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Form 5500 · Retirement plan · WINSTON-SALEM, NC

WAKE FOREST UNIVERSITY HEALTH SCIENCES

The filing calls this plan MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES.

WAKE FOREST UNIVERSITY HEALTH SCIENCES of WINSTON-SALEM, NC's retirement plan holds 3 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
NYL
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-3849199 · plan 008 · plan year 2025, filed Apr 15, 2026

Participants at the start of the year
4,684
Contracts on file
3
Contract value
$130,851,774
Plan year end
June

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with NYL.

The contracts held $130,851,774 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NYLAnnuity / GIC1,088June$3,626,287$0
TIAA-CREFAnnuity / GIC2,691June$127,139,382$0
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC1,088June$86,105$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
WAKE FOREST UNIVERSITY HEALTH SCIENCES
EIN 22-3849199
TRANSAMERICA RETIREMENT SOLUTIONS
Claims processing · Recordkeeping and information management · EIN 13-3689044
$32,786
paid directly by the plan
NATIONAL FINANCIAL SERVICES
SECURITIES BROKER · EIN 04-3523567
$0
paid directly by the plan
TIAA-CREF
Plan administrator · Recordkeeping and information management · EIN 13-1624203
$35,712
paid directly by the plan
MARSH & MCLENNAN AGENCY, LLC
Plan administrator · Recordkeeping and information management · EIN 36-2668272
$8,452
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$521,943,198
Paid out in benefits
$34,694,278
Participants at the start of the year
4,684
Participants with account balances
4,500

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-1624203
TIAA-CREF
Independent accountantEIN 41-0746749
CLIFTONLARSONALLEN, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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