Original filing (PDF)20241203105654NAL0002650897001

NORTH CAROLINA SCHOOL BOARDS ASSOCI

Name: NORTH CAROLINA SCHOOL BOARDS ASSOCI — PENSION PLAN AND TRUST FOR THE NORTH CAROLINA SCHOOL BOARDS ASSOCIATION, INC., Form 5500 (2022)
Creator: NORTH CAROLINA SCHOOL BOARDS ASSOCI

Form 5500-SF

FILING_RECEIVED

PENSION PLAN AND TRUST FOR THE NORTH CAROLINA SCHOOL BOARDS ASSOCIATION, INC.

Defined-contribution retirement plan

Signals · 2

Late filing · 6.6 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

Plan health score

/ 100

Grade B

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH CAROLINA SCHOOL BOARDS ASSOCI.

Plan sponsor

Name

NORTH CAROLINA SCHOOL BOARDS ASSOCI

EIN

56-6012527