North Carolina Bar Association Health Benefit Trus — Form 5500 plan (North Carolina Bar Association)
Plain-English plan 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, North Carolina Bar Association Health Benefit Trus is a benefit plan reported by North Carolina Bar Association under EIN 56-0583941 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,628 participants and $29,232,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Carolina Bar Association
- EIN
- 56-0583941
- Plan number
- 501
- Plan type
- 3
- Location
- Cary, NC
- Latest filing year
- 2023
- Participants
- 4,628
- End-of-year plan assets
- $29,232,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,628 | H, C | 20250408172224NAL0010177411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,232,619
- Total liabilities (EOY)
- $5,648,295
- Net assets (EOY)
- $23,584,324
- Net assets (BOY)
- $22,945,260
Income & contributions
- Employer contributions
- $56,996,213
- Total contributions
- $56,996,213
- Total income / additions
- $59,297,715
Expenses & distributions
- Benefits paid
- $52,034,592
- Administrative expenses
- $6,624,059
- Total expenses
- $58,658,651
- Net increase / (decrease)
- $639,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lawyers Insurance Agency | NONE | $2,072,555 | $14,942 | 2023 |
| Benefitfocus | NONE | $279,162 | not reported in the loaded dataset | 2023 |
| Scott Insurance | NONE | $61,200 | $131,321 | 2023 |
| Johnson Lambert | NONE | $65,901 | not reported in the loaded dataset | 2023 |
| Raymond James/Oak Harbor Wealth Par | NONE | $61,113 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services | NONE | $37,773 | $0 | 2023 |
| Alphagraphics | NONE | $30,789 | $0 | 2023 |
| Rudd And Wisdom | NONE | $27,555 | not reported in the loaded dataset | 2023 |
| Primepay LLC | NONE | $13,996 | not reported in the loaded dataset | 2023 |
| Triune Technologies Inc. | NONE | $11,961 | $0 | 2023 |
| Marsh & Mclennan Agency | NONE | $11,160 | not reported in the loaded dataset | 2023 |
| Brooks Pierce Mclendon | NONE | $11,073 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Carolina Bar Association
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Cary, NC
- Lawyers Insurance Agency — Schedule C compensation
- Benefitfocus — Schedule C compensation
- Scott Insurance — Schedule C compensation
- Johnson Lambert — Schedule C compensation
- Raymond James/Oak Harbor Wealth Par — Schedule C compensation
- Gallagher Benefit Services — Schedule C compensation
- Alphagraphics — Schedule C compensation
- Rudd And Wisdom — Schedule C compensation
- Primepay LLC — Schedule C compensation
- Triune Technologies Inc. — Schedule C compensation
- Marsh & Mclennan Agency — Schedule C compensation
- Brooks Pierce Mclendon — Schedule C compensation