2018-06-13T14:26:34-05:00 2017-09-30 560574444 CHERRY BEKAERT LLP 1111 Metropolitan Ave Ste 1000 Charlotte NC 28204 990 2016-10-01 566595155 North Carolina Bar Association Health Benefit Trust NORT 9196778900 8000 Weston Parkway No 200 Cary NC 27513 Elizabeth W Voltz Trust Chair 9196778900 2018-06-05 1 Amanda Adams P00748038 7043771678 2016 2022-09-23 18:48:47Z Elizabeth W Voltz 8000 Weston Parkway No 200 Cary NC 27513 42480625 0 X n/a X 2002 NC Multiple employer welfare arrangement. 5 5 0 0 248960 202637 0 0 34900406 41567205 437737 248960 1294821 0 36632964 41816165 0 0 32006416 32454364 6300 6500 0 0 0 4581319 4723419 36594035 37184283 38929 4631882 14916209 19713406 3621739 3694110 11294470 16019296 The trust is a health benefit program whereby an employee of a participating employer, upon employment, may elect coverage. 0 0 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 9/30/17 is 3,869. 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 7 0 1 0 1 1 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X Erin O Orr 9196778900 8000 Weston Parkway Cary NC 27513 Elizabeth W Voltz Trust Chair 1.00 X X 1400 0 0 Michelle L Frazier Trust Secretary 1.00 X X 700 0 0 M Ann Anderson Trustee 1.00 X 1400 0 0 Sandra Clark Trustee 1.00 X 350 0 0 Ralph W Meekins Trustee 1.00 X 800 0 0 Philip R Miller III Trustee 1.00 X 1400 0 0 6050 0 0 0 0 0 0 Blue Cross Blue Shield of North Carolina 5901 Chapel Hill Road Durham NC 27707 Administrative Services 2281781 Lawyers Insurance Agency 8000 Weston Parkway Suite 200 Cary NC 27513 Administrative Services 1461270 Businessolver 1025 Ashworth Road Suite 101 West Des Moines IA 50265 Software Services 142259 Express Scripts 1 Express Way St Louis MO 63121 Administrative Services 105312 4 Premiums Earned 900099 40235904 40235904 Rebates Earned 900099 1331301 1331301 41567205 248217 248217 665203 664460 743 743 743 41816165 41567205 248960 0 32454364 6500 1659996 32323 31011 2630895 7334 146593 3903 77499 UBI Tax 93202 Other taxes and fees 40663 37184283 3092524 4619368 227595 158939 54140 13466 9528441 13870727 2013509 1050906 14916209 19713406 585983 880291 740092 85921 2295664 2727898 3621739 3694110 X 0 0 0 0 11294470 16019296 11294470 16019296 14916209 19713406 4631882 26015 66929 0 X 0 1 X 1 0 0 Reins. Recov & collected prem. 238946 pharmacy rebates receivable 600000 investment income receivable 34973 Investment in Insurance Captive 176987 1050906 health claims liability 2727898 2727898 X 41842180 26015 26015 41816165 0 41816165 37184283 0 37184283 0 37184283 Part X, Line 2: The Sponsor analyzed the tax positions taken by the Trust, and concluded that as of September 30, 2017 and 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. Form 990, Part VI, Section B, line 11b The trust chair reviews and signs the form 990 one week prior to filing with the IRS. Form 990, Part VI, Section B, line 15 The trustees receive agreed upon fees based on their attendance at trustee meetings throughout the year. Form 990, Part VI, Section C, line 19 All financial information is currently on file with the North Carolina Department of Insurance for public review. North Carolina Bar Association 8000 Weston Parkway Cary NC 27513 560583941 Promoting and Improving the Administration of Justice NC 501(c)(6) 0 North Carolina Bar Foundation 8000 Weston Parkway Cary NC 27513 560767805 Promote the study of law and the continuing education of lawyers NC 501(c)(3) Line 10 0 NC Association of Black Lawyers Land Loss Prevention Project PO Box 179 Durham NC 27702 561348982 Provide legal assistance related to land loss NC 501(c)(3) Line 7 0 CAROLINA STUDENT LEGAL SERVICES PO Box 958 chapel hill NC 27514 581927954 provide legal services to students NC 501(c)(3) Line 10 0 UNIVERSITY STUDENT LEGAL SERVICES PO Box 7123 RALEIGH NC 27695 561765006 provide legal services to students NC 501(c)(3) Line 10 0 Arthurs & Foltz LLP Bankruptcy Center Barringer Sasser LLP Bartenfield Injury Law Barwick Mediation Batts Batts & Bell LLP Biberstein & Nunalee Block Crouch Keeter Behm & Sayed LLP Blue Stephens & Fellers LLP Bradford Hayes LLP Brooks Pierce McLendon Humphrey & 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