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EMORY HEALTHCARE, INC. RETIREMENT PLAN 401k Plan overview

Plan NameEMORY HEALTHCARE, INC. RETIREMENT PLAN
Plan identification number 001

EMORY HEALTHCARE, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

EMORY HEALTHCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:EMORY HEALTHCARE, INC.
Employer identification number (EIN):582137993
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMORY HEALTHCARE, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM J. APICELLI
0012016-01-01WILLIAM J. APICELLI
0012015-01-01WILLIAM J. APICELLI
0012014-01-01WILLIAM J. APICELLI
0012013-01-01WILLIAM J. APICELLI
0012012-01-01WILLIAM J. APICELLI
0012011-01-01WILLIAM J. APICELLI WILLIAM J. APICELLI2012-10-08
0012010-01-01WILLIAM J. APICELLI WILLIAM J. APICELLI2011-10-11
0012009-01-01WILLIAM J. APICELLI

Plan Statistics for EMORY HEALTHCARE, INC. RETIREMENT PLAN

401k plan membership statisitcs for EMORY HEALTHCARE, INC. RETIREMENT PLAN

Measure Date Value
2022: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31365,576,559
Acturial value of plan assets2022-12-31340,720,033
Funding target for retired participants and beneficiaries receiving payment2022-12-31110,022,615
Number of terminated vested participants2022-12-311,368
Fundng target for terminated vested participants2022-12-3141,652,096
Active participant vested funding target2022-12-31147,515,436
Number of active participants2022-12-314,425
Total funding liabilities for active participants2022-12-31148,021,932
Total participant count2022-12-317,389
Total funding target for all participants2022-12-31299,696,643
Balance at beginning of prior year after applicable adjustments2022-12-3114,427,125
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3114,427,125
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-311,047,496
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,106,575
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-311,106,575
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3115,953,515
Balance of prefunding at beginning of current year2022-12-311,106,575
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-313,615,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-017,386
Total number of active participants reported on line 7a of the Form 55002022-01-01452
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0173
Total of all active and inactive participants2022-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01527
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31341,482,729
Acturial value of plan assets2021-12-31307,334,457
Funding target for retired participants and beneficiaries receiving payment2021-12-3192,348,172
Number of terminated vested participants2021-12-311,201
Fundng target for terminated vested participants2021-12-3137,869,297
Active participant vested funding target2021-12-31158,212,868
Number of active participants2021-12-314,945
Total funding liabilities for active participants2021-12-31158,508,721
Total participant count2021-12-317,474
Total funding target for all participants2021-12-31288,726,190
Balance at beginning of prior year after applicable adjustments2021-12-3116,806,628
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-314,754,899
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3112,051,729
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3114,427,125
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-311,064,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,047,496
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-313,521,000
Net shortfall amortization installment of oustanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-311,047,496
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-017,471
Total number of active participants reported on line 7a of the Form 55002021-01-014,425
Number of retired or separated participants receiving benefits2021-01-011,566
Number of other retired or separated participants entitled to future benefits2021-01-011,346
Total of all active and inactive participants2021-01-017,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0149
Total participants2021-01-017,386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31296,855,217
Acturial value of plan assets2020-12-31276,297,582
Funding target for retired participants and beneficiaries receiving payment2020-12-3177,384,542
Number of terminated vested participants2020-12-311,085
Fundng target for terminated vested participants2020-12-3133,123,120
Active participant vested funding target2020-12-31165,122,003
Number of active participants2020-12-315,373
Total funding liabilities for active participants2020-12-31165,527,505
Total participant count2020-12-317,536
Total funding target for all participants2020-12-31276,035,167
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3116,806,628
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-314,253,000
Net shortfall amortization installment of oustanding balance2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-314,253,000
Carryover balance elected to use to offset funding requirement2020-12-314,253,000
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-017,533
Total number of active participants reported on line 7a of the Form 55002020-01-014,945
Number of retired or separated participants receiving benefits2020-01-011,296
Number of other retired or separated participants entitled to future benefits2020-01-011,178
Total of all active and inactive participants2020-01-017,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0152
Total participants2020-01-017,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31230,909,942
Acturial value of plan assets2019-12-31245,313,109
Funding target for retired participants and beneficiaries receiving payment2019-12-3193,048,065
Number of terminated vested participants2019-12-31972
Fundng target for terminated vested participants2019-12-3125,662,495
Active participant vested funding target2019-12-31150,043,825
Number of active participants2019-12-314,924
Total funding liabilities for active participants2019-12-31150,312,576
Total participant count2019-12-317,916
Total funding target for all participants2019-12-31269,023,136
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-313,234,909
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-313,422,534
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3111,800,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3111,085,319
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-314,556,000
Net shortfall amortization installment of oustanding balance2019-12-3123,710,027
Total funding amount beforereflecting carryover/prefunding balances2019-12-3111,042,165
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3111,042,165
Contributions allocatedtoward minimum required contributions for current year2019-12-3111,085,319
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-017,915
Total number of active participants reported on line 7a of the Form 55002019-01-015,373
Number of retired or separated participants receiving benefits2019-01-011,057
Number of other retired or separated participants entitled to future benefits2019-01-011,061
Total of all active and inactive participants2019-01-017,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0142
Total participants2019-01-017,533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31255,738,172
Acturial value of plan assets2018-12-31234,078,530
Funding target for retired participants and beneficiaries receiving payment2018-12-3177,378,946
Number of terminated vested participants2018-12-31915
Fundng target for terminated vested participants2018-12-3120,988,472
Active participant vested funding target2018-12-31137,974,390
Number of active participants2018-12-315,256
Total funding liabilities for active participants2018-12-31149,139,360
Total participant count2018-12-317,994
Total funding target for all participants2018-12-31247,506,778
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-312,159,748
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,289,549
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-317,768,334
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-317,336,142
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,961,595
Net shortfall amortization installment of oustanding balance2018-12-3113,428,248
Total funding amount beforereflecting carryover/prefunding balances2018-12-314,101,233
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-314,101,233
Contributions allocatedtoward minimum required contributions for current year2018-12-317,336,142
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-017,994
Total number of active participants reported on line 7a of the Form 55002018-01-014,924
Number of retired or separated participants receiving benefits2018-01-011,990
Number of other retired or separated participants entitled to future benefits2018-01-01948
Total of all active and inactive participants2018-01-017,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0153
Total participants2018-01-017,915
2017: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31209,025,501
Acturial value of plan assets2017-12-31213,162,450
Funding target for retired participants and beneficiaries receiving payment2017-12-3166,754,487
Number of terminated vested participants2017-12-31979
Fundng target for terminated vested participants2017-12-3122,622,420
Active participant vested funding target2017-12-31134,156,601
Number of active participants2017-12-315,398
Total funding liabilities for active participants2017-12-31144,562,559
Total participant count2017-12-318,033
Total funding target for all participants2017-12-31233,939,466
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31247
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31262
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3113,131,276
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3112,377,602
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-313,525,883
Net shortfall amortization installment of oustanding balance2017-12-3120,777,016
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3110,217,854
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3110,217,854
Contributions allocatedtoward minimum required contributions for current year2017-12-3112,377,602
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-018,034
Total number of active participants reported on line 7a of the Form 55002017-01-015,256
Number of retired or separated participants receiving benefits2017-01-011,800
Number of other retired or separated participants entitled to future benefits2017-01-01902
Total of all active and inactive participants2017-01-017,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0136
Total participants2017-01-017,994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017,994
2016: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31194,963,463
Acturial value of plan assets2016-12-31205,504,279
Funding target for retired participants and beneficiaries receiving payment2016-12-3156,112,240
Number of terminated vested participants2016-12-31755
Fundng target for terminated vested participants2016-12-3115,456,397
Active participant vested funding target2016-12-31138,398,357
Number of active participants2016-12-316,070
Total funding liabilities for active participants2016-12-31147,045,558
Total participant count2016-12-318,295
Total funding target for all participants2016-12-31218,614,195
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-311,547
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,646
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-318,214,764
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-317,775,092
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-313,044,492
Net shortfall amortization installment of oustanding balance2016-12-3113,109,916
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-317,774,845
Additional cash requirement2016-12-317,774,845
Contributions allocatedtoward minimum required contributions for current year2016-12-317,775,092
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-018,295
Total number of active participants reported on line 7a of the Form 55002016-01-015,398
Number of retired or separated participants receiving benefits2016-01-011,634
Number of other retired or separated participants entitled to future benefits2016-01-01964
Total of all active and inactive participants2016-01-017,996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0138
Total participants2016-01-018,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0192
2015: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,505
Total number of active participants reported on line 7a of the Form 55002015-01-016,070
Number of retired or separated participants receiving benefits2015-01-011,451
Number of other retired or separated participants entitled to future benefits2015-01-01738
Total of all active and inactive participants2015-01-018,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0136
Total participants2015-01-018,295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019,132
Total number of active participants reported on line 7a of the Form 55002014-01-016,608
Number of retired or separated participants receiving benefits2014-01-011,247
Number of other retired or separated participants entitled to future benefits2014-01-01629
Total of all active and inactive participants2014-01-018,484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0121
Total participants2014-01-018,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0149
2013: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019,433
Total number of active participants reported on line 7a of the Form 55002013-01-017,180
Number of retired or separated participants receiving benefits2013-01-011,037
Number of other retired or separated participants entitled to future benefits2013-01-01894
Total of all active and inactive participants2013-01-019,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0121
Total participants2013-01-019,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01158
2012: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019,753
Total number of active participants reported on line 7a of the Form 55002012-01-017,835
Number of retired or separated participants receiving benefits2012-01-01810
Number of other retired or separated participants entitled to future benefits2012-01-01777
Total of all active and inactive participants2012-01-019,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-019,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01268
2011: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019,996
Total number of active participants reported on line 7a of the Form 55002011-01-018,429
Number of retired or separated participants receiving benefits2011-01-01633
Number of other retired or separated participants entitled to future benefits2011-01-01672
Total of all active and inactive participants2011-01-019,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0119
Total participants2011-01-019,753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01370
2010: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019,961
Total number of active participants reported on line 7a of the Form 55002010-01-018,862
Number of retired or separated participants receiving benefits2010-01-01496
Number of other retired or separated participants entitled to future benefits2010-01-01585
Total of all active and inactive participants2010-01-019,943
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-019
Total participants2010-01-019,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01473
2009: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019,174
Total number of active participants reported on line 7a of the Form 55002009-01-019,034
Number of retired or separated participants receiving benefits2009-01-01354
Number of other retired or separated participants entitled to future benefits2009-01-01472
Total of all active and inactive participants2009-01-019,860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-019,870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01321

Financial Data on EMORY HEALTHCARE, INC. RETIREMENT PLAN

Measure Date Value
2022 : EMORY HEALTHCARE, INC. RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,616,522
Total unrealized appreciation/depreciation of assets2022-12-31$-3,616,522
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$260,833,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$260,833,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$369,164
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-87,585,776
Total loss/gain on sale of assets2022-12-31$1
Total of all expenses incurred2022-12-31$15,063,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,289,852
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$262,927,330
Value of total assets at beginning of year2022-12-31$365,945,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,773,601
Total interest from all sources2022-12-31$-22
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$345,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$345,515
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$244,276
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$253,262
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$10,106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$369,176
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$260,833,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$369,164
Other income not declared elsewhere2022-12-31$209,584
Administrative expenses (other) incurred2022-12-31$3,208,944
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$104,936
Total non interest bearing cash at beginning of year2022-12-31$1,290,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-102,649,229
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,094,240
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$365,576,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$24,593,195
Assets. partnership/joint venture interests at beginning of year2022-12-31$6,263,981
Investment advisory and management fees2022-12-31$564,657
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,622,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,617,231
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$234,352,598
Value of interest in common/collective trusts at beginning of year2022-12-31$338,151,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,570,592
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-82,953,740
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,289,852
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FRAZIER & DEETER
Accountancy firm EIN2022-12-31581433845
2021 : EMORY HEALTHCARE, INC. RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,101,926
Total unrealized appreciation/depreciation of assets2021-12-31$1,101,926
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$369,164
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$558,919
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$36,614,970
Total loss/gain on sale of assets2021-12-31$401,438
Total of all expenses incurred2021-12-31$12,521,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,831,093
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,064,000
Value of total assets at end of year2021-12-31$365,945,723
Value of total assets at beginning of year2021-12-31$342,041,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,690,047
Total interest from all sources2021-12-31$-69,492
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,066,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,066,870
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$253,262
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$369,176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$313,064
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$369,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$313,050
Other income not declared elsewhere2021-12-31$61,578
Administrative expenses (other) incurred2021-12-31$2,292,848
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$245,869
Total non interest bearing cash at end of year2021-12-31$1,290,807
Total non interest bearing cash at beginning of year2021-12-31$8,676,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$24,093,830
Value of net assets at end of year (total assets less liabilities)2021-12-31$365,576,559
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$341,482,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$6,263,981
Assets. partnership/joint venture interests at beginning of year2021-12-31$5,301,157
Investment advisory and management fees2021-12-31$397,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,617,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,153,233
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$-69,411
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$338,151,266
Value of interest in common/collective trusts at beginning of year2021-12-31$290,597,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-81
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$847,403
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$31,141,247
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,064,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,831,093
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$6,786,790
Aggregate carrying amount (costs) on sale of assets2021-12-31$6,385,352
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FRAZIER & DEETER
Accountancy firm EIN2021-12-31581433845
2020 : EMORY HEALTHCARE, INC. RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$235,125
Total unrealized appreciation/depreciation of assets2020-12-31$235,125
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$558,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,838
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$56,376,453
Total loss/gain on sale of assets2020-12-31$2,218,185
Total of all expenses incurred2020-12-31$12,003,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,945,971
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$342,041,648
Value of total assets at beginning of year2020-12-31$297,111,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,057,641
Total interest from all sources2020-12-31$-1,265
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$334,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$334,445
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$38,268
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,304,030
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$313,064
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$59,974,946
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$313,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,838
Other income not declared elsewhere2020-12-31$2,968,608
Administrative expenses (other) incurred2020-12-31$2,856,590
Liabilities. Value of operating payables at end of year2020-12-31$245,869
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$8,676,976
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$44,372,841
Value of net assets at end of year (total assets less liabilities)2020-12-31$341,482,729
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$297,109,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$5,301,157
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$1,162,783
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,153,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$290,597,218
Value of interest in common/collective trusts at beginning of year2020-12-31$228,030,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-1,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-4,330,533
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$51,060,090
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$6,800,000
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,945,971
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$29,856,404
Aggregate carrying amount (costs) on sale of assets2020-12-31$27,638,219
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WINDHAM BRANNON, LLC
Accountancy firm EIN2020-12-31581763439
2019 : EMORY HEALTHCARE, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$59,974,946
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,838
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$329,719
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$60,529,442
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$54,406,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$49,551,640
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,800,000
Value of total assets at end of year2019-12-31$297,111,726
Value of total assets at beginning of year2019-12-31$231,341,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,854,375
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$117,463
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,304,030
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$59,974,946
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$329,719
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$3,928,361
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$6,123,427
Value of net assets at end of year (total assets less liabilities)2019-12-31$297,109,888
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$231,011,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$808,551
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$228,030,438
Value of interest in common/collective trusts at beginning of year2019-12-31$225,970,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$370,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$370,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$48,729,442
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$11,800,000
Employer contributions (assets) at end of year2019-12-31$6,800,000
Employer contributions (assets) at beginning of year2019-12-31$5,000,000
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$49,551,640
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,796,451
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,796,451
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WINDHAM BRANNON, LLC
Accountancy firm EIN2019-12-31581763439
2018 : EMORY HEALTHCARE, INC. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$329,719
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-13,535,018
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,368,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,128,148
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,768,334
Value of total assets at end of year2018-12-31$231,341,234
Value of total assets at beginning of year2018-12-31$255,915,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,240,568
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$-105
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$22,469
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$329,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-401,731
Administrative expenses (other) incurred2018-12-31$2,830,648
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-24,903,734
Value of net assets at end of year (total assets less liabilities)2018-12-31$231,011,515
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$255,915,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$387,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$225,970,379
Value of interest in common/collective trusts at beginning of year2018-12-31$248,614,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$370,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$-105
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-20,901,516
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$7,768,334
Employer contributions (assets) at end of year2018-12-31$5,000,000
Employer contributions (assets) at beginning of year2018-12-31$7,300,143
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,128,148
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$6,612,296
Aggregate carrying amount (costs) on sale of assets2018-12-31$6,612,296
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WINDHAM BRANNON PC
Accountancy firm EIN2018-12-31581763439
2017 : EMORY HEALTHCARE, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$290,818
Total income from all sources (including contributions)2017-12-31$57,496,178
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,695,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,422,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,131,276
Value of total assets at end of year2017-12-31$255,915,249
Value of total assets at beginning of year2017-12-31$209,405,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,273,723
Total interest from all sources2017-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$32,960
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$55
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$290,818
Administrative expenses (other) incurred2017-12-31$2,934,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$46,800,341
Value of net assets at end of year (total assets less liabilities)2017-12-31$255,915,249
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$209,114,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$306,690
Value of interest in common/collective trusts at end of year2017-12-31$248,614,145
Value of interest in common/collective trusts at beginning of year2017-12-31$205,782,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$14
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$14
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2
Net investment gain or loss from common/collective trusts2017-12-31$44,364,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$13,131,276
Employer contributions (assets) at end of year2017-12-31$7,300,143
Employer contributions (assets) at beginning of year2017-12-31$3,622,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,422,114
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WINDHAM BRANNON PC
Accountancy firm EIN2017-12-31581763439
2016 : EMORY HEALTHCARE, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$290,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$163,721
Total income from all sources (including contributions)2016-12-31$23,882,536
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,840,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,679,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,214,764
Value of total assets at end of year2016-12-31$209,405,726
Value of total assets at beginning of year2016-12-31$195,236,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,160,273
Total interest from all sources2016-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$8,526
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$55
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$290,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$163,721
Administrative expenses (other) incurred2016-12-31$2,992,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,042,451
Value of net assets at end of year (total assets less liabilities)2016-12-31$209,114,908
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$195,072,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$159,395
Value of interest in common/collective trusts at end of year2016-12-31$205,782,678
Value of interest in common/collective trusts at beginning of year2016-12-31$191,659,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$14
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$69,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$69,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$36
Net investment gain or loss from common/collective trusts2016-12-31$15,667,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,214,764
Employer contributions (assets) at end of year2016-12-31$3,622,979
Employer contributions (assets) at beginning of year2016-12-31$3,507,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,679,812
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WINDHAM BRANNON PC
Accountancy firm EIN2016-12-31581763439
2015 : EMORY HEALTHCARE, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$163,721
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$292,149
Total income from all sources (including contributions)2015-12-31$1,773,764
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,602,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,982,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,534,336
Value of total assets at end of year2015-12-31$195,236,178
Value of total assets at beginning of year2015-12-31$202,193,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,620,252
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$64,062
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$163,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$292,149
Administrative expenses (other) incurred2015-12-31$2,000,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,828,986
Value of net assets at end of year (total assets less liabilities)2015-12-31$195,072,457
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$201,901,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$555,265
Value of interest in common/collective trusts at end of year2015-12-31$191,659,651
Value of interest in common/collective trusts at beginning of year2015-12-31$200,287,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$69,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$684,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$684,881
Net investment gain or loss from common/collective trusts2015-12-31$-4,760,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,534,336
Employer contributions (assets) at end of year2015-12-31$3,507,213
Employer contributions (assets) at beginning of year2015-12-31$1,220,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,982,498
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WINDHAM BRANNON PC
Accountancy firm EIN2015-12-31581763439
2014 : EMORY HEALTHCARE, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$292,149
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$130,945
Total income from all sources (including contributions)2014-12-31$22,132,094
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$16,701,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,096,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,053,829
Value of total assets at end of year2014-12-31$202,193,592
Value of total assets at beginning of year2014-12-31$196,601,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,604,697
Total interest from all sources2014-12-31$286
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$292,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$130,945
Administrative expenses (other) incurred2014-12-31$1,023,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,430,709
Value of net assets at end of year (total assets less liabilities)2014-12-31$201,901,443
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$196,470,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$580,919
Value of interest in common/collective trusts at end of year2014-12-31$200,287,882
Value of interest in common/collective trusts at beginning of year2014-12-31$195,152,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$684,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$331,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$331,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$286
Net investment gain or loss from common/collective trusts2014-12-31$20,077,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,053,829
Employer contributions (assets) at end of year2014-12-31$1,220,829
Employer contributions (assets) at beginning of year2014-12-31$1,117,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,096,688
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WINDHAM BRANNON PC
Accountancy firm EIN2014-12-31581763439
2013 : EMORY HEALTHCARE, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$130,945
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$357,823
Total income from all sources (including contributions)2013-12-31$24,642,569
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,585,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,070,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,117,754
Value of total assets at end of year2013-12-31$196,601,679
Value of total assets at beginning of year2013-12-31$176,771,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$515,272
Total interest from all sources2013-12-31$89
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$130,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$357,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$20,056,688
Value of net assets at end of year (total assets less liabilities)2013-12-31$196,470,734
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$176,414,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$515,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$195,152,332
Value of interest in common/collective trusts at beginning of year2013-12-31$176,503,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$331,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$268,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$268,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$89
Net investment gain or loss from common/collective trusts2013-12-31$23,524,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,117,754
Employer contributions (assets) at end of year2013-12-31$1,117,754
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,070,609
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WINDHAM BRANNON PC
Accountancy firm EIN2013-12-31581763439
2012 : EMORY HEALTHCARE, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$357,823
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$126,943
Total income from all sources (including contributions)2012-12-31$23,059,754
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,614,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,151,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$176,771,869
Value of total assets at beginning of year2012-12-31$157,095,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$462,840
Total interest from all sources2012-12-31$2,099
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$357,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$126,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$19,445,378
Value of net assets at end of year (total assets less liabilities)2012-12-31$176,414,046
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$156,968,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$462,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$93,010,004
Value of interest in common/collective trusts at end of year2012-12-31$176,503,700
Value of interest in common/collective trusts at beginning of year2012-12-31$55,842,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$268,169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,242,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,242,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,099
Net investment gain or loss from common/collective trusts2012-12-31$23,057,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,151,536
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WINDHAM BRANNON PC
Accountancy firm EIN2012-12-31581763439
2011 : EMORY HEALTHCARE, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$126,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$38,817
Total income from all sources (including contributions)2011-12-31$1,368,862
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,444,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,269,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$157,095,611
Value of total assets at beginning of year2011-12-31$158,082,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$174,992
Total interest from all sources2011-12-31$2,613
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$265
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$126,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$38,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,075,404
Value of net assets at end of year (total assets less liabilities)2011-12-31$156,968,668
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$158,044,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$174,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$93,010,004
Value of interest in common/collective trusts at end of year2011-12-31$55,842,439
Value of interest in common/collective trusts at beginning of year2011-12-31$128,210,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,242,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,438,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,438,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$2,481,411
Net investment gain or loss from common/collective trusts2011-12-31$-1,115,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$27,434,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,269,274
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WINDHAM BRANNON PC
Accountancy firm EIN2011-12-31581763439
2010 : EMORY HEALTHCARE, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$38,817
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,545
Total income from all sources (including contributions)2010-12-31$49,433,781
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,335,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,262,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$35,364,083
Value of total assets at end of year2010-12-31$158,082,889
Value of total assets at beginning of year2010-12-31$110,961,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$72,627
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$265
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$14
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$38,817
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$15,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$47,098,459
Value of net assets at end of year (total assets less liabilities)2010-12-31$158,044,072
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$110,945,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$72,627
Value of interest in common/collective trusts at end of year2010-12-31$128,210,254
Value of interest in common/collective trusts at beginning of year2010-12-31$95,368,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,438,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,546,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,546,094
Net investment gain or loss from common/collective trusts2010-12-31$14,069,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$35,364,083
Employer contributions (assets) at end of year2010-12-31$27,434,332
Employer contributions (assets) at beginning of year2010-12-31$14,046,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,262,695
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WINDHAM BRANNON PC
Accountancy firm EIN2010-12-31581763439
2009 : EMORY HEALTHCARE, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMORY HEALTHCARE, INC. RETIREMENT PLAN

2022: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMORY HEALTHCARE, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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