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Form 5500 · Retirement plan · RALEIGH, NC

THE ARC OF NORTH CAROLINA, INC.

The filing calls this plan THE ARC OF NORTH CAROLINA, INC. 401(K) PLAN.

THE ARC OF NORTH CAROLINA, INC. of RALEIGH, NC files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by CMFG 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 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0753097 · plan 002 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
420
Contracts on file
1
Contract value
$1,164,027
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 CMFG LIFE INSURANCE COMPANY.

The contracts held $1,164,027 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
CMFG LIFE INSURANCE COMPANYAnnuity / GIC42December$1,164,027$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

LPL FINANCIAL, LLC
Named on Schedule C · EIN 95-2834236
$22,037
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$1,164,026
Paid out in benefits
$932,696
Participants at the start of the year
420
Participants with account balances
43

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

Who runs the plan

Independent accountantEIN 56-1793406
APPLE, KOCEJA & ASSOCIATES, PA
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.

Other plans filed by this employer

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