259,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$99,716,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$231,926,218
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FRAZIER & DEETER, LLC
Accountancy firm EIN	2022-12-31	581433845
2021 : EMORY UNIVERSITY RETIREMENT PLAN 2021 401k financial data
Total transfer of assets to this plan	2021-12-31	$29,783,880
Total transfer of assets from this plan	2021-12-31	$32,700,232
Total income from all sources (including contributions)	2021-12-31	$854,467,028
Total of all expenses incurred	2021-12-31	$245,382,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$244,663,315
Expenses. Certain deemed distributions of participant loans	2021-12-31	$86,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$209,901,738
Value of total assets at end of year	2021-12-31	$5,007,146,783
Value of total assets at beginning of year	2021-12-31	$4,400,979,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$633,519
Total interest from all sources	2021-12-31	$471,994
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$163,365,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$163,365,485
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$82,591,801
Participant contributions at end of year	2021-12-31	$8,961,684
Participant contributions at beginning of year	2021-12-31	$6,817,008
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$32,448,385
Other income not declared elsewhere	2021-12-31	$3,454,292
Administrative expenses (other) incurred	2021-12-31	$633,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$609,084,119
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,007,146,783
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,400,979,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,345,593,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,754,165,358
Value of interest in pooled separate accounts at end of year	2021-12-31	$62,725,974
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$53,122,904
Interest on participant loans	2021-12-31	$471,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$589,865,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$586,873,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$467,568,821
Net investment gain/loss from pooled separate accounts	2021-12-31	$9,704,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$94,861,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$244,663,315
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	FRAZIER & DEETER, LLC
Accountancy firm EIN	2021-12-31	581433845
2020 : EMORY UNIVERSITY RETIREMENT PLAN 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$10,943,770
Total transfer of assets from this plan	2020-12-31	$11,074,529
Total income from all sources (including contributions)	2020-12-31	$792,922,988
Total of all expenses incurred	2020-12-31	$181,759,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$181,110,025
Expenses. Certain deemed distributions of participant loans	2020-12-31	$251,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$180,277,213
Value of total assets at end of year	2020-12-31	$4,400,979,016
Value of total assets at beginning of year	2020-12-31	$3,789,946,184
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$398,335
Total interest from all sources	2020-12-31	$457,317
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$120,190,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$120,190,844
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$76,774,617
Participant contributions at end of year	2020-12-31	$6,817,008
Participant contributions at beginning of year	2020-12-31	$6,842,892
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$12,631,551
Other income not declared elsewhere	2020-12-31	$2,541,569
Administrative expenses (other) incurred	2020-12-31	$398,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$611,163,591
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,400,979,016
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,789,946,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,754,165,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,145,008,615
Value of interest in pooled separate accounts at end of year	2020-12-31	$53,122,904
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$61,308,553
Interest on participant loans	2020-12-31	$457,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$586,873,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$576,786,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$489,936,060
Net investment gain/loss from pooled separate accounts	2020-12-31	$-480,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$90,871,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$181,110,025
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	FRAZIER & DEETER, LLC
Accountancy firm EIN	2020-12-31	581433845
2019 : EMORY UNIVERSITY RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$15,619,912
Total transfer of assets from this plan	2019-12-31	$16,023,020
Total income from all sources (including contributions)	2019-12-31	$802,040,720
Total of all expenses incurred	2019-12-31	$174,609,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$174,199,191
Expenses. Certain deemed distributions of participant loans	2019-12-31	$108,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$168,387,979
Value of total assets at end of year	2019-12-31	$3,789,946,184
Value of total assets at beginning of year	2019-12-31	$3,162,918,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$301,919
Total interest from all sources	2019-12-31	$331,987
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$89,649,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$89,649,934
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$70,695,644
Participant contributions at end of year	2019-12-31	$6,842,892
Participant contributions at beginning of year	2019-12-31	$5,910,994
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$14,958,763
Other income not declared elsewhere	2019-12-31	$2,456,069
Administrative expenses (other) incurred	2019-12-31	$301,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$627,431,037
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,789,946,184
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,162,918,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,145,008,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,829,340,925
Value of interest in pooled separate accounts at end of year	2019-12-31	$61,308,553
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$748,536,795
Interest on participant loans	2019-12-31	$331,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$576,786,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$579,129,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$538,022,303
Net investment gain/loss from pooled separate accounts	2019-12-31	$3,192,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$82,733,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$174,199,191
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FRAZIER & DEETER, LLC
Accountancy firm EIN	2019-12-31	581433845
2018 : EMORY UNIVERSITY RETIREMENT PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$15,979,822
Total transfer of assets from this plan	2018-12-31	$18,342,156
Total income from all sources (including contributions)	2018-12-31	$35,020,188
Total of all expenses incurred	2018-12-31	$168,255,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$167,717,029
Expenses. Certain deemed distributions of participant loans	2018-12-31	$292,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$162,906,066
Value of total assets at end of year	2018-12-31	$3,162,918,255
Value of total assets at beginning of year	2018-12-31	$3,298,515,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$245,317
Total interest from all sources	2018-12-31	$275,142
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$102,310,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$102,310,357
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$65,235,408
Participant contributions at end of year	2018-12-31	$5,910,994
Participant contributions at beginning of year	2018-12-31	$5,413,148
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$18,963,246
Other income not declared elsewhere	2018-12-31	$1,347,177
Administrative expenses (other) incurred	2018-12-31	$245,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-133,235,090
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,162,918,255
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,298,515,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,829,340,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,880,795,592
Value of interest in pooled separate accounts at end of year	2018-12-31	$748,536,795
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$838,213,447
Interest on participant loans	2018-12-31	$275,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$579,129,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$574,093,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-234,436,198
Net investment gain/loss from pooled separate accounts	2018-12-31	$2,617,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$78,707,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$167,717,029
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	FRAZIER & DEETER, LLC
Accountancy firm EIN	2018-12-31	581433845
2017 : EMORY UNIVERSITY RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$12,903,769
Total transfer of assets from this plan	2017-12-31	$14,670,532
Total income from all sources (including contributions)	2017-12-31	$619,441,888
Total of all expenses incurred	2017-12-31	$156,172,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$155,837,477
Expenses. Certain deemed distributions of participant loans	2017-12-31	$102,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$144,996,860
Value of total assets at end of year	2017-12-31	$3,298,515,679
Value of total assets at beginning of year	2017-12-31	$2,837,013,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$233,453
Total interest from all sources	2017-12-31	$234,685
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$76,363,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$76,363,913
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$59,671,300
Participant contributions at end of year	2017-12-31	$5,413,148
Participant contributions at beginning of year	2017-12-31	$5,419,908
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$13,025,856
Other income not declared elsewhere	2017-12-31	$3,669,512
Administrative expenses (other) incurred	2017-12-31	$233,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$463,268,939
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,298,515,679
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,837,013,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,880,795,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,523,946,849
Value of interest in pooled separate accounts at end of year	2017-12-31	$838,213,447
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$742,739,051
Interest on participant loans	2017-12-31	$234,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$574,093,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$564,907,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$233,393,026
Net investment gain/loss from pooled separate accounts	2017-12-31	$160,783,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$72,299,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$155,837,477
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	FRAZIER & DEETER, LLC
Accountancy firm EIN	2017-12-31	581433845
2016 : EMORY UNIVERSITY RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$13,658,966
Total transfer of assets from this plan	2016-12-31	$13,083,799
Total income from all sources (including contributions)	2016-12-31	$321,040,768
Total of all expenses incurred	2016-12-31	$119,684,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$119,349,586
Expenses. Certain deemed distributions of participant loans	2016-12-31	$194,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$140,693,483
Value of total assets at end of year	2016-12-31	$2,837,013,503
Value of total assets at beginning of year	2016-12-31	$2,635,082,435
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$141,139
Total interest from all sources	2016-12-31	$2,381,703
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$55,625,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$55,625,850
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$56,250,535
Participant contributions at end of year	2016-12-31	$5,419,908
Participant contributions at beginning of year	2016-12-31	$5,240,113
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$15,324,080
Administrative expenses (other) incurred	2016-12-31	$141,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$201,355,901
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,837,013,503
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,635,082,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,523,946,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,359,242,499
Value of interest in pooled separate accounts at end of year	2016-12-31	$742,739,051
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$718,032,558
Interest on participant loans	2016-12-31	$283,530
Interest earned on other investments	2016-12-31	$2,098,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$564,907,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$552,567,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$97,611,237
Net investment gain/loss from pooled separate accounts	2016-12-31	$24,728,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$69,118,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$119,349,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	FRAZIER & DEETER, LLC
Accountancy firm EIN	2016-12-31	581433845
2015 : EMORY UNIVERSITY RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$10,674,581
Total transfer of assets from this plan	2015-12-31	$11,342,561
Total income from all sources (including contributions)	2015-12-31	$162,563,816
Total of all expenses incurred	2015-12-31	$141,605,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$141,160,825
Expenses. Certain deemed distributions of participant loans	2015-12-31	$282,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$124,325,407
Value of total assets at end of year	2015-12-31	$2,635,082,435
Value of total assets at beginning of year	2015-12-31	$2,614,792,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$162,550
Total interest from all sources	2015-12-31	$275,223
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$63,603,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$63,603,318
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$52,755,224
Participant contributions at end of year	2015-12-31	$5,240,113
Participant contributions at beginning of year	2015-12-31	$5,121,290
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$8,043,338
Other income not declared elsewhere	2015-12-31	$1,615,544
Administrative expenses (other) incurred	2015-12-31	$162,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$20,958,205
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,635,082,435
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,614,792,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,359,242,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,307,705,976
Value of interest in pooled separate accounts at end of year	2015-12-31	$718,032,558
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$754,708,496
Interest on participant loans	2015-12-31	$275,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$552,567,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$547,256,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-27,255,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$63,526,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$141,160,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	FRAZIER & DEETER, LLC
Accountancy firm EIN	2015-12-31	581433845
2014 : EMORY UNIVERSITY RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$6,112,897
Total transfer of assets from this plan	2014-12-31	$4,460,646
Total income from all sources (including contributions)	2014-12-31	$287,514,408
Total of all expenses incurred	2014-12-31	$135,906,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$135,585,275
Expenses. Certain deemed distributions of participant loans	2014-12-31	$164,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$118,656,326
Value of total assets at end of year	2014-12-31	$2,614,792,210
Value of total assets at beginning of year	2014-12-31	$2,461,532,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$157,282
Total interest from all sources	2014-12-31	$193,882
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$62,787,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$62,787,668
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$49,292,652
Participant contributions at end of year	2014-12-31	$5,121,290
Participant contributions at beginning of year	2014-12-31	$4,290,710
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$6,976,635
Other income not declared elsewhere	2014-12-31	$1,811,636
Administrative expenses (other) incurred	2014-12-31	$157,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$151,607,762
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,614,792,210
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,461,532,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,307,705,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,879,716,128
Value of interest in pooled separate accounts at end of year	2014-12-31	$754,708,496
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$37,075,227
Interest on participant loans	2014-12-31	$193,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$547,256,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$540,450,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$104,064,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$62,387,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$135,585,275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FRAZIER & DEETER, LLC
Accountancy firm EIN	2014-12-31	581433845
2013 : EMORY UNIVERSITY RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$10,142,342
Total transfer of assets from this plan	2013-12-31	$7,927,251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$10,000
Total income from all sources (including contributions)	2013-12-31	$487,280,642
Total of all expenses incurred	2013-12-31	$121,125,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$120,844,519
Expenses. Certain deemed distributions of participant loans	2013-12-31	$116,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$115,556,238
Value of total assets at end of year	2013-12-31	$2,461,532,197
Value of total assets at beginning of year	2013-12-31	$2,093,172,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$164,728
Total interest from all sources	2013-12-31	$163,425
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$48,328,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$48,328,165
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$47,202,316
Participant contributions at end of year	2013-12-31	$4,290,710
Participant contributions at beginning of year	2013-12-31	$3,472,427
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$9,987,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$10,000
Other income not declared elsewhere	2013-12-31	$1,079,175
Administrative expenses (other) incurred	2013-12-31	$164,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$366,154,712
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,461,532,197
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,093,162,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,879,716,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,526,622,040
Value of interest in pooled separate accounts at end of year	2013-12-31	$37,075,227
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$32,498,830
Interest on participant loans	2013-12-31	$163,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$540,450,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$530,579,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$322,153,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$58,366,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$120,844,519
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FRAZIER & DEETER, LLC
Accountancy firm EIN	2013-12-31	581433845
2012 : EMORY UNIVERSITY RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$10,804,489
Total transfer of assets from this plan	2012-12-31	$8,897,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$10,000
Total income from all sources (including contributions)	2012-12-31	$316,100,228
Total of all expenses incurred	2012-12-31	$110,128,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$109,823,531
Expenses. Certain deemed distributions of participant loans	2012-12-31	$86,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$106,352,157
Value of total assets at end of year	2012-12-31	$2,093,172,394
Value of total assets at beginning of year	2012-12-31	$1,885,283,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$217,981
Total interest from all sources	2012-12-31	$147,366
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$28,140,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$28,140,101
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$44,119,101
Participant contributions at end of year	2012-12-31	$3,472,427
Participant contributions at beginning of year	2012-12-31	$3,108,264
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,356,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$10,000
Other income not declared elsewhere	2012-12-31	$1,125,523
Administrative expenses (other) incurred	2012-12-31	$217,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$205,971,958
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,093,162,394
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,885,283,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,526,622,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,327,309,300
Value of interest in pooled separate accounts at end of year	2012-12-31	$32,498,830
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$28,219,814
Interest on participant loans	2012-12-31	$147,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$530,579,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$526,645,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$180,335,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$57,876,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$109,823,531
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FRAZIER & DEETER, LLC
Accountancy firm EIN	2012-12-31	581433845
2011 : EMORY UNIVERSITY RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$13,019,336
Total transfer of assets from this plan	2011-12-31	$13,660,889
Total income from all sources (including contributions)	2011-12-31	$108,042,530
Total of all expenses incurred	2011-12-31	$115,018,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$114,425,381
Expenses. Certain deemed distributions of participant loans	2011-12-31	$153,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$105,264,389
Value of total assets at end of year	2011-12-31	$1,885,283,068
Value of total assets at beginning of year	2011-12-31	$1,892,900,352
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$439,145
Total interest from all sources	2011-12-31	$123,257
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$22,925,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$22,925,979
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$41,748,980
Participant contributions at end of year	2011-12-31	$3,108,264
Participant contributions at beginning of year	2011-12-31	$2,248,544
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$10,815
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$8,185,385
Administrative expenses (other) incurred	2011-12-31	$439,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-6,975,731
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,885,283,068
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,892,900,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,327,309,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,351,021,935
Value of interest in pooled separate accounts at end of year	2011-12-31	$28,219,814
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$22,679,406
Interest on participant loans	2011-12-31	$123,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$526,645,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$516,934,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-20,271,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$55,330,024
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$5,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$114,425,381
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	FRAZIER AND DEETER, LLC
Accountancy firm EIN	2011-12-31	581433845
2010 : EMORY UNIVERSITY RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$4,160,562
Total transfer of assets from this plan	2010-12-31	$1,815,608
Total income from all sources (including contributions)	2010-12-31	$278,209,892
Total of all expenses incurred	2010-12-31	$89,520,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$89,229,597
Expenses. Certain deemed distributions of participant loans	2010-12-31	$77,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$99,962,004
Value of total assets at end of year	2010-12-31	$1,892,900,352
Value of total assets at beginning of year	2010-12-31	$1,701,866,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$213,393
Total interest from all sources	2010-12-31	$3,955,734
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$12,436,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$12,436,195
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$40,043,284
Participant contributions at end of year	2010-12-31	$2,248,544
Participant contributions at beginning of year	2010-12-31	$1,507,350
Participant contributions at end of year	2010-12-31	$10,815
Participant contributions at beginning of year	2010-12-31	$12,360
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$5,412,560
Administrative expenses (other) incurred	2010-12-31	$213,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$188,689,189
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,892,900,352
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,701,866,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,351,021,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,180,222,592
Value of interest in pooled separate accounts at end of year	2010-12-31	$22,679,406
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$15,248,375
Interest on participant loans	2010-12-31	$124,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$3,831,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$516,934,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$504,872,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$161,855,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$54,506,160
Employer contributions (assets) at end of year	2010-12-31	$5,265
Employer contributions (assets) at beginning of year	2010-12-31	$2,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$89,229,597
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FRAZIER & DEETER, LLC
Accountancy firm EIN	2010-12-31	581433845