Veronica Baricevic signed Wakemed's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wakemed's EIN is 56-6017737.
Download the official 2024 Form 5500 (PDF) for Wakemed from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wakemed's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | — | NONE | $35K | — |
| CSM ADVISORS LLC | 84-3346426 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $95.6M | 98.6% | |
| 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% |
| WILLIS TOWERS WATSON US LLC |
| 53-0181291 |
| — |
| NONE |
| $434K |
| — |
| PRINCIPAL BANK | — | DES MOINES, IA | NONE | $75K | — |
| BARROW, HANLEY, MEWHINNEY & STRAUSS | 75-2403190 | — | NONE | $43K | — |
| HIGHLAND ASSOCIATES INC | 63-0955503 | — | NONE | $32K | — |
