2023 Form 5500 filing — Nc Medical Society Employee Benefit Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627130641NAL0006295299001) for Nc Medical Society Employee Benefit Trust, reported by North Carolina Medical Society under EIN 56-0320130 and plan number 501. It reports 7,399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627130641NAL0006295299001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- North Carolina Medical Society
- EIN
- 56-0320130
- Plan number
- 501
- Location
- Raleigh, NC
- Participants
- 7,399
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,760,103
- Total liabilities (EOY)
- $4,335,285
- Net assets (EOY)
- $24,424,818
- Participant contributions
- $45,924,705
- Total income / additions
- $47,664,541
- Benefits paid
- $43,669,054
- Administrative expenses
- $6,999,534
- Total expenses
- $50,668,588
- Net increase / (decrease)
- -$3,004,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Nc | not reported in the loaded dataset | $2,405,239 | not reported in the loaded dataset |
| Sentinel Benefit Consulting | not reported in the loaded dataset | $1,980,366 | not reported in the loaded dataset |
| Medical Mutual Insurance Co Of Nc | not reported in the loaded dataset | $1,414,743 | not reported in the loaded dataset |
| North River Insurance | not reported in the loaded dataset | $836,183 | not reported in the loaded dataset |
| Nc Medical Society | not reported in the loaded dataset | $389,851 | not reported in the loaded dataset |
| Rudd And Wisdom Inc | not reported in the loaded dataset | $81,353 | not reported in the loaded dataset |
| Vital Workline Inc | not reported in the loaded dataset | $58,648 | not reported in the loaded dataset |
| Troutman Pepper Hamilton Sanders Ll | not reported in the loaded dataset | $56,063 | not reported in the loaded dataset |
| Johnson Lambert Llp | not reported in the loaded dataset | $51,045 | not reported in the loaded dataset |
| Flores & Associates | not reported in the loaded dataset | $35,956 | not reported in the loaded dataset |
| Asset Allocation & Management | not reported in the loaded dataset | $30,531 | not reported in the loaded dataset |
| Hospice Of The Piedmont | not reported in the loaded dataset | $23,400 | not reported in the loaded dataset |
| Charlotte Gastroenterology | not reported in the loaded dataset | $18,000 | not reported in the loaded dataset |
| Urology Specialists Of The Carolina | not reported in the loaded dataset | $17,850 | not reported in the loaded dataset |
| Sentinel Risk Advisors | not reported in the loaded dataset | $16,805 | not reported in the loaded dataset |
| Catawba Valley/Mental Health Fund | not reported in the loaded dataset | $10,550 | not reported in the loaded dataset |
| Orthopaedic Specialists Of Nc | not reported in the loaded dataset | $10,350 | not reported in the loaded dataset |
| Mid-Atlantic Emergency Medicine | not reported in the loaded dataset | $9,900 | not reported in the loaded dataset |
| Triune Technology | not reported in the loaded dataset | $8,184 | not reported in the loaded dataset |
| Burlington Pediatrics | not reported in the loaded dataset | $6,300 | not reported in the loaded dataset |
| Cary Pediatric Center | not reported in the loaded dataset | $5,550 | not reported in the loaded dataset |
| Neurology And Pain Management Ctr | not reported in the loaded dataset | $5,400 | not reported in the loaded dataset |