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EIN 56-2138565

North Carolina Bankers Association Health Benefit Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Raleigh
State
North Carolina
Year formed
1999
Most recent tax filings
2024-05-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The North Carolina Bankers Association Health Benefit Trust is a Self-Funded Multiple Employer Welfare Association Benefit Plan located in Raleigh, NC. It provided coverage for an average of 2,415 employees and dependents of ncba member institutions in the past plan year, collecting premiums and paying claims as per the Trust agreement.
Related structure
North Carolina Bankers Association Health Benefit Trust is a subordinate organization under North Carolina Bankers Association.
Total revenues
$32,254,418
2024
Total expenses
$33,701,766
2024
Total assets
$10,310,440
2024
Num. employees
0
2024

Program areas at North Carolina Bankers Association Health Benefit Trust

The ncba Health Benefit Trust provided coverage for an average of 2,350 employees and dependents of ncba member institutions in the past plan year. The plan collected premiums and paid claims in accordance with the Trust agreement.

Personnel at North Carolina Bankers Association Health Benefit Trust

NameTitleCompensation
Stephanie TuckerChief Financial Officer$0
Lynn JohnsonChairman / Trustee$0
Meghan BestPast Chief Financial Officer
Dana StonestreetChairman$0

Financials for North Carolina Bankers Association Health Benefit Trust

RevenuesFYE 05/2024
Total grants, contributions, etc.$0
Program services$31,959,917
Investment income and dividends$229,012
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$65,489
Total revenues$32,254,418

Form 990s for North Carolina Bankers Association Health Benefit Trust

Fiscal year endingDate received by IRSFormPDF link
2024-052024-10-09990View PDF
2023-052024-04-12990View PDF
2022-052023-02-10990View PDF
2021-052022-03-14990View PDF
2020-052021-06-24990View PDF
...and 9 more Form 990s
Data update history
May 18, 2024
Used new vendors
Identified 2 new vendors, including , and
May 18, 2024
Posted financials
Added Form 990 for fiscal year 2023
May 18, 2024
Updated personnel
Identified 3 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 5, 2023
Used new vendors
Identified 5 new vendors, including , , , , and
Nonprofit Types
Fraternal societiesMutual assistance organizationsChapter / child organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
3601 Haworth Dr
Raleigh, NC 27609
Metro area
Raleigh-Cary, NC
County
Wake County, NC
Phone
(919) 781-7979
IRS details
EIN
56-2138565
Fiscal year end
May
Taxreturn type
Form 990
Year formed
1999
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Subordinate organization
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