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NORTH CAROLINA SCHOOL BOARDS ASSOCIATION, INC. — NORTH CAROLINA SCHOOL BOARDS ASSOCIATION 403 (B) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20240903102110NAL0018817969001
NORTH CAROLINA SCHOOL BOARDS ASSOCIATION, INC.
Form 5500-SF
FILING_RECEIVED
NORTH CAROLINA SCHOOL BOARDS ASSOCIATION 403 (B) PLAN
403(b) retirement plan
Signals · 1
Late filing · 3.6 mo
Active participants
29
Accounts w/ balance
16
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
86
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
NORTH CAROLINA SCHOOL BOARDS ASSOCIATION, INC.
.
Find decision makers
Plan sponsor
Name
NORTH CAROLINA SCHOOL BOARDS ASSOCIATION, INC.
EIN
56-6012527
Address
7208 FALLS OF NEUSE ROAD · RALEIGH, NC · 27615
Phone
(919) 841-4040
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2024-09-03
Pension benefit codes
2M · 403(b)(7) custodial accounts
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
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
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Knocking points off
Filed 3.6 months past the 10.5-month grace window.
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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.
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