Logo

MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 401k Plan overview

Plan NameMONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES
Plan identification number 008

MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WAKE FOREST UNIVERSITY HEALTH SCIENCES has sponsored the creation of one or more 401k plans.

Company Name:WAKE FOREST UNIVERSITY HEALTH SCIENCES
Employer identification number (EIN):223849199
NAIC Classification:611000

Additional information about WAKE FOREST UNIVERSITY HEALTH SCIENCES

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0610112

More information about WAKE FOREST UNIVERSITY HEALTH SCIENCES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-07-01
0082021-07-01
0082020-07-01
0082019-07-01
0082019-07-01
0082018-07-01
0082017-07-01KATHY BUMGARNER
0082016-07-01KATHY BUMGARNER
0082015-07-01MARC SEARS
0082014-07-01MARC SEARS
0082013-07-01MARC SEARS
0082012-07-01FILED WITH AUTHORIZED SIGNATURE
0082011-07-01J. MARC SEARS, DIR OF BENEFITS ADM
0082010-07-01J. MARC SEARS, DIR OF BENEFITS ADM J. MARC SEARS, DIR OF BENEFITS ADM2012-04-11
0082009-07-01J. MARC SEARS, DIR OF BENEFITS ADM J. MARC SEARS, DIR OF BENEFITS ADM2011-04-12
0082008-07-01J. MARC SEARS, DIR OF BENEFITS ADM J. MARC SEARS, DIR OF BENEFITS ADM2011-04-12

Plan Statistics for MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES

401k plan membership statisitcs for MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES

Measure Date Value
2022: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2022 401k membership
Total participants, beginning-of-year2022-07-015,256
Total number of active participants reported on line 7a of the Form 55002022-07-012,131
Number of retired or separated participants receiving benefits2022-07-0130
Number of other retired or separated participants entitled to future benefits2022-07-012,719
Total of all active and inactive participants2022-07-014,880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-0143
Total participants2022-07-014,923
Number of participants with account balances2022-07-014,923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2021 401k membership
Total participants, beginning-of-year2021-07-015,473
Total number of active participants reported on line 7a of the Form 55002021-07-012,393
Number of retired or separated participants receiving benefits2021-07-0125
Number of other retired or separated participants entitled to future benefits2021-07-012,794
Total of all active and inactive participants2021-07-015,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0144
Total participants2021-07-015,256
Number of participants with account balances2021-07-015,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2020 401k membership
Total participants, beginning-of-year2020-07-015,437
Total number of active participants reported on line 7a of the Form 55002020-07-012,596
Number of retired or separated participants receiving benefits2020-07-018
Number of other retired or separated participants entitled to future benefits2020-07-012,835
Total of all active and inactive participants2020-07-015,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0134
Total participants2020-07-015,473
Number of participants with account balances2020-07-015,473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2019 401k membership
Total participants, beginning-of-year2019-07-015,585
Total number of active participants reported on line 7a of the Form 55002019-07-012,580
Number of retired or separated participants receiving benefits2019-07-0116
Number of other retired or separated participants entitled to future benefits2019-07-012,836
Total of all active and inactive participants2019-07-015,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-015
Total participants2019-07-015,437
Number of participants with account balances2019-07-015,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2018 401k membership
Total participants, beginning-of-year2018-07-015,864
Total number of active participants reported on line 7a of the Form 55002018-07-012,629
Number of retired or separated participants receiving benefits2018-07-0116
Number of other retired or separated participants entitled to future benefits2018-07-012,935
Total of all active and inactive participants2018-07-015,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-015
Total participants2018-07-015,585
Number of participants with account balances2018-07-015,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2017 401k membership
Total participants, beginning-of-year2017-07-015,889
Total number of active participants reported on line 7a of the Form 55002017-07-012,747
Number of retired or separated participants receiving benefits2017-07-0115
Number of other retired or separated participants entitled to future benefits2017-07-013,096
Total of all active and inactive participants2017-07-015,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-016
Total participants2017-07-015,864
Number of participants with account balances2017-07-015,864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2016 401k membership
Total participants, beginning-of-year2016-07-016,036
Total number of active participants reported on line 7a of the Form 55002016-07-012,988
Number of retired or separated participants receiving benefits2016-07-0111
Number of other retired or separated participants entitled to future benefits2016-07-012,887
Total of all active and inactive participants2016-07-015,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-015,889
Number of participants with account balances2016-07-015,889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2015 401k membership
Total participants, beginning-of-year2015-07-016,574
Total number of active participants reported on line 7a of the Form 55002015-07-013,141
Number of retired or separated participants receiving benefits2015-07-0110
Number of other retired or separated participants entitled to future benefits2015-07-012,872
Total of all active and inactive participants2015-07-016,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0113
Total participants2015-07-016,036
Number of participants with account balances2015-07-016,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2014 401k membership
Total participants, beginning-of-year2014-07-016,556
Total number of active participants reported on line 7a of the Form 55002014-07-013,484
Number of retired or separated participants receiving benefits2014-07-019
Number of other retired or separated participants entitled to future benefits2014-07-013,060
Total of all active and inactive participants2014-07-016,553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0121
Total participants2014-07-016,574
Number of participants with account balances2014-07-016,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2013 401k membership
Total participants, beginning-of-year2013-07-017,185
Total number of active participants reported on line 7a of the Form 55002013-07-014,045
Number of retired or separated participants receiving benefits2013-07-017
Number of other retired or separated participants entitled to future benefits2013-07-012,489
Total of all active and inactive participants2013-07-016,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0115
Total participants2013-07-016,556
Number of participants with account balances2013-07-016,556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2012 401k membership
Total participants, beginning-of-year2012-07-019,193
Total number of active participants reported on line 7a of the Form 55002012-07-014,921
Number of retired or separated participants receiving benefits2012-07-013
Number of other retired or separated participants entitled to future benefits2012-07-012,245
Total of all active and inactive participants2012-07-017,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0116
Total participants2012-07-017,185
Number of participants with account balances2012-07-015,092
2011: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2011 401k membership
Total participants, beginning-of-year2011-07-018,936
Total number of active participants reported on line 7a of the Form 55002011-07-014,612
Number of retired or separated participants receiving benefits2011-07-01723
Number of other retired or separated participants entitled to future benefits2011-07-013,858
Total of all active and inactive participants2011-07-019,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-019,193
Number of participants with account balances2011-07-017,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0174
Number of employers contributing to the scheme2011-07-01127
2010: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2010 401k membership
Total participants, beginning-of-year2010-07-018,560
Total number of active participants reported on line 7a of the Form 55002010-07-014,533
Number of retired or separated participants receiving benefits2010-07-01721
Number of other retired or separated participants entitled to future benefits2010-07-013,682
Total of all active and inactive participants2010-07-018,936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-018,936
Number of participants with account balances2010-07-017,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-01167
2009: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2009 401k membership
Total participants, beginning-of-year2009-07-016,546
Total number of active participants reported on line 7a of the Form 55002009-07-014,497
Number of retired or separated participants receiving benefits2009-07-01729
Number of other retired or separated participants entitled to future benefits2009-07-013,334
Total of all active and inactive participants2009-07-018,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-018,560
Number of participants with account balances2009-07-017,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-01123
2008: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2008 401k membership
Total participants, beginning-of-year2008-07-017,992
Total number of active participants reported on line 7a of the Form 55002008-07-014,499
Number of retired or separated participants receiving benefits2008-07-01729
Number of other retired or separated participants entitled to future benefits2008-07-013,103
Total of all active and inactive participants2008-07-018,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-018,331
Number of participants with account balances2008-07-016,546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-01125

Financial Data on MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES

Measure Date Value
2023 : MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2023 401k financial data
Total income from all sources (including contributions)2023-06-30$46,133,536
Total of all expenses incurred2023-06-30$25,672,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$25,459,513
Value of total assets at end of year2023-06-30$478,658,982
Value of total assets at beginning of year2023-06-30$458,198,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$213,094
Total interest from all sources2023-06-30$6,097,683
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$6,407,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$6,407,364
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$5,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Other income not declared elsewhere2023-06-30$310,222
Administrative expenses (other) incurred2023-06-30$52,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$20,460,929
Value of net assets at end of year (total assets less liabilities)2023-06-30$478,658,982
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$458,198,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$160,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$330,434,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$305,885,825
Value of interest in pooled separate accounts at end of year2023-06-30$10,338,298
Value of interest in pooled separate accounts at beginning of year2023-06-30$12,426,035
Interest earned on other investments2023-06-30$6,097,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$137,885,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$139,886,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$34,374,458
Net investment gain/loss from pooled separate accounts2023-06-30$-1,056,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$25,459,513
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30No
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BUTLER & BURKE, LLP
Accountancy firm EIN2023-06-30561138530
2022 : MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-45,889,179
Total of all expenses incurred2022-06-30$30,331,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$30,114,802
Value of total assets at end of year2022-06-30$458,198,053
Value of total assets at beginning of year2022-06-30$534,418,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$216,854
Total interest from all sources2022-06-30$5,083,772
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$9,575,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$9,575,304
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$5,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Funding deficiency by the employer to the plan for this plan year2022-06-30$0
Minimum employer required contribution for this plan year2022-06-30$0
Amount contributed by the employer to the plan for this plan year2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Other income not declared elsewhere2022-06-30$397,528
Administrative expenses (other) incurred2022-06-30$66,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-76,220,835
Value of net assets at end of year (total assets less liabilities)2022-06-30$458,198,053
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$534,418,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$150,813
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$305,885,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$383,398,571
Value of interest in pooled separate accounts at end of year2022-06-30$12,426,035
Value of interest in pooled separate accounts at beginning of year2022-06-30$10,439,781
Interest earned on other investments2022-06-30$5,083,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$139,886,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$140,580,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-63,337,092
Net investment gain/loss from pooled separate accounts2022-06-30$2,391,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$30,114,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BUTLER & BURKE, LLP
Accountancy firm EIN2022-06-30561138530
2021 : MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$105,528,017
Total of all expenses incurred2021-06-30$27,923,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$27,642,749
Value of total assets at end of year2021-06-30$534,418,888
Value of total assets at beginning of year2021-06-30$456,814,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$280,547
Total interest from all sources2021-06-30$5,316,716
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$3,841,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$3,841,576
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$5,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$0
Amount contributed by the employer to the plan for this plan year2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Other income not declared elsewhere2021-06-30$312,952
Administrative expenses (other) incurred2021-06-30$180,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$77,604,721
Value of net assets at end of year (total assets less liabilities)2021-06-30$534,418,888
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$456,814,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$100,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$383,398,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$304,757,438
Value of interest in pooled separate accounts at end of year2021-06-30$10,439,781
Value of interest in pooled separate accounts at beginning of year2021-06-30$10,149,593
Interest earned on other investments2021-06-30$5,316,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$140,580,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$141,907,136
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$2,673,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$95,399,463
Net investment gain/loss from pooled separate accounts2021-06-30$657,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$24,969,420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BUTLER & BURKE, LLP
Accountancy firm EIN2021-06-30561138530
2020 : MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$1,719,276
Total unrealized appreciation/depreciation of assets2020-06-30$1,719,276
Total transfer of assets to this plan2020-06-30$7,247
Total income from all sources (including contributions)2020-06-30$16,329,589
Total of all expenses incurred2020-06-30$25,369,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$25,109,478
Value of total assets at end of year2020-06-30$456,814,167
Value of total assets at beginning of year2020-06-30$465,854,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$260,036
Total interest from all sources2020-06-30$3,945,285
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$6,950,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$6,950,823
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$5,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Other income not declared elsewhere2020-06-30$277,106
Administrative expenses (other) incurred2020-06-30$160,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-9,039,925
Value of net assets at end of year (total assets less liabilities)2020-06-30$456,814,167
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$465,854,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$100,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$304,757,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$314,491,925
Value of interest in pooled separate accounts at end of year2020-06-30$10,149,593
Value of interest in pooled separate accounts at beginning of year2020-06-30$10,795,512
Interest earned on other investments2020-06-30$3,945,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$141,907,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$140,566,655
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$1,602,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$3,028,103
Net investment gain/loss from pooled separate accounts2020-06-30$408,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$23,506,712
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BUTLER & BURKE, LLP
Accountancy firm EIN2020-06-30561138530
2019 : MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$23,753,815
Total of all expenses incurred2019-06-30$25,911,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$25,613,103
Value of total assets at end of year2019-06-30$465,854,092
Value of total assets at beginning of year2019-06-30$468,012,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$298,868
Total interest from all sources2019-06-30$10,463,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$5,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$0
Amount contributed by the employer to the plan for this plan year2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Other income not declared elsewhere2019-06-30$286,071
Administrative expenses (other) incurred2019-06-30$298,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-2,158,156
Value of net assets at end of year (total assets less liabilities)2019-06-30$465,854,092
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$468,012,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$314,491,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$319,774,213
Value of interest in pooled separate accounts at end of year2019-06-30$10,795,512
Value of interest in pooled separate accounts at beginning of year2019-06-30$10,243,908
Interest earned on other investments2019-06-30$10,463,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$140,566,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$137,994,127
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$2,702,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$13,003,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$22,910,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BUTLER & BURKE, LLP
Accountancy firm EIN2019-06-30561138530
2018 : MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$37,886,907
Total of all expenses incurred2018-06-30$23,690,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$23,580,309
Value of total assets at end of year2018-06-30$468,012,248
Value of total assets at beginning of year2018-06-30$453,815,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$110,105
Total interest from all sources2018-06-30$7,889,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$5,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$0
Amount contributed by the employer to the plan for this plan year2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Other income not declared elsewhere2018-06-30$314,868
Administrative expenses (other) incurred2018-06-30$110,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$14,196,493
Value of net assets at end of year (total assets less liabilities)2018-06-30$468,012,248
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$453,815,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$319,774,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$306,316,018
Value of interest in pooled separate accounts at end of year2018-06-30$10,243,908
Value of interest in pooled separate accounts at beginning of year2018-06-30$10,131,432
Interest earned on other investments2018-06-30$7,889,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$137,994,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$137,368,305
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$1,216,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$29,682,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$22,363,836
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BUTLER & BURKE, LLP
Accountancy firm EIN2018-06-30561138530
2017 : MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$47,269,990
Total of all expenses incurred2017-06-30$22,252,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$22,010,038
Value of total assets at end of year2017-06-30$453,815,755
Value of total assets at beginning of year2017-06-30$428,797,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$242,061
Total interest from all sources2017-06-30$5,854,733
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$4,664,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$4,664,874
Administrative expenses professional fees incurred2017-06-30$12,500
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$5,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Other income not declared elsewhere2017-06-30$229,408
Administrative expenses (other) incurred2017-06-30$179,561
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$25,017,891
Value of net assets at end of year (total assets less liabilities)2017-06-30$453,815,755
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$428,797,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$306,316,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$282,095,485
Value of interest in pooled separate accounts at end of year2017-06-30$10,131,432
Value of interest in pooled separate accounts at beginning of year2017-06-30$9,980,610
Interest earned on other investments2017-06-30$5,854,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$137,368,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$136,721,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$36,135,451
Net investment gain/loss from pooled separate accounts2017-06-30$385,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$22,010,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BUTLER & BURKE, LLP
Accountancy firm EIN2017-06-30561138530
2016 : MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$4,755,016
Total of all expenses incurred2016-06-30$22,330,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$22,280,126
Value of total assets at end of year2016-06-30$428,797,864
Value of total assets at beginning of year2016-06-30$446,373,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$50,417
Total interest from all sources2016-06-30$1,618,345
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$6,211,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$6,211,334
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$5,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$0
Amount contributed by the employer to the plan for this plan year2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Other income not declared elsewhere2016-06-30$299,753
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$102,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-17,575,527
Value of net assets at end of year (total assets less liabilities)2016-06-30$428,797,864
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$446,373,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$50,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$282,095,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$301,799,532
Value of interest in pooled separate accounts at end of year2016-06-30$9,980,610
Value of interest in pooled separate accounts at beginning of year2016-06-30$9,437,050
Interest earned on other investments2016-06-30$1,618,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$136,721,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$135,034,747
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$1,178,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-4,030,698
Net investment gain/loss from pooled separate accounts2016-06-30$656,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$21,101,904
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BUTLER & BURKE, LLP
Accountancy firm EIN2016-06-30561138530
2015 : MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$18,413,349
Total of all expenses incurred2015-06-30$26,905,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$25,297,801
Value of total assets at end of year2015-06-30$446,373,391
Value of total assets at beginning of year2015-06-30$454,865,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,607,830
Total interest from all sources2015-06-30$5,609,386
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$6,955,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$6,955,262
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$5,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Other income not declared elsewhere2015-06-30$217,195
Administrative expenses (other) incurred2015-06-30$1,557,830
Total non interest bearing cash at end of year2015-06-30$102,062
Total non interest bearing cash at beginning of year2015-06-30$80,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-8,492,282
Value of net assets at end of year (total assets less liabilities)2015-06-30$446,373,391
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$454,865,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$301,799,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$312,259,844
Value of interest in pooled separate accounts at end of year2015-06-30$9,437,050
Value of interest in pooled separate accounts at beginning of year2015-06-30$14,352,629
Interest earned on other investments2015-06-30$5,609,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$135,034,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$128,172,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$4,690,607
Net investment gain/loss from pooled separate accounts2015-06-30$940,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$25,297,801
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BUTLER & BURKE LLP
Accountancy firm EIN2015-06-30561138530
2014 : MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$59,657,335
Total of all expenses incurred2014-06-30$23,166,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$21,682,949
Value of total assets at end of year2014-06-30$454,865,673
Value of total assets at beginning of year2014-06-30$418,375,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,483,925
Total interest from all sources2014-06-30$5,422,089
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$6,145,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$6,145,029
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Other income not declared elsewhere2014-06-30$187,827
Administrative expenses (other) incurred2014-06-30$1,423,925
Total non interest bearing cash at end of year2014-06-30$80,203
Total non interest bearing cash at beginning of year2014-06-30$69,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$36,490,461
Value of net assets at end of year (total assets less liabilities)2014-06-30$454,865,673
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$418,375,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$312,259,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$278,846,670
Value of interest in pooled separate accounts at end of year2014-06-30$14,352,629
Value of interest in pooled separate accounts at beginning of year2014-06-30$12,966,934
Interest earned on other investments2014-06-30$5,422,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$128,172,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$126,491,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$46,982,412
Net investment gain/loss from pooled separate accounts2014-06-30$919,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$21,682,949
Contract administrator fees2014-06-30$10,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BUTLER & BURKE LLP
Accountancy firm EIN2014-06-30561138530
2013 : MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$42,801,241
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$22,750,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$22,645,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$13,535
Value of total assets at end of year2013-06-30$418,375,212
Value of total assets at beginning of year2013-06-30$398,324,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$104,659
Total interest from all sources2013-06-30$5,119,223
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$4,146,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$4,146,854
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Other income not declared elsewhere2013-06-30$25,194
Administrative expenses (other) incurred2013-06-30$2
Total non interest bearing cash at end of year2013-06-30$69,612
Total non interest bearing cash at beginning of year2013-06-30$35,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$20,050,764
Value of net assets at end of year (total assets less liabilities)2013-06-30$418,375,212
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$398,324,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$104,655
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$278,846,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$261,269,769
Value of interest in pooled separate accounts at end of year2013-06-30$12,966,934
Value of interest in pooled separate accounts at beginning of year2013-06-30$12,821,595
Interest earned on other investments2013-06-30$5,119,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$126,491,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$124,197,956
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$554,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$32,805,136
Net investment gain/loss from pooled separate accounts2013-06-30$691,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$13,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$22,091,067
Contract administrator fees2013-06-30$2
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BUTLER & BURKE LLP
Accountancy firm EIN2013-06-30561138530
2012 : MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$17,309,846
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$19,728,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$19,728,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$13,229,116
Value of total assets at end of year2012-06-30$398,324,448
Value of total assets at beginning of year2012-06-30$400,743,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$3,737,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$3,737,900
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$13,081,051
Amount contributed by the employer to the plan for this plan year2012-06-30$13,081,051
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$148,065
Other income not declared elsewhere2012-06-30$4,388,053
Total non interest bearing cash at end of year2012-06-30$35,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-2,418,665
Value of net assets at end of year (total assets less liabilities)2012-06-30$398,324,448
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$400,743,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$261,269,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$275,006,669
Value of interest in pooled separate accounts at end of year2012-06-30$12,821,595
Value of interest in pooled separate accounts at beginning of year2012-06-30$5,829,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$124,197,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$119,713,798
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$750,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-4,726,316
Net investment gain/loss from pooled separate accounts2012-06-30$681,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$13,081,051
Employer contributions (assets) at beginning of year2012-06-30$192,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$18,977,924
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BUTLER & BURKE LLP
Accountancy firm EIN2012-06-30561138530
2011 : MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$83,633,825
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$13,073,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$13,073,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$23,671,434
Value of total assets at end of year2011-06-30$400,743,113
Value of total assets at beginning of year2011-06-30$330,182,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$4,627,082
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$2,123,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$2,123,214
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$23,641,354
Amount contributed by the employer to the plan for this plan year2011-06-30$23,641,354
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$30,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$70,560,678
Value of net assets at end of year (total assets less liabilities)2011-06-30$400,743,113
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$330,182,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$275,006,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$210,215,752
Value of interest in pooled separate accounts at end of year2011-06-30$5,829,994
Value of interest in pooled separate accounts at beginning of year2011-06-30$4,075,007
Interest earned on other investments2011-06-30$4,627,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$119,713,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$115,671,061
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$1,305,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$52,357,862
Net investment gain/loss from pooled separate accounts2011-06-30$854,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$23,641,354
Employer contributions (assets) at end of year2011-06-30$192,652
Employer contributions (assets) at beginning of year2011-06-30$220,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$11,767,448
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BUTLER & BURKE LLP
Accountancy firm EIN2011-06-30561138530
2010 : MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$21,999,131
Amount contributed by the employer to the plan for this plan year2010-06-30$21,999,131
2009 : MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-06-30$0
Funding deficiency by the employer to the plan for this plan year2009-06-30$0
Minimum employer required contribution for this plan year2009-06-30$20,155,182
Amount contributed by the employer to the plan for this plan year2009-06-30$20,155,182

Form 5500 Responses for MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES

2022: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080460
Policy instance 3
Insurance contract or identification numberTT080460
Number of Individuals Covered1209
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080460
Policy instance 2
Insurance contract or identification numberTT080460
Number of Individuals Covered1209
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405779
Policy instance 1
Insurance contract or identification number405779
Number of Individuals Covered2917
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080460
Policy instance 3
Insurance contract or identification numberTT080460
Number of Individuals Covered1273
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080460
Policy instance 2
Insurance contract or identification numberTT080460
Number of Individuals Covered1273
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405779
Policy instance 1
Insurance contract or identification number405779
Number of Individuals Covered3022
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405779
Policy instance 1
Insurance contract or identification number405779
Number of Individuals Covered3139
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080460
Policy instance 2
Insurance contract or identification numberTT080460
Number of Individuals Covered1313
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080460
Policy instance 3
Insurance contract or identification numberTT080460
Number of Individuals Covered1313
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405779
Policy instance 1
Insurance contract or identification number405779
Number of Individuals Covered3255
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080460
Policy instance 2
Insurance contract or identification numberTT080460
Number of Individuals Covered1377
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080460
Policy instance 3
Insurance contract or identification numberTT080460
Number of Individuals Covered1377
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101027
Policy instance 1
Insurance contract or identification number101027
Number of Individuals Covered0
Insurance policy start date2018-07-01
Insurance policy end date2018-07-01
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405779
Policy instance 2
Insurance contract or identification number405779
Number of Individuals Covered3357
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080460
Policy instance 3
Insurance contract or identification numberTT080460
Number of Individuals Covered1406
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080460
Policy instance 4
Insurance contract or identification numberTT080460
Number of Individuals Covered1406
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080460
Policy instance 4
Insurance contract or identification numberTT080460
Number of Individuals Covered1462
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080460
Policy instance 3
Insurance contract or identification numberTT080460
Number of Individuals Covered1462
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405779
Policy instance 2
Insurance contract or identification number405779
Number of Individuals Covered323
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101027
Policy instance 1
Insurance contract or identification number101027
Number of Individuals Covered3315
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080460
Policy instance 4
Insurance contract or identification numberTT080460
Number of Individuals Covered1565
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080460
Policy instance 3
Insurance contract or identification numberTT080460
Number of Individuals Covered1565
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405779
Policy instance 2
Insurance contract or identification number405779
Number of Individuals Covered286
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101027
Policy instance 1
Insurance contract or identification number101027
Number of Individuals Covered3541
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101027
Policy instance 1
Insurance contract or identification number101027
Number of Individuals Covered3670
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405779
Policy instance 2
Insurance contract or identification number405779
Number of Individuals Covered254
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080460
Policy instance 3
Insurance contract or identification numberTT080460
Number of Individuals Covered0
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080460
Policy instance 4
Insurance contract or identification numberTT080460
Number of Individuals Covered286
Insurance policy start date2014-10-01
Insurance policy end date2015-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080460
Policy instance 3
Insurance contract or identification numberTT080460
Number of Individuals Covered1751
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405779
Policy instance 2
Insurance contract or identification number405779
Number of Individuals Covered247
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101027
Policy instance 1
Insurance contract or identification number101027
Number of Individuals Covered3792
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080460
Policy instance 2
Insurance contract or identification numberTT080460
Number of Individuals Covered1821
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101027*
Policy instance 1
Insurance contract or identification number101027*
Number of Individuals Covered5995
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101027
Policy instance 1
Insurance contract or identification number101027
Number of Individuals Covered6275
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080460
Policy instance 2
Insurance contract or identification numberTT080460
Number of Individuals Covered1922
Insurance policy start date2012-01-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101027
Policy instance 1
Insurance contract or identification number101027
Number of Individuals Covered5413
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1