2023 Form 5500 filing — Money Purchase Pension Plan Of Wake Forest University Health Sciences
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 20250409152959NAL0010990659001) for Money Purchase Pension Plan Of Wake Forest University Health Sciences, reported by Wake Forest University Health Sciences under EIN 22-3849199 and plan number 008. It reports 4,923 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409152959NAL0010990659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wake Forest University Health Sciences
- EIN
- 22-3849199
- Plan number
- 008
- Location
- Winston-Salem, NC
- Participants
- 4,923
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $503,650,953
- Net assets (EOY)
- $503,650,953
- Total income / additions
- $58,585,517
- Benefits paid
- $33,425,085
- Administrative expenses
- $168,461
- Total expenses
- $33,593,546
- Net increase / (decrease)
- $24,991,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Cref | RECORDKEEPER | $82,943 | $0 |
| Morgan Stanley | INVESTMENT ADVISORY | $50,000 | not reported in the loaded dataset |
| Morgan Stanley Global Bank | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $35,518 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |