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NORTH CAROLINA MUTUAL LIFE INSURANCE COMPANY — SPIN-OFF TERMINATION PLAN FOR NORTH CAROLINA MUTUAL LIFE INSURANCE COMPANY, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014142547NAL0004219712003
NORTH CAROLINA MUTUAL LIFE INSURANCE COMPANY
Form 5500-SF
FILING_RECEIVED
SPIN-OFF TERMINATION PLAN FOR NORTH CAROLINA MUTUAL LIFE INSURANCE COMPANY
401(k) retirement plan
Active participants
0
Accounts w/ balance
22
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NORTH CAROLINA MUTUAL LIFE INSURANCE COMPANY
.
Find decision makers
Plan sponsor
Name
NORTH CAROLINA MUTUAL LIFE INSURANCE COMPANY
EIN
56-0340860
Address
411 WEST CHAPEL HILL ST. · DURHAM, NC · 27701
Phone
(800) 708-0602
Industry
Finance & Insurance
see all
Plan administrator
Name
SPIN-OFF TERMINATION PLAN FOR NORTH CAROLINA MUTUAL LIFE INSURANCE COM
EIN
59-3707284
City
ORLANDO, FL
Phone
(800) 708-0602
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No active participants reported but plan still holds assets.
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
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