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THE BURROUGHS WELLCOME FUND — THE BURROUGHS WELLCOME FUND 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250611074653NAL0015543745001
THE BURROUGHS WELLCOME FUND
Form 5500-SF
FILING_RECEIVED
THE BURROUGHS WELLCOME FUND 403(B) PLAN
403(b) retirement plan
Active participants
25
Accounts w/ balance
27
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE BURROUGHS WELLCOME FUND
.
Find decision makers
Plan sponsor
Name
THE BURROUGHS WELLCOME FUND
EIN
23-7225395
Address
P.O. BOX 13901 · RESEARCH TRIANGLE PARK, NC · 277093901
Phone
(919) 991-5106
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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NATL BRD FOR CERTIFICATION IN OCCUPATIONAL THERAPY
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
NAT BD FOR CERT IN OT 401(K) PROFIT SHARING PLAN
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