Lumberton, NC Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lumberton, NC has 15 loaded benefit plan(s) reported by 7 plan sponsor(s), with $164,426,693 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $164,426,693
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $164,426,693
Contributions & income
- Employer contributions
- $3,870,781
- Participant contributions
- $5,149,309
- Total income / additions
- $31,168,537
Expenses & distributions
- Benefits paid / distributions
- $21,914,792
- Total expenses
- $22,293,447
- Net increase / (decrease)
- $8,875,090
Coverage
- Total reported participants
- 12,979
- Plans with financial statements
- 7
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lumberton, NC plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Southeastern Regional Medical Center Tax-Deferred Savings Plan | Southeastern Regional Medical Center | $122,572,635 | 2023 |
| Contempora Fabrics, Inc. Employee Stock Ownership Plan | Contempora Fabrics, Inc. | $16,168,100 | 2023 |
| Children'S Health Of Carolina P.A. 401(K) Profit Sharing Plan | Childrens Health Of Carolina, Pa | $10,751,153 | 2023 |
| 403(B) Thrift Plan Of Southeastern Community Action Partnership, Inc. | Southeastern Community Action | $5,873,301 | 2023 |
| Mckenzie Supply Company Employee Stock Ownership Plan | Mckenzie Supply Company | $4,655,350 | 2023 |
| Rust Enterprises, Inc. 401(K) Retirement Plan | Rust Enterprises, Inc. | $4,052,326 | 2023 |
| Fresh Foods 401(K) Plan | Fresh Foods LLC | $353,828 | 2023 |
| Contempora Fabrics, Inc. Employee Health Life Benefit Plan | Contempora Fabrics, Inc | not reported in the loaded dataset | 2023 |
| Children'S Health Of Carolina, Pa Welfare Benefits Plan | Children'S Health Of Carolina, Pa | not reported in the loaded dataset | 2023 |
| Group Life Insurance Plan For Eligible Employees Of Southeastern Regional Medical Center | Southeastern Regional Medical Center | not reported in the loaded dataset | 2023 |
| Southeastern Regional Medical Center Employee Healthcare Plan | Southeastern Regional Medical Center | not reported in the loaded dataset | 2023 |
| Dental Plan For Employees Of Southeastern Regional Medical Center | Southeastern Regional Medical Center | not reported in the loaded dataset | 2023 |
| Group Long Term Disability Insurance Plan For Eligible Employees Of Southeastern Regional Medical Center | Southeastern Regional Medical Center | not reported in the loaded dataset | 2023 |
| Vision Care Plan For Employees Of Southeastern Regional Medical Center | Southeastern Regional Medical Center | not reported in the loaded dataset | 2023 |
| Group Std Insurance Plan For Eligible Employees Of Southeastern Regional Medical Center | Southeastern Regional Medical Center | not reported in the loaded dataset | 2023 |
Largest plans in Lumberton → · Lumberton plans by participants → · Lumberton plans with financial data → · Lumberton plans with provider compensation → · $1B+ plans in Lumberton →
Related Form 5500 pages
- All NC Form 5500 filings
- Southeastern Regional Medical Center Tax-Deferred Savings Plan (plan 002)
- Southeastern Regional Medical Center — all reported plans
- Contempora Fabrics, Inc. Employee Stock Ownership Plan (plan 001)
- Contempora Fabrics, Inc. — all reported plans
- Children'S Health Of Carolina P.A. 401(K) Profit Sharing Plan (plan 002)
- Childrens Health Of Carolina, Pa — all reported plans
- 403(B) Thrift Plan Of Southeastern Community Action Partnership, Inc. (plan 001)
- Southeastern Community Action — all reported plans
- Mckenzie Supply Company Employee Stock Ownership Plan (plan 001)
- Mckenzie Supply Company — all reported plans
- Rust Enterprises, Inc. 401(K) Retirement Plan (plan 002)
- Rust Enterprises, Inc. — all reported plans
- Fresh Foods 401(K) Plan (plan 001)
- Fresh Foods LLC — all reported plans
- Contempora Fabrics, Inc. Employee Health Life Benefit Plan (plan 502)
- Children'S Health Of Carolina, Pa Welfare Benefits Plan (plan 501)
- Group Life Insurance Plan For Eligible Employees Of Southeastern Regional Medical Center (plan 501)
- Southeastern Regional Medical Center Employee Healthcare Plan (plan 502)
- Dental Plan For Employees Of Southeastern Regional Medical Center (plan 503)
- Group Long Term Disability Insurance Plan For Eligible Employees Of Southeastern Regional Medical Center (plan 505)
- Vision Care Plan For Employees Of Southeastern Regional Medical Center (plan 507)
- Group Std Insurance Plan For Eligible Employees Of Southeastern Regional Medical Center (plan 508)
- Methodology
- Data sources