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Original filing (PDF)20251015080416NAL0005472736001
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Form 5500
FILING_RECEIVED
PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN
Defined-contribution retirement plan
Active participants
102
Accounts w/ balance
225
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
How this plan invests
This plan
19 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA.
Plan sponsor
Name
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
EIN
56-0894904
Address
PO BOX 2291 · DURHAM, NC · 27702
Phone
(919) 489-7431
Industry
Finance & Insurancesee all
Plan administrator
Name
BCBSNC EMPLOYEE BENEFITS ADMINISTRATION COMMITTEE
EIN
56-0894904
City
DURHAM, NC
Phone
(919) 489-7431
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2B · Target benefit
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GREERWALKER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | INVESTMENT ADVISOR | $561 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREER WALKER | 56-1434747 | — | ACCOUNTANT/AUDITOR | $3K | — |
Investments
4 direct securities · 19 pooled funds· $1.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$920K
18 holdings
Uncategorized
$87K
4 holdings
Pooled Separate Account
$58K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIAM BLEND TARGET DATE 2025 COMMING FIAM TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | $7K | $185K | 17.3% | |
| FIAM BLEND TARGET DATE 2030 COMMING FIAM TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | $6K | $166K | 15.6% | |
| FIAM BLEND TARGET DATE 2010 COMMING FIAM TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | — | $7K | $146K | 13.7% | |
| FIAM BLEND TARGET DATE 2020 COMMING FIAM TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | $5K | $111K | 10.4% | |
| FIAM BLEND TARGET DATE 2035 COMMING FIAM TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | $2K | $69K | 6.5% | |
| SPARTAN 500 INDEX POOL GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $65K | 6.1% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 025 | Pooled Separate Account | — | $58K | $58K | 5.4% | |
| FIAM BLEND TARGET DATE 2040 COMMING FIAM TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | $2K | $52K | 4.9% | |
| Registered Investment Companies Fidelity U.S. Bond Index Fund | — | — | $5K | $50K | 4.7% | |
| SPARTAN TOTAL INTERNATIONAL INDEX P GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $42K | 3.9% | |
| Participant-directed brokerage accounts Fidelity BrokerageLink | — | — | — | $31K | 2.9% | |
| FIDELITY GROWTH COMPANY COMMINGLED FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $31K | 2.9% | |
| SPARTAN MID CAP INDEX POOL GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 013 | Common Collective Trust | — | — | $16K | 1.5% | |
| FIAM BLEND TARGET DATE 2015 COMMING FIAM TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $10K | 0.9% | |
| COLUMBIA TRUST DIVIDEND INCOME FUND AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $8K | 0.8% | |
| SPARTAN SMALL CAP INDEX POOL GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 009 | Common Collective Trust | — | — | $7K | 0.7% | |
| FIDELITY LOW PRICED STOCK COMMINGLE FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $6K | 0.6% | |
| FIAM BLEND TARGET DATE 2045 COMMING FIAM TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $4K | 0.4% | |
| Metropolitan West Total Return Bond Fund Plan Class 439 | — | — | — | $4K | 0.3% | |
| DFA Emerging Markets Core Equity Portfolio Institutional Class 90 | — | — | — | $2K | 0.2% | |
| FIAM BLEND TARGET DATE 2050 COMMING FIAM TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $576 | <0.1% | |
| COHEN & STEERS US REALTY FUND CLASS COHEN & STEERS COLLECTIVE INVESTMENT TRUST · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $397 | <0.1% | |
| MFS MID CAP VALUE FUND GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $22 | <0.1% |