Wake Forest Baptist Medical Center 403(B) Retirement Savings Plan — Form 5500 plan (Wake Forest University Baptist Medical Center)
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, Wake Forest Baptist Medical Center 403(B) Retirement Savings Plan is a benefit plan reported by Wake Forest University Baptist Medical Center under EIN 51-0190238 and plan number 002. The latest loaded filing year is 2023. The filing reports 32,934 participants and $3,192,820,786 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wake Forest University Baptist Medical Center
- EIN
- 51-0190238
- Plan number
- 002
- Plan type
- 2
- Location
- Winston-Salem, NC
- Latest filing year
- 2023
- Participants
- 32,934
- End-of-year plan assets
- $3,192,820,786
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32,934 | H, C | 20250512135623NAL0038678370001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,192,820,786
- Net assets (EOY)
- $3,192,820,786
- Net assets (BOY)
- $2,676,072,314
Income & contributions
- Employer contributions
- $131,582,053
- Participant contributions
- $134,802,225
- Total contributions
- $277,256,985
- Total income / additions
- $702,874,343
Expenses & distributions
- Benefits paid
- $182,470,751
- Administrative expenses
- $1,714,997
- Total expenses
- $186,164,147
- Net increase / (decrease)
- $516,710,196
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $1,275,685 | $0 | 2023 |
| Tiaa Cref | RECORD KEEPER | $324,889 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $100,000 | not reported in the loaded dataset | 2023 |
| Butler & Burke Llp | AUDITOR | $14,250 | not reported in the loaded dataset | 2023 |
| Valic | BROKER | $1,176 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORD KEEPER | $173 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wake Forest University Baptist Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Winston-Salem, NC
- Transamerica Retirement Solutions — Schedule C compensation
- Tiaa Cref — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Butler & Burke Llp — Schedule C compensation
- Valic — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- National Financial Services — Schedule C compensation