Civic Intelligence

Northern New England Benefit Trust DBA Allegiant Care

EIN 02-6015031 • 501(c)9 • Manchester, NH

View Organization Page

Profile

To partner with its teamster members and their employers to provide high quality, comprehensive, and cost-effective healthcare benefits for those members and their families to improve and maintain their quality of life.

PO Box 4604Manchester, NH 03108

www.myallegiantcare.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.02x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.03x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$490,777

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

86th percentile

16%

Faster asset growth than 86% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

32%

Faster revenue growth than 77% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$428,558,078

Up $60,544,401 (+16%) from 2023

Liabilities

Up

$9,010,740

Up $1,670,358 (+23%) from 2023

Net Assets

Up

$419,547,338

Up $58,874,043 (+16%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin66th percentile

Revenue

Up

$334,156,209

Up $80,447,465 (+32%) from 2023

Expenses

Up

$291,736,724

Up $72,617,052 (+33%) from 2023

Net Income

Up

$42,419,485

Up $7,830,413 (+23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600M$400M$200M$0Assets 2010: $95,706,754Liabilities 2010: $7,425,945Net Assets 2010: $88,280,8092010Assets 2012: $112,108,375Liabilities 2012: $3,025,752Net Assets 2012: $109,082,6232012Assets 2013: $125,958,078Liabilities 2013: $2,558,509Net Assets 2013: $123,399,5692013Assets 2014: $140,264,345Liabilities 2014: $3,724,772Net Assets 2014: $136,539,5732014Assets 2015: $149,290,992Liabilities 2015: $3,336,255Net Assets 2015: $145,954,7372015Assets 2016: $165,769,894Liabilities 2016: $3,110,984Net Assets 2016: $162,658,9102016Assets 2017: $177,494,438Liabilities 2017: $4,455,485Net Assets 2017: $173,038,9532017Assets 2018: $187,547,651Liabilities 2018: $5,150,619Net Assets 2018: $182,397,0322018Assets 2019: $210,867,528Liabilities 2019: $4,997,312Net Assets 2019: $205,870,2162019Assets 2020: $262,204,402Liabilities 2020: $5,620,599Net Assets 2020: $256,583,8032020Assets 2021: $312,721,397Liabilities 2021: $6,832,069Net Assets 2021: $305,889,3282021Assets 2022: $333,851,351Liabilities 2022: $7,145,497Net Assets 2022: $326,705,8542022Assets 2023: $368,013,677Liabilities 2023: $7,340,382Net Assets 2023: $360,673,2952023Assets 2024: $428,558,078Liabilities 2024: $9,010,740Net Assets 2024: $419,547,3382024

Highlighted filing

2024

Assets$428,558,078
Liabilities$9,010,740
Net Assets$419,547,338
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400M$300M$200M$100M$0Expenses 2010: $93,558,1702010Expenses 2012: $91,452,1102012Expenses 2013: $82,636,4892013Revenue 2014: $99,151,672Expenses 2014: $93,554,574Net Income 2014: $5,597,0982014Revenue 2015: $148,854,261Expenses 2015: $126,853,382Net Income 2015: $22,000,8792015Revenue 2016: $167,882,970Expenses 2016: $155,724,033Net Income 2016: $12,158,9372016Revenue 2017: $179,454,500Expenses 2017: $171,897,944Net Income 2017: $7,556,5562017Revenue 2018: $190,658,578Expenses 2018: $183,313,019Net Income 2018: $7,345,5592018Revenue 2019: $206,843,938Expenses 2019: $184,514,683Net Income 2019: $22,329,2552019Revenue 2020: $224,022,005Expenses 2020: $182,211,743Net Income 2020: $41,810,2622020Revenue 2021: $244,276,811Expenses 2021: $206,543,138Net Income 2021: $37,733,6732021Revenue 2022: $250,295,917Expenses 2022: $212,711,932Net Income 2022: $37,583,9852022Revenue 2023: $253,708,744Expenses 2023: $219,119,672Net Income 2023: $34,589,0722023Revenue 2024: $334,156,209Expenses 2024: $291,736,724Net Income 2024: $42,419,4852024

Highlighted filing

2024

Revenue$334,156,209
Expenses$291,736,724
Net Income$42,419,485
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$428,558,078
Liabilities
$9,010,740
Net assets
$419,547,338
Revenue
$334,156,209
Expenses
$291,736,724
Net income
$42,419,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$429$9.01$420$334$292$42.4
2023Detailed filing. Detailed filing data is available for this year.$368$7.34$361$254$219$34.6
2022Detailed filing. Detailed filing data is available for this year.$334$7.15$327$250$213$37.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$313$6.83$306$244$207$37.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$262$5.62$257$224$182$41.8
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$211$5.00$206$207$185$22.3
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$188$5.15$182$191$183$7.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$177$4.46$173$179$172$7.56
2016Detailed filing. Detailed filing data is available for this year.$166$3.11$163$168$156$12.2
2015Detailed filing. Detailed filing data is available for this year.$149$3.34$146$149$127$22.0
2014Detailed filing. Detailed filing data is available for this year.$140$3.72$137$99.2$93.6$5.60
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$126$2.56$123$82.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$112$3.03$109$91.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.7$7.43$88.3$93.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 7, 2025
Return Version
2023v6.0
Gross Receipts
$557,433,947
Mission and Program Overview

Mission

To partner with its teamster members and their employers to provide high quality, comprehensive, and cost-effective healthcare benefits for those members and their families to improve and maintain their quality of life.

At allegiant care, we are committed to providing quality, comprehensive, and affordable healthcare and prescription benefits. Our mission is to assist and advocate for you and your dependents while navigating the increasingly complex healthcare system. This is our mission and our responsibility to you as fellow teamsters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$360,673,295$419,547,338▲ $58,874,043
Investments Other Securities$130,285,117$143,795,801▲ $13,510,684
Savings and Temporary Cash Investments$110,428,314$139,963,237▲ $29,534,923
Investments in Publicly Traded Securities$108,532,069$122,570,174▲ $14,038,105
Accounts Receivable$17,988,405$21,276,217▲ $3,287,812
Land, Buildings, and Equipment, Net$396,008$397,507▲ $1,499
Prepaid Expenses and Deferred Charges$259,265$269,580▲ $10,315
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$368,013,677$428,558,078▲ $60,544,401
Other Assets Total$124,499$285,562▲ $161,063
Liabilities
Deferred Revenue$4,939,557$5,883,414▲ $943,857
Accounts Payable and Accrued Expenses$1,605,720$2,332,221▲ $726,501
Other Liabilities$795,105$795,105→ $0
Total Liabilities$7,340,382$9,010,740▲ $1,670,358
Net Assets / Fund Balance
Total Net Assets Fund Balance$360,673,295$419,547,338▲ $58,874,043
Total Liabilities and Net Assets / Fund Balance$368,013,677$428,558,078▲ $60,544,401

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$182,466$1,920,986$2,103,452
Equipment$78,705$568,098$646,803
Other Land Buildings$89,105$10,584$99,689
Land$47,231-$47,231
Other Securities$11,513,258--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina KoshaExecutive DirectorFT$379,397$111,380$490,777
Katelyn StrauchClinical PharmacistFT$204,940$70,585$275,525
Carolyn MaddenAccounting ManagerFT$114,976$89,808$204,784
Eric EichenOperations ManagerFT$126,901$69,955$196,856
Jacob CutoneIt ManagerFT$115,541$79,863$195,404
PENEE O'NEILOffice ManagerFT$99,799$67,625$167,424
Robert HolmesTrustee-$15,000$24,336$39,336
Robert RobichaudTrustee-$15,000$24,336$39,336
Ronald RabideauTrustee-$15,000$24,336$39,336
Dennis McguireTrustee-$10,500$24,336$34,836

Board Members and Trustees

NameTitle
Jeffrey PadellaroTrustee, Chairman
Brett MillerTrustee
FRANK O'HANLONTrustee
George BelangerTrustee
Rocco CaloTrustee
Tony St HilaireTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Feinburg Dumont & BrennanLegal Services177 MILK STREET SUITE 300, Boston, MA 02109$480,000
Homevision LLCConstruction11 MERRILL ROAD, Candia, NH 03034$137,378
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$309,995,511
Investment Income
$12,818,684
Other Revenue
$11,342,014
Change in Net Assets
$42,419,485

Audited Revenue Reconciliation

Revenue per Audited Statements
$336,516,698
Revenue Not Reported on Financial Statements
$-2,360,489
Revenue Not Reported on Form 990
$16,454,558
Other Revenue Adjustments
$-3,455,339
Total Revenue per Audited Statements
$352,971,256
Total Revenue per Form 990
$334,156,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,841,519
Salaries, Compensation, and Employee Benefits$5,259,375
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$272,635,830
Other Expenses---$9,350,596
Other Salaries and Wages---$2,482,856
Other Employee Benefits---$1,134,794
Fees for Service Investment Mgmnt Fees---$1,094,850
Information Technology---$884,315
Pension Plan Contributions---$773,331
Office Expenses---$700,917
Current Officers, Directors, Trustees, and Key Employees---$656,936
Fees for Services Other---$516,555
Fees for Services Legal---$480,000
Occupancy---$299,989
Payroll Taxes---$211,458
Conferences and Meetings---$171,562
Insurance---$128,221
Fees for Services Accounting---$122,744
Depreciation Depletion---$91,770
Total Functional Expenses$0$0$0$291,736,724

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$294,097,213
Total Expenses per Form 990$291,736,724
Expenses per Audited Statements$290,641,874
Expenses Not Reported on Form 990$3,455,339
Expenses Not Reported on Financial Statements$1,094,850
International Activity

International Summary

Offices
0
Employees
0
Spending
$10,633,596

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Investment-00$10,633,596
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
PENEE O'NEILSister of Executive DirectorEmployee WagesNo$109,222
Benjamin J PadellaroSon of Jeffrey Padellaro Chairman and Trustee on the Board of DirectorsEmployee WagesNo$76,800
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pbm Deposits$794,473
Rentals Security Deposits$632
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“THE TRUST HAS MEMBERS.”

Form 990, Part VI, Section A, Line 7A

“Article iv, section 5 of the indenture of trust: employer trustees shall be elected. Each employer shall be eligible to vote in such election and may nominate a candidate to stand for election as an employer trustee.”

Form 990, Part VI, Section B, Line 11B

“The preparer provides a draft of form 990 to management for review. Once form 990 has been approved by management, a draft of form 990 is emailed to the governing body for their review and approval.”

Form 990, Part VI, Section B, Line 12C

“The board of directors have the opportunity to proactively disclose any conflicts, whether real or perceived, and whether actual or potential, during our regularly scheduled semi-annual meetings.”

Form 990, Part VI, Section C, Line 19

“No documents are made available to the public unless the documents are required to be made available to the public.”

Form 990, Part VII, Line 3

“Investment income is exempt since the trust is a collectively bargained plan as described under code section 419(a)(f)(5)(a).”

Filing and Contact Details

Filer

Filer Name
Northern New England Benefit Trust
EIN
02-6015031
Phone
6036694771
Address
PO BOX 4604, MANCHESTER, NH 03108

Signing Officer

Name
Christina Kosha
Title
Executive Director
Phone
6036694771
Signed
2025-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christina Kosha
Formed
1965
Legal Domicile
Nh
Voting Board Members
10
Independent Board Members
6
Employees
36
Volunteers
6

Preparer

Firm
Wipfli Llp
Address
43 CONSTITUTION DRIVE SUITE 100, BEDFORD, NH 03110
Preparer
Lance R Turgeon
Phone
6036273838
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There has been no change to the trust's oversight process or selection process during the year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states require trust management to evaluate tax positions taken by the trust and recognize a tax liability if the trust has taken an uncertain position that more likely than not would not be sustained upon examination by applicable tax authorities. The trust's management has analyzed the tax positions taken by the trust, and has concluded that, as of august 31, 2024, there are no significant uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Cost of inventory sold -3,399,923. Rental expense -55,416.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of inventory sold 3,399,923. Rental expense 55,416.”

Raw XML AppendixShowing 400 of 1,079 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt021276217
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0AT ALLEGIANT CARE, WE ARE COMMITTED TO PROVIDING QUALITY, COMPREHENSIVE, AND AFFORDABLE HEALTHCARE AND PRESCRIPTION BENEFITS. OUR MISSION IS TO ASSIST AND ADVOCATE FOR YOU AND YOUR DEPENDENTS WHILE NAVIGATING THE INCREASINGLY COMPLEX HEALTHCARE SYSTEM. THIS IS OUR MISSION AND OUR RESPONSIBILITY TO YOU AS FELLOW TEAMSTERS.
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IRS990/Form990PartVIISectionAGrp/PersonNm9TONY ST HILAIRE
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRISTINA KOSHA
IRS990/Form990PartVIISectionAGrp/PersonNm11KATELYN STRAUCH
IRS990/Form990PartVIISectionAGrp/PersonNm12CAROLYN MADDEN
IRS990/Form990PartVIISectionAGrp/PersonNm13ERIC EICHEN
IRS990/Form990PartVIISectionAGrp/PersonNm14JACOB CUTONE
IRS990/Form990PartVIISectionAGrp/PersonNm15PENEE O'NEIL
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt115000
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12124188
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13129497
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE, CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CLINICAL PHARMACIST
IRS990/Form990PartVIISectionAGrp/TitleTxt12ACCOUNTING MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt13OPERATIONS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt14IT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt15OFFICE MANAGER
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IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt05180
IRS990/GainOrLossGrp/SecuritiesAmt03951015
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt024000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0223754594
IRS990/GrossReceiptsAmt0557433947
IRS990/GrossRentsGrp/RealAmt0113367
IRS990/GrossSalesOfInventoryAmt03728878
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0884315
IRS990/InsuranceGrp/TotalAmt0128221
IRS990/InvestmentIncomeGrp/ExclusionAmt08862489
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08862489
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0130285117
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0143795801
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0108532069
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0122570174
IRS990/IRPDocumentCnt01367
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02499668
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0396008
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0397507
IRS990/LandBldgEquipCostOrOtherBssAmt02897175
IRS990/LegalDomicileStateCd0NH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt018820
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0219803579
IRS990/LessRentalExpensesGrp/RealAmt055416
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PARTNER WITH ITS TEAMSTER MEMBERS AND THEIR EMPLOYERS TO PROVIDE HIGH QUALITY, COMPREHENSIVE, AND COST-EFFECTIVE HEALTHCARE BENEFITS FOR THOSE MEMBERS AND THEIR FAMILIES TO IMPROVE AND MAINTAIN THEIR QUALITY OF LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0360673295
IRS990/NetAssetsOrFundBalancesEOYAmt0419547338
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03956195
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03956195
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0328955
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0328955
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt057951
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt057951
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016454558
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0299989
IRS990/OfficeExpensesGrp/TotalAmt0700917
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0124499
IRS990/OtherAssetsTotalGrp/EOYAmt0285562
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01134794
IRS990/OtherExpensesGrp/Desc0BENEFIT RELATED ADMINIS
IRS990/OtherExpensesGrp/TotalAmt09350596
IRS990/OtherLiabilitiesGrp/BOYAmt0795105
IRS990/OtherLiabilitiesGrp/EOYAmt0795105
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0TRANSFER FROM LOCAL FUND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010955108
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010955108
IRS990/OtherRevenueTotalAmt010955108
IRS990/OtherSalariesAndWagesGrp/TotalAmt02482856
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0211458
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0773331
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0259265
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0269580
IRS990/PrincipalOfficerNm0CHRISTINA KOSHA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
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IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/BusinessCd3525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2ADMINSTRATIVE FEE
IRS990/ProgramServiceRevenueGrp/Desc3FORFEITURES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0300029640
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19523444
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2348348
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt394079
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0300029640
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19523444
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2348348
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt394079
IRS990/ProgSrvcAccomActy2Grp/Desc0THE TRUST PROVIDES PHARMACY BENEFIT MANAGEMENT SERVICES TO OTHER HEALTH AND WELFARE FUNDS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0203185787
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06762069
IRS990/PYOtherExpensesAmt011397281
IRS990/PYOtherRevenueAmt0472570
IRS990/PYProgramServiceRevenueAmt0246474105
IRS990/PYRevenuesLessExpensesAmt034589072
IRS990/PYSalariesCompEmpBnftPaidAmt04536604
IRS990/PYTotalExpensesAmt0219119672
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0253708744
IRS990/ReconcilationRevenueExpnssAmt042419485
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
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IRS990/RentalIncomeOrLossGrp/RealAmt057951
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IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0360673295
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0419547338
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0110428314
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0139963237
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0182466
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01920986
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02103452
IRS990ScheduleD/EquipmentGrp/BookValueAmt078705
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0568098
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0646803
IRS990ScheduleD/ExpensesNotReportedAmt03455339
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01094850
IRS990ScheduleD/ExpensesSubtotalAmt0290641874
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01094850
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01094850
IRS990ScheduleD/LandGrp/BookValueAmt047231
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt047231
IRS990ScheduleD/NetUnrealizedGainsInvstAmt016454558
IRS990ScheduleD/OtherExpensesIncludedAmt03455339
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt089105
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010584
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt099689
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0632
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1794473
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RENTALS SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PBM DEPOSITS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-3455339
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt014173147
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt110633596
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt210319560
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt333751723
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt434685199
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt57524688
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt616626585
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt74568045
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt811513258
IRS990ScheduleD/OtherSecuritiesGrp/Desc0US R/E INVESTMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ABS OPPORTUNITIES LTD. FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ABS DIRECT EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3DAILY VALUED STOCK INDEX COMMON TRUST FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4AGG BOND INDEX COMMON TRUST FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5GLOBAL CORE PLUS US DOLLAR HEDGE COMMON TRUST FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc6PRINCIPAL ENHANCED PROPERTY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc7ALLIANCE BERNSTEIN PRIVATE MIDDLE MARKET CREDIT FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc8ULLICO INFRASTRUCTURE FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/RevenueNotReportedAmt016454558
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-2360489
IRS990ScheduleD/RevenueSubtotalAmt0336516698
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE TRUST MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY APPLICABLE TAX AUTHORITIES. THE TRUST'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAS CONCLUDED THAT, AS OF AUGUST 31, 2024, THERE ARE NO SIGNIFICANT UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF INVENTORY SOLD -3,399,923. RENTAL EXPENSE -55,416.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF INVENTORY SOLD 3,399,923. RENTAL EXPENSE 55,416.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:

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