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Wake Forest University Health Sciences retirement plans

Wake Forest University Health Sciences, Winston-Salem, NC. EIN 22-3849199. Annual reports 2009–2024.

Wake Forest University Health Sciences has one active retirement plan on file, the Money Purchase Pension Plan of Wake Forest University Health Sciences, with 4,500 participants and $522 million in assets in 2024. Transamerica has been its recordkeeper since 2011. No traditional pension plan appears in Wake Forest University Health Sciences's filings since 2009.

Active plans
1
Participants
4,500
Plan assets
$522 million
401(k) recordkeeper
Transamerica
Plans on file
2
Industry
Education

All 2 plans

Active plans first

Money Purchase Pension Plan of Wake Forest University Health Sciences

Money purchase pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
008Employer EIN 22-3849199
Participants (2024)
4,500
Net assets (2024)
$522 million
Recordkeeper
Transamerica2011–2024
Plan administrator
Wake Forest University Health Sciences
Medical Center Boulevard
Winston-Salem, NC 27157
(336) 716-2387As filed for 2024
In effect since
July 1, 1989
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20244,500$522 millionTransamerica
20234,684$504 millionTransamerica
20224,923$479 millionTransamerica
20215,256$458 millionTransamerica
20205,473$534 millionTransamerica
20195,437$457 millionTransamerica
20185,585$466 millionTransamerica
20175,864$468 millionTransamerica
20165,889$454 millionTransamerica
20156,036$429 millionTransamerica
20146,574$446 millionTransamerica
20136,556$455 millionTransamerica
20127,185$418 millionTransamerica
20119,193$398 millionTransamerica
20108,936$401 millionnot listed
20098,331$293 millionnot listed

Tax Deferred Annuity Plan of Wake Forest University Health Sciences

403(b)Merged

Merged. In 2011 its assets moved to the Wake Forest Baptist Medical Center 403(b) RETIRMENT Savings Plan, sponsored by Wake Forest University Baptist Medical Center (EIN 51-0190238, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number
005Employer EIN 22-3849199
Participants (2010)
8,284
Net assets (2010)
$509 million
Plan administrator
Wake Forest University Health Sciences
Medical Center Boulevard
Winston-Salem, NC 27157
(336) 716-6267As filed for 2011
In effect since
July 1, 1978

Earlier plan names: Tax-Deferred Annuity Plan of Wake Forest University Health Sciences.

Year by year, 2009 to 2011
Plan yearParticipantsNet assetsRecordkeeper
20110$0not listed
20108,284$509 millionnot listed
20098,773$437 millionnot listed

If you had money in one of these plans

  1. Call Transamerica (transamerica.com), which runs the Money Purchase Pension Plan of Wake Forest University Health Sciences. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((336) 716-2387). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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