· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GENERAL ALUMNI ASSOC. OF UNC — GENERAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF NC AT CHAPEL HILL DEFERRED ANNUITY PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250331130744NAL0003449411001
GENERAL ALUMNI ASSOC. OF UNC
Form 5500-SF
FILING_RECEIVED
GENERAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF NC AT CHAPEL HILL DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
27
Accounts w/ balance
42
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
Plan health score (directional)
89
/ 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
GENERAL ALUMNI ASSOC. OF UNC
.
Find decision makers
Plan sponsor
Name
GENERAL ALUMNI ASSOC. OF UNC
EIN
56-6000469
Address
P.O. BOX 660 · HILL ALUMNI CENTER STADIUM DRIVE · CHAPEL HILL, NC · 275140660
Phone
(919) 962-3599
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-31
Pension benefit codes
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
MID MICHIGAN HEALTH SERVICES DBA MIDMICHIGAN COMMUNITY HEALTH SERVICES
MIDMICHIGAN HEALTH SERVICES EMPLOYEES SAVINGS PLAN
$7.9M · 114 participants
BROADWAY CARES/ EQUITY FIGHTS AIDS, INC.
BROADWAY CARES/ EQUITY FIGHTS AIDS, INC. PENSION PLAN
$7.9M · 42 participants
COMMUNITY ACTION PARTNERS OF ORANGE COUNTY
COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B)
$7.9M · 151 participants
SENIOR RESOURCES OF WEST MICHI
403(B) THRIFT PLAN FOR EMPLOYEES OF SENIOR RESOURCES OF WEST MICHIGAN
$7.9M · 93 participants
100
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.
EPILEPSY FOUNDATION OF AMERICA
EPILEPSY FOUNDATION OF AMERICA 401(K) PROFIT SHARING PLAN
$7.9M · 79 participants
THE ANDREW W. MELLON FOUNDATION
EMERITI RETIREE HEALTH PLAN FOR THE ANDREW W. MELLON FOUNDATION
$7.9M · 185 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
