Civic Intelligence

Lufthansa German Airlines Employee Health & Disability Ben Plan Trust

EIN 11-2614325 • 501(c)9 • Uniondale, NY

Profile

To provide health and disability benefits coverage to eligible employees, retirees, and their dependents.

1400 Rxr Plaza West 13thUniondale, NY 11556

n/A

Siviq Scores

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

Liabilities / Assets

100th percentile

42.11x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.11x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

18th percentile

-8.1%

Higher net margin than 18% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets100th percentile

Assets

Up

$54,616

Up $54,616 from 2023

Liabilities

Up

$2,300,000

Up $1,756,207 (+323%) from 2023

Net Assets

Down

-$2,245,384

Down $1,701,591 (-313%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin18th percentile

Revenue

Up

$21,051,144

Up $3,287,519 (+19%) from 2023

Expenses

Up

$22,752,735

Up $4,666,113 (+26%) from 2023

Net Income

Down

-$1,701,591

Down $1,378,594 (-427%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0-$5.0MAssets 2011: $6,511,222Liabilities 2011: $0Net Assets 2011: $6,511,2222011Assets 2012: $5,533,563Liabilities 2012: $0Net Assets 2012: $5,533,5632012Assets 2013: $3,455,614Liabilities 2013: $23,317Net Assets 2013: $3,432,2972013Assets 2014: $2,903,580Liabilities 2014: $35,316Net Assets 2014: $2,868,2642014Assets 2015: $2,552,468Liabilities 2015: $16,277Net Assets 2015: $2,536,1912015Assets 2016: $1,647,778Liabilities 2016: $0Net Assets 2016: $1,647,7782016Assets 2017: $260,491Liabilities 2017: $0Net Assets 2017: $260,4912017Assets 2018: $2,522,709Liabilities 2018: $0Net Assets 2018: $2,522,7092018Assets 2019: $2,038,823Liabilities 2019: $0Net Assets 2019: $2,038,8232019Assets 2020: $3,361,729Liabilities 2020: $0Net Assets 2020: $3,361,7292020Assets 2021: $2,508,054Liabilities 2021: $0Net Assets 2021: $2,508,0542021Assets 2022: $0Liabilities 2022: $220,796Net Assets 2022: -$220,7962022Assets 2023: $0Liabilities 2023: $543,793Net Assets 2023: -$543,7932023Assets 2024: $54,616Liabilities 2024: $2,300,000Net Assets 2024: -$2,245,3842024

Highlighted filing

2024

Assets$54,616
Liabilities$2,300,000
Net Assets-$2,245,384
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $13,011,714Expenses 2011: $12,304,104Net Income 2011: $707,6102011Revenue 2012: $13,839,563Expenses 2012: $14,817,222Net Income 2012: -$977,6592012Revenue 2013: $13,649,968Expenses 2013: $15,745,210Net Income 2013: -$2,095,2422013Revenue 2014: $14,414,331Expenses 2014: $14,928,204Net Income 2014: -$513,8732014Revenue 2015: $13,757,912Expenses 2015: $14,105,834Net Income 2015: -$347,9222015Revenue 2016: $16,434,024Expenses 2016: $17,322,437Net Income 2016: -$888,4132016Revenue 2017: $16,396,820Expenses 2017: $17,784,107Net Income 2017: -$1,387,2872017Revenue 2018: $16,899,785Expenses 2018: $14,637,567Net Income 2018: $2,262,2182018Revenue 2019: $16,054,317Expenses 2019: $16,538,203Net Income 2019: -$483,8862019Revenue 2020: $18,614,047Expenses 2020: $17,291,141Net Income 2020: $1,322,9062020Revenue 2021: $15,798,770Expenses 2021: $16,652,445Net Income 2021: -$853,6752021Revenue 2022: $13,223,637Expenses 2022: $15,952,487Net Income 2022: -$2,728,8502022Revenue 2023: $17,763,625Expenses 2023: $18,086,622Net Income 2023: -$322,9972023Revenue 2024: $21,051,144Expenses 2024: $22,752,735Net Income 2024: -$1,701,5912024

Highlighted filing

2024

Revenue$21,051,144
Expenses$22,752,735
Net Income-$1,701,591
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
$54,616
Liabilities
$2,300,000
Net assets
-$2,245,384
Revenue
$21,051,144
Expenses
$22,752,735
Net income
-$1,701,591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$2.30$2.25$21.1$22.8$1.70
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.54$0.54$17.8$18.1$0.32
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.22$0.22$13.2$16.0$2.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$15.8$16.7$0.85
2020Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$18.6$17.3$1.32
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$16.1$16.5$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$16.9$14.6$2.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$16.4$17.8$1.39
2016Summary only. Only limited summary data is available for this year.$1.65$0.00$1.65$16.4$17.3$0.89
2015Summary only. Only limited summary data is available for this year.$2.55$0.02$2.54$13.8$14.1$0.35
2014Summary only. Only limited summary data is available for this year.$2.90$0.04$2.87$14.4$14.9$0.51
2013Summary only. Only limited summary data is available for this year.$3.46$0.02$3.43$13.6$15.7$2.10
2012Summary only. Only limited summary data is available for this year.$5.53$0.00$5.53$13.8$14.8$0.98
2011Summary only. Only limited summary data is available for this year.$6.51$0.00$6.51$13.0$12.3$0.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$21,051,144
Mission and Program Overview

Mission

To provide health and disability benefits coverage to eligible employees, retirees, and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$54,616-
Total Assets$0$54,616▲ $54,616
Liabilities
Unsecured Notes Loans Payable$200,000$2,300,000▲ $2,100,000
Other Liabilities$343,793$0▼ $343,793
Total Liabilities$543,793$2,300,000▲ $1,756,207
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-543,793$-2,245,384▼ $1,701,591
Total Net Assets Fund Balance$-543,793$-2,245,384▼ $1,701,591
Total Liabilities and Net Assets / Fund Balance$0$54,616▲ $54,616
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Dominick ConstantinoTrustee
James StevensTrustee
Kevin QuinnTrustee
Robin McdougallTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Cigna Health CareContract Admin900 COTTAGE GROVE ROAD, Hartford, CT 06152$642,842
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,051,144
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,701,591

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,051,144
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$21,051,144
Total Revenue per Form 990
$21,051,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,909,616
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$20,843,119
Other Expenses---$650,964
Fees for Services Other---$113,182
Office Expenses---$4,487
Total Functional Expenses$0$0$0$22,752,735

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$22,752,735
Total Expenses per Audited Statements$22,752,735
Total Expenses per Form 990$22,752,735
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
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 8B

“Line 8 explanation - trustee meetings were recorded but there were no committee meetings. Form 990 is prepared by an independent consultant on the basis of audited financial statements and information provided by the administrators.”

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

“Line 11b explanation - form 990 is reviewed by the veba administrator prior to submission.”

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

“Lufthansa conducts an annual review for compliance with conflict of interest policies.”

Form 990, Part VI, Section B, Line 15

“The organization pays no compensation to a ceo, executive director, top management official, officer or key employee.”

Form 990, Part VI, Section C, Line 19

“The organization distributes a summary annual report to participants and beneficiaries. Its governing documents, conflict of interest policy and financial statements were available to the public upon request during the tax year.”

Filing and Contact Details

Filer

Filer Name
Lufthansa German Airlines Employee
EIN
11-2614325
Phone
5166673610
Address
1400 RXR PLAZA WEST 13TH, UNIONDALE, NY 11556

Signing Officer

Name
Sia Filipova
Title
Manager, Emp. Benefits
Phone
5166673610
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sia Filipova
Formed
1982
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
100 JERICHO QUADRANGLE SUITE 342, JERICHO, NY 11753
Preparer
John Antinore
Phone
5169313100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan (the trust) to hold the plan's assets is intended to qualify pursuant to section 501(c)(9) of the internal revenue code, and accordingly, the trust's net investment income is exempt from income taxes except where such income is in excess of amounts needed to pay benefits. When such income is in excess, the trust may be subject to tax on its investment income. As of december 31, 2024 and 2023, investment income did not exceed amounts needed to pay benefits and accordingly, no provision for taxes was recorded. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2024 and 2023 there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix284 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND DISABILITY BENEFITS COVERAGE TO ELIGIBLE EMPLOYEES, RETIREES, AND THEIR DEPENDENTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt020843119
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SIA FILIPOVA
IRS990/BooksInCareOfDetail/PhoneNum05166673610
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01400 RXR PLAZA - WEST TOWER
IRS990/BooksInCareOfDetail/USAddress/CityNm0UNIONDALE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011556
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/EOYAmt054616
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0642842
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0900 COTTAGE GROVE ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0HARTFORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd006152
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0CIGNA HEALTH CARE
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMIN
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt020843119
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01909616
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt021051144
IRS990/CYRevenuesLessExpensesAmt0-1701591
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt022752735
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021051144
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE HEALTH AND DISABILITY BENEFITS COVERAGE TO ELIGIBLE LUFTHANSA EMPLOYEES, RETIREES, AND THEIR DEPENDENTS THROUGH EMPLOYER SPONSORED WELFARE PLANS. IN 2024 IT BENEFITS APPROXIMATELY 2,569 PROGRAM PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt0113182
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0DOMINICK CONSTANTINO
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBIN MCDOUGALL
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES STEVENS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt021051144
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND DISABILITY BENEFITS COVERAGE TO ELIGIBLE EMPLOYEES, RETIREES, AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-543793
IRS990/NetAssetsOrFundBalancesEOYAmt0-2245384
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-543793
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-2245384
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt04487
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STOP LOSS INSURANCE
IRS990/OtherExpensesGrp/Desc1CLAIMS PROCESSING FEES
IRS990/OtherExpensesGrp/TotalAmt01140983
IRS990/OtherExpensesGrp/TotalAmt1650964
IRS990/OtherLiabilitiesGrp/BOYAmt0343793
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SIA FILIPOVA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016997092
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14054052
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016997092
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14054052
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt016141748
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01944874
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt017763625
IRS990/PYRevenuesLessExpensesAmt0-322997
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt018086622
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017763625
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1701591
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt022752735
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt021051144
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN (THE TRUST) TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES EXCEPT WHERE SUCH INCOME IS IN EXCESS OF AMOUNTS NEEDED TO PAY BENEFITS. WHEN SUCH INCOME IS IN EXCESS, THE TRUST MAY BE SUBJECT TO TAX ON ITS INVESTMENT INCOME. AS OF DECEMBER 31, 2024 AND 2023, INVESTMENT INCOME DID NOT EXCEED AMOUNTS NEEDED TO PAY BENEFITS AND ACCORDINGLY, NO PROVISION FOR TAXES WAS RECORDED. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt022752735
IRS990ScheduleD/TotalRevenuePerForm990Amt021051144
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt021051144
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt022752735
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 8 EXPLANATION - TRUSTEE MEETINGS WERE RECORDED BUT THERE WERE NO COMMITTEE MEETINGS. FORM 990 IS PREPARED BY AN INDEPENDENT CONSULTANT ON THE BASIS OF AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ADMINISTRATORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 11B EXPLANATION - FORM 990 IS REVIEWED BY THE VEBA ADMINISTRATOR PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LUFTHANSA CONDUCTS AN ANNUAL REVIEW FOR COMPLIANCE WITH CONFLICT OF INTEREST POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PAYS NO COMPENSATION TO A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OFFICER OR KEY EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DISTRIBUTES A SUMMARY ANNUAL REPORT TO PARTICIPANTS AND BENEFICIARIES. ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS WERE AVAILABLE TO THE PUBLIC UPON REQUEST DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt00
IRS990/TotalAssetsEOYAmt054616
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt054616
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt022752735
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0543793
IRS990/TotalLiabilitiesEOYAmt02300000
IRS990/TotalLiabilitiesGrp/BOYAmt0543793
IRS990/TotalLiabilitiesGrp/EOYAmt02300000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-543793
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-2245384
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt021051144
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021051144
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021051144
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt054616
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0200000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt02300000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01400 RXR PLAZA WEST 13TH
IRS990/USAddress/CityNm0UNIONDALE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011556
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SIA FILIPOVA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER, EMP. BENEFITS
ReturnHeader/BusinessOfficerGrp/PhoneNum05166673610
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUFTHANSA GERMAN AIRLINES EMPLOYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & DISABILITY BEN PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LUFT
ReturnHeader/Filer/EIN0112614325
ReturnHeader/Filer/PhoneNum05166673610
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 RXR PLAZA WEST 13TH
ReturnHeader/Filer/USAddress/CityNm0UNIONDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011556
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 JERICHO QUADRANGLE SUITE 342
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JERICHO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011753
ReturnHeader/PreparerPersonGrp/PhoneNum05169313100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN ANTINORE
ReturnHeader/ReturnTs02025-11-14T09:32:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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