Emory Healthcare, Inc. Retirement Plan
Corporate pension, based in Atlanta, Georgia, reporting $261M in assets, for 6,704 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Emory Healthcare, Inc. Retirement Plan no longer reports WTC Cif Sm Cap 2000 (last held $8M at 2022-12-31; absent from the 2024-12-31 filing).
10 more managers, 26 more commitments and 13 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Segpart C1s1 Seg Partners Offshore2 commitments
- State Street Russell 3000 Index Non2 commitments
- Caxton Global Class T-1 Shares B2 commitments
- State Street Global Advisors Trust Company7 commitments
- Wellington Trust Company, Na4 commitments
- Select Equity Group2 commitments
Relationship network
74 connected entities29 observed commitments15 repeat counterparties16 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.6%
- Other investments 0.1%
- Partnership/joint venture interests 16.6%
- Common/collective trusts 64.9%
- Master trust investment accounts 17.6%
Consultants and advisers
- Mercer Consulting Group LLC Actuarythrough Dec 31, 2024 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- State Street Global Advisors Trust Company7 rows, latest Dec 31, 2024
- Wellington Trust Company, Na4 rows, latest Dec 31, 2024
- Select Equity Group2 rows, latest Dec 31, 2024
+10 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Wellingtonplan years
- State Street Global Advisors Trustplan years
- Select Equity Groupplan years
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding endedinferenceEmory Healthcare, Inc. Retirement Plan no longer reports WTC Cif Sm Cap 2000 (last held $8M at 2022-12-31; absent from the 2024-12-31 filing)with WTC Cif Sm Cap 2000askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceEmory Healthcare, Inc. Retirement Plan no longer reports Artisan Global Opportunities Trust (last held $10M at 2022-12-31; absent from the 2024-12-31 filing)with Artisan Global Opportunities Trustaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceEmory Healthcare, Inc. Retirement Plan no longer reports Legal & General U.S. Long Duration (Legal and General) (last held $8M at 2022-12-31; absent from the 2024-12-31 filing)with Legal and Generalaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceEmory Healthcare, Inc. Retirement Plan no longer reports State Street Msci Acw1 Ex USA Im N (State Street Global Advisors Trust) (last held $2M at 2022-12-31; absent from the 2024-12-31 filing)with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceEmory Healthcare, Inc. Retirement Plan no longer reports William Blair Emerging Mkts Growth (William Blair Investment Management) (last held $10M at 2022-12-31; absent from the 2024-12-31 filing)with William Blair Investment Managementaskebsa.dol.gov
+13 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Segpart C1s1 Seg Partners Offshorecollective trust | Select Equity Group | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State Street Russell 3000 Index Noncollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Caxton Global Class T-1 Shares Bcollective trust | Caxton Associates LP | Pooled vehicles | $4.0M held | Disclosed holding | askebsa.dol.gov |
+26 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 6,704 | $272M | $316M | 92.6% | $261M | $43.2M | $45.9M | $0 |
| 2023 to Dec 31, 2023 | 6,772 | $261M | $311M | 88.2% | $272M | $0 | $272M | $0 |
| 2023 to Dec 31, 2023 | 527 | $2.1M | $1.9M | 112.7% | $0 | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 6,772 | $261M | $311M | 88.2% | $261M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 7,386 | $366M | $300M | 108.0% | $263M | $24.6M | $0 | $0 |
- Nepc, LLC codes 28 $296,680 PY2024
- Cbiz Tax and Advisory Services codes 65 $275,315 PY2024
- Mercer Consulting Group LLC codes 11 $184,598 PY2024
+77 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+17 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+15 connections on the graph
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