2023 Form 5500 filing — North Carolina Bar Association Health Benefit Trus
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250408172224NAL0010177411001) for North Carolina Bar Association Health Benefit Trus, reported by North Carolina Bar Association under EIN 56-0583941 and plan number 501. It reports 4,628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$23.6MReported net assets$23,584,324
Participants4.6K4,628
Provider compensation$2.8M12 Schedule C row(s)$2,830,501
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250408172224NAL0010177411001
- Plan sponsor
- North Carolina Bar Association
- EIN
- 56-0583941
- Plan number
- 501
- Location
- Cary, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$29.2M total assets
Net assets$23.6MLiabilities$5.6M
Full reported line items
- Total assets (EOY)
- $29,232,619
- Total liabilities (EOY)
- $5,648,295
- Net assets (EOY)
- $23,584,324
- Employer contributions
- $56,996,213
- Total income / additions
- $59,297,715
- Benefits paid
- $52,034,592
- Administrative expenses
- $6,624,059
- Total expenses
- $58,658,651
- Net increase / (decrease)
- $639,064
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lawyers Insurance Agency | NONE | $2,072,555 | $14,942 |
| Benefitfocus | NONE | $279,162 | not reported in the loaded dataset |
| Scott Insurance | NONE | $61,200 | $131,321 |
| Johnson Lambert | NONE | $65,901 | not reported in the loaded dataset |
| Raymond James/Oak Harbor Wealth Par | NONE | $61,113 | not reported in the loaded dataset |
| Gallagher Benefit Services | NONE | $37,773 | $0 |
| Alphagraphics | NONE | $30,789 | $0 |
| Rudd And Wisdom | NONE | $27,555 | not reported in the loaded dataset |
| Primepay LLC | NONE | $13,996 | not reported in the loaded dataset |
| Triune Technologies Inc. | NONE | $11,961 | $0 |
| Marsh & Mclennan Agency | NONE | $11,160 | not reported in the loaded dataset |
| Brooks Pierce Mclendon | NONE | $11,073 | $0 |