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WAKEMED RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameWAKEMED RETIREMENT SAVINGS PLAN
Plan identification number 002

WAKEMED RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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)(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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

WAKEMED has sponsored the creation of one or more 401k plans.

Company Name:WAKEMED
Employer identification number (EIN):566017737
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAKEMED RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SHARON M. PARRO
0022016-01-01POLLY BOOHER
0022015-01-01POLLY BOOHER
0022014-01-01POLLY BOOHER
0022013-01-01POLLY BOOHER
0022012-01-01POLLY BOOHER
0022011-01-01POLLY BOOHER
0022010-01-01POLLY BOOHER
0022009-01-01ELLEN JEFFERSON-KEARNEY

Plan Statistics for WAKEMED RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WAKEMED RETIREMENT SAVINGS PLAN

Measure Date Value
2022: WAKEMED RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0115,088
Total number of active participants reported on line 7a of the Form 55002022-01-0111,758
Number of retired or separated participants receiving benefits2022-01-01497
Number of other retired or separated participants entitled to future benefits2022-01-014,269
Total of all active and inactive participants2022-01-0116,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-0116,531
Number of participants with account balances2022-01-0116,453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,243
2021: WAKEMED RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0114,315
Total number of active participants reported on line 7a of the Form 55002021-01-0111,689
Number of retired or separated participants receiving benefits2021-01-01230
Number of other retired or separated participants entitled to future benefits2021-01-013,164
Total of all active and inactive participants2021-01-0115,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-0115,088
Number of participants with account balances2021-01-0114,960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01911
2020: WAKEMED RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0113,703
Total number of active participants reported on line 7a of the Form 55002020-01-0111,127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013,188
Total of all active and inactive participants2020-01-0114,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0114,315
Number of participants with account balances2020-01-0114,304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01833
2019: WAKEMED RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0113,144
Total number of active participants reported on line 7a of the Form 55002019-01-0111,361
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012,653
Total of all active and inactive participants2019-01-0114,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0114,014
Number of participants with account balances2019-01-0113,725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0128
2018: WAKEMED RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114,199
Total number of active participants reported on line 7a of the Form 55002018-01-019,449
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013,670
Total of all active and inactive participants2018-01-0113,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0113,119
Number of participants with account balances2018-01-0113,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01864
2017: WAKEMED RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0111,866
Total number of active participants reported on line 7a of the Form 55002017-01-0110,461
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013,738
Total of all active and inactive participants2017-01-0114,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0114,199
Number of participants with account balances2017-01-0113,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01527
2016: WAKEMED RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111,767
Total number of active participants reported on line 7a of the Form 55002016-01-019,022
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013,354
Total of all active and inactive participants2016-01-0112,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0112,376
Number of participants with account balances2016-01-0112,376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01698
2015: WAKEMED RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111,303
Total number of active participants reported on line 7a of the Form 55002015-01-019,449
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,863
Total of all active and inactive participants2015-01-0112,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112,312
Number of participants with account balances2015-01-0111,754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01656
2014: WAKEMED RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111,266
Total number of active participants reported on line 7a of the Form 55002014-01-018,444
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012,859
Total of all active and inactive participants2014-01-0111,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111,303
Number of participants with account balances2014-01-0111,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011,571
2013: WAKEMED RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110,498
Total number of active participants reported on line 7a of the Form 55002013-01-019,272
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012,049
Total of all active and inactive participants2013-01-0111,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111,321
Number of participants with account balances2013-01-0111,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01351
2012: WAKEMED RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,472
Total number of active participants reported on line 7a of the Form 55002012-01-018,484
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,700
Total of all active and inactive participants2012-01-0110,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110,184
Number of participants with account balances2012-01-0110,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WAKEMED RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019,227
Total number of active participants reported on line 7a of the Form 55002011-01-018,014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,178
Total of all active and inactive participants2011-01-019,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019,192
Number of participants with account balances2011-01-016,742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WAKEMED RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019,038
Total number of active participants reported on line 7a of the Form 55002010-01-017,591
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,777
Total of all active and inactive participants2010-01-019,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-019,368
Number of participants with account balances2010-01-017,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: WAKEMED RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018,785
Total number of active participants reported on line 7a of the Form 55002009-01-018,426
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01861
Total of all active and inactive participants2009-01-019,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019,287
Number of participants with account balances2009-01-017,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WAKEMED RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : WAKEMED RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-65,570,632
Total of all expenses incurred2022-12-31$68,437,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$67,462,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$96,751,065
Value of total assets at end of year2022-12-31$1,117,339,710
Value of total assets at beginning of year2022-12-31$1,251,348,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$974,904
Total interest from all sources2022-12-31$3,643,839
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$53,572,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$53,572,860
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$51,034,311
Participant contributions at end of year2022-12-31$16,194,634
Participant contributions at beginning of year2022-12-31$13,213,677
Assets. Other investments not covered elsewhere at end of year2022-12-31$128,918
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,943,361
Other income not declared elsewhere2022-12-31$-77,971
Administrative expenses (other) incurred2022-12-31$1,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-134,008,470
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,117,339,710
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,251,348,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$941,191,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,081,906,362
Value of interest in pooled separate accounts at end of year2022-12-31$1,400,064
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,390,606
Interest on participant loans2022-12-31$644,540
Interest earned on other investments2022-12-31$2,999,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$81,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$19,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$19,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$158,343,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$154,818,408
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$16,063,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-219,501,803
Net investment gain/loss from pooled separate accounts2022-12-31$41,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$39,773,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$51,398,965
Contract administrator fees2022-12-31$973,509
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : WAKEMED RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$260,454,378
Total of all expenses incurred2021-12-31$74,237,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$73,364,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$95,512,644
Value of total assets at end of year2021-12-31$1,251,348,180
Value of total assets at beginning of year2021-12-31$1,065,131,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$873,032
Total interest from all sources2021-12-31$3,525,989
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$90,667,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$90,667,609
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$50,226,163
Participant contributions at end of year2021-12-31$13,213,677
Participant contributions at beginning of year2021-12-31$13,044,119
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,117,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$186,216,773
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,251,348,180
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,065,131,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,081,906,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$901,832,337
Value of interest in pooled separate accounts at end of year2021-12-31$1,390,606
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,443,159
Interest on participant loans2021-12-31$686,123
Interest earned on other investments2021-12-31$2,839,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$19,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$48,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$48,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$154,818,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$148,762,955
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$13,852,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$70,705,900
Net investment gain/loss from pooled separate accounts2021-12-31$42,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$37,168,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$59,512,218
Contract administrator fees2021-12-31$873,032
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : WAKEMED RETIREMENT SAVINGS PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$219,522,447
Total of all expenses incurred2020-12-31$52,712,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$50,960,563
Expenses. Certain deemed distributions of participant loans2020-12-31$582,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$84,773,471
Value of total assets at end of year2020-12-31$1,065,131,407
Value of total assets at beginning of year2020-12-31$898,321,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,169,432
Total interest from all sources2020-12-31$3,266,823
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$58,041,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$58,041,444
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$46,611,857
Participant contributions at end of year2020-12-31$13,044,119
Participant contributions at beginning of year2020-12-31$13,514,129
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,451,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$166,809,833
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,065,131,407
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$898,321,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$901,832,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$752,299,453
Value of interest in pooled separate accounts at end of year2020-12-31$1,443,159
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,499,930
Interest on participant loans2020-12-31$735,653
Interest earned on other investments2020-12-31$2,531,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$48,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$63,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$63,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$148,762,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$130,944,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$73,397,878
Net investment gain/loss from pooled separate accounts2020-12-31$42,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$33,710,334
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$50,960,563
Contract administrator fees2020-12-31$1,169,432
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : WAKEMED RETIREMENT SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,755
Total income from all sources (including contributions)2019-12-31$236,365,667
Total of all expenses incurred2019-12-31$51,097,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$49,428,586
Expenses. Certain deemed distributions of participant loans2019-12-31$516,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$81,389,742
Value of total assets at end of year2019-12-31$898,321,574
Value of total assets at beginning of year2019-12-31$713,057,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,152,673
Total interest from all sources2019-12-31$3,461,973
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$35,228,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$35,228,990
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$42,706,699
Participant contributions at end of year2019-12-31$13,514,129
Participant contributions at beginning of year2019-12-31$12,763,499
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,073,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$185,268,007
Value of net assets at end of year (total assets less liabilities)2019-12-31$898,321,574
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$713,053,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$752,299,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$573,147,424
Value of interest in pooled separate accounts at end of year2019-12-31$1,499,930
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,520,806
Interest on participant loans2019-12-31$683,481
Interest earned on other investments2019-12-31$2,778,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$63,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$468,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$468,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$130,944,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$124,867,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$116,240,286
Net investment gain/loss from pooled separate accounts2019-12-31$44,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$31,609,354
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$289,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$49,428,586
Contract administrator fees2019-12-31$1,152,673
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : WAKEMED RETIREMENT SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,755
Total income from all sources (including contributions)2018-12-31$49,058,959
Total of all expenses incurred2018-12-31$45,057,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$43,747,116
Expenses. Certain deemed distributions of participant loans2018-12-31$329,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$79,664,877
Value of total assets at end of year2018-12-31$713,057,322
Value of total assets at beginning of year2018-12-31$709,052,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$980,863
Total interest from all sources2018-12-31$3,328,407
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$39,817,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$39,817,516
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$38,931,740
Participant contributions at end of year2018-12-31$12,763,499
Participant contributions at beginning of year2018-12-31$11,982,794
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$321,144
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,533,180
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,755
Administrative expenses (other) incurred2018-12-31$3,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$4,001,491
Value of net assets at end of year (total assets less liabilities)2018-12-31$713,053,567
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$709,052,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$573,147,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$580,470,749
Value of interest in pooled separate accounts at end of year2018-12-31$1,520,806
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,659,582
Interest on participant loans2018-12-31$578,071
Interest earned on other investments2018-12-31$2,750,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$468,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$124,867,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$114,616,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-73,613,065
Net investment gain/loss from pooled separate accounts2018-12-31$-138,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$31,199,957
Employer contributions (assets) at end of year2018-12-31$289,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$43,747,116
Contract administrator fees2018-12-31$977,543
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : WAKEMED RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$165,608,906
Total of all expenses incurred2017-12-31$44,416,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$43,037,854
Expenses. Certain deemed distributions of participant loans2017-12-31$521,840
Value of total corrective distributions2017-12-31$6,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$69,562,571
Value of total assets at end of year2017-12-31$709,052,076
Value of total assets at beginning of year2017-12-31$587,859,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$850,864
Total interest from all sources2017-12-31$2,587,249
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$33,620,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$33,620,885
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$34,637,297
Participant contributions at end of year2017-12-31$11,982,794
Participant contributions at beginning of year2017-12-31$11,572,725
Assets. Other investments not covered elsewhere at end of year2017-12-31$321,144
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$239,937
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,757,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7
Other income not declared elsewhere2017-12-31$81,522
Administrative expenses (other) incurred2017-12-31$2,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$121,192,330
Value of net assets at end of year (total assets less liabilities)2017-12-31$709,052,076
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$587,859,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$580,470,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$467,558,598
Value of interest in pooled separate accounts at end of year2017-12-31$1,659,582
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,746,602
Interest on participant loans2017-12-31$495,215
Interest earned on other investments2017-12-31$2,092,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$114,616,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$106,740,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$58,953,643
Net investment gain/loss from pooled separate accounts2017-12-31$803,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$28,167,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$43,037,854
Contract administrator fees2017-12-31$848,697
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : WAKEMED RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$98,476,281
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$37,537,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$36,226,924
Expenses. Certain deemed distributions of participant loans2016-12-31$526,221
Value of total corrective distributions2016-12-31$2,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$64,090,189
Value of total assets at end of year2016-12-31$587,859,746
Value of total assets at beginning of year2016-12-31$526,920,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$781,482
Total interest from all sources2016-12-31$2,614,162
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$18,532,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$18,532,010
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$31,825,954
Participant contributions at end of year2016-12-31$11,572,725
Participant contributions at beginning of year2016-12-31$11,255,387
Assets. Other investments not covered elsewhere at end of year2016-12-31$239,937
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$232,558
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,163,342
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$29
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$13,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$60,939,261
Value of net assets at end of year (total assets less liabilities)2016-12-31$587,859,746
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$526,920,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$467,558,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$413,680,822
Value of interest in pooled separate accounts at end of year2016-12-31$1,746,602
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,873,310
Interest on participant loans2016-12-31$465,343
Interest earned on other investments2016-12-31$2,148,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,469
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$106,740,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$99,876,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,186,661
Net investment gain/loss from pooled separate accounts2016-12-31$53,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$26,100,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$36,226,924
Contract administrator fees2016-12-31$768,248
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : WAKEMED RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$60,718,419
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$34,931,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$33,829,335
Expenses. Certain deemed distributions of participant loans2015-12-31$268,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$57,982,572
Value of total assets at end of year2015-12-31$526,920,485
Value of total assets at beginning of year2015-12-31$501,133,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$833,324
Total interest from all sources2015-12-31$2,526,547
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$20,359,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$20,359,168
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$29,502,864
Participant contributions at end of year2015-12-31$11,255,387
Participant contributions at beginning of year2015-12-31$10,983,440
Assets. Other investments not covered elsewhere at end of year2015-12-31$232,558
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$445,738
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,385,142
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$29
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$186
Other income not declared elsewhere2015-12-31$26,964
Administrative expenses (other) incurred2015-12-31$4,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$25,787,353
Value of net assets at end of year (total assets less liabilities)2015-12-31$526,920,485
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$501,133,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$413,680,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$394,989,731
Value of interest in pooled separate accounts at end of year2015-12-31$1,873,310
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,922,011
Interest on participant loans2015-12-31$413,021
Interest earned on other investments2015-12-31$2,113,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$99,876,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$92,790,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-20,233,016
Net investment gain/loss from pooled separate accounts2015-12-31$56,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$24,094,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$33,829,335
Contract administrator fees2015-12-31$829,203
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSEN ALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : WAKEMED RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$83,843,716
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$36,539,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$35,146,706
Expenses. Certain deemed distributions of participant loans2014-12-31$560,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$55,274,429
Value of total assets at end of year2014-12-31$501,133,132
Value of total assets at beginning of year2014-12-31$453,829,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$832,322
Total interest from all sources2014-12-31$2,121,227
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$26,178,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$26,178,116
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$27,380,967
Participant contributions at end of year2014-12-31$10,983,440
Participant contributions at beginning of year2014-12-31$9,858,731
Assets. Other investments not covered elsewhere at end of year2014-12-31$445,738
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$427,307
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,328,013
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$333
Other income not declared elsewhere2014-12-31$18,431
Administrative expenses (other) incurred2014-12-31$7,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$47,303,853
Value of net assets at end of year (total assets less liabilities)2014-12-31$501,133,132
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$453,829,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$394,989,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$359,108,632
Value of interest in pooled separate accounts at end of year2014-12-31$1,922,011
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,013,637
Interest on participant loans2014-12-31$362,148
Interest earned on other investments2014-12-31$1,759,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$92,790,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$82,419,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$193,356
Net investment gain/loss from pooled separate accounts2014-12-31$58,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$22,565,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$35,146,706
Contract administrator fees2014-12-31$825,099
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSEN ALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : WAKEMED RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$127,804,383
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$32,530,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$31,395,329
Expenses. Certain deemed distributions of participant loans2013-12-31$334,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$54,961,127
Value of total assets at end of year2013-12-31$453,829,279
Value of total assets at beginning of year2013-12-31$358,555,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$800,672
Total interest from all sources2013-12-31$1,820,567
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$18,886,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$18,886,424
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$27,560,853
Participant contributions at end of year2013-12-31$9,858,731
Participant contributions at beginning of year2013-12-31$8,581,688
Assets. Other investments not covered elsewhere at end of year2013-12-31$427,307
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$484,672
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,208,333
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$333
Other income not declared elsewhere2013-12-31$76,784
Administrative expenses (other) incurred2013-12-31$6,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$95,274,125
Value of net assets at end of year (total assets less liabilities)2013-12-31$453,829,279
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$358,555,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$359,108,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$270,568,282
Value of interest in pooled separate accounts at end of year2013-12-31$2,013,637
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,279,749
Interest on participant loans2013-12-31$302,175
Interest earned on other investments2013-12-31$1,518,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,713,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,713,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$82,419,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$71,649,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$51,996,535
Net investment gain/loss from pooled separate accounts2013-12-31$62,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$22,191,941
Employer contributions (assets) at beginning of year2013-12-31$278,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$31,395,329
Contract administrator fees2013-12-31$794,664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON LARSEN ALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : WAKEMED RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$88,791,699
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$23,210,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,106,942
Expenses. Certain deemed distributions of participant loans2012-12-31$494,766
Value of total corrective distributions2012-12-31$7,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$55,108,753
Value of total assets at end of year2012-12-31$358,555,154
Value of total assets at beginning of year2012-12-31$292,974,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$602,019
Total interest from all sources2012-12-31$1,901,851
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,363,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$9,363,709
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$24,693,665
Participant contributions at end of year2012-12-31$8,581,688
Participant contributions at beginning of year2012-12-31$8,709,033
Assets. Other investments not covered elsewhere at end of year2012-12-31$484,672
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$503,430
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,160,073
Other income not declared elsewhere2012-12-31$53,446
Administrative expenses (other) incurred2012-12-31$7,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$65,580,787
Value of net assets at end of year (total assets less liabilities)2012-12-31$358,555,154
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$292,974,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$270,568,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$217,224,505
Value of interest in pooled separate accounts at end of year2012-12-31$2,279,749
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,388,558
Interest on participant loans2012-12-31$290,590
Interest earned on other investments2012-12-31$1,611,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,713,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,446,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,446,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$71,649,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$58,702,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$22,295,158
Net investment gain/loss from pooled separate accounts2012-12-31$68,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$22,255,015
Employer contributions (assets) at end of year2012-12-31$278,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$22,106,942
Contract administrator fees2012-12-31$594,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : WAKEMED RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$35,778,897
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$24,871,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$24,342,045
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$37,196,100
Value of total assets at end of year2011-12-31$292,974,367
Value of total assets at beginning of year2011-12-31$282,066,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$529,414
Total interest from all sources2011-12-31$2,199,207
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,621,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,621,452
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$22,067,154
Participant contributions at end of year2011-12-31$8,709,033
Participant contributions at beginning of year2011-12-31$7,723,829
Assets. Other investments not covered elsewhere at end of year2011-12-31$503,430
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$564,692
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,764,073
Other income not declared elsewhere2011-12-31$55,729
Administrative expenses (other) incurred2011-12-31$8,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$10,907,438
Value of net assets at end of year (total assets less liabilities)2011-12-31$292,974,367
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$282,066,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$217,224,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$218,939,544
Value of interest in pooled separate accounts at end of year2011-12-31$2,388,558
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,442,955
Interest on participant loans2011-12-31$279,711
Interest earned on other investments2011-12-31$1,919,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,446,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,001,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,001,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$58,702,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$46,394,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,364,993
Net investment gain/loss from pooled separate accounts2011-12-31$71,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,364,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,342,045
Contract administrator fees2011-12-31$520,801
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : WAKEMED RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$62,180,880
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$17,938,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,404,205
Expenses. Certain deemed distributions of participant loans2010-12-31$13,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$33,900,231
Value of total assets at end of year2010-12-31$282,066,929
Value of total assets at beginning of year2010-12-31$237,824,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$520,664
Total interest from all sources2010-12-31$1,877,472
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,341,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,341,428
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$20,858,772
Participant contributions at end of year2010-12-31$7,723,829
Participant contributions at beginning of year2010-12-31$6,318,632
Assets. Other investments not covered elsewhere at end of year2010-12-31$564,692
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$525,073
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,041,459
Administrative expenses (other) incurred2010-12-31$4,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$44,242,305
Value of net assets at end of year (total assets less liabilities)2010-12-31$282,066,929
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$237,824,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$218,939,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$197,236,959
Value of interest in pooled separate accounts at end of year2010-12-31$2,442,955
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,459,941
Interest on participant loans2010-12-31$257,028
Interest earned on other investments2010-12-31$1,620,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,001,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$46,394,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$31,284,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$22,989,191
Net investment gain/loss from pooled separate accounts2010-12-31$72,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,404,205
Contract administrator fees2010-12-31$516,323
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSON ALLEN LLP
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for WAKEMED RETIREMENT SAVINGS PLAN

2022: WAKEMED RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WAKEMED RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WAKEMED RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WAKEMED RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WAKEMED RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WAKEMED RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WAKEMED RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WAKEMED RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WAKEMED RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WAKEMED RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WAKEMED RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WAKEMED RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WAKEMED RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WAKEMED RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68875
Policy instance 3
Insurance contract or identification number68875
Number of Individuals Covered17273
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
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 numberTA068822
Policy instance 2
Insurance contract or identification numberTA068822
Number of Individuals Covered370
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 )
Policy contract numberOT6113
Policy instance 1
Insurance contract or identification numberOT6113
Number of Individuals Covered533
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
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 number68875
Policy instance 3
Insurance contract or identification number68875
Number of Individuals Covered15402
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
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 numberTA068822
Policy instance 2
Insurance contract or identification numberTA068822
Number of Individuals Covered381
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 )
Policy contract numberOT6113
Policy instance 1
Insurance contract or identification numberOT6113
Number of Individuals Covered555
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 )
Policy contract numberOT6113
Policy instance 1
Insurance contract or identification numberOT6113
Number of Individuals Covered620
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
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 numberTA068822
Policy instance 2
Insurance contract or identification numberTA068822
Number of Individuals Covered403
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number68875
Policy instance 3
Insurance contract or identification number68875
Number of Individuals Covered14315
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 )
Policy contract numberOT6113
Policy instance 1
Insurance contract or identification numberOT6113
Number of Individuals Covered617
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
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 numberTA068822
Policy instance 2
Insurance contract or identification numberTA068822
Number of Individuals Covered416
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number68875
Policy instance 3
Insurance contract or identification number68875
Number of Individuals Covered13731
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 )
Policy contract numberOT6113
Policy instance 1
Insurance contract or identification numberOT6113
Number of Individuals Covered660
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
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 numberTA068822
Policy instance 2
Insurance contract or identification numberTA068822
Number of Individuals Covered440
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
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 number68875
Policy instance 3
Insurance contract or identification number68875
Number of Individuals Covered13125
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
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 number68875
Policy instance 3
Insurance contract or identification number68875
Number of Individuals Covered12624
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
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 numberTA068822
Policy instance 2
Insurance contract or identification numberTA068822
Number of Individuals Covered474
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 )
Policy contract numberOT6113
Policy instance 1
Insurance contract or identification numberOT6113
Number of Individuals Covered691
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 )
Policy contract numberOT6113
Policy instance 1
Insurance contract or identification numberOT6113
Number of Individuals Covered774
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068822
Policy instance 2
Insurance contract or identification numberTA068822
Number of Individuals Covered533
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68875
Policy instance 3
Insurance contract or identification number68875
Number of Individuals Covered11311
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 )
Policy contract numberOT6113
Policy instance 3
Insurance contract or identification numberOT6113
Number of Individuals Covered822
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68875
Policy instance 1
Insurance contract or identification number68875
Number of Individuals Covered10571
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068822
Policy instance 2
Insurance contract or identification numberTA068822
Number of Individuals Covered575
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068822
Policy instance 2
Insurance contract or identification numberTA068822
Number of Individuals Covered619
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68875
Policy instance 1
Insurance contract or identification number68875
Number of Individuals Covered10315
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 )
Policy contract numberOT6113
Policy instance 3
Insurance contract or identification numberOT6113
Number of Individuals Covered863
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 )
Policy contract numberOT6113
Policy instance 3
Insurance contract or identification numberOT6113
Number of Individuals Covered944
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68875
Policy instance 1
Insurance contract or identification number68875
Number of Individuals Covered10202
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068822
Policy instance 2
Insurance contract or identification numberTA068822
Number of Individuals Covered796
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 )
Policy contract numberOT6113
Policy instance 1
Insurance contract or identification numberOT6113
Number of Individuals Covered992
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68875
Policy instance 2
Insurance contract or identification number68875
Number of Individuals Covered6774
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068822
Policy instance 3
Insurance contract or identification numberTA068822
Number of Individuals Covered820
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 )
Policy contract numberOT6113
Policy instance 1
Insurance contract or identification numberOT6113
Number of Individuals Covered984
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68875
Policy instance 2
Insurance contract or identification number68875
Number of Individuals Covered7127
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068822
Policy instance 3
Insurance contract or identification numberTA068822
Number of Individuals Covered848
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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