Back to filter
Original filing (PDF)20250605104636NAL0011468129001
WILLIAM PEACE UNIVERSITY
Form 5500
FILING_RECEIVED
WILLIAM PEACE UNIVERSITY EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
114
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM PEACE UNIVERSITY.
Plan sponsor
Name
WILLIAM PEACE UNIVERSITY
EIN
56-0529988
Address
15 E PEACE ST · RALEIGH, NC · 276041176
Phone
(919) 508-2000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-09-01
Tax period
2024-12-31
Filed
2025-06-05
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Educational Services plans
CORE 95 INC
CORE 95 INC 401(K) PLAN
$0 · 3 participants
CROW CANYON ARCHAEOLOGICAL CENTER, INC
CROW CANYON ARCHAEOLOGICAL CENTER, INC GRA 403(B) PLAN
$0
ELEMENT CRYOTHERAPY AND WELLNESS INCORPORATED
ELEMENT CRYOTHERAPY AND WELLNE 401(K) PROFIT SHARING PLAN & TRUST
$0
MILTON GOTTESMAN JEWISH DAY SCHOOL OF THE NATIONS CAPITAL
MILTON GOTTESMAN JEWISH DAY SCHOOL OF THE NATION'S CAPITAL 403(B) DC PLAN
$0
ST. ANDREW'S SCHOOL
ST. ANDREW'S SCHOOL 401(K) PLAN
$0
MIDDLE TENNESSEE SCHOOL OF ANESTHESIA, INC.
MTSA 403(B) RETIREMENT PLAN
$0
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants