Original filing (PDF)20250731090548NAL0005781585001

NORTH CAROLINA MEDICAL SOCIETY

Name: NORTH CAROLINA MEDICAL SOCIETY — NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST, Form 5500 (2024)
Creator: NORTH CAROLINA MEDICAL SOCIETY

Form 5500

FILING_RECEIVED

NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST

Health & welfare plan

Signals · 3

28% in single holding~3028 bps in Sched C fees20 service providers

Active participants

6,857

Accounts w/ balance

—

Plan assets (EOY)

$25.3M

Net assets (EOY)

$19.5M

How this plan invests

This plan

93 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (0th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTH CAROLINA MEDICAL SOCIETY.

Plan sponsor

Name

NORTH CAROLINA MEDICAL SOCIETY

EIN

56-0320130

Address

700 SPRING FOREST RD STE 400 · RALEIGH, NC · 276099124

Phone

—

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

Audit & trust (Schedule H)

Auditor

JOHNSON LAMBERT, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

20 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SENTINEL RISK ADVISORS	46-3368915	—	—	$39K	—

Other service providers

Investments

93 direct securities· $23.2M(92% of reported assets)

Bonds / Notes

$12.8M

79 holdings

Cash / Money Market

$8.0M

4 holdings

Other securities

$2.0M

9 holdings

U.S. Treasuries

$398K

1 holding

					% of plan
PNC Bank Cash	Cash / Money Market	—	$6.6M	$6.6M	26.3%
FIRST AMER:GVT OBLG Y Money Market	Cash / Money Market	—	$1.3M	$1.3M	5.1%
UPMC; 3.6%; DUE 4/3/25 Corporate Debt	Bonds / Notes	—	$753K	$748K	3.0%
SOUTH DAKOTA ST HEALTH & EDL FACS AUTH REV; 2.591%; DUE 7/1/25 Municipal Obligation	Bonds / Notes	—	$634K	$624K	2.5%
BANK OF AMERICA CORP; 3.5%; DUE 4/19/26 Corporate Debt	Bonds / Notes	—	$602K	$576K	2.3%
Adjustment to carrying value for financial statement	Other securities	—	—	$510K	2.0%
ISHARES:CORE S&P 500 Exchange Traded Fund	Other securities	—	$115K	$476K	1.9%
UNITED STATES TREASURY; 1.75%; DUE 3/15/25 U.S. Government	U.S. Treasuries	—	$398K	$398K	1.6%
UBS AG (STAMFORD BRANCH); 2.95%; DUE 4/9/25 Corporate Debt	Bonds / Notes	—	$352K	$348K	1.4%
3/1/26 Municipal Obligation	Bonds / Notes	—	$351K	$338K	1.3%
CGCMT 2016-P6 A5; 3.72%; DUE 11/1/26 Asset-Backed Security	Bonds / Notes	—	$304K	$289K	1.1%
ISHARES:CORE S&P MD-CP Exchange Traded Fund	Other securities	—	$107K	$260K	1.0%
FNGT 2017-T1 A; 2.898%; DUE 5/23/27 Asset-Backed Security	Bonds / Notes	—	$276K	$260K	1.0%
COMET 2022-1 A; 2.8%; DUE 3/17/25 Asset-Backed Security	Bonds / Notes	—	$250K	$249K	1.0%
DCENT 2022-3 A; 3.56%; DUE 7/15/25 Asset-Backed Security	Bonds / Notes	—	$250K	$249K	1.0%
FHMS K-063 A2; 3.43%; DUE 1/1/27 Asset-Backed Security	Bonds / Notes	—	$257K	$245K	1.0%
GSMS 2016-GS4 A4; 3.442%; DUE 11/1/26 Asset-Backed Security	Bonds / Notes	—	$246K	$243K	1.0%
FHMS K-074 A2; 3.6%; DUE 1/1/28 Asset-Backed Security	Bonds / Notes	—	$259K	$243K	1.0%
FHMS K-089 A2; 3.563%; DUE 1/1/29 Asset-Backed Security	Bonds / Notes	—	$264K	$240K	0.9%
DBGS 2018-C1 A4; 4.466%; DUE 10/1/28 Asset-Backed Security	Bonds / Notes	—	$264K	$239K	0.9%
US BANCORP; 7.5%; DUE 6/1/26 Corporate Debt	Bonds / Notes	—	$240K	$228K	0.9%
SIMON PROPERTY GROUP LP; 3.5%; DUE 9/1/25 Corporate Debt	Bonds / Notes	—	$227K	$223K	0.9%
OREGON ED DISTS FULL FAITH & CR PENSION OBLIGS; 1.707%; DUE 6/30/29 Municipal Obligation	Bonds / Notes	—	$229K	$221K	0.9%
CITIGROUP INC; 3.2%; DUE 10/21/26 Corporate Debt	Bonds / Notes	—	$228K	$219K	0.9%
FNA 2017-M1 A2; 2.415%; DUE 10/1/26 Asset-Backed Security	Bonds / Notes	—	$210K	$201K	0.8%
CSAIL 2016-C5 A5; 3.7567%; DUE 11/1/25 Asset-Backed Security	Bonds / Notes	—	$203K	$198K	0.8%
ALABAMA POWER CO; 3.75%; DUE 9/1/27 Corporate Debt	Bonds / Notes	—	$200K	$196K	0.8%
WISCONSIN ST GEN FD ANNUAL APPROPRIATION REV; 3.154%; DUE 5/1/27 Municipal Obligation	Bonds / Notes	—	$198K	$194K	0.8%
CFCRE 2016-C6 A3; 3.217%; DUE 11/1/26 Asset-Backed Security	Bonds / Notes	—	$201K	$193K	0.8%
UBSCM 2017-C2 A4; 3.487%; DUE 7/1/27 Asset-Backed Security	Bonds / Notes	—	$203K	$192K	0.8%
FHR 5202 NK; 2.25%; DUE 2/1/39 Asset-Backed Security	Bonds / Notes	—	$234K	$191K	0.8%
BANK OF AMERICA CORP; 0.75%; DUE 1/26/26 Corporate Debt	Bonds / Notes	—	$190K	$183K	0.7%
TRAVELERS COMPANIES INC; 7.75%; DUE 4/15/26 Corporate Debt	Bonds / Notes	—	$189K	$182K	0.7%
ABBVIE INC; 3.8%; DUE 3/15/25 Corporate Debt	Bonds / Notes	—	$175K	$175K	0.7%
AT&T INC; 4.25%; DUE 3/1/27 Corporate Debt	Bonds / Notes	—	$181K	$173K	0.7%
FN AN7447; 3.07%; DUE 11/1/27 Asset-Backed Security	Bonds / Notes	—	$179K	$172K	0.7%
6/1/27 Corporate Debt	Other securities	—	$179K	$171K	0.7%
PCG 2022-A A1; 3.594%; DUE 11/11/27 Asset-Backed Security	Bonds / Notes	—	$176K	$170K	0.7%
BOSTON PROPERTIES LP; 2.75%; DUE 10/1/26 Corporate Debt	Bonds / Notes	—	$176K	$168K	0.7%
GOLUB CAPITAL BDC INC; 2.5%; DUE 8/24/26 Corporate Debt	Bonds / Notes	—	$172K	$167K	0.7%
CANADIAN PACIFIC RAILWAY CO; 1.75%; DUE 12/2/26 Corporate Debt	Bonds / Notes	—	$173K	$166K	0.7%
SONOCO PRODUCTS CO; 2.25%; DUE 2/1/27 Corporate Debt	Bonds / Notes	—	$174K	$166K	0.7%
FH C91975; 3%; DUE 3/1/37 Asset-Backed Security	Bonds / Notes	—	$171K	$165K	0.7%
FH ZA2493; 3%; DUE 3/1/37 Asset-Backed Security	Bonds / Notes	—	$173K	$165K	0.7%
10/1/26 Corporate Debt	Other securities	—	$172K	$162K	0.6%
12/1/25 Municipal Obligation	Bonds / Notes	—	$164K	$159K	0.6%
FEOH 2013 A3; 3.45%; DUE 1/15/34 Asset-Backed Security	Bonds / Notes	—	$175K	$156K	0.6%
ROSEMONT ILL; 3.814%; DUE 12/1/25 Municipal Obligation	Bonds / Notes	—	$152K	$149K	0.6%
First Citizens BancShares Master Notes Sweep Account	Other securities	—	$148K	$148K	0.6%
WFCM 2016-C33 A4; 3.426%; DUE 2/1/26 Asset-Backed Security	Bonds / Notes	—	$152K	$148K	0.6%

1–50 of 93

1 / 2

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

BlackRock / iShares$865K JPMorgan$97K

Related plans

Other plans using BLUE CROSS BLUE SHIELD OF NC

NORTH CAROLINA FARM BUREAU FEDERATION, INC

AGCAREFIRST TRUST

$5.1M

STATE EMPLOYEES CREDIT UNION

STATE EMPLOYEES' CREDIT UNION WELFARE BENEFITS PLAN

— · 7,724 participants

TARGET PHARMASOLUTIONS, INC

TARGET PHARMASOLUTIONS, INC. EMPLOYEE BENEFIT PLAN

— · 64 participants

CAMP ELECTRIC COMPANY, INC.

CAMP ELECTRIC WELFARE BENEFITS PLAN

— · 32 participants

GRADY-WHITE BOATS, INC.

GRADY-WHITE BOATS EMPLOYEE BENEFIT PLAN

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLUE CROSS BLUE SHIELD OF NC	56-0894904	—	—	$2.6M	—
SENTINEL BENEFIT CONSULTING	87-2472111	—	—	$1.9M	—
MEDICAL MUTUAL INS OF NC	56-1122874	—	—	$1.5M	—
NORTH RIVER INSURANCE	22-1964135	—	—	$879K	—
NC MEDICAL SOCIETY	56-0320130	—	—	$424K	—
RUDD AND WISDOM INC	74-1896655	—	—	$103K	—
VITAL WORKLIFE INC	41-1456089	—	—	$62K	—
JOHNSON LAMBERT AND CO LLP	52-1446779	—	—	$55K	—
RALEIGH MEDICAL GROUP	56-1166754	—	—	$50K	—
FLORES AND ASSOCIATES	56-1542307	—	—	$35K	—
ASSET ALLOCATION MANAGEMENT	36-4418695	—	—	$28K	—
UROLOGY SPECIALISTS OF CAROLINAS	52-2107759	—	—	$18K	—
TROUTMAN PEPPER HAMILTON SANDERS	58-0946915	—	—	$16K	—
TRIUNE TECHNOLOGIES	30-0057733	—	—	$15K	—
CHARLOTTE DERMATOLOGY	56-1004551	—	—	$12K	—
LOOKING GLASS EYE CENTER	02-0622351	—	—	$9K	—
POYNER SPRUILL LLC	56-1493995	—	—	$6K	—
TRIANGLE DERMATOLOGY ASSOCIATES	56-0960506	—	—	$5K	—
NASH OB-GYN ASSOCIATES	56-1032153	—	—	$5K	—