Civic Intelligence

Equitable Life Assur Soc of Us Emps Mngrs Agts Health Care Benefits Tr

990 • Fiscal year 2013 • EIN 13-3481554

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization ProfileN/A
C/O Jpmorgan Chase Bank Na 1 ChMANHATTAN PLAZA Suite NY1-A156New York, NY 10005

(212) 552-2992

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Net Margin

55th percentile

5.0%

Higher net margin than 55% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Asset Growth

97th percentile

67%

Faster asset growth than 97% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

22nd percentile

-5.9%

Faster revenue growth than 22% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$16,416,961

Up $6,604,614 (+67%) from 2012

Net Assets

Up

$16,416,961

Up $6,604,614 (+67%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin55th percentile

Revenue

Down

$141,427,670

Down $8,875,125 (-5.9%) from 2012

Expenses

Down

$134,403,657

Down $16,159,624 (-11%) from 2012

Net Income

Up

$7,024,013

Up $7,284,499 (+2797%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $9,989,321Liabilities 2011: $0Net Assets 2011: $9,989,3212011Assets 2012: $9,812,347Liabilities 2012: $0Net Assets 2012: $9,812,3472012Assets 2013: $16,416,961Liabilities 2013: $0Net Assets 2013: $16,416,9612013Assets 2014: $5,246,610Liabilities 2014: $0Net Assets 2014: $5,246,6102014Assets 2015: $1,325,287Liabilities 2015: $0Net Assets 2015: $1,325,2872015Assets 2016: $135,195Liabilities 2016: $0Net Assets 2016: $135,1952016

Highlighted filing

2013

Assets$16,416,961
Liabilities$0
Net Assets$16,416,961
Open 2013 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$150M$100M$50M$0-$50MExpenses 2011: $146,157,2242011Revenue 2012: $150,302,795Expenses 2012: $150,563,281Net Income 2012: -$260,4862012Revenue 2013: $141,427,670Expenses 2013: $134,403,657Net Income 2013: $7,024,0132013Revenue 2014: $115,321,835Expenses 2014: $126,202,789Net Income 2014: -$10,880,9542014Revenue 2015: $115,960,914Expenses 2015: $119,882,237Net Income 2015: -$3,921,3232015Revenue 2016: $124,310,946Expenses 2016: $125,501,040Net Income 2016: -$1,190,0942016

Highlighted filing

2013

Revenue$141,427,670
Expenses$134,403,657
Net Income$7,024,013
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Gross Receipts
$144,684,694
Mission and Program Overview

Mission

The primary exempt purpose of axa equitable health plan trust is to provide benefits to members covered under the terms of the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$9,812,347$16,416,961▲ $6,604,614
Investments in Publicly Traded Securities$9,732,202$16,332,606▲ $6,600,404
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$9,812,347$16,416,961▲ $6,604,614
Other Assets Total$80,145$84,355▲ $4,210
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,812,347$16,416,961▲ $6,604,614
Total Liabilities and Net Assets / Fund Balance$9,812,347$16,416,961▲ $6,604,614
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Jpmorgan Chase Bank Na - TrusteeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$141,096,339
Investment Income
$331,331
Other Revenue
$0
Change in Net Assets
$7,024,013
Expenses and Functional Allocation

Major Expense Lines

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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$134,403,657--$134,403,657
Total Functional Expenses$134,403,657$0$0$134,403,657
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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, QUESTIONS # 12C

“Annual mandatory questionnaire.”

FORM 990, PART VI, QUESTIONS # 15B

“Board of directors and organization and compensation committee”

FORM 990, PART VI, QUESTIONS # 11B

“The form 990 is prepared by an independent accountant and reviewed prior to filing by the trustee and others at the sponsor who are responsible for the administration of the trust.”

Filing and Contact Details

Filer

EIN
13-3481554
In Care Of
% ANASTASIA D YUELYS
Phone
2125522992

Signing Officer

Name
Jim Polchow
Title
VP Trustee
Signed
2014-05-13

Organization Details

Formed
1990
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Phone
9732107062
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized loss of $419,399.”

Raw XML Appendix344 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.

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IRS990/DepreciationDepletionGrp/TotalAmt00
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt09205
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsPayableGrp/BOYAmt00
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03266229
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IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0322126
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0322126
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09732202
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03257024
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PRIMARY EXEMPT PURPOSE OF AXA EQUITABLE HEALTH PLAN TRUST IS TO PROVIDE BENEFITS TO MEMBERS COVERED UNDER THE TERMS OF THE PLAN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNUAL MANDATORY QUESTIONNAIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS AND ORGANIZATION AND COMPENSATION COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED LOSS OF $419,399.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED PRIOR TO FILING BY THE TRUSTEE AND OTHERS AT THE SPONSOR WHO ARE RESPONSIBLE FOR THE ADMINISTRATION OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, QUESTIONS # 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, QUESTIONS # 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, QUESTIONS # 11B
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt0100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine101290 AVENUE OF THE AMERICAS
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09812347
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016416961
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0134403657
IRS990/TotalProgramServiceRevenueAmt0141096339
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0331331
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0141096339
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141427670
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09812347
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016416961
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM POLCHOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10AXA Equitable Health Plan
ReturnHeader/Filer/BusinessNameControlTxt0EQUI
ReturnHeader/Filer/EIN0133481554
ReturnHeader/Filer/InCareOfNm0% ANASTASIA D YUELYS
ReturnHeader/Filer/PhoneNum02125522992
ReturnHeader/Filer/USAddress/AddressLine10C/O JPMORGAN CHASE BANK NA 1 CH
ReturnHeader/Filer/USAddress/AddressLine20MANHATTAN PLAZA Suite NY1-A156
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WTAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10100 CAMPUS DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FLORHAM PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode007932
ReturnHeader/PreparerPersonGrp/PhoneNum09732107062
ReturnHeader/ReturnTs02014-05-15T08:47:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,416,961
Liabilities
$0
Net assets
$16,416,961
Revenue
$141,427,670
Expenses
$134,403,657
Net income
$7,024,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$124$126$1.19
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$116$120$3.92
2014Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$115$126$10.9
2013Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$141$134$7.02
2012Summary only. Only limited summary data is available for this year.$9.81$0.00$9.81$150$151$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.99$0.00$9.99$146
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)9 • $100M-$250M nonprofits