Civic Intelligence

Jeff-Lewis Et Al Sch Emp Hc Plan

EIN 22-2329543 • 501(c)9 • Clayton, NY

Profile

Provides health care benefits for various school districts in jeff-lewis counties.

PO Box 456Clayton, NY 13624

n/A

Siviq Scores

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

Liabilities / Assets

88th percentile

0.44x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.21x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Net Margin

14th percentile

-12%

Higher net margin than 14% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $50M-$100M nonprofits • Source year 2025

Asset Growth

9th percentile

-20%

Faster asset growth than 9% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

33rd percentile

2.9%

Faster revenue growth than 33% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$41,163,015

Down $10,156,872 (-20%) from 2024

Liabilities

Up

$18,290,907

Up $473,316 (+2.7%) from 2024

Net Assets

Down

$22,872,108

Down $10,630,188 (-32%) from 2024

Operations
Liabilities / Revenue76th percentileNet Margin14th percentile

Revenue

Up

$88,332,721

Up $2,467,548 (+2.9%) from 2024

Expenses

Up

$98,906,556

Up $567,409 (+0.6%) from 2024

Net Income

Up

-$10,573,835

Up $1,900,139 (+15%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$80M$60M$40M$20M$0Assets 2011: $24,694,453Liabilities 2011: $8,706,488Net Assets 2011: $15,987,9652011Assets 2012: $29,645,594Liabilities 2012: $9,638,116Net Assets 2012: $20,007,4782012Assets 2013: $35,486,075Liabilities 2013: $9,222,837Net Assets 2013: $26,263,2382013Assets 2014: $38,064,873Liabilities 2014: $10,269,345Net Assets 2014: $27,795,5282014Assets 2015: $37,218,064Liabilities 2015: $10,973,429Net Assets 2015: $26,244,6352015Assets 2016: $40,721,478Liabilities 2016: $10,885,678Net Assets 2016: $29,835,8002016Assets 2017: $45,358,577Liabilities 2017: $11,974,428Net Assets 2017: $33,384,1492017Assets 2018: $49,853,613Liabilities 2018: $11,707,724Net Assets 2018: $38,145,8892018Assets 2019: $52,538,678Liabilities 2019: $12,589,597Net Assets 2019: $39,949,0812019Assets 2020: $57,618,386Liabilities 2020: $12,348,228Net Assets 2020: $45,270,1582020Assets 2021: $59,912,417Liabilities 2021: $13,102,195Net Assets 2021: $46,810,2222021Assets 2022: $56,949,018Liabilities 2022: $14,489,023Net Assets 2022: $42,459,9952022Assets 2023: $61,086,773Liabilities 2023: $15,262,299Net Assets 2023: $45,824,4742023Assets 2024: $51,319,887Liabilities 2024: $17,817,591Net Assets 2024: $33,502,2962024Assets 2025: $41,163,015Liabilities 2025: $18,290,907Net Assets 2025: $22,872,1082025

Highlighted filing

2025

Assets$41,163,015
Liabilities$18,290,907
Net Assets$22,872,108
Open 2025 Filing

Operations Trend

Revenue Growth33rd percentile

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

$100M$50M$0-$50MExpenses 2011: $51,068,3982011Expenses 2012: $51,007,6132012Expenses 2013: $52,258,3772013Revenue 2014: $60,370,054Expenses 2014: $58,837,764Net Income 2014: $1,532,2902014Revenue 2015: $62,891,688Expenses 2015: $64,442,581Net Income 2015: -$1,550,8932015Revenue 2016: $67,239,585Expenses 2016: $63,648,420Net Income 2016: $3,591,1652016Revenue 2017: $70,918,735Expenses 2017: $67,370,386Net Income 2017: $3,548,3492017Revenue 2018: $73,585,642Expenses 2018: $68,836,730Net Income 2018: $4,748,9122018Revenue 2019: $76,215,498Expenses 2019: $74,492,388Net Income 2019: $1,723,1102019Revenue 2020: $76,531,810Expenses 2020: $71,540,190Net Income 2020: $4,991,6202020Revenue 2021: $77,230,280Expenses 2021: $75,511,163Net Income 2021: $1,719,1172021Revenue 2022: $77,589,175Expenses 2022: $81,996,198Net Income 2022: -$4,407,0232022Revenue 2023: $85,163,153Expenses 2023: $81,831,830Net Income 2023: $3,331,3232023Revenue 2024: $85,865,173Expenses 2024: $98,339,147Net Income 2024: -$12,473,9742024Revenue 2025: $88,332,721Expenses 2025: $98,906,556Net Income 2025: -$10,573,8352025

Highlighted filing

2025

Revenue$88,332,721
Expenses$98,906,556
Net Income-$10,573,835
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,163,015
Liabilities
$18,290,907
Net assets
$22,872,108
Revenue
$88,332,721
Expenses
$98,906,556
Net income
-$10,573,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$41.2$18.3$22.9$88.3$98.9$10.6
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.3$17.8$33.5$85.9$98.3$12.5
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.1$15.3$45.8$85.2$81.8$3.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.9$14.5$42.5$77.6$82.0$4.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.9$13.1$46.8$77.2$75.5$1.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.6$12.3$45.3$76.5$71.5$4.99
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.5$12.6$39.9$76.2$74.5$1.72
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.9$11.7$38.1$73.6$68.8$4.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.4$12.0$33.4$70.9$67.4$3.55
2016Detailed filing. Detailed filing data is available for this year.$40.7$10.9$29.8$67.2$63.6$3.59
2015Detailed filing. Detailed filing data is available for this year.$37.2$11.0$26.2$62.9$64.4$1.55
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.1$10.3$27.8$60.4$58.8$1.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.5$9.22$26.3$52.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.6$9.64$20.0$51.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.7$8.71$16.0$51.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$88,332,721
Mission and Program Overview

Mission

Provides health care benefits for various school districts in jeff-lewis counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$49,707,681$37,083,487▼ $12,624,194
Accounts Receivable$554,233$3,618,205▲ $3,063,972
Cash and Non-Interest-Bearing Accounts$1,057,973$461,323▼ $596,650
Total Assets$51,319,887$41,163,015▼ $10,156,872
Liabilities
Other Liabilities$16,306,847$16,740,409▲ $433,562
Accounts Payable and Accrued Expenses$1,510,744$1,550,498▲ $39,754
Total Liabilities$17,817,591$18,290,907▲ $473,316
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$33,502,296$22,872,108▼ $10,630,188
Total Net Assets Fund Balance$33,502,296$22,872,108▼ $10,630,188
Total Liabilities and Net Assets / Fund Balance$51,319,887$41,163,015▼ $10,156,872
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Todd GreenPlan Chairperson
Lisa SmithVice Chair
Angela PicunasDesignee
Ariana MorrisonDesignee
Audrey StevensonDesignee
Christine WheelerDesignee
Colleen BellingerDesignee
Deborah DomagalaDesignee
Nicole ParliamentDesignee
Sally SwitzerDesignee
Sandra RiversDesignee
Scot LutherDesignee
Sid PondDesignee
Stephanie WheelerDesignee
Tracy StrockDesignee
Michael CometEnrollee
Michael MontigelliEnrollee
Michael PowersEnrollee
MICHELLE O'CONNORSecretary
Michele CarpenterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$85,124,953
Investment Income
$2,278,714
Other Revenue
$929,054
Change in Net Assets
$-10,573,835

Audited Revenue Reconciliation

Revenue per Audited Statements
$88,332,721
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-56,353
Total Revenue per Audited Statements
$88,276,368
Total Revenue per Form 990
$88,332,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,754,417
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$95,152,139--$95,152,139
All Other Expenses$84,592--$84,592
Insurance-$82,970-$82,970
Other Expenses$571,285$65,250-$65,250
Fees for Services Accounting-$53,579-$53,579
Fees for Services Other-$10,150-$10,150
Fees for Services Legal-$6,840-$6,840
Office Expenses-$4,934-$4,934
Total Functional Expenses$98,471,287$435,269$0$98,906,556

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$98,906,556
Total Expenses per Audited Statements$98,906,556
Total Expenses per Form 990$98,906,556
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Incurred But Not Reported$16,740,409
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The healthcare plan uses strategic innovative solutions llc to perform the daily plan duties.”

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

“A copy of the return was sent to the plan manager and the board chair for review and approval prior to e-filing.”

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

“Members are required to annually sign a statement that they have a copy of the policy, that they have agreed to comply with the policy and that they have disclosed any activities that may be considered a conflict.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request by members.”

Filing and Contact Details

Filer

Filer Name
Jeff-lewis Et Al Sch Emp Hc Plan
EIN
22-2329543
Phone
3156862615
Address
PO BOX 456, CLAYTON, NY 13624

Signing Officer

Name
Todd Green
Title
Plan Chairperson
Phone
3156862615
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Green
Formed
1979
Legal Domicile
Ny
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
0

Preparer

Firm
Bowers & Company Cpas Pllc
Address
1120 COMMERCE PARK DRIVE EAST, WATERTOWN, NY 13601
Preparer
Elizabeth Bush
Phone
3157887690
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Finance/audit committee oversees and approves independent audit.”

Financial Statement Notes

PART X, LINE 2:

“The plan is exempt from income taxes under internal revenue code section 501(c)(9). The plan's form 990, return of organization exempt from income tax, for the tax years ended 2023, 2022, and 2021 are subject to examination by the irs, generally for three years after they are filed. The plan has determined that there are no uncertain tax positions and that the organization should prevail upon examination by taxing authorities.”

Raw XML AppendixShowing 400 of 431 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/AccountsPayableAccrExpnssGrp/BOYAmt01510744
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01550498
IRS990/AccountsReceivableGrp/BOYAmt0554233
IRS990/AccountsReceivableGrp/EOYAmt03618205
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDES HEALTH CARE BENEFITS FOR VARIOUS SCHOOL DISTRICTS IN JEFF-LEWIS COUNTIES.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt084592
IRS990/AllOtherExpensesGrp/TotalAmt084592
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt095152139
IRS990/BenefitsToMembersGrp/TotalAmt095152139
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRENDAN HIGGINS
IRS990/BooksInCareOfDetail/PhoneNum03156862615
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 456
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLAYTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd013624
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01057973
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt095152139
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02278714
IRS990/CYOtherExpensesAmt03754417
IRS990/CYOtherRevenueAmt0929054
IRS990/CYProgramServiceRevenueAmt085124953
IRS990/CYRevenuesLessExpensesAmt0-10573835
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt098906556
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt088332721
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE JEFFERSON-LEWIS ET.AL. SCHOOL EMPLOYEES' HEALTHCARE PLAN ("THE PLAN") WAS ORGANIZED IN 1979. THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH CARE INSURANCE FOR EMPLOYEES OF THE VARIOUS SCHOOL DISTRICTS IN JEFFERSON AND LEWIS COUNTIES, WHICH ARE MEMBERS OF THE PLAN. THE PLAN'S OBJECTIVES ARE TO DEVELOP AND ADMINISTER A PROGRAM OF EMPLOYEE HEALTH CARE, IN ORDER TO OBTAIN LOWER COVERAGE COST AND FURTHERMORE DEVELOP A COMPREHENSIVE LOSS CONTROL PROGRAM.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt098471287
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt053579
IRS990/FeesForServicesAccountingGrp/TotalAmt053579
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06840
IRS990/FeesForServicesLegalGrp/TotalAmt06840
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt010150
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/PersonNm0TODD GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm1NICOLE PARLIAMENT
IRS990/Form990PartVIISectionAGrp/PersonNm2COLLEEN BELLINGER
IRS990/Form990PartVIISectionAGrp/PersonNm3ANGELA PICUNAS
IRS990/Form990PartVIISectionAGrp/PersonNm4TRACY STROCK
IRS990/Form990PartVIISectionAGrp/PersonNm5DEBORAH DOMAGALA
IRS990/Form990PartVIISectionAGrp/PersonNm6SCOT LUTHER
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRISTINE WHEELER
IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHANIE WHEELER
IRS990/Form990PartVIISectionAGrp/PersonNm9LISA SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm10SANDRA RIVERS
IRS990/Form990PartVIISectionAGrp/PersonNm11AUDREY STEVENSON
IRS990/Form990PartVIISectionAGrp/PersonNm12SID POND
IRS990/Form990PartVIISectionAGrp/PersonNm13MICHAEL COMET
IRS990/Form990PartVIISectionAGrp/PersonNm14MICHAEL POWERS
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL MONTIGELLI
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHELE CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm17ARIANA MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm18MICHELLE O'CONNOR
IRS990/Form990PartVIISectionAGrp/PersonNm19SALLY SWITZER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0PLAN CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13ENROLLEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14ENROLLEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15ENROLLEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt19DESIGNEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt088332721
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt082970
IRS990/InsuranceGrp/TotalAmt082970
IRS990/InvestmentIncomeGrp/ExclusionAmt02278714
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02278714
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDES HEALTH CARE BENEFITS FOR VARIOUS SCHOOL DISTRICTS IN JEFF-LEWIS COUNTIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt033502296
IRS990/NetAssetsOrFundBalancesEOYAmt022872108
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-56353
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt033502296
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt022872108
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04934
IRS990/OfficeExpensesGrp/TotalAmt04934
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TPA FEES
IRS990/OtherExpensesGrp/Desc1REINSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc2PLAN MANAGER
IRS990/OtherExpensesGrp/Desc3CONSULTANT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0211546
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt165250
IRS990/OtherExpensesGrp/ProgramServicesAmt02663271
IRS990/OtherExpensesGrp/ProgramServicesAmt1571285
IRS990/OtherExpensesGrp/TotalAmt02663271
IRS990/OtherExpensesGrp/TotalAmt1571285
IRS990/OtherExpensesGrp/TotalAmt2211546
IRS990/OtherExpensesGrp/TotalAmt365250
IRS990/OtherLiabilitiesGrp/BOYAmt016306847
IRS990/OtherLiabilitiesGrp/EOYAmt016740409
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0PERFORMANCE GUARANTEE PAYMENT
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0929054
IRS990/OtherRevenueTotalAmt0929054
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TODD GREEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0HEALTH CARE PREMIUMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt085124953
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt085124953
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt094754915
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02872893
IRS990/PYOtherExpensesAmt03584232
IRS990/PYOtherRevenueAmt0640548
IRS990/PYProgramServiceRevenueAmt082351732
IRS990/PYRevenuesLessExpensesAmt0-12473974
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt098339147
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt085865173
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-10573835
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016740409
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/RevenueNotReportedAmt0-56353
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt088332721
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(9). THE PLAN'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE TAX YEARS ENDED 2023, 2022, AND 2021 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE PLAN HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AND THAT THE ORGANIZATION SHOULD PREVAIL UPON EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt098906556
IRS990ScheduleD/TotalLiabilityAmt016740409
IRS990ScheduleD/TotalRevenuePerForm990Amt088332721
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt088276368
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt098906556
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE HEALTHCARE PLAN USES STRATEGIC INNOVATIVE SOLUTIONS LLC TO PERFORM THE DAILY PLAN DUTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN WAS SENT TO THE PLAN MANAGER AND THE BOARD CHAIR FOR REVIEW AND APPROVAL PRIOR TO E-FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ARE REQUIRED TO ANNUALLY SIGN A STATEMENT THAT THEY HAVE A COPY OF THE POLICY, THAT THEY HAVE AGREED TO COMPLY WITH THE POLICY AND THAT THEY HAVE DISCLOSED ANY ACTIVITIES THAT MAY BE CONSIDERED A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST BY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCE/AUDIT COMMITTEE OVERSEES AND APPROVES INDEPENDENT AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt051319887
IRS990/TotalAssetsEOYAmt041163015
IRS990/TotalAssetsGrp/BOYAmt051319887
IRS990/TotalAssetsGrp/EOYAmt041163015
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0435269
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt098471287
IRS990/TotalFunctionalExpensesGrp/TotalAmt098906556
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017817591
IRS990/TotalLiabilitiesEOYAmt018290907
IRS990/TotalLiabilitiesGrp/BOYAmt017817591
IRS990/TotalLiabilitiesGrp/EOYAmt018290907
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt033502296
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt022872108
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt098471287
IRS990/TotalProgramServiceRevenueAmt085124953
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02278714
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt086054007
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt088332721
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt051319887
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt041163015
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 456
IRS990/USAddress/CityNm0CLAYTON
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013624
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt020

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