Nonprofit · EIN 56-6595155
NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR
Also known as CARLISLE SAM TTEE
Tax-exempt · CARY, NC 27513
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $65,579,983 | $68,548,563 | -$2,968,580 | $25,499,423 | $7,636,602 | $17,862,821 |
| September 30, 2024 | 990 | $63,668,052 | $64,656,747 | -$988,695 | $28,180,884 | $5,648,295 | $22,532,589 |
| September 30, 2023 | 990 | $58,348,323 | $56,882,101 | $1,466,222 | $28,799,915 | $5,691,947 | $23,107,968 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $58,301,909
- Investment income
- $776,397
- Net gain from sales of assets
- -$53,997
- Other revenue
- $6,501,677
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $62,881,331
- Compensation of officers, directors and key employees
- $6,300
- Salaries, compensation and benefits (total)
- $6,300
- Professional fundraising fees
- $0
- Legal fees
- $18,343
- Accounting fees
- $54,020
Balance sheet and other
- Total assets, start of year
- $28,180,884
- Total assets, end of year
- $25,499,423
- Total liabilities, end of year
- $7,636,602
- Net assets, end of year
- $17,862,821
- Publicly traded securities
- $18,944,143
- Gross receipts
- $67,841,515
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2002
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH W VOLTZ | TRUST CHAIR Trustee or director, Officer | 1 | $1,400 |
| PHILLIP R MILLER III | SECRETARY Trustee or director, Officer | 1 | $1,400 |
| PLATO C BARWICK III | TRUSTEE Trustee or director | 1 | $1,400 |
| SANDRA M CLARK | TRUSTEE Trustee or director | 1 | $1,400 |
| CHRISTOPHER T GRAEBE | TRUSTEE Trustee or director | 1 | $1,400 |
| WILLIAM STROUD | TRUST MANAGER Officer | 1 | $0 |
990 for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH W VOLTZ | TRUST CHAIR Trustee or director, Officer | 1 | $1,400 |
| PLATO C BARWICK III | TRUSTEE Trustee or director | 1 | $1,400 |
| PHILLIP R MILLER III | SECRETARY Trustee or director, Officer | 1 | $1,400 |
| SANDRA M CLARK | TRUSTEE Trustee or director | 1 | $1,050 |
| CHRISTOPHER T GRAEBE | TRUSTEE Trustee or director | 1 | $1,050 |
| WILLIAM STROUD | TRUST MANAGER Officer | 1 | $0 |
990 for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH W VOLTZ | TRUST CHAIR Trustee or director, Officer | 1 | $1,400 |
| PLATO C BARWICK III | TRUSTEE Trustee or director | 1 | $1,400 |
| SANDRA M CLARK | TRUSTEE Trustee or director | 1 | $1,400 |
| CHRISTOPHER T GRAEBE | TRUSTEE Trustee or director | 1 | $1,400 |
| PHILLIP R MILLER III | SECRETARY Trustee or director, Officer | 1 | $1,400 |
| WILLIAM STROUD | TRUST MANAGER Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8000 WESTON PARKWAY, CARY, NC 27513-2153
- In care of
- % NORTH CAROLINA BAR ASSOCIATION
- Principal officer (990 for 2024)
- ELIZABETH W VOLTZ, 8000 WESTON PARKWAY, CARY, NC 27513
- Signed the 990
- ELIZABETH VOLTZ, TRUST CHAIR
- Phone
- (919) 677-8900
- Return prepared by
- JOHNSON LAMBERT LLP
Mission
THE TRUST IS A HEALTH BENEFIT PROGRAM WHEREBY AN EMPLOYEE OF A PARTICIPATING EMPLOYER, UPON EMPLOYMENT, MAY ELECT COVERAGE.
Program accomplishments
- 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 9/30/25 IS 4,509.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 56-6595155
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $25,499,423
- Income (IRS master file)
- $67,841,515
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $65,579,983 | $68,548,563 | $25,499,423 | XML |
| 990 | September 2024 | $63,668,052 | $64,656,747 | $28,180,884 | XML |
| 990 | September 2023 | $58,348,323 | $56,882,101 | $28,799,915 | XML |
| 990 | September 2022 | $53,966,395 | $56,491,430 | $26,853,160 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-6595155).
Questions about NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR
- What is the EIN of NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR?
- The employer identification number (EIN) of NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR is 56-6595155.
- Is NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
- Are donations to NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR?
- The 990 for the year ended September 30, 2025 names ELIZABETH W VOLTZ.
- Who are the officers and directors of NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR?
- The 990 for the year ended September 30, 2025 lists 6 people; 5 received compensation from the organization, the highest $1,400 (ELIZABETH W VOLTZ, TRUST CHAIR).
- How much revenue does NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $65,579,983, expenses of $68,548,563 and total assets of $25,499,423 at year end.
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