· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NORTH CAROLINA SCHOOL BOARDS ASSOCIATION, INC. — NORTH CAROLINA SCHOOL BOARDS ASSOCIATION 403 (B) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
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
Related plans
Similar-size Other Services (ex. Public Admin) plans
VINEYARD CHURCH OF NORTH PHOENIX
VINEYARD CHURCH OF NORTH PHOENIX 403(B) PLAN
$3.8M · 75 participants
FRIENDS SERVICES FOR THE AGING
FSA RETIREMENT PLAN
$3.8M · 18 participants
NATIONAL FLUID POWER ASSOCIATION, I
NATIONAL FLUID POWER ASSOCIATION, INC. 401(K) RETIREMENT PLAN
$3.8M · 12 participants
NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.
NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS 401(K) PLAN
$3.8M · 6 participants
BOSTON BIOSTATISTICS RESEARCH FOUNDATION, INC.
80
Knocking points off
Filed 3.6 months past the 10.5-month grace window.
55% balance-to-active ratio — below typical for a healthy 401(k).
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.
BOSTON BIOSTATISTICS RESEACH FOUNDATION INC
$3.8M · 3 participants
SUMMIT MINISTRIES INC
SUMMIT MINISTRIES 401(K) PLAN
$3.8M · 54 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