Civic Intelligence

Equitable Life Ins Soc of Us Emp Mgrs & Agents Hlth Care Benefit Tr

990 • Fiscal year 2012 • EIN 13-3481555

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 05, 2013

C/O Jpmorgan Chase Bank Na 1 ChMANHATTAN PLAZA Suite NY1-A15610005
Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2012 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

8th percentile

-19%

Faster asset growth than 8% of similar nonprofits.

2012 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$10,668,092

Down $2,573,848 (-19%) from 2011

Net Assets

Down

$10,668,092

Down $2,573,848 (-19%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$3,928,743

Down $397,181 (-9.2%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $13,241,940Liabilities 2011: $0Net Assets 2011: $13,241,9402011Assets 2012: $10,668,092Liabilities 2012: $0Net Assets 2012: $10,668,0922012Assets 2013: $7,664,437Liabilities 2013: $0Net Assets 2013: $7,664,4372013Assets 2014: $5,481,485Liabilities 2014: $0Net Assets 2014: $5,481,4852014Assets 2015: $4,291,353Liabilities 2015: $0Net Assets 2015: $4,291,3532015Assets 2016: $4,127,841Liabilities 2016: $0Net Assets 2016: $4,127,8412016

Highlighted filing

2012

Assets$10,668,092
Liabilities$0
Net Assets$10,668,092

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $4,325,9242011Expenses 2012: $3,928,7432012Revenue 2013: $1,642,438Expenses 2013: $3,810,247Net Income 2013: -$2,167,8092013Revenue 2014: $1,891,530Expenses 2014: $3,987,499Net Income 2014: -$2,095,9692014Revenue 2015: $2,950,414Expenses 2015: $3,721,155Net Income 2015: -$770,7412015Revenue 2016: $3,702,515Expenses 2016: $3,815,444Net Income 2016: -$112,9292016

Highlighted filing

2012

Revenue-
Expenses$3,928,743
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 5, 2013
Return Version
2012v2.1
Gross Receipts
$7,180,514
Mission and Program Overview

Mission

The primary exempt purpose of axa equitable long term disability plan trust is to provide long-term disability benefits to those participants covered under the terms of the plan.

Filing and Contact Details

Filer

EIN
13-3481555
Raw XML Appendix336 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/AccountsPayableAccruedExpenses/BOY00
IRS990/AccountsPayableAccruedExpenses/EOY00
IRS990/AccountsReceivable/BOY00
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IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0THE PRIMARY EXEMPT PURPOSE OF AXA EQUITABLE LONG TERM DISABILITY PLAN TRUST IS TO PROVIDE LONG-TERM DISABILITY BENEFITS TO THOSE PARTICIPANTS COVERED UNDER THE TERMS OF THE PLAN.
IRS990/Advertising/Total00
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/BenefitsPaidToMembersCY03928743
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IRS990/ConferencesMeetings/Total00
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IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
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IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DeferredRevenue/BOY00
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IRS990/Description0PAYMENT OF LONG-TERM DISABILITY BENEFITS FOR ELIGIBLE EMPLOYEES UNDER AXA EQUITABLE LONG TERM DISABILITY PLAN TRUST.
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IRS990/FeesForServicesLegal/Total00
IRS990/FeesForServicesLobbying/Total00
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IRS990/ForeignActivities0false
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IRS990/ForeignGrants/Total00
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek040.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated00.0
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0false
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IRS990/GrantsAndSimilarAmntsCY00
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IRS990/GrantsToDomesticIndividuals/Total00
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities06160628
IRS990/GrossReceipts07180514
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/Total00
IRS990/IntangibleAssets/BOY00
IRS990/IntangibleAssets/EOY00
IRS990/Interest/Total00
IRS990/InventoriesForSaleOrUse/BOY00
IRS990/InventoriesForSaleOrUse/EOY00
IRS990/InvestmentIncomeCurrentYear0946352
IRS990/InvestmentIncome/ExclusionAmount0459286
IRS990/InvestmentIncomePriorYear0881012
IRS990/InvestmentIncome/TotalRevenueColumn0459286
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/BOY00
IRS990/InvestmentsOtherSecurities/EOY00
IRS990/InvestmentsProgramRelated/BOY00
IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/BOY013120507
IRS990/InvestmentsPubTradedSecurities/EOY010578030
IRS990/LandBuildingsEquipmentBasisNet/BOY00
IRS990/LessCostOthBasisSalesExpenses/Securities05673562
IRS990/LoansFromOfficersDirectors/BOY00
IRS990/LoansFromOfficersDirectors/EOY00
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0THE PRIMARY EXEMPT PURPOSE OF AXA EQUITABLE LONG TERM DISABILITY PLAN TRUST IS TO PROVIDE LONG-TERM DISABILITY BENEFITS TO THOSE PARTICIPANTS COVERED UNDER THE TERMS OF THE PLAN.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/MortNotesPyblSecuredInvestProp/BOY00
IRS990/MortNotesPyblSecuredInvestProp/EOY00
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers07
IRS990/NbrVotingMembersGoverningBody07
IRS990/NetAssetsOrFundBalancesBOY013241940
IRS990/NetAssetsOrFundBalancesEOY010668092
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0487066
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total00
IRS990/OfficeExpenses/Total00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY0121433
IRS990/OtherAssetsTotal/EOY090062
IRS990/OtherEmployeeBenefits/Total00
IRS990/OtherExpensePriorYear041
IRS990/OtherExpensesCurrentYear00
IRS990/OtherExpenses/Description0OVERDRAFT FEES
IRS990/OtherLiabilities/BOY00
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IRS990/OtherNotesLoansReceivableNet/BOY00
IRS990/OtherNotesLoansReceivableNet/EOY00
IRS990/OtherRevenueCurrentYear00
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IRS990/OtherSalariesAndWages/Total00
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total00
IRS990/PensionPlanContributions/Total00
IRS990/PledgesAndGrantsReceivable/BOY00
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliticalActivities0false
IRS990/PrepaidExpensesDeferredCharges/BOY00
IRS990/PrepaidExpensesDeferredCharges/EOY00
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY0560600
IRS990/ProgramServiceRevenue/Description0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenuePriorYear01888351
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0560600
IRS990/ProgramServiceRevenue/TotalRevenueColumn0560600
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReceivablesFromDisqualPersons/BOY00
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IRS990/ReceivablesFromOfficersEtc/BOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationOtherChanges0-152057
IRS990/ReconcilationRevenueExpenses0-2421791
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0false
IRS990/RentalIncomeOrLoss/Personal00
IRS990/RentalIncomeOrLoss/Real00
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/RevenuesLessExpensesCY0-2421791
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IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear00
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IRS990/SavingsAndTempCashInvestments/BOY00
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IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0ANNUAL MANDATORY QUESTIONNAIRE
IRS990ScheduleO/GeneralExplanation/Explanation1BOARD OF DIRECTORS AND ORGANIZATION AND COMPENSATION COMMITTEE
IRS990ScheduleO/GeneralExplanation/Explanation2UNREALIZED LOSS ON INVESTMENTS OF $152,057.
IRS990ScheduleO/GeneralExplanation/Explanation3THE 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/GeneralExplanation/Identifier0FORM 990, PART VI, QUESTION # 12C
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, QUESTION # 15B
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990, PART XI- OTHER CHANGES IN NET ASSETS OR FUND BALANCES
IRS990ScheduleO/GeneralExplanation/Identifier3PART VI LINE 11B
IRS990/ScheduleORequired0false
IRS990ScheduleR/DividendsRelatedOrganization0false
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine101290 AVENUE OF THE AMERICAS
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City0NEW YORK
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State0NY
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode010104
IRS990ScheduleR/Form990ScheduleRPartIV/EIN0135570651
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState0NY
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine10AXA EQUITABLE LIFE INSURANCE COMPANY
IRS990ScheduleR/Form990ScheduleRPartIV/PercentageOwnership01.00000
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity0FINANCIAL ADV
IRS990ScheduleR/Form990ScheduleRPartIV/ShareOfEOYAssets0100
IRS990ScheduleR/Form990ScheduleRPartIV/ShareOfTotalIncome0100
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity0C CORP
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg0false
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IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg0false
IRS990ScheduleR/OtherTransferFromOtherOrg0false
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IRS990ScheduleR/PerformOfServicesByOtherOrgs0false
IRS990ScheduleR/PerformOfServicesForOtherOrgs0false
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg0false
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties0false
IRS990ScheduleR/ReimbursementPaidByOtherOrg0false
IRS990ScheduleR/ReimbursementPaidToOtherOrg0false
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs0false
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs0false
IRS990ScheduleR/SaleOfAssetsToOtherOrg0false
IRS990ScheduleR/SharingOfFacilities0false
IRS990ScheduleR/SharingOfPaidEmployees0false
IRS990/School0false
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IRS990/SignificantNewProgramServices0false
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IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBondLiabilities/BOY00
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IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine101 CHASE MANHATTAN PLAZA NY1-A156
IRS990/TheBooksAreInCareOf/AddressUS/City0NEW YORK
IRS990/TheBooksAreInCareOf/AddressUS/State0NY
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode010005
IRS990/TheBooksAreInCareOf/NamePerson0ANASTASIA D YUELYS
IRS990/TheBooksAreInCareOf/TelephoneNumber02125522992
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IRS990/TotalCompGT150K0false
IRS990/TotalContributions00
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IRS990/TotalFunctionalExpenses/ProgramServices03928743
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IRS990/TotalNbrEmployees00
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IRS990/TotalOtherCompensation00
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IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0560600
IRS990/TotalRevenue/TotalRevenueColumn01506952
IRS990/TravelEntrtnmntPublicOfficials/Total00
IRS990/Travel/Total00
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IRS990/UnrelatedBusinessIncome0false
IRS990/UnsecuredNotesLoansPayable/BOY00
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IRS990/UponRequest0X
IRS990/WebSite0N/A
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IRS990/YearFormation01990
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0133481555
ReturnHeader/Filer/InCareOfName0% ANASTASIA D YUELYS
ReturnHeader/Filer/Name/BusinessNameLine10AXA Equitable Long Term Disability Plan
ReturnHeader/Filer/NameControl0THEE
ReturnHeader/Filer/Phone02125522992
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/Officer/DateSigned02013-11-05
ReturnHeader/Officer/Name0JIM POLCHOW
ReturnHeader/Officer/Title0VP TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WTAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1055 MADISON AVENUE SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MORRISTOWN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode007960
ReturnHeader/Preparer/Phone09732107062
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-05T15:20:19-06:00

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