North Carolina Rate Bureau Health & Welfare Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: North Carolina Rate Bureau
  • Sponsor EIN: 561179542
  • Sponsor Address: 4140 PARKLAKE AVE, RALEIGH, NC, 27612
  • Plan Type: Health & Welfare
  • Plan Number: 501
  • Total Participants: 99
  • Total Assets: $692,260

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202599$692,260$0$0
202492$1.2M$1.6M$600,743
202394$1.3M$1.4M$528,795
202282$1.1M$1.3M$514,311

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