Original filing (PDF)20251015160626NAL0010545810020

CARE N CARE INSURANCE COMPANY OF NORTH CAROLINA, INC.

Name: CARE N CARE INSURANCE COMPANY OF NORTH CAROLINA, INC. — HEALTHTEAM ADVANTAGE 401(K) PLAN, Form 5500 (2024)
Creator: CARE N CARE INSURANCE COMPANY OF NORTH CAROLINA, INC.

Form 5500

FILING_RECEIVED

HEALTHTEAM ADVANTAGE 401(K) PLAN

401(k) retirement plan

Signals · 4

Late participant contributionsNo ERISA fidelity bondCorrective distributions issuedNo recordkeeper disclosed

Active participants

135

Accounts w/ balance

146

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 191K (20% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
No ERISA fidelity bond reported.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARE N CARE INSURANCE COMPANY OF NORTH CAROLINA, INC..

Plan sponsor

Name

CARE N CARE INSURANCE COMPANY OF NORTH CAROLINA, INC.

EIN

47-2847536

Address

300 E WENDOVER AVENUE SUITE 121 · GREENSBORO, NC · 27401

Phone

(336) 610-2362

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC RETIREMENT SERVICES CO.	51-0396365	—	NONE	$10K	—

Investments

21 direct securities· $5.8M(100% of reported assets)

Other securities

$5.7M

20 holdings

Bonds / Notes

$101K

1 holding

					% of plan
PIMCO Total Return Fund Institutional Class Mutual Fund	Other securities	—	—	$815K	14.0%
Fidelity Contrafund K6 Mutual Fund	Other securities	—	—	$691K	11.9%
American Funds Fundamental Investors Class R-6 Mutual Fund	Other securities	—	—	$614K	10.6%
Vanguard Equity-Income Fund Admiral Shares Mutual Fund	Other securities	—	—	$604K	10.4%
Oakmark Fund R6 Class Mutual Fund	Other securities	—	—	$439K	7.5%
Royce Small-Cap Total Return Fund Institutional Class Mutual Fund	Other securities	—	—	$335K	5.8%
Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$333K	5.7%
JPMorgan Mid Cap Value Fund Class I Mutual Fund	Other securities	—	—	$328K	5.6%
Macquarie Mid Cap Growth Fund Class I Mutual Fund	Other securities	—	—	$284K	4.9%
Fixed Interest Option Fixed Annuities	Other securities	—	—	$273K	4.7%
Dodge & Cox Income Fund Mutual Fund	Other securities	—	—	$260K	4.5%
DFA International Small Company Portfolio Institutional Class Mutual Fund	Other securities	—	—	$210K	3.6%
Dodge & Cox International Stock Fund Class X Mutual Fund	Other securities	—	—	$200K	3.4%
American Funds EuroPacific Growth Fund Class R-6 Mutual Fund	Other securities	—	—	$190K	3.3%
Vanguard 500 Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$122K	2.1%
Participant loans Interest rates from 4.25% to 9.50%; Various maturities -0-	Bonds / Notes	—	—	$101K	1.7%
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$13K	0.2%
Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$3K	<0.1%
Dodge & Cox Balanced X Mutual Fund	Other securities	—	—	$2K	<0.1%
Vanguard Small-Cap Growth Index Mutual Fund	Other securities	—	—	$2K	<0.1%
Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$1K	<0.1%