Original filing (PDF)20251015100330NAL0004528385001

NORTH CAROLINA RATE BUREAU

Name: NORTH CAROLINA RATE BUREAU — INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN, Form 5500 (2024)
Creator: NORTH CAROLINA RATE BUREAU

Form 5500

FILING_RECEIVED

INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTH CAROLINA RATE BUREAU.

Plan sponsor

Name

NORTH CAROLINA RATE BUREAU

EIN

56-1179542all filings

Address

4140 PARKLAKE AVENUE, · SUITE 320 · RALEIGH, NC · 27612

Phone

(919) 645-3170

Industry

Finance & Insurancesee all

Plan administrator

Name

NAMED FIDUCIARIES OF THE INSURANCE ORGANIZATIONS SAVINGS TRUST

EIN

99-0882398

City

BOSTON, MA

Phone

(617) 439-4542

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2J · 401(k) feature

2G · Total participant-directed accounts

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $1.2M

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.