TY 2021 Form 990

(A) Name and business address	(B) Description of services	(C) Compensation
BLUE CROSS BLUE SHIELD OF NC PO BOX 580086 CHARLOTTE,NC28258	CLAIMS ADJUDICATION & ADMINISTRATION	2,351,619
MMIC AGENCY LLC 700 SPRING FOREST RD SUITE 400 RALEIGH,NC27609	PLAN ADMINISTRATION	1,944,343
CRUM & FORSTERNORTH RIVER INSURANCE 5 CHRISTOPHER WAY 2ND FLOOR EATONTOWN,NJ07724	REINSURANCE COVERAGE	1,058,689
MEDICAL MUTUAL INSURANCE CO OF NC 700 SPRING FOREST RD SUITE 400 RALEIGH,NC27609	MANAGEMENT & ADMINISTRATION	1,042,500
NC MEDICAL SOCIETY PO BOX 27167 RALEIGH,NC27611	PLAN SPONSORSHIP & ADMINISTRATION	432,076
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 6

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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

NORTH CAROLINA MEDICAL SOCIETY
EMPLOYEE BENEFIT TRUST

Employer identification number

56-2096193

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..		0

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	3,961,473
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	54,368,628
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	482,900
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	482,900
3	Subtract line 2e from line 1..................			3	53,885,728
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	36,031
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	36,031
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	53,921,759

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	52,110,571
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	52,110,571
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	36,031
b	Other (Describe in Part XIII.) ............	4b	136,800
c	Add lines 4a and 4b.....................			4c	172,831
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	52,283,402

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	MANAGEMENT ANALYZED TAX POSITIONS TAKEN BY THE TRUST, AND CONCLUDED THAT AS OF DECEMBER 31, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	RETURNED GRANTS 120,800. EXPENSED WELLNESS GRANTS 16,000.

Schedule D (Form 990) 2021

Additional Data

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization
NORTH CAROLINA MEDICAL SOCIETY
EMPLOYEE BENEFIT TRUST

Employer identification number
56-2096193

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) HOSPICE OF THE PIEDMONT INC 675 PETER JEFFERSON PKWY SUITE 310 CHARLOTTESVILLE,VA22911	52-1205921	501(C)(3)	16,000	0			GENERAL SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2021

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation

Schedule I (Form 990) 2021

Additional Data

Software ID:
Software Version:

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Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

NORTH CAROLINA MEDICAL SOCIETY
EMPLOYEE BENEFIT TRUST

Employer identification number

56-2096193

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) 2021

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) NORTH CAROLINA MEDICAL SOCIETY	SPONSORING ORGANIZATION	404,412	SERVICES RENDERED		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) 2021

Additional Data

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Software Version:

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SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

NORTH CAROLINA MEDICAL SOCIETY
EMPLOYEE BENEFIT TRUST

Employer identification number

56-2096193

Return Reference	Explanation
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.
FORM 990, PART XI, LINE 9:	CHANGE IN NONADMITTED ASSETS 67,100. RETURNED GRANTS 120,800. EXPENSED WELLNESS GRANTS 16,000.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

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Software Version:

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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

NORTH CAROLINA MEDICAL SOCIETY
EMPLOYEE BENEFIT TRUST

Employer identification number

56-2096193

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)NORTH CAROLINA MEDICAL SOCIETY PO BOX 27167 RALEIGH,NC27611 56-0320130	TO ORGANIZE MEMBERS OF THE MEDICAL PROFESSION TO ADVANCE MEDICAL SCIENCE	NC	501(C)(6)		N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2021

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) ALLERGY & ASTHMA CARE OF BLAKENEY
(2) AMELIA AESTHETICS PLLC
(3) AMSK SERVICES PLLC
(4) AMY BROOKS DDS MD PLLC
(5) ASHEVILLE EYE ASSOCIATES PLLC
(6) BROOKVIEW HILLS RESEARCH ASSOCIATES
(7) BUGLISI EYE CARE PLLC
(8) CAROLINA ATTENTION SPECIALISTS-CHARLOTTE PLLC
(9) CAROLINA ATTENTION SPECIALISTS-GREENSBORO
(10) CAROLINA BREAST & ONCOLOGIC SURGERY PLLC
(11) CAROLINA ENDOSCOPY SERVICES PLLC
(12) CARTERET MEDICAL SPECIALISTS PLLC
(13) CHARLES A SHALLER MD PLLC
(14) CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY PLLC
(15) CHARLOTTE PAIN & DISABILITY SERVICES PLLC
(16) CHESTNUT FAMILY PRACTICE PLLC
(17) CHILDREN'S UROLOGY OF THE CAROLINAS PLLC
(18) DELANEY RADIOLOGISTS GROUP PLLC
(19) DOCTOR'S ADVICE PLLC
(20) EASTERN CAROLINA MEDICAL SERVICES PLLC
(21) FOOTHILLS FAMILY DERMATOLOGY PLLC
(22) GASTON EYE ASSOCIATES LLP
(23) AAA ALL AMERICAN ASSOCIATES IN FAMILY MEDICINE
(24) GREENSBORO OPHTHALMOLOGY ASC PLLC
(25) HICKORY CHEST PLLC
(26) INSTITUTIONAL MEDICAL SERVICES PLLC
(27) INTEGRATED PAIN SOLUTIONS PLLC
(28) INTEGRATIVE PSYCHIATRY & PSYCHOTHERAPY PLLC
(29) JMDO EMERGENCY SERVICES PLLC
(30) KDS AESTHETICS
(31) LIBERTY ANESTHESIA PLLC
(32) LOUISBURG FAMILY PRACTICE & PAIN MANAGEMENT
(33) MAHARAJ 1 LLC
(34) MANULI INTERNAL MEDICINE
(35) MICHAEL GENTRY MD
(36) MUSTARD SEED VENTURE PARTNERS LLC
(37) NEUROLOGY & PAIN MANAGEMENT CENTER PLLC
(38) PATRICK A WILSON MD
(39) ADVANCED SPORTS & SPINE PLLC
(40) QUALITY HOSPITALISTS PLLC
(41) RAKESH PARIKH MD PLLC
(42) RALEIGH EYE AND FACE PLASTIC SURGERY
(43) REGIONAL MEDICAL ASSOCIATES PLLC
(44) SEACOAST SKIN SURGERY PLLC
(45) SHANAHAN RHEUMATOLOGY & IMMUNOTHERAPY PLLC
(46) SOLAS HEALTH PLLC
(47) SYNERGY AESTHETICS PLLC
(48) SYNERGY SPA INC
(49) THE HANSELL CENTER FOR FUNCTIONAL MEDICINE PLLC
(50) THE MEDICAL SPA PLLC
(51) THOMASVILLE ARCHDALE PEDIATRICS PLLC
(52) TOTAL WOMAN CARE LLC
(53) TRIAD RADIOLOGY PLLC
(54) TRIANGLE NEUROPSYCHIATRY PLLC
(55) VIEWMONT INTERNAL MEDICINE PLLC
(56) VITALITY MEDICAL WELLNESS INSTITUTE PLLC
(57) WAKE RADIOLOGY CONSULTANTS
(58) WAKE RADIOLOGY SERVICES LLC
(59) WEST CARY FAMILY PHYSICIANS PLLC
(60) WESTERN CARTERET MEDICAL CENTER PLLC
(61) WINSTON SALEM DERMATOLOGY & SURGERY CENTER PLLC

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) ADULT INTERNAL MEDICINE PA
(2) AGHA ARTHRITIS ASSOCIATES PA
(3) ALBEMARLE ALLERGY & ASTHMA PC
(4) ALEXANDRA N POWELL MD PA
(5) ALLAN D HUFFMAN MD
(6) ALLERGY ASTHMA & SINUS CENTER PA
(7) ANNEMARIE I RUSSELL MD
(8) ASHEBORO DERMATOLOGY & SKIN
(9) ASHEVILLE PULMONARY & CRITICAL CARE ASSOCIATES PA
(10) AVANCE HEALTH SYSTEM INC
(11) BAILEY FAMILY PRACTICE CENTER PA
(12) BALDWIN WOODS GYN PA
(13) BEACHCARE URGENT AND FAMILY MEDICAL CENTER PLLC
(14) BLAND CLINIC PA
(15) BLUE RIDGE CARDIOLOGY & INTERNAL MEDICINE
(16) BLUE RIDGE DERMATOLOGY ASSOCIATES PA
(17) BLUE RIDGE FAMILY PRACTICE & SPORTS MEDICINE PA
(18) BLUE RIDGE PATHOLOGY ASSOCIATES
(19) BOONE DERMATOLOGY CLINIC PA
(20) BOTROS & POLLOCK PA
(21) BOYD GASQUE JR MD
(22) BYRON C ABELS JR MD
(23) CABARRUS PATHOLOGY ASSOCIATES PA
(24) CALDWELL FAMILY PHYSICIANS & URGENT CARE INC
(25) CAPE FEAR CENTER FOR DIGESTIVE DISEASES PA
(26) CAPE FEAR FAMILY MEDICAL CARE PA
(27) CAPITAL EYE CENTER PA
(28) CAPITAL FAMILY MEDICINE PA
(29) CAPITAL NEUROLOGY & HEADACHE CENTER PA
(30) CAROLINA CHILDREN'S EYE CARE
(31) CAROLINA COASTAL PLASTIC SURGERY
(32) CAROLINA DERMATOLOGY & ENDOCRINOLOGY PA
(33) CAROLINA EAR NOSE & THROAT SINUS AND ALLERGY CENTER PA
(34) CAROLINA EYE ASSOCIATES PA
(35) CAROLINA INTERNAL MEDICINE ASSOCIATES PA
(36) CAROLINA KIDNEY & VASCULAR PA
(37) CAROLINA KIDNEY CARE PA
(38) CAROLINA MOUNTAIN INTERNAL MEDICINE
(39) CAROLINA RADIOLOGY CONSULTANTS PA
(40) CAROLINA RETINA & VITREOUS CONSULTANTS PA
(41) CAROLINA SKIN SURGERY CENTER PA
(42) CAROLINA WEST RADIOLOGY PA
(43) CAROLINAS EAR NOSE AND THROAT CENTER PA
(44) CARTERET CLINIC FOR ADOLESCENTS & CHILDREN
(45) CARY CARDIOLOGY PA
(46) CARY PEDIATRIC CENTER PA
(47) CARYMED PRIMARY CARE PA
(48) CATAWBA RADIOLOGICAL ASSOCIATES INC
(49) CENTRALINA ORTHOPAEDICS & SPORTS MEDICINE
(50) CHARLES W JONES MD PA
(51) CHERYL H YANUCK MD PC
(52) CHRISTOPHER E LORD MD
(53) CHRISTOPHER PAUL GARWACKI MD PA
(54) CHRISTOPHER T COUGHLIN MD
(55) COASTAL ARTHRITIS & RHEUMATISM
(56) COASTAL CAROLINA INTERNAL MEDICINE PA
(57) COASTAL CAROLINA NEUROPSYCHIATRIC CENTER PA
(58) COASTAL DERMATOLOGY & SURGERY CENTER PA
(59) COASTAL EYE CLINIC PA
(60) COASTAL PATHOLOGY ASSOCIATES PA
(61) COASTAL SURGICAL SPECIALISTS PA
(62) COLEY COSMETIC & HAND SURGERY CENTER PA
(63) CRAIG H STEFFEE MD
(64) CROSSED B MEDICAL SERVICES PC
(65) CROSSROADS FAMILY MEDICAL CARE PA
(66) CRYSTAL COAST FAMILY PRACTICE PA
(67) CUMMINGS PLASTIC SURGERY RC
(68) DALLAS FAMILY MEDICINE PA
(69) DANIEL M RICCI MD PA
(70) DAVID C MATTHEWS MD PA
(71) DAVID M SUSCO MD
(72) DAVID S THOMAS MD PA
(73) DAVIDSON SURGICAL ASSOCIATES
(74) DDB MEDICAL CONSULTANTS INC
(75) DELANEY RADIOLOGISTS PA
(76) DERMATOLOGY ASSOCIATES
(77) DERMATOLOGY ASSOCIATES PA
(78) DERMATOLOGY CENTER OF SHELBY
(79) DINO A GRAZIANO MD
(80) DOCTOR G FAMILY MEDICAL SERVICES PC
(81) DOLLINGER & TOVE FAMILY MEDICINE ASSOCIATES PA
(82) DR JAMILA BATTLE & ASSOCIATES PA
(83) DRS PEARSON JEFFERSON & CAMP PA
(84) DURHAM RADIOLOGY ASSOCIATES INC
(85) DURMAN WILLIAM MOOSE JR MD
(86) EASTERN CAROLINA PSYCHIATRIC SERVICES
(87) EASTERN RADIOLOGISTS INC
(88) EDWIN L BELL MD
(89) ELIZABETH D BRYAN MD PA
(90) ER IMAGING INC
(91) ERIN HOLLINGSWORTH STUBBS MD
(92) ERNESTO JF GRAHAM MD
(93) FAYETTEVILLE ANESTHESIA PA
(94) FAYETTEVILLE ORTHOPAEDIC CLINIC
(95) FAYETTEVILLE PULMONOLOGY CRITICAL CARE
(96) FOUNDATION FOR HEALTH LEADERSHIP & INNOVATION
(97) FRANK INGRAM MD PA
(98) FRANKLIN FAMILY PRACTICE
(99) FUAD R AHMAD MD
(100) GARY L SMOOT MD PA
(101) GASTONIA PEDIATRIC ASSOCIATES PA
(102) GASTONIA WELLNESS & LONG TERM CARE
(103) GASTROENTEROLOGY ASSOCIATES OF THE PIEDMONT
(104) GAURANG PALIKH MD PC
(105) GRACE HEMATOLOGY & ONCOLOGY
(106) GRACE MEDICAL CLINICS PA
(107) GREENVILLE EYE CLINIC INC
(108) HARVEY KOHN MD FACOG
(109) HAWTHORNE EYE ASSOCIATES PA
(110) HEART RHYTHM ASSOCIATES
(111) HENDERSONVILLE RADIOLOGICAL CONSULTANTS PA
(112) HERITAGE FAMILY HEALTH AND WELLNESS
(113) HIGH POINT NEPHROLOGY ASSOCIATES
(114) HOPE PHYSICIANS
(115) HOSPICE OF RUTHERFORD COUNTY
(116) HOSPICE OF THE PIEDMONT INC
(117) INTEGRATIVE ARTHRITIS & PAIN CONSULTANTS
(118) INTERNAL MEDICINE ASSOCIATES
(119) JAMES C STEVENS MD
(120) JAMES E GARRETT MD PC
(121) JAMES S PARSONS MD
(122) JOHN A CHRETIEN MD
(123) JOHN BURNETT HOLT MD
(124) JOHN E STEWART
(125) JOHN L GREEN MD PLLC
(126) JOHN R VAN GURP MD
(127) JONATHAN NESTOR MD PA
(128) KEVIN J FOLEY MD PA
(129) KIDS FIRST PEDIATRICS OF RAEFORD
(130) KINTEGRA HEALTH
(131) LAKESHORE PEDIATRIC CENTER PA
(132) LASER SKIN CARE
(133) LAUCHWOOD PATHOLOGY ASSOCIATES PA
(134) LEGACY HEALTH PA
(135) LELAND PEDIATRICS PC
(136) LORI BIRDSONG MD
(137) LORIN ELAINE GUILLORY JOHNSON MD
(138) LYNX RADIOLOGY PC
(139) MARK B WILLIAMSON MD PA
(140) MECKLENBURG HEART SPECIALISTS PA
(141) MECKLENBURG RADIOLOGY ASSOCIATES PA
(142) MEDICAL CARE INC
(143) METRO INTERNAL MEDICINE PA
(144) MICHAEL LAW MD
(145) MICHEL HADDAD MD
(146) MOUNTAIN EMERGENCY PHYSICIANS
(147) MOUNTAIN PATHOLOGY SERVICES PA
(148) NANCY C LEHMAN MD
(149) NASH OBGYN ASSOCIATES PA
(150) NASH X-RAY ASSOCIATES
(151) NELMS FAMILY & PREVENTIVE MEDICINE PA
(152) NORTH CHARLOTTE PLASTIC & RECONSTRUCTIVE SURGERY
(153) NORTH STATE PATHOLOGY ASSOCIATES PA
(154) NORTHEAST DIGESTIVE HEALTH CENTER
(155) NORTHLAKE CHILDREN'S ASSOCIATES PA
(156) NORTHWEST EAR NOSE & THROAT PA
(157) NORTHWOOD MEDICAL CENTER
(158) NOVA MEDICAL ASSOCIATES PLLC
(159) OBAN ANESTHESIA CONSULTANTS
(160) OCEANSIDE PEDIATRICS PA
(161) OCRACOKE HEALTH CENTER INC
(162) ONCOLOGY SPECIALISTS OF CHARLOTTE
(163) ONSLOW OPHTHALMOLOGY PA
(164) PATHOLOGY ASSOCIATES OF KINSTON
(165) PATHVENTURE PC
(166) PAUL E VISER MD
(167) PEDIATRIC SURGICAL ASSOCIATES PA
(168) PEDIATRIC UROLOGY ASSOCIATES
(169) PERFORMANCE ORTHOPAEDIC SURGERY & SPORTS MEDICINE PA
(170) PHYSICIANS ELDERCARE PA
(171) PIEDMONT ENDOCRINOLOGY
(172) PIEDMONT PLASTIC & ORAL SURGERY CENTER
(173) PIEDMONT RADIATION ONCOLOGY
(174) PIEDMONT TRIAD ANESTHESIA PA
(175) PINEHURST NEPHROLOGY ASSOCIATES PC
(176) PINEHURST RADIATION ONCOLOGY
(177) PRIMARY MEDICAL CARE
(178) PRIMECARE PHYSICIANS PA
(179) PRIMEDICAL HEALTHCARE PA
(180) PROFESSIONAL ANESTHESIA SERVICES INC
(181) RALEIGH ASSOCIATED MEDICAL SPECIALISTS
(182) RALEIGH CAPITOL EAR NOSE AND THROAT
(183) RALEIGH PATHOLOGY LABORATORY ASSOCIATES
(184) RALEIGH PSYCHIATRIC ASSOCIATES PA
(185) RALEIGH URGENT CARE CENTER PA
(186) REX PATHOLOGY ASSOCIATES PA
(187) RHEMACARE INTERNAL MEDICINE INC
(188) RICHARD M LEIGHTON DO
(189) RICHARD WEISLER MD PA
(190) RICHMOND INTERNAL MEDICINE
(191) RICKY A THOMPSON MD
(192) RMZ ANESTHESIA SERVICES PA
(193) ROANOKE MEDICAL ASSOCIATES PA
(194) ROBERT BUCHANAN MD INC
(195) ROBESON PEDIATRICS
(196) ROCKY MOUNT FAMILY MEDICAL CENTER
(197) RONALD L VEREEN MD
(198) ROSEDALE HEALTH & WELLNESS
(199) RUTHERFORD DERMATOLOGY PA
(200) RUTHERFORD PSYCHIATRIC & COUNSELING SERVICES
(201) SAI UROLOGY PA
(202) SALISBURY INTERNAL MEDICINE ASSOCIATES
(203) SANDRA LEE MCCORMACK MD
(204) SANDYA THIMMAPPA MD
(205) SCOTLAND DERMATOLOGY
(206) SCOTLAND MEDICAL CENTER PA
(207) SCOTT LURIE MD PA
(208) SCOTT ROBERT BURGER MD
(209) SHELBY MEDICAL ASSOCIATES PA
(210) SHELBY PATHOLOGY GROUP PA
(211) SHUBI SHAHIDA MD PC
(212) SINGLETON VISION CENTER
(213) SMITHFIELD FAMILY PRACTICE PA
(214) SOUTHEAST RADIATION ONCOLOGY GROUP
(215) SOUTHEASTERN DERMATOLOGY
(216) SOUTHPARK BEHAVIORAL MEDICINE SPECIALISTS PA
(217) SPECTRUM MEDICAL GROUP PA
(218) STAR MEDICAL CLINIC PLLC
(219) STRATEGIC IMAGING CONSULTANTS
(220) SU WOOI TEOH MD PA
(221) SUSAN ANDRACCHI MD PA
(222) SWETANG PATEL MD PA
(223) TEMAS EYE CENTER
(224) THE CARE CLINIC INC
(225) THE FAMILY HEALTH CENTERS PA
(226) THE RENAISSANCE CENTER FOR PLASTIC SURGERY AND WELLNESS
(227) THE ZANNIS CENTER FOR PLASTIC SURGERY PA
(228) TRIANGLE ENT SERVICES ASSOCIATES PA
(229) TRIANGLE PRIMARY CARE ASSOCIATES
(230) TYRRELL COUNTY RURAL HEALTH ASSOCIATION INC
(231) UNIFOUR FAMILY PRACTICE
(232) UROLOGY SPECIALISTS OF THE CAROLINAS
(233) VANCEBORO INTERNAL MEDICINE
(234) WALTON K JOYNER JR MD PA
(235) WATAUGA RADIOLOGICAL SERVICES PA
(236) WAYNE RADIOLOGISTS
(237) WESTERN CAROLINA EYE ASSOCIATES PA
(238) WHITEVILLE EYE ASSOCIATES PA
(239) WHITEVILLE MEDICAL ASSOCIATES PA
(240) WILSON FAMILY MEDICINE PA
(241) WOMEN'S SPECIALTY CARE

Schedule R (Form 990) 2021

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) NORTH CAROLINA MEDICAL SOCIETY	L	404,412	CASH VALUE
(2) KINTEGRA HEALTH	S	5,070,560	CASH VALUE
(3) WAKE RADIOLOGY SERVICES LLC	S	2,135,040	CASH VALUE
(4) AVANCE HEALTH SYSTEM INC	S	2,001,218	CASH VALUE
(5) HOSPICE OF THE PIEDMONT INC	S	1,993,636	CASH VALUE
(6) CAROLINA EYE ASSOCIATES PA	S	1,858,670	CASH VALUE
(7) MECKLENBURG RADIOLOGY ASSOCIATES PA	S	1,710,146	CASH VALUE
(8) EASTERN RADIOLOGISTS INC	S	1,419,314	CASH VALUE
(9) ASHEVILLE EYE ASSOCIATES PLLC	S	1,405,155	CASH VALUE
(10) CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY PLLC	S	1,389,374	CASH VALUE
(11) THE FAMILY HEALTH CENTERS PA	S	1,384,926	CASH VALUE
(12) UROLOGY SPECIALISTS OF THE CAROLINAS	S	1,271,702	CASH VALUE
(13) TRIAD RADIOLOGY PLLC	S	1,176,887	CASH VALUE
(14) ER IMAGING INC	S	1,141,180	CASH VALUE
(15) PIEDMONT TRIAD ANESTHESIA PA	S	1,128,378	CASH VALUE
(16) GASTROENTEROLOGY ASSOCIATES OF THE PIEDMONT	S	978,071	CASH VALUE
(17) COASTAL CAROLINA NEUROPSYCHIATRIC CENTER PA	S	914,657	CASH VALUE
(18) MOUNTAIN EMERGENCY PHYSICIANS	S	855,570	CASH VALUE
(19) HOSPICE OF RUTHERFORD COUNTY	S	848,175	CASH VALUE
(20) CATAWBA RADIOLOGICAL ASSOCIATES INC	S	841,172	CASH VALUE
(21) PHYSICIANS ELDERCARE PA	S	787,802	CASH VALUE
(22) WAKE RADIOLOGY CONSULTANTS	S	761,216	CASH VALUE
(23) ASHEVILLE PULMONARY & CRITICAL CARE ASSOCIATES PA	S	741,360	CASH VALUE
(24) DELANEY RADIOLOGISTS GROUP PLLC	S	731,908	CASH VALUE
(25) CAROLINA KIDNEY CARE PA	S	710,849	CASH VALUE
(26) SOUTHEAST RADIATION ONCOLOGY GROUP	S	693,960	CASH VALUE
(27) THOMASVILLE ARCHDALE PEDIATRICS PLLC	S	546,831	CASH VALUE
(28) NORTHEAST DIGESTIVE HEALTH CENTER	S	544,654	CASH VALUE
(29) ASHEBORO DERMATOLOGY & SKIN	S	520,046	CASH VALUE
(30) GASTON EYE ASSOCIATES LLP	S	466,663	CASH VALUE
(31) CARY CARDIOLOGY PA	S	454,858	CASH VALUE
(32) DELANEY RADIOLOGISTS PA	S	453,077	CASH VALUE
(33) RALEIGH PATHOLOGY LABORATORY ASSOCIATES	S	437,029	CASH VALUE
(34) RALEIGH CAPITOL EAR NOSE AND THROAT	S	432,218	CASH VALUE
(35) SHELBY MEDICAL ASSOCIATES PA	S	416,465	CASH VALUE
(36) DURHAM RADIOLOGY ASSOCIATES INC	S	395,584	CASH VALUE
(37) NORTH CAROLINA MEDICAL SOCIETY	S	379,252	CASH VALUE
(38) CAROLINA INTERNAL MEDICINE ASSOCIATES PA	S	372,511	CASH VALUE
(39) SPECTRUM MEDICAL GROUP PA	S	324,326	CASH VALUE
(40) CARY PEDIATRIC CENTER PA	S	314,482	CASH VALUE
(41) NEUROLOGY & PAIN MANAGEMENT CENTER PLLC	S	302,765	CASH VALUE
(42) WAYNE RADIOLOGISTS	S	300,434	CASH VALUE
(43) COASTAL EYE CLINIC PA	S	289,676	CASH VALUE
(44) NASH OBGYN ASSOCIATES PA	S	287,590	CASH VALUE
(45) CAROLINA EAR NOSE & THROAT SINUS AND ALLERGY CENTER PA	S	241,911	CASH VALUE
(46) REX PATHOLOGY ASSOCIATES PA	S	237,813	CASH VALUE
(47) COASTAL SURGICAL SPECIALISTS PA	S	236,451	CASH VALUE
(48) FAYETTEVILLE ORTHOPAEDIC CLINIC	S	235,852	CASH VALUE
(49) HENDERSONVILLE RADIOLOGICAL CONSULTANTS PA	S	223,558	CASH VALUE
(50) ONCOLOGY SPECIALISTS OF CHARLOTTE	S	210,364	CASH VALUE
(51) OCRACOKE HEALTH CENTER INC	S	197,826	CASH VALUE
(52) BLUE RIDGE CARDIOLOGY & INTERNAL MEDICINE	S	197,751	CASH VALUE
(53) WESTERN CAROLINA EYE ASSOCIATES PA	S	197,580	CASH VALUE
(54) BOONE DERMATOLOGY CLINIC PA	S	194,003	CASH VALUE
(55) UNIFOUR FAMILY PRACTICE	S	193,058	CASH VALUE
(56) PIEDMONT ENDOCRINOLOGY	S	192,037	CASH VALUE
(57) CRYSTAL COAST FAMILY PRACTICE PA	S	190,869	CASH VALUE
(58) CABARRUS PATHOLOGY ASSOCIATES PA	S	190,851	CASH VALUE
(59) FOUNDATION FOR HEALTH LEADERSHIP & INNOVATION	S	173,517	CASH VALUE
(60) SINGLETON VISION CENTER	S	171,296	CASH VALUE
(61) CHILDREN'S UROLOGY OF THE CAROLINAS PLLC	S	165,515	CASH VALUE
(62) SEACOAST SKIN SURGERY PLLC	S	141,249	CASH VALUE
(63) BALDWIN WOODS GYN PA	S	140,215	CASH VALUE
(64) WHITEVILLE MEDICAL ASSOCIATES PA	S	138,353	CASH VALUE
(65) ROBESON PEDIATRICS	S	135,313	CASH VALUE
(66) DERMATOLOGY CENTER OF SHELBY	S	133,933	CASH VALUE
(67) DRS PEARSON JEFFERSON & CAMP PA	S	132,576	CASH VALUE
(68) PINEHURST NEPHROLOGY ASSOCIATES PC	S	130,298	CASH VALUE
(69) SOUTHEASTERN DERMATOLOGY	S	119,923	CASH VALUE
(70) WEST CARY FAMILY PHYSICIANS PLLC	S	115,776	CASH VALUE
(71) CAPITAL FAMILY MEDICINE PA	S	115,663	CASH VALUE
(72) LIBERTY ANESTHESIA PLLC	S	113,607	CASH VALUE
(73) FAYETTEVILLE ANESTHESIA PA	S	112,607	CASH VALUE
(74) PEDIATRIC SURGICAL ASSOCIATES PA	S	112,217	CASH VALUE
(75) GASTONIA PEDIATRIC ASSOCIATES PA	S	108,294	CASH VALUE
(76) DAVIDSON SURGICAL ASSOCIATES	S	101,009	CASH VALUE
(77) DERMATOLOGY ASSOCIATES PA	S	99,342	CASH VALUE
(78) NASH X-RAY ASSOCIATES	S	98,642	CASH VALUE
(79) CALDWELL FAMILY PHYSICIANS & URGENT CARE INC	S	98,539	CASH VALUE
(80) CAROLINA KIDNEY & VASCULAR PA	S	95,933	CASH VALUE
(81) SU WOOI TEOH MD PA	S	94,920	CASH VALUE
(82) CAROLINA WEST RADIOLOGY PA	S	94,756	CASH VALUE
(83) HIGH POINT NEPHROLOGY ASSOCIATES	S	93,157	CASH VALUE
(84) ROCKY MOUNT FAMILY MEDICAL CENTER	S	92,662	CASH VALUE
(85) CAROLINAS EAR NOSE AND THROAT CENTER PA	S	91,202	CASH VALUE
(86) CAROLINA RADIOLOGY CONSULTANTS PA	S	90,806	CASH VALUE
(87) WATAUGA RADIOLOGICAL SERVICES PA	S	90,452	CASH VALUE
(88) STAR MEDICAL CLINIC PLLC	S	88,929	CASH VALUE
(89) CAROLINA DERMATOLOGY & ENDOCRINOLOGY PA	S	83,917	CASH VALUE
(90) PIEDMONT RADIATION ONCOLOGY	S	83,217	CASH VALUE
(91) CARTERET CLINIC FOR ADOLESCENTS & CHILDREN	S	80,501	CASH VALUE
(92) PINEHURST RADIATION ONCOLOGY	S	78,607	CASH VALUE
(93) OBAN ANESTHESIA CONSULTANTS	S	78,508	CASH VALUE
(94) INTEGRATIVE ARTHRITIS & PAIN CONSULTANTS	S	78,193	CASH VALUE
(95) CAROLINA BREAST & ONCOLOGIC SURGERY PLLC	S	78,058	CASH VALUE
(96) PRIMECARE PHYSICIANS PA	S	77,599	CASH VALUE
(97) RALEIGH PSYCHIATRIC ASSOCIATES PA	S	76,806	CASH VALUE
(98) CHRISTOPHER T COUGHLIN MD	S	76,146	CASH VALUE
(99) GREENSBORO OPHTHALMOLOGY ASC PLLC	S	76,097	CASH VALUE
(100) SCOTLAND MEDICAL CENTER PA	S	74,257	CASH VALUE
(101) DALLAS FAMILY MEDICINE PA	S	73,306	CASH VALUE
(102) TOTAL WOMAN CARE LLC	S	73,002	CASH VALUE
(103) BLAND CLINIC PA	S	72,805	CASH VALUE
(104) CAROLINA ATTENTION SPECIALISTS-GREENSBORO	S	72,038	CASH VALUE
(105) THE MEDICAL SPA PLLC	S	71,540	CASH VALUE
(106) NORTHWEST EAR NOSE & THROAT PA	S	70,676	CASH VALUE
(107) SOLAS HEALTH PLLC	S	70,135	CASH VALUE
(108) ONSLOW OPHTHALMOLOGY PA	S	70,053	CASH VALUE
(109) MANULI INTERNAL MEDICINE	S	69,235	CASH VALUE
(110) ROANOKE MEDICAL ASSOCIATES PA	S	68,251	CASH VALUE
(111) ROSEDALE HEALTH & WELLNESS	S	67,278	CASH VALUE
(112) CAROLINA SKIN SURGERY CENTER PA	S	66,547	CASH VALUE
(113) WINSTON SALEM DERMATOLOGY & SURGERY CENTER PLLC	S	66,355	CASH VALUE
(114) BLUE RIDGE PATHOLOGY ASSOCIATES	S	65,488	CASH VALUE
(115) ERNESTO JF GRAHAM MD	S	64,429	CASH VALUE
(116) NELMS FAMILY & PREVENTIVE MEDICINE PA	S	64,282	CASH VALUE
(117) BEACHCARE URGENT AND FAMILY MEDICAL CENTER PLLC	S	62,598	CASH VALUE
(118) NORTHLAKE CHILDREN'S ASSOCIATES PA	S	62,407	CASH VALUE
(119) SHANAHAN RHEUMATOLOGY & IMMUNOTHERAPY PLLC	S	62,123	CASH VALUE
(120) DOLLINGER & TOVE FAMILY MEDICINE ASSOCIATES PA	S	61,293	CASH VALUE
(121) CAROLINA ATTENTION SPECIALISTS-CHARLOTTE PLLC	S	61,173	CASH VALUE
(122) MOUNTAIN PATHOLOGY SERVICES PA	S	60,415	CASH VALUE
(123) PEDIATRIC UROLOGY ASSOCIATES	S	59,246	CASH VALUE
(124) LAKESHORE PEDIATRIC CENTER PA	S	58,699	CASH VALUE
(125) PRIMARY MEDICAL CARE	S	57,952	CASH VALUE
(126) EASTERN CAROLINA PSYCHIATRIC SERVICES	S	57,178	CASH VALUE
(127) JAMES S PARSONS MD	S	56,473	CASH VALUE
(128) CROSSROADS FAMILY MEDICAL CARE PA	S	54,222	CASH VALUE
(129) AMY BROOKS DDS MD PLLC	S	53,634	CASH VALUE
(130) AAA ALL AMERICAN ASSOCIATES IN FAMILY MEDICINE	S	53,621	CASH VALUE
(131) GRACE HEMATOLOGY & ONCOLOGY	S	52,998	CASH VALUE
(132) INTEGRATED PAIN SOLUTIONS PLLC	S	52,624	CASH VALUE
(133) MICHAEL LAW MD	S	52,511	CASH VALUE
(134) CARTERET MEDICAL SPECIALISTS PLLC	S	51,767	CASH VALUE
(135) CHARLES W JONES MD PA	S	51,468	CASH VALUE
(136) SHELBY PATHOLOGY GROUP PA	S	51,402	CASH VALUE
(137) CAROLINA MOUNTAIN INTERNAL MEDICINE	S	51,143	CASH VALUE
(138) PAUL E VISER MD	S	50,744	CASH VALUE

Schedule R (Form 990) 2021

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: 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.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	2
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	2
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	514,283
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	193,703

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	70,051,486	53,407,476
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	702,678	514,283
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	70,754,164	53,921,759
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	16,000
14	Benefits paid to or for members (Part IX, column (A), line 4).....	56,982,597	45,188,175
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	11,000	4,000
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	10,821,202	7,075,227
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	67,814,799	52,283,402
19	Revenue less expenses. Subtract line 18 from line 12.......	2,939,365	1,638,357
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	34,522,602	37,037,700
21	Total liabilities (Part X, line 26).............	5,514,799	5,704,740
22	Net assets or fund balances. Subtract line 21 from line 20.....	29,007,803	31,332,960

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	THE TRUST PROVIDES HEALTH, DENTAL, AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS OF THE NORTH CAROLINA MEDICAL SOCIETY AND THEIR EMPLOYEES.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) ROBERT P GOSSETT MD...................................................................... CHAIRMAN	2.00 .................	X	X	3,000	0	0
(2) KENNETH A HOLT MD...................................................................... TRUSTEE	1.00 .................	X		1,000	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	4,000	0	0

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	MEMBER PREMIUM PAYMENTS	900099	53,407,476	53,407,476
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		53,407,476

3 Investment income (including dividends, interest, and othersimilar amounts) ......			530,128		530,128
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		8,599,856	7a
b	Less: cost or other basis and sales expenses		8,615,701	7b
c	Gain or (loss)		-15,845	7c
d	Net gain or (loss).........			-15,845		-15,845
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			53,921,759	53,407,476	514,283	0

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	16,000
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	45,188,175
5	Compensation of current officers, directors, trustees, and key employees ...........	4,000
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......	3,798,531
b	Legal .........	6,400
c	Accounting ...........	38,357
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	32,252
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	2,883,277
12	Advertising and promotion ....
13	Office expenses .......	3,903
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............	2,542
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	13,652
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	TAXES & LICENSES	255,261
b	PCORI FEE	41,048
c
d
e	All other expenses	4
25	Total functional expenses. Add lines 1 through 24e	52,283,402
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1
2	Savings and temporary cash investments .........		11,852,308	2	12,340,354
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............		1,567,116	4	2,777,788
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		21,103,178	11	21,919,558
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 33)...		34,522,602	16	37,037,700

17	Accounts payable and accrued expenses .....	67,827	17	276,524
18	Grants payable ...	136,800	18	0
19	Deferred revenue .........	1,472,160	19	1,466,743
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	3,838,012	25	3,961,473
26	Total liabilities. Add lines 17 through 25..	5,514,799	26	5,704,740

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	29,007,803	31	31,332,960
32	Total net assets or fund balances ...........	29,007,803	32	31,332,960
33	Total liabilities and net assets/fund balances ........	34,522,602	33	37,037,700