Mission
THE TRUST IS A HEALTH BENEFIT PROGRAM WHEREBY AN EMPLOYEE OF A PARTICIPATING EMPLOYER, UPON EMPLOYMENT, MAY ELECT COVERAGE.
Public Charity
NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TRUST
NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TRUST, of CARY, NC, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $65.6M in revenue, $68.5M in expenses, $25.5M in total assets.
EIN: 566595155
CARY, NC
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2025
Total Revenue$65.6M
Total Expenses$68.5M
Total Assets$25.5M
Grant Records0
Filing Years2021–2025
Officers & Directors
TRUSTEE
Christopher T Graebe
TRUST CHAIR
Elizabeth W Voltz
SECRETARY
Phillip R Miller Iii
TRUSTEE
Plato C Barwick Iii
TRUSTEE
Sandra M Clark
TRUST MANAGER
William Stroud
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $65.6M | $68.5M | $25.5M |
| 2024 | $63.7M | $64.7M | $28.2M |
| 2023 | $58.3M | $56.9M | $28.8M |
| 2022 | $54.0M | $56.5M | $26.9M |
| 2021 | $52.4M | $51.5M | $31.3M |
Between 2021 and 2025, reported annual revenue grew from $52.4M to $65.6M (+25%), with total assets most recently reported at $25.5M.
Interactive year-over-year charts and full filing details available with membership.