# North Carolina Medical Society 401(k) Plan
Source: https://planprovider.pro/companies/north-carolina-medical-society-560320130-501

> North Carolina Medical Society's 401(k) plan: 6,041 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** North Carolina Medical Society

- **Sponsor EIN:** 560320130

- **Sponsor Address:** 700 SPRING FOREST RD STE 400, RALEIGH, NC, 276099124

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 6,041

- **Total Assets:** $15.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|6,041|$15.5M|$0|$0|

| 2024|6,857|$25.3M|$0|$47.8M|

| 2023|7,094|$28.8M|$0|$45.9M|

| 2022|7,370|$32.2M|$0|$49.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BLUE CROSS BLUE SHIELD OF NC|Other Service Provider|$2,410,276|—|$2,410,276|

| SENTINEL BENEFIT CONSULTING|Other Service Provider|$1,595,042|—|$1,595,042|

| MEDICAL MUTUAL INSURANCE CO OF NC|Other Service Provider|$1,497,975|—|$1,497,975|

| NORTH RIVER INSURANCE|Other Service Provider|$677,800|—|$677,800|

| NC MEDICAL SOCIETY|Other Service Provider|$414,747|—|$414,747|

| RUDD AND WISDOM INC.|Other Service Provider|$121,863|—|$121,863|

| TROUTMAN PEPPER HAMILTON SANDERS LL|Other Service Provider|$81,118|—|$81,118|

| JOHNSON LAMBERT AND CO LLP|Other Service Provider|$58,633|—|$58,633|

| VITAL WORKLIFE INC.|Other Service Provider|$57,207|—|$57,207|

| CAROLINA EYE ASSOCIATES|Other Service Provider|$50,000|—|$50,000|

| SENTINEL RISK ADVISORS|Other Service Provider|$40,996|—|$40,996|

| FLORES AND ASSOCIATES|Other Service Provider|$25,214|—|$25,214|

| ASSET ALLOCATION AND MANAGEMENT|Other Service Provider|$16,404|—|$16,404|

| TRIUNE TECHNOLOGIES|Other Service Provider|$15,345|—|$15,345|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,062,620

- **Estimated Expense Ratio:** 45.688% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$56,522,687|$15,400|$3,905,323|$58,633|—|

| 2024|$6,964,565|$25,112|$4,025,547|$54,594|—|

| 2023|$6,999,534|$30,531|$3,819,982|$51,045|—|

| 2022|$6,852,999|$1,940,340|$2,047,942|—|$247,784|

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