Back to filter
Original filing (PDF)20250924141028NAL0006840097001
WAKEMED
Form 5500
FILING_RECEIVED
WAKEMED PENSION PLAN
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed6 service providers
Active participants
1,702
Accounts w/ balance
—
Plan assets (EOY)
$96.9M
Net assets (EOY)
$96.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "EB TEMPORARY INVESTMENT FUND" is 100% of plan.
- 66 bps in Schedule C fees — 310% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAKEMED.
Plan sponsor
Name
WAKEMED
EIN
56-6017737
Address
3000 NEW BERN AVENUE · RALEIGH, NC · 276101215
Phone
(919) 350-8000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $434K | — |
| PRINCIPAL BANK | — | DES MOINES, IA | NONE | $75K | — |
| BARROW, HANLEY, MEWHINNEY & STRAUSS | 75-2403190 | — | NONE | $43K | — |
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | — | NONE | $35K | — |
| HIGHLAND ASSOCIATES INC | 63-0955503 | — | NONE | $32K | — |
| CSM ADVISORS LLC | 84-3346426 | — | NONE | $17K | — |
Investments
1 direct security · 3 pooled funds· $20.7M(21% 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
$10.3M
1 holding
Common Collective Trust
$10.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EB TEMPORARY INVESTMENT FUND | — | — | — | $10.3M | 10.7% | |
| WALTER SCOTT GLOBAL EQUITY THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 337 | Common Collective Trust | — | — | $10.3M | 10.7% | |
| COMMINGLED PENSION TRUST-CORE BOND J.P.MORGAN INVESTMENT MANAGEMENT INC. · EIN 20-3847783 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| COMMINGLED PENSION TRUST-SHORT BOND J.P. MORGAN INVESTMENT MANAGEMENT INC. · EIN 45-4795637 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |