# Carolina Dealerships, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/carolina-dealerships-inc-200465434-501

> Carolina Dealerships, INC.'s Health & Welfare plan: 3,766 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carolina Dealerships, INC.

- **Sponsor EIN:** 200465434

- **Sponsor Address:** PO BOX 5657, WINSTON-SALEM, NC, 27113

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,766

- **Total Assets:** $6.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,766|$6.3M|$16.7M|$13.3M|

| 2023|3,489|$6.3M|$15.0M|$12.7M|

| 2022|3,058|$4.5M|$12.0M|$11.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BCBS OF NORTH CAROLINA|Other Service Provider|$1,131,448|—|$1,131,448|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,131,448

- **Estimated Expense Ratio:** 17.936% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$3,299,062|—|—|—|—|

| 2023|$2,769,156|—|—|—|—|

| 2022|$2,319,251|—|—|—|$2,319,251|

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