Natalie Hubley signed North Carolina Joint Underwriting Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North Carolina Joint Underwriting Association's EIN is 56-1222676.
Download the official 2024 Form 5500 (PDF) for North Carolina Joint Underwriting Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North Carolina Joint Underwriting Association's plan includes a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $360 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $2.4M | 12.0% | |
| FID GROWTH CO K6 Mutual Fund | Mutual Funds | — | — | $2.0M | 10.4% | |
| FID FREEDOM 2030 K Mutual Fund | Mutual Funds | — | — | $1.8M | 8.9% | |
| FID FREEDOM 2040 K Mutual Fund | Mutual Funds | — | — | $1.6M | 7.9% | |
| FID FREEDOM 2035 K Mutual Fund | Mutual Funds | — | — | $1.4M | 7.1% | |
| FID FREEDOM 2025 K Mutual Fund | Mutual Funds | — | — | $1.1M | 5.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.1M | 5.6% | |
| FID FREEDOM 2060 K Mutual Fund | Mutual Funds | — | — | $931K | 4.7% | |
| FID FREEDOM 2050 K Mutual Fund | Mutual Funds | — | — | $850K | 4.3% | |
| FID FREEDOM 2055 K Mutual Fund | Mutual Funds | — | — | $839K | 4.3% | |
| FID FREEDOM 2045 K Mutual Fund | Mutual Funds | — | — | $761K | 3.9% | |
| OUTSTANDING LOAN BALANCE Participant Loans*** - | Participant loans | — | — | $613K | 3.1% | |
| PIM TOTAL RT INST Mutual Fund | Other securities | — | — | $570K | 2.9% | |
| TRP MID CAP GROWTH I Mutual Fund | Other securities | — | — | $563K | 2.9% | |
| FID LOW-PRICED ST K6 Mutual Fund | Mutual Funds | — | — | $517K | 2.6% | |
| TRP SM CAP VALUE I Mutual Fund | Other securities | — | — | $321K | 1.6% | |
| FID FREEDOM 2020 K Mutual Fund | Mutual Funds | — | — | $301K | 1.5% | |
| TRP DIV GROWTH I Mutual Fund | Other securities | — | — | $297K | 1.5% | |
| FID DIVERSFD INTL K6 Mutual Fund | Mutual Funds | — | — | $296K | 1.5% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $242K | 1.2% | |
| TRP EQUITY INCOME I Mutual Fund | Other securities | — | — | $193K | 1.0% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $185K | 0.9% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $183K | 0.9% | |
| FID PURITAN K6 Mutual Fund | Mutual Funds | — | — | $168K | 0.9% | |
| BROKERAGELINK Self-Directed Brokerage | Self-Directed Brokerage | — | — | $132K | 0.7% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $90K | 0.5% | |
| FID FREEDOM 2065 K Mutual Fund | Mutual Funds | — | — | $87K | 0.4% | |
| FID FREEDOM 2015 K Mutual Fund | Mutual Funds | — | — | $74K | 0.4% | |
| FID FREEDOM 2010 K Mutual Fund | Mutual Funds | — | — | $72K | 0.4% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $26K | 0.1% | |
| FIDELITY GOVT INCOME Mutual Fund | Mutual Funds | — | — | $9K | <0.1% | |
| FID FREEDOM INC K Mutual Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
