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Original filing (PDF)20251015094147NAL0005691664001
SCOTLAND HEALTH CARE SYSTEM
Form 5500
FILING_RECEIVED
SCOTLAND HEALTH CARE SYSTEM EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Signals · 2
42% in single holding~85 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
79
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Delaware Diversified Income Fund" is 42% of plan.
- 85 bps in Schedule C fees — 64% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCOTLAND HEALTH CARE SYSTEM.
Plan sponsor
Name
SCOTLAND HEALTH CARE SYSTEM
EIN
58-1847657
Address
500 E. LAUCHWOOD DRIVE · LAURINBURG, NC · 283525501
Phone
(910) 291-7920
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOC., INC. | 59-1237041 | BOCA ROTON, FL | NONE | $32K | — |
| TRUIST | 56-0939887 | CHARLOTTE, NC | NONE | $14K | — |
Investments
6 direct securities· $5.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Delaware Diversified Income Fund | — | — | $2.3M | $2.2M | 41.8% | |
| Thornburg Limited Term Income Fund | — | — | $1.6M | $1.6M | 29.8% | |
| BlackRock Strategic Income Opportunities | — | — | $846K | $815K | 15.3% | |
| Federated U.S. Treasury Cash Reserve | — | — | $401K | $401K | 7.6% | |
| Hudson Bay International Fund Limited | — | — | $188K | $188K | 3.5% | |
| SEG Partners Offshore FD LTD | — | — | $101K | $101K | 1.9% |