Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NC BAR ASSOC PENSION PLAN
EIN 56-0583941Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
2
$14.2M assets
Welfare
2
$473K premiums
Participants
8,357
8000 WESTON PKWY - CARY, NC 27513919-677-0561
Retirement portfolio analytics
2 plans aggregated / $14.2M assets / 157 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $473K premiums / 12,717 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$473K
- Short-term disability$473K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- USABLE LIFE100%
- BLUE CROSS OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
59%top
- CAROL TOUCHON59%
- LAWYERS INSURANCE AGENCY, INC.34%
- MOSAIC GROUP SERVICES7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NORTH CAROLINA BAR ASSOCIATION PENSION PLAN
MoneyPurchase
Assets$10.6M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN
401k
Assets$3.6M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
NORTH CAROLINA BAR ASSOCIATION LIFE INSURANCE PLAN
Mewa - USABLE LIFE
Premiums$473K
Covered lives4,272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TRUS
Mewa - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA
Premiums$0
Covered lives8,445
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NORTH CAROLINA BAR ASSOCIATION PENSION PLAN | MoneyPurchase | $10.6M | 106 | 2025 | |
| 003 | NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN | 401k | $3.6M | 51 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | NORTH CAROLINA BAR ASSOCIATION LIFE INSURANCE PLAN | Mewa | USABLE LIFE | $473K | 4,272 | 2025 | |
| 501 | NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TRUS | Mewa | BLUE CROSS BLUE SHIELD OF NORTH CAROLINA | $0 | 8,445 | 2025 |
Retirement plans
Welfare plans