Money Purchase Pension Plan Of Wake Forest University Health Sciences — Form 5500 plan (Wake Forest University Health Sciences)
Plain-English plan 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, Money Purchase Pension Plan Of Wake Forest University Health Sciences is a benefit plan reported by Wake Forest University Health Sciences under EIN 22-3849199 and plan number 008. The latest loaded filing year is 2023. The filing reports 4,923 participants and $503,650,953 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wake Forest University Health Sciences
- EIN
- 22-3849199
- Plan number
- 008
- Plan type
- 2
- Location
- Winston-Salem, NC
- Latest filing year
- 2023
- Participants
- 4,923
- End-of-year plan assets
- $503,650,953
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,923 | H, C | 20250409152959NAL0010990659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $503,650,953
- Net assets (EOY)
- $503,650,953
- Net assets (BOY)
- $478,658,982
Income & contributions
- Total income / additions
- $58,585,517
Expenses & distributions
- Benefits paid
- $33,425,085
- Administrative expenses
- $168,461
- Total expenses
- $33,593,546
- Net increase / (decrease)
- $24,991,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Cref | RECORDKEEPER | $82,943 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISORY | $50,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Bank | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $35,518 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wake Forest University Health Sciences
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Winston-Salem, NC
- Tiaa-Cref — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Morgan Stanley Global Bank — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation