How big is Carolina Blue Insurance Services, LLC's plan?

Carolina Blue Insurance Services, LLC's plan reported $1.6M in assets and 15 participants for 2025.

Original filing (PDF)20260306161756NAL0003270291001

Carolina Blue Insurance Services, LLC

Name: Carolina Blue Insurance Services, LLC — Plancentric, Form 5500 (2025)
Creator: Carolina Blue Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Plancentric Financial Group 401(k) Plan

401(k) retirement plan · Carolina Blue Insurance Services, LLC's Plancentric Financial Group 401(k) Plan held $1.6M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Ryan Saunders signed Carolina Blue Insurance Services, LLC's 2025 Form 5500 as plan administrator.

Ryan Saunders — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carolina Blue Insurance Services, LLC's EIN is 99-4745189.

EIN 99-4745189

Plan number 001

Plan year 2025

ACK ID 20260306161756NAL0003270291001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carolina Blue Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carolina Blue Insurance Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAROLINA BLUE INSURANCE SERVICES, LLC.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off