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NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN 401k Plan overview

Plan NameNORTH CAROLINA BANKERS ASSOCIATION VISION PLAN
Plan identification number 509

NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Vision

401k Sponsoring company profile

NORTH CAROLINA BANKERS ASSOCIATION INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTH CAROLINA BANKERS ASSOCIATION INC.
Employer identification number (EIN):560340440
NAIC Classification:522190
NAIC Description:Other Depository Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5092023-06-01LAUREN PERRY2024-12-05
5092022-06-01LAUREN PERRY2024-01-09
5092021-06-01
5092021-06-01LAUREN PERRY
5092020-06-01
5092019-06-01
5092018-06-01
5092017-06-01LAUREN PERRY
5092016-06-01LAUREN PERRY
5092015-06-01LAUREN PERRY
5092014-06-01LAUREN PERRY
5092013-06-01LAUREN PERRY
5092012-06-01LAUREN PERRY
5092011-06-01LAUREN PERRY
5092009-06-01LAUREN RUTHERFORD

Form 5500 Responses for NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN

2023: NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN 2023 form 5500 responses
2023-06-01Type of plan entityMulitple employer plan
2023-06-01Plan funding arrangement – InsuranceYes
2023-06-01Plan benefit arrangement – InsuranceYes
2022: NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN 2022 form 5500 responses
2022-06-01Type of plan entityMulitple employer plan
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan benefit arrangement – InsuranceYes
2021: NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN 2021 form 5500 responses
2021-06-01Type of plan entityMulitple employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan benefit arrangement – InsuranceYes
2020: NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN 2020 form 5500 responses
2020-06-01Type of plan entityMulitple employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan benefit arrangement – InsuranceYes
2019: NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN 2019 form 5500 responses
2019-06-01Type of plan entityMulitple employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan benefit arrangement – InsuranceYes
2018: NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN 2018 form 5500 responses
2018-06-01Type of plan entityMulitple employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan benefit arrangement – InsuranceYes
2017: NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN 2017 form 5500 responses
2017-06-01Type of plan entityMulitple employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan benefit arrangement – InsuranceYes
2016: NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN 2016 form 5500 responses
2016-06-01Type of plan entityMulitple employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN 2015 form 5500 responses
2015-06-01Type of plan entityMulitple employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN 2014 form 5500 responses
2014-06-01Type of plan entityMulitple employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan benefit arrangement – InsuranceYes
2013: NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN 2013 form 5500 responses
2013-06-01Type of plan entityMulitple employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan benefit arrangement – InsuranceYes
2012: NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN 2012 form 5500 responses
2012-06-01Type of plan entityMulitple employer plan
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan benefit arrangement – InsuranceYes
2011: NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN 2011 form 5500 responses
2011-06-01Type of plan entityMulitple employer plan
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan benefit arrangement – InsuranceYes
2009: NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN 2009 form 5500 responses
2009-06-01Type of plan entityMulitple employer plan
2009-06-01This submission is the final filingNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number30098
Policy instance 1
Insurance contract or identification number30098
Number of Individuals Covered2968
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Total amount of commissions paid to insurance brokerUSD $4,206
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $179,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number30098
Policy instance 1
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number30098
Policy instance 1
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number30098
Policy instance 1
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number30098
Policy instance 1
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number30098
Policy instance 1
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number30098
Policy instance 1
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number30098
Policy instance 1
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number30098
Policy instance 1
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number30098
Policy instance 1
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number30098
Policy instance 1
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number30098
Policy instance 1
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0716867
Policy instance 1

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