2023 Form 5500 filing — Wakemed Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001084634NAL0011208768001) for Wakemed Pension Plan, reported by Wakemed under EIN 56-6017737 and plan number 001. It reports 3,696 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001084634NAL0011208768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wakemed
- EIN
- 56-6017737
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 3,696
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,048,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,048,593
- Total income / additions
- $12,563,623
- Benefits paid
- $5,886,544
- Administrative expenses
- $1,284,964
- Total expenses
- $7,171,508
- Net increase / (decrease)
- $5,392,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $565,988 | not reported in the loaded dataset |
| Barrow, Hanley, Mewhinney & Strauss | NONE | $160,781 | $0 |
| Principal | NONE | $70,567 | not reported in the loaded dataset |
| Jp Morgan Investment Management | NONE | $66,604 | not reported in the loaded dataset |
| Csm Advisors | NONE | $31,853 | not reported in the loaded dataset |
| Highland Associates Inc | NONE | $29,343 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $5,000 | not reported in the loaded dataset |