2023 Form 5500 filing — Wake Forest University Retirement 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 20241002150342NAL0015440240001) for Wake Forest University Retirement Plan, reported by Wake Forest University under EIN 56-0532138 and plan number 001. It reports 5,265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002150342NAL0015440240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wake Forest University
- EIN
- 56-0532138
- Plan number
- 001
- Location
- Winston Salem, NC
- Participants
- 5,265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $797,846,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $797,846,895
- Employer contributions
- $16,611,036
- Participant contributions
- $18,259,907
- Total income / additions
- $145,648,430
- Benefits paid
- $33,870,845
- Administrative expenses
- $443,014
- Total expenses
- $34,329,948
- Net increase / (decrease)
- $111,318,482
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $261,734 | $0 |
| Capfinancial Partners, LLC | NONE | $181,280 | not reported in the loaded dataset |