2026-08-10T10:58:54-05:00 2025-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS RD STE 1500 RALEIGH NC 27609 990 2025-01-01 562096193 NORTH CAROLINA MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST NORT 9198787502 700 SPRING FOREST ROAD 400 RALEIGH NC 27609 DR KENNETH A HOLT MD CHAIRMAN 9198787502 2026-08-10 1 J CALVIN MARKS P01226973 9197196400 2025 2025-03-06 01:10:19Z DR KENNETH A HOLT MD 700 SPRING FOREST ROAD 400 RALEIGH NC 27609 77375428 0 X WWW.NCMSPLAN.COM X 1998 NC THE TRUST IS A FUNDING MECHANISM FOR A MULTIPLE EMPLOYER WELFARE ARRANGEMENT. MEMBERS OF THE NORTH CAROLINA MEDICAL SOCIETY, THEIR EMPLOYEES, AND DEPEDENTS ARE ELIGIBLE TO ENROLL FOR THE HEALTH, DENTAL, AND LIFE BENEFITS OFFERED. 3 3 0 0 0 0 0 0 46380305 45013421 1457476 982716 0 0 47837781 45996137 107600 50000 45649234 48591594 4500 9000 0 0 0 6852463 6497130 52613797 55147724 -4776016 -9151587 24111332 13704276 5837527 5128742 18273805 8575534 X THE NORTH CAROLINA MEDICAL SOCIETY EMPLOYEE BENEFIT PLAN PROVIDES NORTH CAROLINA PHYSICIANS WITH A VALUE-ADDED PLAN THAT IS STRAIGHTFORWARD AND SPECIFICALLY CUSTOMIZED TO MEET THEIR PRACTICE AND EMPLOYEES' NEEDS. AS THE ONLY STATEWIDE HEALTH BENEFITS PLAN DESIGNED EXCLUSIVELY FOR NORTH CAROLINA PHYSICIANS, THE NCMS PLAN OFFERS CHOICES THAT ARE UNIQUE TO THE MARKET. 0 0 THE TRUST PROVIDES HEALTH, DENTAL, AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS OF THE NORTH CAROLINA MEDICAL SOCIETY AND THEIR EMPLOYEES. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X DAVE WEIS CO CURI INSURANCE 9198787502 700 SPRING FOREST ROAD 400 RALEIGH NC 27609 KENNETH A HOLT MD CHAIR 2.00 X X 5000 0 0 WILLIAM INGRAM III MD TRUSTEE 1.00 X 2000 0 0 MARY ANN CONTAGIANNIS MD TRUSTEE 1.00 X 1500 0 0 SANDY COHEN MD TRUSTEE (OUTGOING 2025) 1.00 X 500 0 0 9000 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD OF NC PO BOX 580086 CHARLOTTE NC 28258 CLAIMS ADJUDICATION & ADMINISTRATION 2410276 SENTINEL BENEFIT CONSULTING 4700 SIX FORKS RD SUITE 200 RALEIGH NC 27609 SALES & MARKETING 1595042 MEDICAL MUTUAL INSURANCE CO OF NC 700 SPRING FOREST RD SUITE 400 RALEIGH NC 27609 MANAGEMENT & ADMINISTRATION 1497975 CRUM & FORSTERNORTH RIVER INSURANCE 5 CHRISTOPHER WAY 2ND FLOOR EATONTOWN NJ 07724 STOP LOSS COVERAGE 677800 NC MEDICAL SOCIETY PO BOX 27167 RALEIGH NC 27611 PLAN SPONSORSHIP & ADMINISTRATION 414747 6 MEMBER PREMIUM PAYMENTS 900099 45013421 45013421 45013421 563586 563586 31798421 31379291 419130 419130 419130 45996137 45013421 0 982716 50000 48591594 9000 4306426 69477 58633 15401 1981812 1004 40996 PCORI FEE 23303 TAXES & LICENSES 78 55147724 8112531 10356552 283476 599999 15715325 2747725 24111332 13704276 983426 587322 1067522 385494 3786579 4155926 5837527 5128742 X 0 0 0 0 18273805 8575534 18273805 8575534 24111332 13704276 -9151587 -546684 0 X 0 1 X 1 0 0 DUE AND UNPAID CLAIMS 4061000 DUE TO RELATED PARTY 94926 4155926 X 45433048 -546684 -546684 45979732 16405 16405 45996137 55131319 0 55131319 16405 16405 55147724 PART X, LINE 2: MANAGEMENT ANALYZED TAX POSITIONS TAKEN BY THE TRUST, AND CONCLUDED THAT AS OF DECEMBER 31, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 CAROLINA EYE ASSOCIATES 2170 MIDLAND RD SOUTHERN PINES NC 28387 561183309 N/A 50000 0 WELLNESS GRANT 0 1 NORTH CAROLINA MEDICAL SOCIETY SPONSORING ORGANIZATION 401094 SERVICES RENDERED 0 FORM 990, PART VI, SECTION A, LINE 3 THE TRUST HIRED MEDICAL MUTUAL INSURANCE COMPANY OF NORTH CAROLINA TO MANAGE THE DAY-TO-DAY OPERATIONS PURSUANT TO A WRITTEN MANAGEMENT AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE CHAIRMAN OF THE TRUST PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE STATEMENT IS REVIEWED FOR POTENTIAL AND POSSIBLE CONFLICTS OF INTEREST AND ANY SUCH FINDING IS FORWARDED TO THE CHAIRMAN AND SPONSOR. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE FILED WITH THE NORTH CAROLINA DEPARTMENT OF INSURANCE AND ARE AVAILABLE TO THE PUBLIC. 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