NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 401k Plan overview

Plan Name	NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST
Plan identification number	501

NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental

401k Sponsoring company profile

NORTH CAROLINA MEDICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:	NORTH CAROLINA MEDICAL SOCIETY
Employer identification number (EIN):	560320130
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NORTH CAROLINA MEDICAL SOCIETY

Jurisdiction of Incorporation:	North Carolina Secretary of State
Incorporation Date:
Company Identification Number:	0104828

More information about NORTH CAROLINA MEDICAL SOCIETY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2023-01-01
501	2022-01-01
501	2021-01-01
501	2020-01-01
501	2019-01-01
501	2018-01-01
501	2017-01-01	STEVEN SAWYER		ROBERT GOSSETT	2018-07-23
501	2016-01-01	STEVEN SAWYER		ROBERT GOSSETT	2017-07-21
501	2015-01-01	STEVEN SAWYER		ROBERT GOSSETT	2016-07-27
501	2014-01-01	STEVEN SAWYER		ROBERT GOSSETT	2015-07-29
501	2013-01-01	STEVEN SAWYER		ROBERT GOSSETT	2014-07-31
501	2012-01-01	STEVEN SAWYER		ROBERT GOSSETT	2013-07-26
501	2011-01-01	STEVEN SAWYER		ROBERT GOSSETT	2012-07-09
501	2009-01-01	STEVEN SAWYER		ROBERT GOSSETT	2010-07-23

Plan Statistics for NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST

401k plan membership statisitcs for NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST

Measure	Date	Value
2023: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	7,399
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	7,094
Number of retired or separated participants receiving benefits	2023-01-01	12
Number of other retired or separated participants entitled to future benefits	2023-01-01	16
Total of all active and inactive participants	2023-01-01	7,122
Total participants	2023-01-01	7,122
Number of employers contributing to the scheme	2023-01-01	242
2022: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7,467
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7,370
Number of retired or separated participants receiving benefits	2022-01-01	11
Number of other retired or separated participants entitled to future benefits	2022-01-01	18
Total of all active and inactive participants	2022-01-01	7,399
Total participants	2022-01-01	7,399
Number of employers contributing to the scheme	2022-01-01	237
2021: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8,923
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7,467
Number of retired or separated participants receiving benefits	2021-01-01	15
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	7,507
Total participants	2021-01-01	7,507
Number of employers contributing to the scheme	2021-01-01	241
2020: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	15,151
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8,869
Number of retired or separated participants receiving benefits	2020-01-01	38
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	8,923
Total participants	2020-01-01	8,923
Number of employers contributing to the scheme	2020-01-01	300
2019: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	17,298
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	15,012
Number of retired or separated participants receiving benefits	2019-01-01	40
Number of other retired or separated participants entitled to future benefits	2019-01-01	99
Total of all active and inactive participants	2019-01-01	15,151
Total participants	2019-01-01	15,151
Number of employers contributing to the scheme	2019-01-01	448
2018: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	16,055
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	17,131
Number of retired or separated participants receiving benefits	2018-01-01	34
Number of other retired or separated participants entitled to future benefits	2018-01-01	122
Total of all active and inactive participants	2018-01-01	17,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	11
Total participants	2018-01-01	17,298
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
Number of employers contributing to the scheme	2018-01-01	513
2017: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	16,962
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15,872
Number of retired or separated participants receiving benefits	2017-01-01	52
Number of other retired or separated participants entitled to future benefits	2017-01-01	120
Total of all active and inactive participants	2017-01-01	16,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	11
Total participants	2017-01-01	16,055
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
Number of employers contributing to the scheme	2017-01-01	459
2016: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18,267
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16,749
Number of retired or separated participants receiving benefits	2016-01-01	56
Number of other retired or separated participants entitled to future benefits	2016-01-01	146
Total of all active and inactive participants	2016-01-01	16,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	11
Total participants	2016-01-01	16,962
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
Number of employers contributing to the scheme	2016-01-01	520
2015: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	20,397
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18,077
Number of retired or separated participants receiving benefits	2015-01-01	43
Number of other retired or separated participants entitled to future benefits	2015-01-01	137
Total of all active and inactive participants	2015-01-01	18,257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	10
Total participants	2015-01-01	18,267
Number of employers contributing to the scheme	2015-01-01	586
2014: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	23,128
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20,217
Number of retired or separated participants receiving benefits	2014-01-01	43
Number of other retired or separated participants entitled to future benefits	2014-01-01	128
Total of all active and inactive participants	2014-01-01	20,388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	9
Total participants	2014-01-01	20,397
Number of employers contributing to the scheme	2014-01-01	719
2013: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22,176
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	22,891
Number of retired or separated participants receiving benefits	2013-01-01	228
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	23,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	9
Total participants	2013-01-01	23,128
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
Number of employers contributing to the scheme	2013-01-01	856
2012: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20,628
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21,991
Number of retired or separated participants receiving benefits	2012-01-01	176
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	22,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	9
Total participants	2012-01-01	22,176
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
Number of employers contributing to the scheme	2012-01-01	866
2011: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22,444
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	20,455
Number of retired or separated participants receiving benefits	2011-01-01	164
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	20,619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	9
Total participants	2011-01-01	20,628
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
Number of employers contributing to the scheme	2011-01-01	887
2009: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29,091
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	26,623
Number of retired or separated participants receiving benefits	2009-01-01	395
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	27,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	9
Total participants	2009-01-01	27,027
Number of employers contributing to the scheme	2009-01-01	1,081

Financial Data on NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST

Measure	Date	Value
2023 : NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$1,052,437
Total unrealized appreciation/depreciation of assets	2023-12-31	$1,052,437
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$4,335,285
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$4,798,699
Total income from all sources (including contributions)	2023-12-31	$47,664,541
Total loss/gain on sale of assets	2023-12-31	$-44,158
Total of all expenses incurred	2023-12-31	$50,668,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$43,669,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$45,924,705
Value of total assets at end of year	2023-12-31	$28,760,103
Value of total assets at beginning of year	2023-12-31	$32,227,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$6,999,534
Total interest from all sources	2023-12-31	$696,069
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$35,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$45,924,705
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$10,466,604
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$15,380,229
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$1,646,783
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$1,684,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$474,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$301,638
Administrative expenses (other) incurred	2023-12-31	$2,841,744
Liabilities. Value of operating payables at end of year	2023-12-31	$508,374
Liabilities. Value of operating payables at beginning of year	2023-12-31	$718,061
Total non interest bearing cash at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$-3,004,047
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$24,424,818
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$27,428,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$30,531
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$2,472,122
Interest earned on other investments	2023-12-31	$286,611
Income. Interest from US Government securities	2023-12-31	$15,868
Income. Interest from corporate debt instruments	2023-12-31	$264,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$4,200,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$5,078,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$5,078,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$128,697
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$1,445,670
Asset value of US Government securities at end of year	2023-12-31	$386,516
Asset value of US Government securities at beginning of year	2023-12-31	$377,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Employer contributions (assets) at end of year	2023-12-31	$55,166
Employer contributions (assets) at beginning of year	2023-12-31	$52,243
Income. Dividends from common stock	2023-12-31	$35,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$42,223,384
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$9,531,983
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$9,654,366
Contract administrator fees	2023-12-31	$3,819,982
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$3,352,000
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$3,779,000
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$8,827,811
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$8,871,969
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	JOHNSON LAMBERT, LLP
Accountancy firm EIN	2023-12-31	521446779
2022 : NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-2,380,141
Total unrealized appreciation/depreciation of assets	2022-12-31	$-2,380,141
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$4,798,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$5,704,738
Total income from all sources (including contributions)	2022-12-31	$48,255,760
Total loss/gain on sale of assets	2022-12-31	$89,229
Total of all expenses incurred	2022-12-31	$52,987,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$46,134,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$49,895,841
Value of total assets at end of year	2022-12-31	$32,227,564
Value of total assets at beginning of year	2022-12-31	$37,865,234
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,852,999
Total interest from all sources	2022-12-31	$617,793
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$33,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$247,784
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$49,895,841
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$15,380,229
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$11,905,373
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$1,684,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$3,414,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$301,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$1,466,743
Administrative expenses (other) incurred	2022-12-31	$2,616,933
Liabilities. Value of operating payables at end of year	2022-12-31	$718,061
Liabilities. Value of operating payables at beginning of year	2022-12-31	$380,995
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,731,631
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,428,865
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$32,160,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$1,940,340
Interest earned on other investments	2022-12-31	$276,343
Income. Interest from US Government securities	2022-12-31	$566
Income. Interest from corporate debt instruments	2022-12-31	$294,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$5,078,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$12,340,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$12,340,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$46,774
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$1,633,015
Asset value of US Government securities at end of year	2022-12-31	$377,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Employer contributions (assets) at end of year	2022-12-31	$52,243
Employer contributions (assets) at beginning of year	2022-12-31	$113,294
Income. Dividends from common stock	2022-12-31	$33,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$44,501,377
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$9,654,366
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$10,091,720
Contract administrator fees	2022-12-31	$2,047,942
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$3,779,000
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$3,857,000
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$9,602,698
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$9,513,469
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JOHNSON LAMBERT, LLP
Accountancy firm EIN	2022-12-31	521446779
2021 : NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$84,307
Total unrealized appreciation/depreciation of assets	2021-12-31	$84,307
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$5,704,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$5,514,798
Total income from all sources (including contributions)	2021-12-31	$55,868,927
Total loss/gain on sale of assets	2021-12-31	$-15,845
Total of all expenses incurred	2021-12-31	$54,009,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$47,051,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$55,270,337
Value of total assets at end of year	2021-12-31	$37,865,234
Value of total assets at beginning of year	2021-12-31	$35,815,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$6,958,426
Total interest from all sources	2021-12-31	$501,407
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$28,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$226,471
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$55,270,337
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$11,905,373
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$11,924,978
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$3,414,493
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$2,243,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,466,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1,608,960
Administrative expenses (other) incurred	2021-12-31	$2,897,392
Liabilities. Value of operating payables at end of year	2021-12-31	$380,995
Liabilities. Value of operating payables at beginning of year	2021-12-31	$177,838
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,859,465
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$32,160,496
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$30,301,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$1,482,944
Interest earned on other investments	2021-12-31	$170,637
Income. Interest from corporate debt instruments	2021-12-31	$298,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$12,340,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$11,852,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$11,852,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$32,356
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$1,862,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Employer contributions (assets) at end of year	2021-12-31	$113,294
Employer contributions (assets) at beginning of year	2021-12-31	$140,510
Income. Dividends from common stock	2021-12-31	$28,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$45,188,175
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$10,091,720
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$9,654,327
Contract administrator fees	2021-12-31	$2,351,619
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$3,857,000
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$3,728,000
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$4,015,083
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$4,030,928
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JOHNSON LAMBERT, LLP
Accountancy firm EIN	2021-12-31	521446779
2020 : NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$332,259
Total unrealized appreciation/depreciation of assets	2020-12-31	$332,259
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$5,514,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$13,159,657
Total income from all sources (including contributions)	2020-12-31	$73,249,654
Total loss/gain on sale of assets	2020-12-31	$88,069
Total of all expenses incurred	2020-12-31	$69,978,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$59,145,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$72,214,717
Value of total assets at end of year	2020-12-31	$35,815,829
Value of total assets at beginning of year	2020-12-31	$40,189,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,832,202
Total interest from all sources	2020-12-31	$586,683
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$27,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$337,304
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$72,214,717
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$11,924,978
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$10,924,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$2,243,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$3,280,205
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,608,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$3,262,491
Administrative expenses (other) incurred	2020-12-31	$5,321,948
Liabilities. Value of operating payables at end of year	2020-12-31	$177,838
Liabilities. Value of operating payables at beginning of year	2020-12-31	$2,312,166
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,271,624
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$30,301,031
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$27,029,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$1,610,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest earned on other investments	2020-12-31	$176,695
Income. Interest from corporate debt instruments	2020-12-31	$365,119
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$11,852,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$9,372,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$9,372,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$44,869
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$2,163,231
Asset value of US Government securities at beginning of year	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Employer contributions (assets) at end of year	2020-12-31	$140,510
Employer contributions (assets) at beginning of year	2020-12-31	$267,980
Income. Dividends from common stock	2020-12-31	$27,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$56,982,597
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$9,654,327
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$16,344,075
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$3,562,949
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$3,728,000
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$7,585,000
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$13,810,669
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$13,722,600
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	JOHNSON LAMBERT, LLP
Accountancy firm EIN	2020-12-31	521446779
2019 : NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$1,115,462
Total unrealized appreciation/depreciation of assets	2019-12-31	$1,115,462
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$13,159,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$12,743,813
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$114,184,775
Total loss/gain on sale of assets	2019-12-31	$-38,879
Total of all expenses incurred	2019-12-31	$126,495,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$111,764,969
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$112,020,466
Value of total assets at end of year	2019-12-31	$40,189,064
Value of total assets at beginning of year	2019-12-31	$52,083,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,730,365
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$772,530
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$315,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$381,402
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$112,020,466
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$10,924,022
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$12,702,573
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$3,280,205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$5,722,338
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$3,262,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$2,781,211
Administrative expenses (other) incurred	2019-12-31	$6,242,070
Liabilities. Value of operating payables at end of year	2019-12-31	$2,312,166
Liabilities. Value of operating payables at beginning of year	2019-12-31	$1,792,602
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$-12,310,559
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$27,029,407
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$39,339,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$1,993,543
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$701,419
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$9,372,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$5,368,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$5,368,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$71,111
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$1,839,286
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$267,980
Employer contributions (assets) at beginning of year	2019-12-31	$651,028
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$315,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$109,925,683
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$16,344,075
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$27,639,410
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$6,113,350
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$7,585,000
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$8,170,000
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$6,755,219
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$6,794,098
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	JOHNSON LAMBERT, LLP
Accountancy firm EIN	2019-12-31	521446779
2018 : NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-465,607
Total unrealized appreciation/depreciation of assets	2018-12-31	$-465,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$12,743,813
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$10,925,943
Total income from all sources (including contributions)	2018-12-31	$108,631,690
Total loss/gain on sale of assets	2018-12-31	$-106,681
Total of all expenses incurred	2018-12-31	$112,581,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$95,911,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$107,951,211
Value of total assets at end of year	2018-12-31	$52,083,779
Value of total assets at beginning of year	2018-12-31	$54,216,019
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$16,670,259
Total interest from all sources	2018-12-31	$1,227,244
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$25,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$334,808
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$107,951,211
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$12,702,573
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$14,883,101
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$5,722,338
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$2,125,346
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$2,781,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$2,484,322
Administrative expenses (other) incurred	2018-12-31	$8,076,048
Liabilities. Value of operating payables at end of year	2018-12-31	$1,792,602
Liabilities. Value of operating payables at beginning of year	2018-12-31	$741,621
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-3,950,110
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$39,339,966
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$43,290,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$1,967,130
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest earned on other investments	2018-12-31	$354,790
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$825,018
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$5,368,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$16,234,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$16,234,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$47,436
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$1,868,902
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$0
Employer contributions (assets) at end of year	2018-12-31	$651,028
Employer contributions (assets) at beginning of year	2018-12-31	$407,263
Income. Dividends from common stock	2018-12-31	$25,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$94,042,639
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$27,639,410
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$20,566,179
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$6,292,273
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$8,170,000
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$7,700,000
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$10,865,479
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$10,972,160
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	JOHNSON LAMBERT, LLP
Accountancy firm EIN	2018-12-31	521446779
2017 : NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$220,300
Total unrealized appreciation/depreciation of assets	2017-12-31	$220,300
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$10,925,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$11,890,239
Total income from all sources (including contributions)	2017-12-31	$106,989,753
Total loss/gain on sale of assets	2017-12-31	$-49,233
Total of all expenses incurred	2017-12-31	$93,494,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$79,671,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$105,829,315
Value of total assets at end of year	2017-12-31	$54,216,019
Value of total assets at beginning of year	2017-12-31	$41,685,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$13,823,477
Total interest from all sources	2017-12-31	$967,846
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$21,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$320,412
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$105,829,315
Participant contributions at beginning of year	2017-12-31	$0
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$14,883,101
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$11,982,040
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$2,125,346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$3,382,700
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$2,484,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$3,349,544
Administrative expenses (other) incurred	2017-12-31	$6,154,361
Liabilities. Value of operating payables at end of year	2017-12-31	$741,621
Liabilities. Value of operating payables at beginning of year	2017-12-31	$960,695
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$13,494,759
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$43,290,076
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$29,795,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$1,852,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$935,814
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$16,234,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$11,306,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$11,306,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$32,032
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$2,227,904
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Assets. Value of employer real property at beginning of year	2017-12-31	$0
Employer contributions (assets) at end of year	2017-12-31	$407,263
Employer contributions (assets) at beginning of year	2017-12-31	$126,195
Income. Dividends from common stock	2017-12-31	$21,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$77,443,613
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$20,566,179
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$14,888,528
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$0
Contract administrator fees	2017-12-31	$5,495,809
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$7,700,000
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$7,580,000
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$2,045,631
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$2,094,864
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	JOHNSON LAMBERT, LLP
Accountancy firm EIN	2017-12-31	521446779
2016 : NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$-127,035
Total unrealized appreciation/depreciation of assets	2016-12-31	$-127,035
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$11,890,239
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$13,933,514
Total income from all sources (including contributions)	2016-12-31	$107,543,410
Total loss/gain on sale of assets	2016-12-31	$30,578
Total of all expenses incurred	2016-12-31	$101,626,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$85,677,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$106,723,676
Value of total assets at end of year	2016-12-31	$41,685,556
Value of total assets at beginning of year	2016-12-31	$37,811,499
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$15,948,982
Total interest from all sources	2016-12-31	$896,153
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$20,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$276,818
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$106,723,676
Participant contributions at beginning of year	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$11,982,040
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$11,753,827
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$3,382,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1,336,805
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$3,349,544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$4,256,297
Administrative expenses (other) incurred	2016-12-31	$7,776,261
Liabilities. Value of operating payables at end of year	2016-12-31	$960,695
Liabilities. Value of operating payables at beginning of year	2016-12-31	$1,180,928
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$5,917,332
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$29,795,317
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$23,877,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$1,878,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$873,523
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$11,306,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$9,480,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$9,480,776
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$22,630
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$2,072,351
Asset value of US Government securities at beginning of year	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$0
Employer contributions (assets) at end of year	2016-12-31	$126,195
Employer contributions (assets) at beginning of year	2016-12-31	$188,063
Income. Dividends from common stock	2016-12-31	$20,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$83,604,745
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$14,888,528
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$15,052,028
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Contract administrator fees	2016-12-31	$6,017,265
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$7,580,000
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$8,496,289
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$1,006,798
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$976,220
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	JOHNSON LAMBERT, LLP
Accountancy firm EIN	2016-12-31	521446779
2015 : NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-492,494
Total unrealized appreciation/depreciation of assets	2015-12-31	$-492,494
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$13,933,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$15,404,416
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$102,974,402
Total loss/gain on sale of assets	2015-12-31	$37,970
Total of all expenses incurred	2015-12-31	$104,244,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$87,669,487
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$102,548,192
Value of total assets at end of year	2015-12-31	$37,811,499
Value of total assets at beginning of year	2015-12-31	$40,552,234
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$16,574,748
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$860,876
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$19,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$0
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$397,873
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$102,548,192
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$11,753,827
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$11,176,915
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,336,805
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$2,298,293
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$4,256,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$4,033,162
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$8,429,058
Liabilities. Value of operating payables at end of year	2015-12-31	$1,180,928
Liabilities. Value of operating payables at beginning of year	2015-12-31	$1,841,972
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$-1,269,833
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$23,877,985
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$25,147,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$1,838,048
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$0
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$843,891
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$9,480,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$9,755,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$9,755,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$16,985
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$2,024,168
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$0
Employer contributions (assets) at end of year	2015-12-31	$188,063
Employer contributions (assets) at beginning of year	2015-12-31	$868,609
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$19,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$85,645,319
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$15,052,028
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$16,452,501
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$5,909,769
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$8,496,289
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$9,529,282
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$4,901,979
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$4,864,009
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	JOHNSON LAMBERT, LLP
Accountancy firm EIN	2015-12-31	521446779
2014 : NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$205,228
Total unrealized appreciation/depreciation of assets	2014-12-31	$205,228
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$15,404,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$14,433,995
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$121,222,576
Total loss/gain on sale of assets	2014-12-31	$90,329
Total of all expenses incurred	2014-12-31	$120,364,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$101,046,664
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$119,964,971
Value of total assets at end of year	2014-12-31	$40,552,234
Value of total assets at beginning of year	2014-12-31	$38,723,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$19,317,743
Total interest from all sources	2014-12-31	$944,433
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$17,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$17,615
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$282,788
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$119,964,971
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$11,176,915
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$10,741,974
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$2,298,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$1,860,751
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$4,033,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$4,657,399
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$9,993,806
Liabilities. Value of operating payables at end of year	2014-12-31	$1,841,972
Liabilities. Value of operating payables at beginning of year	2014-12-31	$272,181
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$858,169
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$25,147,818
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$24,289,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$2,023,543
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$0
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$927,639
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$9,755,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$6,030,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$6,030,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$16,794
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$2,071,098
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$0
Employer contributions (assets) at end of year	2014-12-31	$868,609
Employer contributions (assets) at beginning of year	2014-12-31	$144,279
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$98,975,566
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$16,452,501
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$19,946,156
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$7,017,606
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$9,529,282
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$9,504,415
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$7,392,771
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$7,302,442
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	JOHNSON LAMBERT, LLP
Accountancy firm EIN	2014-12-31	521446779
2013 : NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-735,233
Total unrealized appreciation/depreciation of assets	2013-12-31	$-735,233
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$14,433,995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$12,478,961
Total income from all sources (including contributions)	2013-12-31	$114,430,107
Total loss/gain on sale of assets	2013-12-31	$25,816
Total of all expenses incurred	2013-12-31	$120,277,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$103,889,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$114,048,875
Value of total assets at end of year	2013-12-31	$38,723,644
Value of total assets at beginning of year	2013-12-31	$42,615,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$16,387,992
Total interest from all sources	2013-12-31	$1,076,404
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$14,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$14,029
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$302,292
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$114,048,875
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$10,741,974
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$10,816,871
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$1,860,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$1,883,396
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$4,657,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$3,694,994
Other income not declared elsewhere	2013-12-31	$216
Administrative expenses (other) incurred	2013-12-31	$7,133,478
Liabilities. Value of operating payables at end of year	2013-12-31	$272,181
Liabilities. Value of operating payables at beginning of year	2013-12-31	$265,789
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$-5,847,228
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$24,289,649
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$30,136,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$1,979,414
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$0
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$1,058,766
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$6,030,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$6,781,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$6,781,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$17,638
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$2,012,298
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$0
Employer contributions (assets) at end of year	2013-12-31	$144,279
Employer contributions (assets) at beginning of year	2013-12-31	$86,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$101,877,045
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$19,946,156
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$23,048,133
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$6,972,808
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$9,504,415
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$8,518,178
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$7,652,318
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$7,626,502
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	JOHNSON LAMBERT, LLP
Accountancy firm EIN	2013-12-31	521446779
2012 : NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$771,785
Total unrealized appreciation/depreciation of assets	2012-12-31	$771,785
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$12,478,961
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$10,944,668
Expenses. Interest paid	2012-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$107,350,968
Total loss/gain on sale of assets	2012-12-31	$121,463
Total of all expenses incurred	2012-12-31	$104,713,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$89,952,429
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$105,324,821
Value of total assets at end of year	2012-12-31	$42,615,838
Value of total assets at beginning of year	2012-12-31	$38,442,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$14,760,612
Total interest from all sources	2012-12-31	$1,129,955
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,739
Assets. Real estate other than employer real property at end of year	2012-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$265,227
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$105,324,821
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$10,816,871
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$5,682,355
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$1,883,396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1,728,326
Assets. Loans (other than to participants) at end of year	2012-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$3,694,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$4,078,527
Other income not declared elsewhere	2012-12-31	$205
Administrative expenses (other) incurred	2012-12-31	$6,421,408
Liabilities. Value of operating payables at end of year	2012-12-31	$265,789
Liabilities. Value of operating payables at beginning of year	2012-12-31	$243,552
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$2,637,927
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$30,136,877
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$27,497,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at end of year	2012-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$1,847,054
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$0
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$0
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$1,098,816
Value of interest in master investment trust accounts at end of year	2012-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$6,781,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$6,192,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$6,192,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$31,139
Assets. Value of investments in 103.12 investment entities at end of year	2012-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$1,854,552
Asset value of US Government securities at end of year	2012-12-31	$0
Asset value of US Government securities at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Assets. Value of employer real property at end of year	2012-12-31	$0
Assets. Value of employer real property at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$0
Employer contributions (assets) at end of year	2012-12-31	$86,426
Employer contributions (assets) at beginning of year	2012-12-31	$116,083
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$88,097,877
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$23,048,133
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$24,722,876
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$0
Contract administrator fees	2012-12-31	$6,226,923
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$8,518,178
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$6,622,589
Assets. Value of buildings and other operty used in plan operation at end of year	2012-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$4,685,220
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$4,563,757
Liabilities. Value of acquisition indebtedness at end of year	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	JOHNSON LAMBERT, LLP
Accountancy firm EIN	2012-12-31	521446779
2011 : NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$47,213
Total unrealized appreciation/depreciation of assets	2011-12-31	$47,213
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$10,944,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$11,095,772
Expenses. Interest paid	2011-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$101,160,594
Total loss/gain on sale of assets	2011-12-31	$47,838
Total of all expenses incurred	2011-12-31	$91,046,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$77,194,142
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$100,096,662
Value of total assets at end of year	2011-12-31	$38,442,449
Value of total assets at beginning of year	2011-12-31	$28,479,743
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$13,852,642
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$960,741
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$0
Assets. Real estate other than employer real property at end of year	2011-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$216,748
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$0
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$5,682,355
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$7,160,547
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,728,326
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$1,694,363
Assets. Loans (other than to participants) at end of year	2011-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$4,078,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$3,720,561
Other income not declared elsewhere	2011-12-31	$8,140
Administrative expenses (other) incurred	2011-12-31	$5,846,978
Liabilities. Value of operating payables at end of year	2011-12-31	$243,552
Liabilities. Value of operating payables at beginning of year	2011-12-31	$273,064
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$10,113,810
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$27,497,781
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$17,383,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at end of year	2011-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$1,754,051
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$0
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$0
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$203,270
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$731,466
Value of interest in master investment trust accounts at end of year	2011-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$6,192,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$5,562,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$5,562,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$26,005
Assets. Value of investments in 103.12 investment entities at end of year	2011-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$1,822,654
Asset value of US Government securities at end of year	2011-12-31	$0
Asset value of US Government securities at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Assets. Value of employer real property at end of year	2011-12-31	$0
Assets. Value of employer real property at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$100,096,662
Employer contributions (assets) at end of year	2011-12-31	$116,083
Employer contributions (assets) at beginning of year	2011-12-31	$139,661
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$75,371,488
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$24,722,876
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$13,922,490
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$0
Contract administrator fees	2011-12-31	$6,034,865
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$6,622,589
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$7,102,147
Assets. Value of buildings and other operty used in plan operation at end of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$5,836,619
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$5,788,781
Liabilities. Value of acquisition indebtedness at end of year	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	JOHNSON LAMBERT & CO., LLP
Accountancy firm EIN	2011-12-31	521446779
2010 : NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$11,095,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$12,214,666
Total income from all sources (including contributions)	2010-12-31	$106,533,738
Total loss/gain on sale of assets	2010-12-31	$173,961
Total of all expenses incurred	2010-12-31	$106,612,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$90,634,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$105,808,976
Value of total assets at end of year	2010-12-31	$28,479,743
Value of total assets at beginning of year	2010-12-31	$27,674,976
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$15,978,277
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$812,318
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,932
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$234,089
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$7,160,547
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$6,583,958
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$1,694,363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$514,191
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$3,720,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$4,407,377
Other income not declared elsewhere	2010-12-31	$14,400
Administrative expenses (other) incurred	2010-12-31	$6,914,332
Liabilities. Value of operating payables at end of year	2010-12-31	$273,064
Liabilities. Value of operating payables at beginning of year	2010-12-31	$284,289
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$-79,087
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$17,383,971
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$15,460,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$1,906,920
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,797,890
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$0
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$124,556
Income. Interest from US Government securities	2010-12-31	$24,274
Income. Interest from corporate debt instruments	2010-12-31	$643,775
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$5,562,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$3,430,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$3,430,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$19,713
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$1,926,179
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$512,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$-277,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$105,808,976
Employer contributions (assets) at end of year	2010-12-31	$139,661
Employer contributions (assets) at beginning of year	2010-12-31	$152,566
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$88,708,369
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$13,922,490
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$12,684,170
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$6,922,936
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$7,102,147
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$7,523,000
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$8,869,871
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$8,695,910
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	JOHNSON LAMBERT & CO., LLP
Accountancy firm EIN	2010-12-31	521446779

Form 5500 Responses for NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST

2023: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Mulitple employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	5621973
Policy instance	2
Insurance contract or identification number 5621973 Number of Individuals Covered 1778 Insurance policy start date 2022-08-01 Insurance policy end date 2023-07-31 Total amount of commissions paid to insurance broker USD $44,650 Total amount of fees paid to insurance company USD $7,998 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Welfare Benefit Premiums Paid to Carrier USD $669,523
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number	200915301
Policy instance	1
Insurance contract or identification number 200915301 Number of Individuals Covered 1914 Insurance policy start date 2022-08-01 Insurance policy end date 2023-07-31 Total amount of commissions paid to insurance broker USD $10,031 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Welfare Benefit Premiums Paid to Carrier USD $59,827
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number	200915301
Policy instance	2
Insurance contract or identification number 200915301 Number of Individuals Covered 1861 Insurance policy start date 2021-08-01 Insurance policy end date 2022-07-31 Total amount of commissions paid to insurance broker USD $9,357 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Welfare Benefit Premiums Paid to Carrier USD $61,942 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $3,667 Amount paid for insurance broker fees 0 Additional information about fees paid to insurance broker COMMISSIONS
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	TS05621973
Policy instance	1
Insurance contract or identification number TS05621973 Number of Individuals Covered 477 Insurance policy start date 2021-08-01 Insurance policy end date 2022-07-31 Total amount of commissions paid to insurance broker USD $44,732 Total amount of fees paid to insurance company USD $6,731 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Welfare Benefit Premiums Paid to Carrier USD $761,136 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $18,448 Amount paid for insurance broker fees 6731 Additional information about fees paid to insurance broker BASE COMMISSIONS AND PRODUCER SERVICE FEES Insurance broker organization code? 3
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number	200915301
Policy instance	2
Insurance contract or identification number 200915301 Number of Individuals Covered 2667 Insurance policy start date 2020-08-01 Insurance policy end date 2021-07-31 Total amount of commissions paid to insurance broker USD $112,980 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Welfare Benefit Premiums Paid to Carrier USD $74,906 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $3,793
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	TS05621973
Policy instance	1
Insurance contract or identification number TS05621973 Number of Individuals Covered 2058 Insurance policy start date 2020-08-01 Insurance policy end date 2021-07-31 Total amount of commissions paid to insurance broker USD $49,801 Total amount of fees paid to insurance company USD $8,816 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Welfare Benefit Premiums Paid to Carrier USD $900,453 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $49,801 Amount paid for insurance broker fees 8816 Additional information about fees paid to insurance broker SERVICES FEES AND NON-MONETARY COMPENSATION Insurance broker organization code? 3
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number	200915301
Policy instance	2
Insurance contract or identification number 200915301 Number of Individuals Covered 3822 Insurance policy start date 2019-08-01 Insurance policy end date 2020-07-31 Total amount of commissions paid to insurance broker USD $15,119 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Welfare Benefit Premiums Paid to Carrier USD $100,793 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $5,040
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	TS05621973
Policy instance	1
Insurance contract or identification number TS05621973 Number of Individuals Covered 2688 Insurance policy start date 2019-08-01 Insurance policy end date 2020-07-31 Total amount of commissions paid to insurance broker USD $5,939 Total amount of fees paid to insurance company USD $8,387 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Welfare Benefit Premiums Paid to Carrier USD $1,061,406 Commission paid to Insurance Broker USD $58,398 Amount paid for insurance broker fees 8387 Additional information about fees paid to insurance broker DENTAL COVERAGE BASE COMMISSIONS AND SERVICE FEES Insurance broker organization code? 3
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number	200915301
Policy instance	2
Insurance contract or identification number 200915301 Number of Individuals Covered 3884 Insurance policy start date 2018-08-01 Insurance policy end date 2019-07-31 Total amount of commissions paid to insurance broker USD $16,883 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Welfare Benefit Premiums Paid to Carrier USD $112,608 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $11,253 Amount paid for insurance broker fees 0
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	5621973
Policy instance	1
Insurance contract or identification number 5621973 Number of Individuals Covered 3010 Insurance policy start date 2018-08-01 Insurance policy end date 2019-07-31 Total amount of commissions paid to insurance broker USD $66,223 Total amount of fees paid to insurance company USD $9,283 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Welfare Benefit Premiums Paid to Carrier USD $1,234,360 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $66,223 Amount paid for insurance broker fees 9283 Additional information about fees paid to insurance broker BASE COMMISSION, SERVICE FEES AND SUPPLEMENTAL COMPENSATION Insurance broker organization code? 3
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number	200915301
Policy instance	2
Insurance contract or identification number 200915301 Number of Individuals Covered 4098 Insurance policy start date 2017-08-01 Insurance policy end date 2018-07-31 Total amount of commissions paid to insurance broker USD $18,755 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Welfare Benefit Premiums Paid to Carrier USD $124,486 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $12,449
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	TS05621973
Policy instance	1
Insurance contract or identification number TS05621973 Number of Individuals Covered 3912 Insurance policy start date 2017-08-01 Insurance policy end date 2018-07-31 Total amount of commissions paid to insurance broker USD $77,837 Total amount of fees paid to insurance company USD $13,278 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Welfare Benefit Premiums Paid to Carrier USD $1,435,840 Commission paid to Insurance Broker USD $77,837 Amount paid for insurance broker fees 13278 Additional information about fees paid to insurance broker ADMIN FEES, SUPPLEMENTAL COMPENSATION, NON-MONETARY COMPENSATION Insurance broker organization code? 3
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number	200915301
Policy instance	2
Insurance contract or identification number 200915301 Number of Individuals Covered 4451 Insurance policy start date 2016-08-01 Insurance policy end date 2017-07-31 Total amount of commissions paid to insurance broker USD $22,166 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Welfare Benefit Premiums Paid to Carrier USD $147,771 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $7,413 Amount paid for insurance broker fees 0 Insurance broker name MMIC AGENCY INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	TS05621973
Policy instance	1
Insurance contract or identification number TS05621973 Number of Individuals Covered 4233 Insurance policy start date 2016-08-01 Insurance policy end date 2017-07-31 Total amount of commissions paid to insurance broker USD $82,647 Total amount of fees paid to insurance company USD $19,443 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Welfare Benefit Premiums Paid to Carrier USD $1,448,180 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $82,647 Amount paid for insurance broker fees 19443 Additional information about fees paid to insurance broker BASE COMMISSIONS, ADMIN FEES AND SUPPLEMENTAL COMPENSATION Insurance broker organization code? 3 Insurance broker name MMIC AGENCY INC