Money Purchase · DOL Form 5500 · 2023

Blue Cross and Blue Shield of North Carolina Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
134
Participants Small participant base
24th
Percentile by assets National rank
$7,691
Avg per participant Low balance/head
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Official DOL plan name: Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan · Sponsored by Blue Cross and Blue Shield of North Carolina · North Carolina · Finance & Insurance

$1M in assets, 134 participants

Blue Cross and Blue Shield of North Carolina's Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan reported $1M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 24th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,369 in Finance & Insurance (8,869 peers)

Coverage in North Carolina

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan covers 134 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $1M.

#1,369
in Finance & Insurance (8,869 peers)
-0.1%
assets change YoY

The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan among the smaller filed plans by assets

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,030,638 24th percentile higher than 24% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan reported net income rose from -$270K in the plan year 2022 filing to -$1K in the plan year 2023 filing.
  • Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan reported participants fell from 147 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560894904 · Blue Cross and Blue Shield of North Carolina PY 2023 · Money Purchase

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan · $1M · 134 · 24th

  • TYPE $1M
  • TYPE 134
  • TYPE 24th
  • TYPE Money Purchase
  • TYPE near Michael D Sabo 401(k) Plan
  • TYPE ind #1369

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in North Carolina →

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan in the asset neighbourhood

Amg & Associates, LLC Rollover-Only Money Purchase PlanAmg & Associates, LLC Rollov…$1MPartners National Health Plans of Nc, Inc. Target Benefit Pension PlanPartners National Health Pla…$1MMichael D Sabo 401(k) Plan$1MCommunities of Abilene Federal Credit Union Mp PlanCommunities of Abilene Feder…$1MRetirement Plan of R.K. Mellon Family FoundationRetirement Plan of R.K. Mell…$1M
End-of-year total assets ($M) among Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$1K
Employer EIN560894904
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Cross and Blue Shield of North Carolina)

Sponsor-wide plan assets over time

All Blue Cross and Blue Shield of North Carolina plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 30.15328907813077% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.09B $1.42B ▲ +30.3%
Year Plans Participants Total Assets
2022 3 6,108 $1.1B
2023 2 5,272 $1.3B
2024 2 5,693 $1.4B

Nearby Money Purchase Plans in North Carolina

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600 Total assets ($M) Participants Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan, Total assets ($M): 1.030638 · Participants: 134Partners National Health Plans of Nc, Inc. Target Benefit Pension PlanMoney Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 503.650953 · Participants: 2131Money Purchase Pension Plan of Wake Forest University Health SciencesFhi 360 Employees' Pension Plan, Total assets ($M): 230.978763 · Participants: 1409Fhi 360 Employees' Pension PlanNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 87.622239 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustOup USA Defined Contribution Retirement Plan, Total assets ($M): 75.929421 · Participants: 370Oup USA Defined Contribution Retirement PlanCarteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 54.526379 · Participants: 896Carteret County General Hospital Money Purchase Pension Plan
Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants
Compare Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan side-by-side with 3 peers →

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside North Carolina, the nearest Money Purchase by assets is Michael D Sabo 401(k) Plan in PA ($1M); by covered participants it is Hardin County General Hospital Employees Pension Plan in IL (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan assets move in 2023? ▼
Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan held essentially flat - down 0.1% during 2023, from $1M to $1M. Reported net income was -$1K.
How have Blue Cross and Blue Shield of North Carolina plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Cross and Blue Shield of North Carolina's sponsor-wide assets grew 30.2%, from $1.1B to $1.4B.
Where does Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Michael D Sabo 401(k) Plan in PA ($1M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Hardin County General Hospital Employees Pension Plan in IL (134 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560894904.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.