Pembroke, 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, Pembroke, NC has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $28,675,868 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $28,675,868
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $28,675,868
Contributions & income
- Employer contributions
- $1,190,266
- Participant contributions
- $1,509,183
- Total income / additions
- $5,916,960
Expenses & distributions
- Benefits paid / distributions
- $3,835,271
- Total expenses
- $3,989,853
- Net increase / (decrease)
- $1,927,107
Coverage
- Total reported participants
- 1,169
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pembroke, 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 |
|---|---|---|---|
| Robeson Health Care Corporation Retirement Savings Plan | Robeson Health Care Corporation | $8,145,910 | 2023 |
| Lumbee Guaranty Bank Employees' Pension Plan | Lumbee Guaranty Bank | $6,706,278 | 2023 |
| The Lumbee Tribe Of Nc 401(K) Plan | The Lumbee Tribe Of North Carolina | $5,344,817 | 2023 |
| Lumbee Guaranty Bank 401(K) Savings Plan | Lumbee Guaranty Bank | $5,006,196 | 2023 |
| Healthkeeperz, Inc. 401(K) Plan | Healthkeeperz, Inc. | $2,715,243 | 2023 |
| Lumbee Guaranty Bank Employee Stock Ownership Plan | Lumbee Guaranty Bank | $757,424 | 2023 |
Largest plans in Pembroke → · Pembroke plans by participants → · Pembroke plans with financial data → · Pembroke plans with provider compensation → · $1B+ plans in Pembroke →
Related Form 5500 pages
- All NC Form 5500 filings
- Robeson Health Care Corporation Retirement Savings Plan (plan 001)
- Robeson Health Care Corporation — all reported plans
- Lumbee Guaranty Bank Employees' Pension Plan (plan 001)
- Lumbee Guaranty Bank — all reported plans
- The Lumbee Tribe Of Nc 401(K) Plan (plan 001)
- The Lumbee Tribe Of North Carolina — all reported plans
- Lumbee Guaranty Bank 401(K) Savings Plan (plan 002)
- Healthkeeperz, Inc. 401(K) Plan (plan 001)
- Healthkeeperz, Inc. — all reported plans
- Lumbee Guaranty Bank Employee Stock Ownership Plan (plan 003)
- Methodology
- Data sources