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Original filing (PDF)20250429160444NAL0000476227001
BILTMORE WORKFORCE MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
THE BILTMORE COMPANY WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 3
No auditor on fileNo recordkeeper disclosed7 service providers
Active participants
1,094
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BILTMORE WORKFORCE MANAGEMENT, LLC.
Plan sponsor
Name
BILTMORE WORKFORCE MANAGEMENT, LLC
EIN
47-3797737
Address
ONE NORTH PACK SQUARE · ASHEVILLE, NC · 28801
Phone
(828) 225-6123
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-29
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EBENCONCEPTS COMPANY | 75-2966596 | — | CONSULTANT | $70K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIGHTON | 11-3410766 | — | ADMINISTRATOR | $6.9M | — |
| BLUE CROSS BLUE SHIELD OF NORTH CAR | 56-0894904 | — | ADMINISTRATOR | $1.2M | — |
| UNUM LIFE INSURANCE COMPANY OF AMER | 01-0278678 | — | ADMIN SERVICE PROVIER | $785K | — |
| VICKERY FAMILY MEDICINE | — | ASHEVILLE, NC | ONSITE MEDICAL CLINIC | $437K | — |
| MEDSTRENGTH | 46-4220435 | — | WELLNESS/FITNESS ADMIN | $115K | — |
| EMPLOYEE ASSISTANCE NETWORK INC | — | ASHEVILLE, NC | EAP SERVICE PROVIDER | $39K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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