Original filing (PDF)20251014114613NAL0001328003001

WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER

Name: WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER — WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER

Form 5500

FILING_RECEIVED

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

403(b) retirement plan

Signals · 1

6 service providers

Active participants

21,020

Accounts w/ balance

35,237

Plan assets (EOY)

$3.6B

Net assets (EOY)

$3.6B

How this plan invests

This plan

2 pooled trusts

Schedule D

132 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 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

100

Total plan cost

100

Vendor stack

100

Participation health

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER.

Plan sponsor

Name

WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER

EIN

51-0190238

Address

MEDICAL CENTER BOULEVARD · WINSTON-SALEM, NC · 27157

Phone

(336) 716-2387

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$1.2M	—
TIAA CREF	13-1624203	—	RECORD KEEPER	$250K	—
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORD KEEPER	$160	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	26-4310632	—	INVESTMENT ADVISOR	$100K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL FINANCIAL SERVICES	04-3523567	—	SECURITIES BROKER	$0	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CLIFTONLARSONALLEN	41-0746749	—	AUDITOR	$18K	—

Investments

130 direct securities · 2 pooled funds· $3.6B(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$3.6B

130 holdings

Pooled Separate Account

$9.3M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Instl Index Instl Plus	—	—	—	$335.9M	9.2%
New York Life NYL Guaranteed Interest Account	—	—	—	$246.5M	6.8%
T. Rowe Price T. Rowe Price U.S. Eq Research I	—	—	—	$233.7M	6.4%
American Funds American Funds 2050 Trgt Dt Ret R6	—	—	—	$201.5M	5.5%
MFS Val R3	—	—	—	$147.4M	4.0%
CREF Stock R2	—	—	—	$130.0M	3.6%
American Funds American Funds 2035 Trgt Dt Ret R6	—	—	—	$121.4M	3.3%
American Funds American Funds 2040 Trgt Dt Ret R6	—	—	—	$113.0M	3.1%
American Funds American Funds 2055 Trgt Dt Ret R6	—	—	—	$102.1M	2.8%
American Funds American Funds 2045 Trgt Dt Ret R6	—	—	—	$100.4M	2.8%
American Funds American Funds 2030 Trgt Dt Ret R6	—	—	—	$98.5M	2.7%
Vanguard Total Bd Mkt Index Instl	—	—	—	$86.7M	2.4%
CREF TIAA Traditional Non Benefit Responsive 2	—	—	—	$70.5M	1.9%
Janus Henderson Enterprise T	—	—	—	$69.1M	1.9%
CREF TIAA Traditional Non Benefit Responsive	—	—	—	$65.1M	1.8%
American Funds American Fds Inc Fd of America R5E	—	—	—	$64.9M	1.8%
Vanguard Small Cap Index Inst	—	—	—	$59.9M	1.6%
Allspring Core Bd A	—	—	—	$59.4M	1.6%
American Funds American Funds 2060 Trgt Dt Ret R6	—	—	—	$58.5M	1.6%
Vanguard Mid Cap Index Instl	—	—	—	$57.1M	1.6%
CREF Nuveen S&P 500 Index R6	—	—	—	$56.7M	1.6%
CREF Nuveen Lifecycle 2040 R6	—	—	—	$52.8M	1.4%
American Funds American Funds 2025 Trgt Dt Ret R6	—	—	—	$52.3M	1.4%
CREF TIAA Traditional Benefit Responsive	—	—	—	$51.6M	1.4%
Blackrock Inf Protected Bd Instl	—	—	—	$50.1M	1.4%
CREF Nuveen Large Cap Growth R6	—	—	—	$48.7M	1.3%
CREF Nuveen Internatl Eq Idx R6	—	—	—	$48.5M	1.3%
Vanguard Total Intl Stock Idx Instl	—	—	—	$48.4M	1.3%
CREF Nuveen Large Cap Val Idx R6	—	—	—	$48.0M	1.3%
Allspring Emerging Markets Equity A 984 American Century American Century Mid Cap Val R6	—	—	—	$44.4M	1.2%
CREF Nuveen Lifecycle 2035 R6	—	—	—	$38.3M	1.1%
MFS Intl Eq R6	—	—	—	$36.2M	1.0%
Federated Hermes High Yld Bd IS	—	—	—	$32.5M	0.9%
CREF Nuveen Lifecycle 2045 R6	—	—	—	$30.6M	0.8%
CREF Nuveen Money Market R6	—	—	—	$29.1M	0.8%
CREF Nuveen Small Cap Bld Idx R6	—	—	—	$27.0M	0.7%
CREF Nuveen Lifecycle 2030 R6	—	—	—	$25.3M	0.7%
CREF Nuveen Large Cap Resp Eq R6	—	—	—	$24.0M	0.7%
American Funds American Funds 2065 Trgt Dt Ret R6	—	—	—	$21.5M	0.6%
CREF Nuveen Lifecycle 2025 R6	—	—	—	$21.4M	0.6%
T. Rowe Price T. Rowe Price Small Cap Stock	—	—	—	$21.3M	0.6%
American Funds American Funds 2020 Trgt Dt Ret R6	—	—	—	$19.8M	0.5%
CREF Nuveen Bond Index R6	—	—	—	$19.5M	0.5%
CREF Nuveen Core Plus Bond R6	—	—	—	$19.3M	0.5%
CREF Vanguard Mid-Cap Value Idx Adm	—	—	—	$18.1M	0.5%
CREF Nuveen Large Cap Gr Idx R6	—	—	—	$17.8M	0.5%
CREF Nuveen Lifecycle 2050 R6	—	—	—	$17.5M	0.5%
CREF Nuveen Real Est Sec Sel R6	—	—	—	$17.5M	0.5%
CREF Vanguard Mid-Cap Grw Idx Adm	—	—	—	$16.8M	0.5%
American Funds American Funds New World R6	—	—	—	$16.3M	0.4%
Participant Loans November, 2039	—	—	—	$16.2M	0.4%
CREF Growth R2	—	—	—	$15.6M	0.4%
MFS Emerging Mkts Debt R3	—	—	—	$13.9M	0.4%
Cohen & Steers Cohen & Steers Realty Shares L	—	—	—	$13.6M	0.4%
CREF Nuveen Emerg Mkts Eq Idx R6	—	—	—	$13.6M	0.4%
CREF Nuveen Lifecycle 2020 R6	—	—	—	$11.2M	0.3%
CREF Nuveen Infl Linked Bond R6	—	—	—	$10.3M	0.3%
CREF Nuveen Lifecycle 2055 R6	—	—	—	$10.1M	0.3%
CREF Core Bond R2	—	—	—	$10.1M	0.3%
CREF Global Equities R2	—	—	—	$9.5M	0.3%
TIAA REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$9.3M	0.3%
CREF Nuveen Lifecycle 2015 R6	—	—	—	$7.2M	0.2%
CREF Social Choice R2	—	—	—	$7.0M	0.2%
American Funds American Funds 2010 Trgt Dt Ret R6	—	—	—	$6.8M	0.2%
CREF Nuveen High Yield R6	—	—	—	$6.8M	0.2%
CREF Equity Index R2	—	—	—	$4.2M	0.1%
American Funds American Funds 2015 Trgt Dt Ret R6	—	—	—	$4.1M	0.1%
CREF Inflation-Linked Bond R2	—	—	—	$4.0M	0.1%
CREF Money Market R2	—	—	—	$3.5M	<0.1%
CREF Nuveen Lifecycle 2060 R6	—	—	—	$3.2M	<0.1%
CREF Nuveen Lifecycle 2010 R6	—	—	—	$2.9M	<0.1%
Transamerica Financial Life Ins. Co. Insurance Company/General Account	—	—	—	$2.3M	<0.1%
Variable Annuity Life Insurance Company FIXED ACCOUNT PLUS	—	—	—	$2.1M	<0.1%
CREF Nuveen Short Term Bond R6	—	—	—	$2.0M	<0.1%
CREF MFS International Equity Fd R6	—	—	—	$1.5M	<0.1%
CREF Nuveen Lifecycle Ret Inc R6	—	—	—	$1.3M	<0.1%
CREF Nuveen Lifecycle 2065 R6	—	—	—	$753K	<0.1%
CREF Plan Loan Default Fund	—	—	—	$429K	<0.1%
Variable Annuity Life Insurance Company SCIENCE & TECHNOLOGY FUND	—	—	—	$274K	<0.1%
Variable Annuity Life Insurance Company STOCK INDEX FUND	—	—	—	$249K	<0.1%
Variable Annuity Life Insurance Company INTL SOCIALLY RESPONSIBLE FUND 446 * Variable Annuity Life Insurance Company LARGE CAPITAL GROWTH	—	—	—	$177K	<0.1%
CREF TIAA Traditional Benefit Responsive 2	—	—	—	$171K	<0.1%
Variable Annuity Life Insurance Company LOAN COLLATERAL FUND	—	—	—	$154K	<0.1%
Variable Annuity Life Insurance Company SHORT TERM FIXED ACCOUNT	—	—	—	$116K	<0.1%
Variable Annuity Life Insurance Company GROWTH FUND	—	—	—	$90K	<0.1%
SEPARATE ACCOUNT 11 TALCOTT RESOLUTION LIFE INS COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	—	—	$86K	<0.1%
Variable Annuity Life Insurance Company VANGUARD WINDSOR II	—	—	—	$70K	<0.1%
CREF WilliamBlair SmlCapCore Fnd R6	—	—	—	$62K	<0.1%
Variable Annuity Life Insurance Company SYSTEMATIC CORE FUND	—	—	—	$59K	<0.1%
Variable Annuity Life Insurance Company MID CAP INDEX FUND	—	—	—	$54K	<0.1%
Variable Annuity Life Insurance Company MODERATE GROWTH LIFESTYLE	—	—	—	$46K	<0.1%
Variable Annuity Life Insurance Company INTERNATIONAL VALUE FUND	—	—	—	$43K	<0.1%
Variable Annuity Life Insurance Company ARIEL FUND	—	—	—	$41K	<0.1%
Variable Annuity Life Insurance Company ARIEL APPRECIATION FUND	—	—	—	$38K	<0.1%
Variable Annuity Life Insurance Company VANGUARD LT INV-GRADE FUND 273 * Variable Annuity Life Insurance Company VANGUARD WELLINGTON FUND INC	—	—	—	$28K	<0.1%
American Funds Growth Fund of America R3	—	—	—	$27K	<0.1%
Variable Annuity Life Insurance Company GS VIT GOV MONEY MKT FD INST	—	—	—	$26K	<0.1%
Variable Annuity Life Insurance Company MID CAP STRATEGIC GWTH	—	—	—	$25K	<0.1%
Variable Annuity Life Insurance Company SMALL CAP GROWTH FUND	—	—	—	$17K	<0.1%
Variable Annuity Life Insurance Company EMERGING ECONOMIES	—	—	—	$15K	<0.1%
Thornburg Small/Mid Cap Core R4	—	—	—	$14K	<0.1%
Variable Annuity Life Insurance Company DIVIDEND VALUE	—	—	—	$13K	<0.1%
Variable Annuity Life Insurance Company US SOCIALLY RESPONSIBLE FUND	—	—	—	$13K	<0.1%
Franklin Conservative Allocation A	—	—	—	$13K	<0.1%
Variable Annuity Life Insurance Company AMER BEA MAN LRG CP GR INV CL	—	—	—	$11K	<0.1%
Variable Annuity Life Insurance Company MID CAP VALUE FUND	—	—	—	$9K	<0.1%
Variable Annuity Life Insurance Company SMALL CAP SPECIAL VALUE FUND	—	—	—	$8K	<0.1%
Variable Annuity Life Insurance Company INTL OPPORTUNITIES	—	—	—	$8K	<0.1%
Variable Annuity Life Insurance Company GLOBAL STRATEGY	—	—	—	$8K	<0.1%
Variable Annuity Life Insurance Company INTERNATIONAL GOVERNMENT BOND 547 * Variable Annuity Life Insurance Company INTERNATIONAL GROWTH FUND	—	—	—	$8K	<0.1%
Variable Annuity Life Insurance Company SYSTEMATIC GROWTH FUND	—	—	—	$7K	<0.1%
PIMCO Total Return A	—	—	—	$7K	<0.1%
Variable Annuity Life Insurance Company SMALL CAP INDEX FUND	—	—	—	$7K	<0.1%
Variable Annuity Life Insurance Company INTERNATL EQUITIES INDEX FUND	—	—	—	$7K	<0.1%
Variable Annuity Life Insurance Company LOAN ESCROW FUND	—	—	—	$6K	<0.1%
Variable Annuity Life Insurance Company SMALL CAP VALUE FUND	—	—	—	$6K	<0.1%
Thornburg International Equity R4	—	—	—	$6K	<0.1%
Macquarie Ivy Natural Resources Y 879 MassMutual General Account	—	—	—	$6K	<0.1%
JPMorgan Small Cap Equity A	—	—	—	$5K	<0.1%
Variable Annuity Life Insurance Company HIGH YIELD BOND FUND	—	—	—	$5K	<0.1%
Variable Annuity Life Insurance Company CORE BOND FUND	—	—	—	$5K	<0.1%
Columbia Acorn A	—	—	—	$4K	<0.1%
Variable Annuity Life Insurance Company VANGUARD LONG-TERM TREASURY	—	—	—	$4K	<0.1%
Variable Annuity Life Insurance Company AGGRESSIVE GROWTH LIFESTYLE	—	—	—	$3K	<0.1%
Variable Annuity Life Insurance Company GLOBAL REAL ESTATE FUND	—	—	—	$3K	<0.1%
Vanguard Treasury Money Market Inv	—	—	—	$3K	<0.1%
Variable Annuity Life Insurance Company SYSTEMATIC VALUE	—	—	—	$3K	<0.1%
Variable Annuity Life Insurance Company INFLATION PROTECTED FUND	—	—	—	$2K	<0.1%
Variable Annuity Life Insurance Company NASDAQ-100(R) INDEX FUND	—	—	—	$2K	<0.1%
Hartford Capital Appreciation R4 790 Hartford Inflation Plus R4 891 Invesco Real Estate A	—	—	—	$2K	<0.1%
Goldman Sachs High Yield A	—	—	—	$1K	<0.1%
BlackRock LifePath Dyn 2030 Investor A	—	—	—	$1K	<0.1%