2023 Form 5500 filing — Wake Forest Baptist Medical Center 403(B) Retirement Savings 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 20250512135623NAL0038678370001) for Wake Forest Baptist Medical Center 403(B) Retirement Savings Plan, reported by Wake Forest University Baptist Medical Center under EIN 51-0190238 and plan number 002. It reports 32,934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2BReported net assets$3,192,820,786
Participants32.9K32,934
Provider compensation$1.7M7 Schedule C row(s)$1,716,173
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250512135623NAL0038678370001
Plan sponsor
Wake Forest University Baptist Medical Center
EIN
51-0190238
Plan number
002
Location
Winston-Salem, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.2B total assets
Net assets$3.2BLiabilities
Money in vs. money out
Total income / additions$702.9M
Total expenses$186.2M
Benefits paid / distributions$182.5M
Contributions
Employer$131.6M
Participant$134.8M
Full reported line items
Total assets (EOY)
$3,192,820,786
Net assets (EOY)
$3,192,820,786
Employer contributions
$131,582,053
Participant contributions
$134,802,225
Total income / additions
$702,874,343
Benefits paid
$182,470,751
Administrative expenses
$1,714,997
Total expenses
$186,164,147
Net increase / (decrease)
$516,710,196
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $1.3M · Indirect $0
  2. 2
    Tiaa Cref$324.9K
    RECORD KEEPER · Direct $324.9K · Indirect $0
  3. 3
    INVESTMENT ADVISOR · Direct $100K
  4. 4
    AUDITOR · Direct $14.3K
  5. 5
    Valic$1.2K
    BROKER · Direct $1.2K
  6. 6
    RECORD KEEPER · Direct $173 · Indirect $0
  7. 7
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250512135623NAL0038678370001 cover?
It is the 2023 Form 5500 filing for Wake Forest Baptist Medical Center 403(B) Retirement Savings Plan, reported by Wake Forest University Baptist Medical Center (EIN 51-0190238).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages