Money Purchase · DOL Form 5500 · 2024

Blue Cross and Blue Shield of North Carolina Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
121
Participants Small participant base
24th
Percentile by assets National rank
$8,806
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, 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.

  • #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.

#1,172
in Finance & Insurance (8,549 peers)
+3.4%
assets growth YoY

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 2024 · DOL Form 5500

$1,065,502 24th percentile higher than 24% of 123,620 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 2024

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

Plan-year 2024 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 (121 participants).

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 →

Form 5500 schedule snapshot

Filing strip 560894904 · Blue Cross and Blue Shield of North Carolina PY 2024 · Money Purchase

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan · $1M · 121 · 24th

  • VS-ST $1M
  • BOY 121
  • SCH 24th
  • EBSA Money Purchase
  • PART near Retirement Plan of Richard a. Mellon Separate Trust No. 2
  • TYPE ind #1172

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

Partners National Health Plans of Nc, Inc. Target Benefit Pension PlanPartners National Health Pla…$1MRetirement Plan of Richard a. Mellon Separate Trust No. 2Retirement Plan of Richard a…$1MTeamsters Local 344 Officers, Business Agents & Employees Severance Pay PlanTeamsters Local 344 Officers…$1MIsv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement PlanIsv Pediatrics Psc & Juan Ba…$1MMiller Wagner & Company PLLC Money Purchase Pension PlanMiller Wagner & Company PLLC…$1M
End-of-year total assets ($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 2024.

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)

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): 1.065502 · Participants: 121Partners National Health Plans of Nc, Inc. Target Benefit Pension PlanMoney Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 521.943198 · Participants: 1997Money Purchase Pension Plan of Wake Forest University Health SciencesFhi 360 Employees' Pension Plan, Total assets ($M): 257.942084 · Participants: 1192Fhi 360 Employees' Pension PlanNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 84.542787 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustCarteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 58.278329 · Participants: 905Carteret County General Hospital Money Purchase Pension PlanGoodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan, Total assets ($M): 22.953494 · Participants: 663Goodwill Industries of Northwest North Carolina, Inc. Money Purchase 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 Retirement Plan of Richard a. Mellon Separate Trust No. 2 in PA ($1M); by covered participants it is Employee Benefit Plan of Northeast Community Center for Behavioral Health in PA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 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).
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 Employee Benefit Plan of Northeast Community Center for Behavioral Health in PA (121 participants, $7M in assets).

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.