form5500lookup

Form 5500 · Retirement plan · BURLINGTON, NC

CAROLINA BIOLOGICAL SUPPLY COMPANY

The filing calls this plan CAROLINA BIOLOGICAL SUPPLY COMPANY SAVINGS AND PROFIT SHARING RETIREMENT.

CAROLINA BIOLOGICAL SUPPLY COMPANY of BURLINGTON, NC files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by PRINCIPAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0364367 · plan 001 · plan year 2025, filed Sep 21, 2026

Participants at the start of the year
647
Contracts on file
1
Contract value
$2,683,458
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $2,683,458 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC611December$2,683,458$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
CAROLINA BIOLOGICAL SUPPLY COMPANY
EIN 56-0364367
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$133,998
paid directly by the plan
WILSHIRE ADVISORS LLC
INVESTMENT ADVISORY · EIN 95-2755361
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 433 employees, 7 recordable cases, 81 days away from work.

EmployeesThe company's own average for the year
433
Hours worked
902,260
Recordable cases
7
Days away from work
81
Establishments filed under this EIN
2

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$60,133,879
Paid out in benefits
$5,041,503
Participants at the start of the year
647
Participants with account balances
601

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 56-0587953
GILLIAM BELL MOSER, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

More employer plans in North Carolina — largest plans, brokers, carriers and renewal months.