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Form 5500 · Retirement plan · RALEIGH, NC

WAKEMED

The filing calls this plan WAKEMED RETIREMENT SAVINGS PLAN.

WAKEMED of RALEIGH, NC files a Form 5500 for its retirement plan. Schedule A discloses 3 annuity or guaranteed-interest contracts held by the plan, written by GREAT AMERICAN LIFE INSURANCE COMPANY and 2 other insurers. 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
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-6017737 · plan 002 · plan year 2024, filed Oct 1, 2025

Participants at the start of the year
15,701
Contracts on file
3
Contract value
$46,876,729
Plan year end
December

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 GREAT AMERICAN LIFE INSURANCE COMPANY.

The contracts held $46,876,729 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 December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
GREAT AMERICAN LIFE INSURANCE COMPANYAnnuity / GIC508December$7,236,880$0
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / GIC0December$38,657,293$0
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC335December$982,556$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
WAKEMED
EIN 56-6017737
STRATEGIC ADVISORS, INC
ADVISOR · EIN 04-2654524
$840,167
paid directly by the plan
FIDELITY INVESTMENTS INST OP
RECORDKEEPER · EIN 04-2647786
$505,861
paid directly by the plan
VALIC RETIREMENT SERVICES CO.
Custodian · EIN 51-0396365
$0
paid directly by the plan
TRANSAMERICA RETIREMENT SOLUTIONS
Claims processing · Recordkeeping and information management · EIN 13-3689044
$0
paid directly by the plan
NATIONAL FINANCIAL SERVICES
Named on Schedule C · EIN 04-3523567
$0
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.

Reported to OSHA

Reported to OSHA for 2025: 8,720 employees, 261 recordable cases, 441 days away from work.

EmployeesThe company's own average for the year
8,720
Hours worked
12,031,664
Recordable cases
261
Days away from work
441
Establishments filed under this EIN
4

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$1,442,148,441
Paid out in benefits
$109,037,894
Participants at the start of the year
15,701
Participants with account balances
15,626

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

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS
Independent accountantEIN 33-1498605
PLANTE MORAN, PLLC
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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