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EIN 56-6595155

North Carolina Bar Association Health Benefit Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Cary
State
North Carolina
Year formed
2002
Most recent tax filings
2023-09-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The North Carolina Bar Association Health Benefit Trust operates as a multiple-employer welfare arrangement providing health coverage for employees of participating employers. It is a self-funded non-profit entity with 4,522 participants as of 9/30/22. Upon employment, employees may elect coverage through the Trust.
Related structure
North Carolina Bar Association Health Benefit Trust is a subordinate organization under North Carolina Bar Association.
Also known as...
Carlisle Sam Ttee
Total revenues
$58,348,323
2023
Total expenses
$56,882,101
2023
Total assets
$28,799,915
2023
Num. employees
0
2023

Program areas at North Carolina Bar Association Health Benefit Trust

The Trust is a self-funded multiple-employer welfare plan, operated solely and exclusively as a non-profit entity for the purpose of providing benefits to employees of participating employers. The number of participants at 9/30/23 is 4,628.

Personnel at North Carolina Bar Association Health Benefit Trust

NameTitleCompensation
Elizabeth VoltzTrust Chair$1,050
William StroudTrust Manager$0
Michelle L FrazierTrust Secretary$700

Financials for North Carolina Bar Association Health Benefit Trust

RevenuesFYE 09/2023
Total grants, contributions, etc.$0
Program services$54,236,424
Investment income and dividends$766,517
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-58,867
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$3,404,249
Total revenues$58,348,323

Form 990s for North Carolina Bar Association Health Benefit Trust

Fiscal year endingDate received by IRSFormPDF link
2023-092024-07-02990View PDF
2022-092023-08-07990View PDF
2021-092022-07-06990View PDF
2020-092021-08-06990View PDF
2019-092020-09-30990View PDF
...and 13 more Form 990s
Data update history
October 9, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 19, 2023
Posted financials
Added Form 990 for fiscal year 2021
August 13, 2022
Posted financials
Added Form 990 for fiscal year 2020
August 4, 2022
Posted financials
Added Form 990 for fiscal year 2019
August 2, 2022
Updated personnel
Identified 2 new personnel
Nonprofit Types
Fraternal societiesMutual assistance organizationsChapter / child organizations
Issues
Health
Characteristics
State / local levelNo full-time employees
General information
Address
8000 Weston Pkwy
Cary, NC 27513
Metro area
Raleigh-Cary, NC
County
Wake County, NC
Phone
(919) 677-8900
IRS details
EIN
56-6595155
Fiscal year end
September
Taxreturn type
Form 990
Year formed
2002
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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