Money Purchase · DOL Form 5500 · 2024

Blue Cross and Blue Shield of North Carolina Money Purchase Plan

Data updated 2026-08-11

$1M
Total assets
121
Participants
24th
Percentile by assets
$8,806
Avg per participant
PlainRetire home → About this data

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, 121 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 121 participants in its 2024 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.

  • 24th percentile by assets (of 123,622 plans)
  • #1,172 in Finance & Insurance (8,549 peers)

Coverage in North Carolina

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan covers 121 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $1M.

$1M
total plan assets (2024 EOY)
121
covered participants
24th
percentile by assets (of 123,622 plans)
$8,806
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan reported net income rose from -$1K in the plan year 2023 filing to $35K in the plan year 2024 filing.
  • Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan reported participants fell from 134 in the plan year 2023 filing to 121 in the plan year 2024 filing.
  • Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
North Carolina
Industry
Finance & Insurance

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan reports 121 participants - about 15% of that state average ($1M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$35K
Employer EIN560894904
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

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

$1B$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.09B $1.42B ▲ +30.3%
Total plan assets by year, all Blue Cross and Blue Shield of North Carolina plans on file
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

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 He…Money Purchase Pensi…Fhi 360 Employees' P…New England Life Ins…Carteret County Gene…Goodwill Industries …
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, In… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan assets move in 2024? ▼
Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan edged up modestly - up 3.4% during 2024, from $1M to $1M. Reported net income was $35K.
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 123,622 plans that reported assets for plan year 2024 (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 Retirement Plan of Richard a. Mellon Separate Trust No. 2 in PA ($1M, 11 participants).

Next read for Partners National Health Plans of Nc, In…

Filing takeaways

Ways to act on Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan's numbers.

  • By total assets, Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in North Carolina. Compare plans
  • Blue Cross and Blue Shield of North Carolina's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.