PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. NC Bar Assoc 401(k) Plan
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

NC Bar Assoc 401(k) Plan

EIN 56-0583941-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
4
Retirement
2
$14.2M assets
Health & Benefits
2
$473K premiums
Participants
8,357
8000 WESTON PKWY - CARY, NC 27513919-677-0561
Plans on this EIN
4 filings
#002Money purchase-$10.6M - 106 part#003401(k)-$3.6M - 51 part#502Mewa-$473K - 4,272 lives#501Mewa-8,445 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $14.2M assets / 157 participants

Assets by plan

Share of aggregate retirement assets

  • BAR ASSOCIATION PENSION (#002)$10.6M
  • PROFIT SHARING PLAN (#003)$3.6M
Total $14.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • BAR ASSOCIATION PENSION (#002)106
  • PROFIT SHARING PLAN (#003)51
Total 157Select a row to open it

Benefits portfolio analytics

2 plans / $473K premiums / 12,717 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$473K
  • Short-term disability$473K
Total $473K2 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

NORTH CAROLINA BAR ASSOCIATION PENSION PLAN

Money purchase

Assets$10.6M
Participants106
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN

401(k)

Assets$3.6M
Participants51
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

NORTH CAROLINA BAR ASSOCIATION LIFE INSURANCE PLAN

Mewa - USABLE LIFE

Premiums$473K
Covered lives4,272
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TRUS

Mewa - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$0
Covered lives8,445
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002NORTH CAROLINA BAR ASSOCIATION PENSION PLANMoney purchase$10.6M1062025
#003NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN401(k)$3.6M512025
  • NORTH CAROLINA BAR ASSOCIATION PENSION PLAN$10.6M
    #002 · Money purchase · 2025106
  • NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN$3.6M
    #003 · 401(k) · 202551

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502NORTH CAROLINA BAR ASSOCIATION LIFE INSURANCE PLANMewaUSABLE LIFE$473K4,2722025
#501NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TRUSMewaBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$08,4452025
  • NORTH CAROLINA BAR ASSOCIATION LIFE INSURANCE PLAN$473K
    #502 · Mewa · USABLE LIFE · 20254,272
  • NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TRUS$0
    #501 · Mewa · BLUE CROSS BLUE SHIELD OF NORTH CAROLINA · 20258,445
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica