401k Plan data: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN plan

WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN
Plan identification number	002

WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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 BAPTIST MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name: WAKE FOREST BAPTIST MEDICAL CENTER

Employer identification number (EIN): 510190238

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about WAKE FOREST BAPTIST MEDICAL CENTER

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2017-03-07

Company Identification Number: F205228

Legal Registered Office Address: 4701 Cox Rd Ste 285

Glen Allen
United States of America (USA)
23060-6808

More information about WAKE FOREST BAPTIST MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 KATHY BUMGARNER
002 2016-01-01 MARC SEARS
002 2015-01-01 MARC SEARS
002 2014-01-01 MARC SEARS
002 2013-01-01 MARC SEARS
002 2012-01-01 FILED WITH AUTHORIZED SIGNATURE

Plan Statistics for WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 31,553
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 18,960
Number of retired or separated participants receiving benefits 2022-01-01 313
Number of other retired or separated participants entitled to future benefits 2022-01-01 13,431
Total of all active and inactive participants 2022-01-01 32,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 229
Total participants 2022-01-01 32,933
Number of participants with account balances 2022-01-01 32,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1,180
2021: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 31,258
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 20,031
Number of retired or separated participants receiving benefits 2021-01-01 266
Number of other retired or separated participants entitled to future benefits 2021-01-01 11,046
Total of all active and inactive participants 2021-01-01 31,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 210
Total participants 2021-01-01 31,553
Number of participants with account balances 2021-01-01 30,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1,522
2020: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 30,370
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 20,615
Number of retired or separated participants receiving benefits 2020-01-01 106
Number of other retired or separated participants entitled to future benefits 2020-01-01 10,363
Total of all active and inactive participants 2020-01-01 31,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 174
Total participants 2020-01-01 31,258
Number of participants with account balances 2020-01-01 30,552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1,223
2019: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 26,955
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 19,708
Number of retired or separated participants receiving benefits 2019-01-01 237
Number of other retired or separated participants entitled to future benefits 2019-01-01 10,024
Total of all active and inactive participants 2019-01-01 29,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 120
Total participants 2019-01-01 30,089
Number of participants with account balances 2019-01-01 30,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1,122
2018: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 22,375
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 18,912
Number of retired or separated participants receiving benefits 2018-01-01 179
Number of other retired or separated participants entitled to future benefits 2018-01-01 7,735
Total of all active and inactive participants 2018-01-01 26,826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 88
Total participants 2018-01-01 26,914
Number of participants with account balances 2018-01-01 26,745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1,023
2017: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 23,631
Number of retired or separated participants receiving benefits 2017-01-01 158
Number of other retired or separated participants entitled to future benefits 2017-01-01 6,458
Total of all active and inactive participants 2017-01-01 6,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 60
Total participants 2017-01-01 6,676
Number of participants with account balances 2017-01-01 22,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 261
2016: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 19,400
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14,934
Number of retired or separated participants receiving benefits 2016-01-01 123
Number of other retired or separated participants entitled to future benefits 2016-01-01 8,446
Total of all active and inactive participants 2016-01-01 23,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 128
Total participants 2016-01-01 23,631
Number of participants with account balances 2016-01-01 20,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1,490
2015: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 20,612
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12,702
Number of retired or separated participants receiving benefits 2015-01-01 105
Number of other retired or separated participants entitled to future benefits 2015-01-01 6,509
Total of all active and inactive participants 2015-01-01 19,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 74
Total participants 2015-01-01 19,390
Number of participants with account balances 2015-01-01 19,390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 657
2014: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 20,567
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14,156
Number of retired or separated participants receiving benefits 2014-01-01 117
Number of other retired or separated participants entitled to future benefits 2014-01-01 6,251
Total of all active and inactive participants 2014-01-01 20,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 68
Total participants 2014-01-01 20,592
Number of participants with account balances 2014-01-01 19,738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 216
2013: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 21,783
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13,929
Number of retired or separated participants receiving benefits 2013-01-01 99
Number of other retired or separated participants entitled to future benefits 2013-01-01 6,470
Total of all active and inactive participants 2013-01-01 20,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 63
Total participants 2013-01-01 20,561
Number of participants with account balances 2013-01-01 18,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 237
2012: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15,481
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8,489
Number of retired or separated participants receiving benefits 2012-01-01 64
Number of other retired or separated participants entitled to future benefits 2012-01-01 4,183
Total of all active and inactive participants 2012-01-01 12,736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 45
Total participants 2012-01-01 12,781
Number of participants with account balances 2012-01-01 12,781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 452

Measure	Date	Value
2022: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	31,553
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	18,960
Number of retired or separated participants receiving benefits	2022-01-01	313
Number of other retired or separated participants entitled to future benefits	2022-01-01	13,431
Total of all active and inactive participants	2022-01-01	32,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	229
Total participants	2022-01-01	32,933
Number of participants with account balances	2022-01-01	32,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1,180
2021: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	31,258
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	20,031
Number of retired or separated participants receiving benefits	2021-01-01	266
Number of other retired or separated participants entitled to future benefits	2021-01-01	11,046
Total of all active and inactive participants	2021-01-01	31,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	210
Total participants	2021-01-01	31,553
Number of participants with account balances	2021-01-01	30,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1,522
2020: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	30,370
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	20,615
Number of retired or separated participants receiving benefits	2020-01-01	106
Number of other retired or separated participants entitled to future benefits	2020-01-01	10,363
Total of all active and inactive participants	2020-01-01	31,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	174
Total participants	2020-01-01	31,258
Number of participants with account balances	2020-01-01	30,552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1,223
2019: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	26,955
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	19,708
Number of retired or separated participants receiving benefits	2019-01-01	237
Number of other retired or separated participants entitled to future benefits	2019-01-01	10,024
Total of all active and inactive participants	2019-01-01	29,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	120
Total participants	2019-01-01	30,089
Number of participants with account balances	2019-01-01	30,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1,122
2018: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	22,375
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	18,912
Number of retired or separated participants receiving benefits	2018-01-01	179
Number of other retired or separated participants entitled to future benefits	2018-01-01	7,735
Total of all active and inactive participants	2018-01-01	26,826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	88
Total participants	2018-01-01	26,914
Number of participants with account balances	2018-01-01	26,745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1,023
2017: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	23,631
Number of retired or separated participants receiving benefits	2017-01-01	158
Number of other retired or separated participants entitled to future benefits	2017-01-01	6,458
Total of all active and inactive participants	2017-01-01	6,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	60
Total participants	2017-01-01	6,676
Number of participants with account balances	2017-01-01	22,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	261
2016: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	19,400
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14,934
Number of retired or separated participants receiving benefits	2016-01-01	123
Number of other retired or separated participants entitled to future benefits	2016-01-01	8,446
Total of all active and inactive participants	2016-01-01	23,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	128
Total participants	2016-01-01	23,631
Number of participants with account balances	2016-01-01	20,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1,490
2015: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	20,612
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12,702
Number of retired or separated participants receiving benefits	2015-01-01	105
Number of other retired or separated participants entitled to future benefits	2015-01-01	6,509
Total of all active and inactive participants	2015-01-01	19,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	74
Total participants	2015-01-01	19,390
Number of participants with account balances	2015-01-01	19,390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	657
2014: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	20,567
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14,156
Number of retired or separated participants receiving benefits	2014-01-01	117
Number of other retired or separated participants entitled to future benefits	2014-01-01	6,251
Total of all active and inactive participants	2014-01-01	20,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	68
Total participants	2014-01-01	20,592
Number of participants with account balances	2014-01-01	19,738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	216
2013: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	21,783
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13,929
Number of retired or separated participants receiving benefits	2013-01-01	99
Number of other retired or separated participants entitled to future benefits	2013-01-01	6,470
Total of all active and inactive participants	2013-01-01	20,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	63
Total participants	2013-01-01	20,561
Number of participants with account balances	2013-01-01	18,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	237
2012: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15,481
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8,489
Number of retired or separated participants receiving benefits	2012-01-01	64
Number of other retired or separated participants entitled to future benefits	2012-01-01	4,183
Total of all active and inactive participants	2012-01-01	12,736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	45
Total participants	2012-01-01	12,781
Number of participants with account balances	2012-01-01	12,781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	452

Financial Data on WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-179,277,531
Total of all expenses incurred	2022-12-31	$178,196,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$175,174,523
Expenses. Certain deemed distributions of participant loans	2022-12-31	$961,575
Value of total corrective distributions	2022-12-31	$50,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$235,383,777
Value of total assets at end of year	2022-12-31	$2,676,072,314
Value of total assets at beginning of year	2022-12-31	$3,033,546,173
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,009,331
Total interest from all sources	2022-12-31	$13,614,843
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$49,806,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$49,806,515
Administrative expenses professional fees incurred	2022-12-31	$19,000
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$124,059,991
Participant contributions at end of year	2022-12-31	$15,077,604
Participant contributions at beginning of year	2022-12-31	$14,575,582
Participant contributions at end of year	2022-12-31	$2,554,872
Participant contributions at beginning of year	2022-12-31	$323,148
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$10,286,137
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$51,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$38,381
Other income not declared elsewhere	2022-12-31	$510,757
Administrative expenses (other) incurred	2022-12-31	$1,434,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-357,473,859
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,676,072,314
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,033,546,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$101,323
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,198,588,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,565,786,000
Value of interest in pooled separate accounts at end of year	2022-12-31	$13,822,175
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$13,728,472
Interest on participant loans	2022-12-31	$566,864
Interest earned on other investments	2022-12-31	$13,047,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$443,954,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$436,762,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-479,735,512
Net investment gain/loss from pooled separate accounts	2022-12-31	$1,142,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$101,037,649
Employer contributions (assets) at end of year	2022-12-31	$2,022,880
Employer contributions (assets) at beginning of year	2022-12-31	$2,331,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$175,174,523
Contract administrator fees	2022-12-31	$454,127
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BUTLER & BURKE, LLP
Accountancy firm EIN	2022-12-31	561138530
2021 : WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$597,654,282
Total of all expenses incurred	2021-12-31	$189,922,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$186,595,118
Expenses. Certain deemed distributions of participant loans	2021-12-31	$917,040
Value of total corrective distributions	2021-12-31	$20,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$224,444,040
Value of total assets at end of year	2021-12-31	$3,033,546,173
Value of total assets at beginning of year	2021-12-31	$2,625,814,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,390,236
Total interest from all sources	2021-12-31	$12,461,750
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$61,405,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$61,405,546
Administrative expenses professional fees incurred	2021-12-31	$18,500
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$113,314,941
Participant contributions at end of year	2021-12-31	$14,575,582
Participant contributions at beginning of year	2021-12-31	$13,533,539
Participant contributions at end of year	2021-12-31	$323,148
Participant contributions at beginning of year	2021-12-31	$15,290
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$9,489,675
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$38,381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$121,256
Administrative expenses (other) incurred	2021-12-31	$1,593,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$407,731,320
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,033,546,173
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,625,814,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$151,418
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,565,786,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,170,826,314
Value of interest in pooled separate accounts at end of year	2021-12-31	$13,728,472
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$12,440,648
Interest on participant loans	2021-12-31	$525,244
Interest earned on other investments	2021-12-31	$11,936,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$436,762,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$428,868,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$297,230,150
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,112,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$101,639,424
Employer contributions (assets) at end of year	2021-12-31	$2,331,691
Employer contributions (assets) at beginning of year	2021-12-31	$9,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$186,595,118
Contract administrator fees	2021-12-31	$626,844
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BUTLER & BURKE, LLP
Accountancy firm EIN	2021-12-31	561138530
2020 : WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$488,954,925
Total of all expenses incurred	2020-12-31	$171,402,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$167,864,531
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,428,722
Value of total corrective distributions	2020-12-31	$7,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$190,886,555
Value of total assets at end of year	2020-12-31	$2,625,814,853
Value of total assets at beginning of year	2020-12-31	$2,308,262,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,100,951
Total interest from all sources	2020-12-31	$13,273,560
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$50,663,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$50,663,999
Administrative expenses professional fees incurred	2020-12-31	$4,625
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$102,600,789
Participant contributions at end of year	2020-12-31	$13,533,539
Participant contributions at beginning of year	2020-12-31	$14,575,199
Participant contributions at end of year	2020-12-31	$15,290
Participant contributions at beginning of year	2020-12-31	$436
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,880,072
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$121,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$12,490
Administrative expenses (other) incurred	2020-12-31	$1,531,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$317,552,723
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,625,814,853
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,308,262,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$101,089
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,170,826,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,869,770,389
Value of interest in pooled separate accounts at end of year	2020-12-31	$12,440,648
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$15,017,492
Interest on participant loans	2020-12-31	$683,905
Interest earned on other investments	2020-12-31	$12,589,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$428,868,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$408,886,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$234,261,582
Net investment gain/loss from pooled separate accounts	2020-12-31	$-130,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$80,405,694
Employer contributions (assets) at end of year	2020-12-31	$9,263
Employer contributions (assets) at beginning of year	2020-12-31	$88
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$167,864,531
Contract administrator fees	2020-12-31	$463,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BUTLER AND BURKE, LLP
Accountancy firm EIN	2020-12-31	561138530
2019 : WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$592,625,180
Total of all expenses incurred	2019-12-31	$136,708,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$131,897,687
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,374,887
Value of total corrective distributions	2019-12-31	$40,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$231,054,265
Value of total assets at end of year	2019-12-31	$2,308,262,130
Value of total assets at beginning of year	2019-12-31	$1,852,345,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,395,844
Total interest from all sources	2019-12-31	$13,143,668
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$41,331,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$41,331,739
Administrative expenses professional fees incurred	2019-12-31	$18,500
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$98,886,393
Participant contributions at end of year	2019-12-31	$14,575,199
Participant contributions at beginning of year	2019-12-31	$15,758,631
Participant contributions at end of year	2019-12-31	$436
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$54,112,118
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$12,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$78,992
Other income not declared elsewhere	2019-12-31	$386,896
Administrative expenses (other) incurred	2019-12-31	$2,277,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$455,916,439
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,308,262,130
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,852,345,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$100,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,869,770,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,431,380,468
Value of interest in pooled separate accounts at end of year	2019-12-31	$15,017,492
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$14,686,472
Interest on participant loans	2019-12-31	$628,083
Interest earned on other investments	2019-12-31	$12,515,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$408,886,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$390,441,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$305,910,647
Net investment gain/loss from pooled separate accounts	2019-12-31	$797,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$78,055,754
Employer contributions (assets) at end of year	2019-12-31	$88
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$131,897,687
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BUTLER AND BURKE, LLP
Accountancy firm EIN	2019-12-31	561138530
2018 : WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$221,900,544
Total income from all sources (including contributions)	2018-12-31	$87,964,244
Total of all expenses incurred	2018-12-31	$132,214,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$131,135,520
Expenses. Certain deemed distributions of participant loans	2018-12-31	$852,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$185,639,627
Value of total assets at end of year	2018-12-31	$1,852,345,691
Value of total assets at beginning of year	2018-12-31	$1,674,695,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$226,559
Total interest from all sources	2018-12-31	$511,133
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$49,384,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$49,384,904
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$86,810,719
Participant contributions at end of year	2018-12-31	$15,758,631
Participant contributions at beginning of year	2018-12-31	$10,749,393
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$16,963,075
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$78,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$683,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-44,250,155
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,852,345,691
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,674,695,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$226,559
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,431,380,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,318,927,671
Value of interest in pooled separate accounts at end of year	2018-12-31	$14,686,472
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$14,736,741
Interest on participant loans	2018-12-31	$511,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$390,441,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$330,265,551
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$2,673,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-148,255,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$81,865,833
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$15,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$128,461,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BUTLER AND BURKE, LLP
Accountancy firm EIN	2018-12-31	561138530
2017 : WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$19,655,139
Total income from all sources (including contributions)	2017-12-31	$370,111,296
Total of all expenses incurred	2017-12-31	$82,592,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$82,332,142
Expenses. Certain deemed distributions of participant loans	2017-12-31	$160,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$159,995,584
Value of total assets at end of year	2017-12-31	$1,674,695,302
Value of total assets at beginning of year	2017-12-31	$1,367,521,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$100,356
Total interest from all sources	2017-12-31	$239,580
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$30,723,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$30,723,296
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$74,808,030
Participant contributions at end of year	2017-12-31	$10,749,393
Participant contributions at beginning of year	2017-12-31	$9,011,486
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$1,060,702
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$13,918,454
Other income not declared elsewhere	2017-12-31	$407,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$287,518,435
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,674,695,302
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,367,521,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$100,356
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,318,927,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,021,703,132
Value of interest in pooled separate accounts at end of year	2017-12-31	$14,736,741
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$14,865,343
Interest on participant loans	2017-12-31	$239,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$330,265,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$319,766,119
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$6,101,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$178,745,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$71,269,100
Employer contributions (assets) at end of year	2017-12-31	$15,946
Employer contributions (assets) at beginning of year	2017-12-31	$1,114,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$76,230,798
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BUTLER AND BURKE, LLP
Accountancy firm EIN	2017-12-31	561138530
2016 : WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$231,557,419
Total of all expenses incurred	2016-12-31	$75,167,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$72,055,848
Expenses. Certain deemed distributions of participant loans	2016-12-31	$693,061
Value of total corrective distributions	2016-12-31	$2,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$139,204,729
Value of total assets at end of year	2016-12-31	$1,367,521,728
Value of total assets at beginning of year	2016-12-31	$1,211,131,832
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,416,589
Total interest from all sources	2016-12-31	$10,140,944
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$19,441,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$19,441,946
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$66,594,396
Participant contributions at end of year	2016-12-31	$9,011,486
Participant contributions at beginning of year	2016-12-31	$8,376,174
Participant contributions at end of year	2016-12-31	$1,060,702
Participant contributions at beginning of year	2016-12-31	$940,602
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$11,222,297
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$21,700
Other income not declared elsewhere	2016-12-31	$947,500
Administrative expenses (other) incurred	2016-12-31	$2,314,799
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$156,389,896
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,367,521,728
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,211,131,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$100,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,021,703,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$880,693,949
Value of interest in pooled separate accounts at end of year	2016-12-31	$14,865,343
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$14,576,259
Interest on participant loans	2016-12-31	$171,730
Interest earned on other investments	2016-12-31	$9,969,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$319,766,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$305,759,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$61,073,088
Net investment gain/loss from pooled separate accounts	2016-12-31	$749,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$61,388,036
Employer contributions (assets) at end of year	2016-12-31	$1,114,946
Employer contributions (assets) at beginning of year	2016-12-31	$763,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$72,055,848
Contract administrator fees	2016-12-31	$1,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BUTLER AND BURKE, LLP
Accountancy firm EIN	2016-12-31	561138530
2015 : WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$112,145,598
Total of all expenses incurred	2015-12-31	$79,975,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$77,420,462
Expenses. Certain deemed distributions of participant loans	2015-12-31	$831,465
Value of total corrective distributions	2015-12-31	$196
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$105,793,740
Value of total assets at end of year	2015-12-31	$1,211,131,832
Value of total assets at beginning of year	2015-12-31	$1,178,961,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,722,999
Total interest from all sources	2015-12-31	$9,242,847
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$22,061,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$22,061,191
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$48,567,905
Participant contributions at end of year	2015-12-31	$8,376,174
Participant contributions at beginning of year	2015-12-31	$8,193,000
Participant contributions at end of year	2015-12-31	$940,602
Participant contributions at beginning of year	2015-12-31	$949,838
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$6,164,108
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$21,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$24,168
Other income not declared elsewhere	2015-12-31	$349,140
Administrative expenses (other) incurred	2015-12-31	$1,622,999
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$428,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$32,170,476
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,211,131,832
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,178,961,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$100,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$880,693,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$865,667,879
Value of interest in pooled separate accounts at end of year	2015-12-31	$14,576,259
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$13,978,250
Interest on participant loans	2015-12-31	$81,906
Interest earned on other investments	2015-12-31	$9,160,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$305,759,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$289,263,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-26,414,965
Net investment gain/loss from pooled separate accounts	2015-12-31	$1,113,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$51,061,727
Employer contributions (assets) at end of year	2015-12-31	$763,458
Employer contributions (assets) at beginning of year	2015-12-31	$456,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$77,420,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BUTLER AND BURKE, LLP
Accountancy firm EIN	2015-12-31	561138530
2014 : WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$152,682,697
Total of all expenses incurred	2014-12-31	$80,341,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$78,831,645
Expenses. Certain deemed distributions of participant loans	2014-12-31	$1,005,277
Value of total corrective distributions	2014-12-31	$2,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$89,429,536
Value of total assets at end of year	2014-12-31	$1,178,961,356
Value of total assets at beginning of year	2014-12-31	$1,106,620,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$502,387
Total interest from all sources	2014-12-31	$7,985,475
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$22,553,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$22,553,900
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$58,064,379
Participant contributions at end of year	2014-12-31	$8,193,000
Participant contributions at beginning of year	2014-12-31	$7,920,466
Participant contributions at end of year	2014-12-31	$949,838
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$10,429,473
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$24,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$338,477
Administrative expenses (other) incurred	2014-12-31	$352,387
Total non interest bearing cash at end of year	2014-12-31	$428,706
Total non interest bearing cash at beginning of year	2014-12-31	$216,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$72,340,836
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,178,961,356
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,106,620,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$150,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$865,667,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$797,146,603
Value of interest in pooled separate accounts at end of year	2014-12-31	$13,978,250
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$133,632,858
Interest on participant loans	2014-12-31	$68,129
Interest earned on other investments	2014-12-31	$7,917,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$289,263,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$166,333,135
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$1,809,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$29,304,192
Net investment gain/loss from pooled separate accounts	2014-12-31	$3,071,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$20,935,684
Employer contributions (assets) at end of year	2014-12-31	$456,364
Employer contributions (assets) at beginning of year	2014-12-31	$1,371,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$77,022,388
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BUTLER AND BURKE, LLP
Accountancy firm EIN	2014-12-31	561138530
2013 : WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$1,225,585
Total income from all sources (including contributions)	2013-12-31	$251,988,690
Total of all expenses incurred	2013-12-31	$75,444,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$75,430,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$100,949,185
Value of total assets at end of year	2013-12-31	$1,106,620,520
Value of total assets at beginning of year	2013-12-31	$928,850,803
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$13,769
Total interest from all sources	2013-12-31	$230,376
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$17,270,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$17,270,438
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$58,921,231
Participant contributions at end of year	2013-12-31	$7,920,466
Participant contributions at beginning of year	2013-12-31	$7,509,988
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$10,621,781
Other income not declared elsewhere	2013-12-31	$12,756
Administrative expenses (other) incurred	2013-12-31	$13,769
Total non interest bearing cash at end of year	2013-12-31	$216,178
Total non interest bearing cash at beginning of year	2013-12-31	$267,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$176,544,132
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,106,620,520
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$928,850,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$797,146,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$629,709,677
Value of interest in pooled separate accounts at end of year	2013-12-31	$133,632,858
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$128,131,284
Interest on participant loans	2013-12-31	$230,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$166,333,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$162,735,758
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$664,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$131,537,240
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,988,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$31,406,173
Employer contributions (assets) at end of year	2013-12-31	$1,371,280
Employer contributions (assets) at beginning of year	2013-12-31	$496,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$74,766,398
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BUTLER AND BURKE, LLP
Accountancy firm EIN	2013-12-31	561138530
2012 : WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$508,317,762
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$205,499,142
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$46,525,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$46,011,133
Expenses. Certain deemed distributions of participant loans	2012-12-31	$228,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$119,851,611
Value of total assets at end of year	2012-12-31	$928,850,803
Value of total assets at beginning of year	2012-12-31	$261,559,482
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$286,089
Total interest from all sources	2012-12-31	$6,400,763
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$11,676,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$11,676,272
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$59,201,706
Participant contributions at end of year	2012-12-31	$7,509,988
Participant contributions at beginning of year	2012-12-31	$7,345,434
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$7,964,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$653,285
Administrative expenses (other) incurred	2012-12-31	$129,986
Total non interest bearing cash at end of year	2012-12-31	$267,913
Total non interest bearing cash at beginning of year	2012-12-31	$74,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$158,973,559
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$928,850,803
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$261,559,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$154,023
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$629,709,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$162,552,219
Value of interest in pooled separate accounts at end of year	2012-12-31	$128,131,284
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$91,522,710
Interest on participant loans	2012-12-31	$265,662
Interest earned on other investments	2012-12-31	$6,135,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$162,735,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$7,012
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$339,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$64,081,143
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,836,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$52,685,695
Employer contributions (assets) at end of year	2012-12-31	$496,183
Employer contributions (assets) at beginning of year	2012-12-31	$57,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$45,671,626
Contract administrator fees	2012-12-31	$2,080
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BUTLER AND BURKE, LLP
Accountancy firm EIN	2012-12-31	561138530

Form 5500 Responses for WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN

2022: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	28134
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	28134
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 number

405780

Policy instance

Insurance contract or identification number	405780
Number of Individuals Covered	3244
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06030

Policy instance

Insurance contract or identification number	06030
Number of Individuals Covered	242
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $637
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $218
Insurance broker organization code?	3

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

745615-01

Policy instance

Insurance contract or identification number	745615-01
Number of Individuals Covered	9
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $185
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $185
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

64428

Policy instance

Insurance contract or identification number	64428
Number of Individuals Covered	25
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Contracts With Unallocated Funds Deposit Administration	1
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	28134
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	26322
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 number

405780

Policy instance

Insurance contract or identification number	405780
Number of Individuals Covered	3355
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06030

Policy instance

Insurance contract or identification number	06030
Number of Individuals Covered	251
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $715
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $234

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-751706

Policy instance

Insurance contract or identification number	GA-751706
Number of Individuals Covered	10
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $266
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $266
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

64428

Policy instance

Insurance contract or identification number	64428
Number of Individuals Covered	26
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Contracts With Unallocated Funds Deposit Administration	1
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	26322
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	26322
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	25908
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 number

405780

Policy instance

Insurance contract or identification number	405780
Number of Individuals Covered	3470
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06030

Policy instance

Insurance contract or identification number	06030
Number of Individuals Covered	261
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $623
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $395

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-751706

Policy instance

Insurance contract or identification number	GA-751706
Number of Individuals Covered	14
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $200
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $200
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

64428

Policy instance

Insurance contract or identification number	64428
Number of Individuals Covered	28
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Contracts With Unallocated Funds Deposit Administration	1
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	25908
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	25908
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	25306
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 number

405780

Policy instance

Insurance contract or identification number	405780
Number of Individuals Covered	3556
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06030

Policy instance

Insurance contract or identification number	06030
Number of Individuals Covered	271
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $701
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $455
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

64428

Policy instance

Insurance contract or identification number	64428
Number of Individuals Covered	28
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-751706

Policy instance

Insurance contract or identification number	GA-751706
Number of Individuals Covered	14
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $277
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $277
Insurance broker organization code?	3

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	25306
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	25306
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	22174
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

64428

Policy instance

Insurance contract or identification number	64428
Number of Individuals Covered	28
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-751706

Policy instance

Insurance contract or identification number	GA-751706
Number of Individuals Covered	16
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $308
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $308
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

101028

Policy instance

Insurance contract or identification number	101028
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06030

Policy instance

Insurance contract or identification number	06030
Number of Individuals Covered	279
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $721
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $400
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

405780

Policy instance

Insurance contract or identification number	405780
Number of Individuals Covered	3622
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	22174
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	19661
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06030

Policy instance

Insurance contract or identification number	06030
Number of Individuals Covered	290
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $757
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $533
Insurance broker organization code?	3
Insurance broker name	GREGORY CALVERT

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

405780

Policy instance

Insurance contract or identification number	405780
Number of Individuals Covered	1522
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 number

101028

Policy instance

Insurance contract or identification number	101028
Number of Individuals Covered	3108
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-751706

Policy instance

Insurance contract or identification number	GA-751706
Number of Individuals Covered	16
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

64428

Policy instance

Insurance contract or identification number	64428
Number of Individuals Covered	28
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Contracts With Unallocated Funds Deposit Administration	1
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	19661
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	14405
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06030

Policy instance

Insurance contract or identification number	06030
Number of Individuals Covered	303
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $694
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $502
Insurance broker organization code?	3
Insurance broker name	GREGORY CALVERT

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

101028

Policy instance

Insurance contract or identification number	101028
Number of Individuals Covered	3395
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-751706

Policy instance

Insurance contract or identification number	GA-751706
Number of Individuals Covered	19
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 number

405780

Policy instance

Insurance contract or identification number	405780
Number of Individuals Covered	1381
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	14405
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

64428

Policy instance

Insurance contract or identification number	64428
Number of Individuals Covered	31
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Contracts With Unallocated Funds Deposit Administration	1
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	14637
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

64428

Policy instance

Insurance contract or identification number	64428
Number of Individuals Covered	32
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-751706

Policy instance

Insurance contract or identification number	GA-751706
Number of Individuals Covered	21
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 number

101028

Policy instance

Insurance contract or identification number	101028
Number of Individuals Covered	3571
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06030

Policy instance

Insurance contract or identification number	06030
Number of Individuals Covered	324
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,375
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $984
Insurance broker organization code?	3
Insurance broker name	DAVID R KORNEGAY

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

405780

Policy instance

Insurance contract or identification number	405780
Number of Individuals Covered	1344
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 number

405780

Policy instance

Insurance contract or identification number	405780
Number of Individuals Covered	1325
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	14011
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 number

101028

Policy instance

Insurance contract or identification number	101028
Number of Individuals Covered	3743
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06030

Policy instance

Insurance contract or identification number	06030
Number of Individuals Covered	346
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,259
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $887
Insurance broker organization code?	3
Insurance broker name	DAVID R KORNEGAY

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-751706

Policy instance

Insurance contract or identification number	GA-751706
Number of Individuals Covered	20561
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
Insurance broker name	WELLS FARGO ADVISORS INS AGY CENTER

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

101028

Policy instance

Insurance contract or identification number	101028
Number of Individuals Covered	3918
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06030

Policy instance

Insurance contract or identification number	06030
Number of Individuals Covered	368
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

405780

Policy instance

Insurance contract or identification number	405780
Number of Individuals Covered	4377
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

TT069340

Policy instance

Insurance contract or identification number	TT069340
Number of Individuals Covered	13456
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Company Name:	WAKE FOREST BAPTIST MEDICAL CENTER
Employer identification number (EIN):	510190238
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2017-03-07
Company Identification Number:	F205228
Legal Registered Office Address:	4701 Cox Rd Ste 285 Glen Allen United States of America (USA) 23060-6808