What public Form 5500 filings show about the Carolina Blue Insurance Services, LLC 401(k) plan — and how to find and check your own account.
Carolina Blue Insurance Services, LLC (EIN 99-4745189) reports PLANCENTRIC FINANCIAL GROUP 401(K) PLAN on its most recent Form 5500, with $1.6M in plan assets across 15 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Carolina Blue Insurance Services, LLC filing — schedules, fees, and providers.
Carolina Blue Insurance Services, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Carolina Blue Insurance Services, LLCHR for the recordkeeper’s name and login.
