# North Carolina Rate Bureau Health & Welfare Plan
Source: https://planprovider.pro/companies/north-carolina-rate-bureau-561179542-501

> North Carolina Rate Bureau's Health & Welfare plan: 99 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

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

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

| 2025|99|$692,260|$0|$0|

| 2024|92|$1.2M|$1.6M|$600,743|

| 2023|94|$1.3M|$1.4M|$528,795|

| 2022|82|$1.1M|$1.3M|$514,311|

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