# North Carolina Bar Association Health & Welfare Plan
Source: https://planprovider.pro/companies/north-carolina-bar-association-560583941-501

> North Carolina Bar Association's Health & Welfare plan: 4,509 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North Carolina Bar Association

- **Sponsor EIN:** 560583941

- **Sponsor Address:** 8000 WESTON PKWY., CARY, NC, 27513

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 4,509

- **Total Assets:** $28.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4,509|$28.7M|$58.3M|$0|

| 2023|4,613|$29.2M|$57.0M|$0|

| 2022|4,615|$28.6M|$54.2M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| LAWYERS INSURANCE AGENCY|Other Service Provider|$1,993,745|$15,124|$2,008,869|

| BENEFITFOCUS|Other Service Provider|$262,047|—|$262,047|

| SCOTT INSURANCE|Other Service Provider|$68,000|—|$68,000|

| JOHNSON LAMBERT|Auditor|$54,020|—|$54,020|

| RAYMOND JAMES & ASSOCIATES|Recordkeeper|$38,151|—|$38,151|

| RUDD AND WISDOM|Other Service Provider|$32,915|—|$32,915|

| PRIMEPAY LLC|Other Service Provider|$32,140|—|$32,140|

| OAK HARBOR WEALTH PARTNERS|Other Service Provider|$25,785|—|$25,785|

| ALPHAGRAPHICS|Other Service Provider|$20,699|—|$20,699|

| BROOKS PIERCE MCLENDON|ERISA Attorney|$18,343|—|$18,343|

| GALLAGHER BENEFIT SERVICES|Investment Advisor|$17,037|—|$17,037|

| MZQ CONSULTING|Other Service Provider|$16,000|—|$16,000|

| TRIUNE TECHNOLOGIES INC.|Other Service Provider|$11,740|—|$11,740|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHNSON LAMBERT](https://planprovider.pro/provider/johnson-lambert-llp) — Auditor

- [RAYMOND JAMES & ASSOCIATES](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [BROOKS PIERCE MCLENDON](https://planprovider.pro/provider/brooks-pierce-mclendon-humphrey-and-leonard-llp) — ERISA Attorney

- [GALLAGHER BENEFIT SERVICES](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,605,746

- **Estimated Expense Ratio:** 9.084% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$6,028,134|$70,236|$4,924,106|—|—|

| 2023|$6,624,059|$67,763|$5,213,785|—|—|

| 2022|$6,286,643|$69,450|$5,139,881|—|$161,071|

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