Wakemed Pension Plan — Form 5500 plan (Wakemed)
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, Wakemed Pension Plan is a benefit plan reported by Wakemed under EIN 56-6017737 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,696 participants and $93,048,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wakemed
- EIN
- 56-6017737
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 3,696
- End-of-year plan assets
- $93,048,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,696 | H, C | 20241001084634NAL0011208768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,048,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,048,593
- Net assets (BOY)
- $87,656,478
Income & contributions
- Total contributions
- $0
- Total income / additions
- $12,563,623
Expenses & distributions
- Benefits paid
- $5,886,544
- Administrative expenses
- $1,284,964
- Total expenses
- $7,171,508
- Net increase / (decrease)
- $5,392,115
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $565,988 | not reported in the loaded dataset | 2023 |
| Barrow, Hanley, Mewhinney & Strauss | NONE | $160,781 | $0 | 2023 |
| Principal | NONE | $70,567 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management | NONE | $66,604 | not reported in the loaded dataset | 2023 |
| Csm Advisors | NONE | $31,853 | not reported in the loaded dataset | 2023 |
| Highland Associates Inc | NONE | $29,343 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wakemed
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Willis Towers Watson Us LLC — Schedule C compensation
- Barrow, Hanley, Mewhinney & Strauss — Schedule C compensation
- Principal — Schedule C compensation
- Jp Morgan Investment Management — Schedule C compensation
- Csm Advisors — Schedule C compensation
- Highland Associates Inc — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation