Money Purchase
2023 plan-year Money Purchase DOL Form 5500

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Blue Cross and Blue Shield of North Carolina · North Carolina · Finance & Insurance

What the 2023 filing shows

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan holds $1M for 134 participants — about $7,691 per participant, down 0.1% over the 2023 plan year.

$1M
total plan assets (2023 EOY)
134
covered participants
$7,691
avg assets per participant
-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.

Total Assets (2023)
$1M
Participants
134
Industry
Finance & Insurance

What the Filing Says About Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan is a Money Purchase retirement plan sponsored by Blue Cross and Blue Shield of North Carolina, headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 134 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 560894904, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2023 to $1M at year-end — a decline of 0.1%. Net assets (after liabilities) closed the year at $1M, with reported net income of $-1,172 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1M
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$-1,172
Plan TypeMoney Purchase
Employer EIN560894904
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

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

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.

Frequently Asked Questions

How much money is in the Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan?
As of the 2023 Form 5500 filing, Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan holds $1M in total assets with 134 participants. It is sponsored by Blue Cross and Blue Shield of North Carolina.
What type of plan is Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan?
Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan is a Money Purchase plan. It has been effective since 1992-01-01. The plan is filed with the U.S. Department of Labor under EIN 560894904.
Who sponsors the Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan?
Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan is sponsored by Blue Cross and Blue Shield of North Carolina, located in North Carolina. The sponsor's EIN is 560894904 and the plan operates in the Finance & Insurance industry.
How did Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan perform in 2023?
Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan declined by 0.1% during 2023, moving from $1M to $1M in total assets. Net income was $-1,172.
Where can I find official filings for Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan?
Official Form 5500 filings for Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 560894904 or plan name at efast.dol.gov.
How does Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan compare to other plans?
You can compare Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan against other Money Purchase plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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