Civic Intelligence

Operating Engineers Local 139 Health Benefit Fund

990 • Fiscal year 2019 • EIN 23-7166771

Jun 01, 2018 to May 31, 2019 • Filed on Feb 21, 2020

Organization ProfileN/A

View Organization Page

PO Box 160Pewaukee, WI 53072-0130

(262) 549-9190

Siviq Scores

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

Liabilities / Assets

78th percentile

0.18x

Higher debt load relative to assets than 78% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

0.45x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2019

Net Margin

47th percentile

5.1%

Higher net margin than 47% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

25th percentile

3.3%

Faster asset growth than 25% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

4.3%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$373,761,533

Up $12,059,261 (+3.3%) from 2018

Net Assets

Up

$307,771,188

Up $6,430,747 (+2.1%) from 2018

Liabilities

Up

$65,990,345

Up $5,628,514 (+9.3%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin47th percentile

Revenue

Up

$147,210,393

Up $6,083,317 (+4.3%) from 2018

Expenses

Up

$139,776,080

Up $8,177,439 (+6.2%) from 2018

Net Income

Down

$7,434,313

Down $2,094,122 (-22%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$600M$400M$200M$0Assets 2010: $213,118,907Liabilities 2010: $25,707,455Net Assets 2010: $187,411,4522010Assets 2011: $240,446,991Liabilities 2011: $28,269,196Net Assets 2011: $212,177,7952011Assets 2012: $252,427,353Liabilities 2012: $31,033,548Net Assets 2012: $221,393,8052012Assets 2013: $279,367,253Liabilities 2013: $35,883,749Net Assets 2013: $243,483,5042013Assets 2014: $303,478,184Liabilities 2014: $39,622,339Net Assets 2014: $263,855,8452014Assets 2015: $317,992,018Liabilities 2015: $45,629,601Net Assets 2015: $272,362,4172015Assets 2016: $320,854,341Liabilities 2016: $51,319,701Net Assets 2016: $269,534,6402016Assets 2017: $339,760,392Liabilities 2017: $56,080,194Net Assets 2017: $283,680,1982017Assets 2018: $361,702,272Liabilities 2018: $60,361,831Net Assets 2018: $301,340,4412018Assets 2019: $373,761,533Liabilities 2019: $65,990,345Net Assets 2019: $307,771,1882019Assets 2020: $400,186,940Liabilities 2020: $69,488,773Net Assets 2020: $330,698,1672020Assets 2021: $462,021,305Liabilities 2021: $77,088,691Net Assets 2021: $384,932,6142021Assets 2022: $445,469,053Liabilities 2022: $78,780,624Net Assets 2022: $366,688,4292022Assets 2023: $449,736,471Liabilities 2023: $89,169,996Net Assets 2023: $360,566,4752023Assets 2024: $487,111,809Liabilities 2024: $91,920,612Net Assets 2024: $395,191,1972024Assets 2025: $529,707,201Liabilities 2025: $99,605,280Net Assets 2025: $430,101,9212025

Highlighted filing

2019

Assets$373,761,533
Liabilities$65,990,345
Net Assets$307,771,188
Open 2019 Filing

Operations Trend

Revenue Growth50th percentile

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

$200M$100M$0-$100MExpenses 2010: $91,431,1922010Expenses 2011: $94,484,6962011Expenses 2012: $97,420,4662012Expenses 2013: $98,471,4672013Revenue 2014: $116,733,130Expenses 2014: $105,493,153Net Income 2014: $11,239,9772014Revenue 2015: $131,900,259Expenses 2015: $120,009,601Net Income 2015: $11,890,6582015Revenue 2016: $124,951,151Expenses 2016: $123,481,241Net Income 2016: $1,469,9102016Revenue 2017: $137,218,992Expenses 2017: $129,295,952Net Income 2017: $7,923,0402017Revenue 2018: $141,127,076Expenses 2018: $131,598,641Net Income 2018: $9,528,4352018Revenue 2019: $147,210,393Expenses 2019: $139,776,080Net Income 2019: $7,434,3132019Revenue 2020: $148,771,335Expenses 2020: $134,743,220Net Income 2020: $14,028,1152020Revenue 2021: $159,316,808Expenses 2021: $150,658,678Net Income 2021: $8,658,1302021Revenue 2022: $196,264,611Expenses 2022: $145,636,109Net Income 2022: $50,628,5022022Revenue 2023: $161,903,860Expenses 2023: $166,387,256Net Income 2023: -$4,483,3962023Revenue 2024: $177,187,500Expenses 2024: $177,886,388Net Income 2024: -$698,8882024Revenue 2025: $196,179,259Expenses 2025: $189,294,904Net Income 2025: $6,884,3552025

Highlighted filing

2019

Revenue$147,210,393
Expenses$139,776,080
Net Income$7,434,313
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Feb 21, 2020
Return Version
2018v3.1
Gross Receipts
$427,358,387
Mission and Program Overview

Mission

To provide health and other benefits to eligible participants covered under the plan

To provided health and other benefits to eligible participants covered under the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$301,340,441$307,771,188▲ $6,430,747
Investments in Publicly Traded Securities$276,464,071$265,772,847▼ $10,691,224
Investments Other Securities$65,079,065$88,111,996▲ $23,032,931
Accounts Receivable$14,042,759$13,775,602▼ $267,157
Cash and Non-Interest-Bearing Accounts$1,602,966$2,581,642▲ $978,676
Land, Buildings, and Equipment, Net$64,832$65,286▲ $454
Prepaid Expenses and Deferred Charges$36,520$37,463▲ $943
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$361,702,272$373,761,533▲ $12,059,261
Other Assets Total$4,412,059$3,416,697▼ $995,362
Liabilities
Other Liabilities$59,106,859$64,454,076▲ $5,347,217
Deferred Revenue$666,878$871,610▲ $204,732
Accounts Payable and Accrued Expenses$588,094$664,659▲ $76,565
Total Liabilities$60,361,831$65,990,345▲ $5,628,514
Net Assets / Fund Balance
Total Net Assets Fund Balance$301,340,441$307,771,188▲ $6,430,747
Total Liabilities and Net Assets / Fund Balance$361,702,272$373,761,533▲ $12,059,261

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,025$244,045-
Equipment$53,261$752,094-
Other Securities$25,326,624--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Terry McgowanChairman
Leonard SheltonFormer Trustee
Patrick WhitingFormer Trustee
Dan SperbergTrustee
John ToppTrustee
Mary Jane DebattistaTrustee
Mary WilcoxTrustee
Shane GriesbachTrustee
Steve BuffaloTrustee
Tim PetersonTrustee
Tom WolfSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
AnthembcbsPpo Access And Admin4361 IRWIN SIMPSON RD, Mason, OH 45040$2,685,676
Carday Associates INCThird Party AdminN27 W23233 ROUNDY DR, Pewaukee, WI 53072$1,697,048
Case Management Specialists INCConsulting FeesPO BOX 102, Nashotah, WI 53058$834,300
Silverscript Ins CoRx AdmininstrationPO BOX 52067, Phoenix, AZ 85072$331,792
Beach Point Capital ManagementInvestment Services1620 26TH STREET STE 6000N, Santa Monica, CA 90404$182,922
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$134,088,172
Investment Income
$13,122,221
Other Revenue
$0
Change in Net Assets
$7,434,313

Audited Revenue Reconciliation

Revenue per Audited Statements
$146,350,731
Revenue Not Reported on Financial Statements
$859,662
Revenue Not Reported on Form 990
$-1,003,566
Total Revenue per Audited Statements
$145,347,165
Total Revenue per Form 990
$147,210,393
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,126,853
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---$131,649,227
Fees for Services Other---$4,446,425
Fees for Services Management---$1,766,182
Fees for Service Investment Mgmnt Fees---$859,662
Office Expenses---$299,816
Information Technology---$249,645
Fees for Services Legal---$167,494
Occupancy---$167,100
Insurance---$50,719
Other Expenses---$38,913
Depreciation Depletion---$38,551
Fees for Services Accounting---$29,706
Conferences and Meetings---$12,640
Total Functional Expenses$0$0$0$139,776,080

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$139,776,080
Expenses per Audited Statements$133,569,201
Total Expenses per Audited Statements$133,569,201
Expenses Not Reported on Financial Statements$6,206,879
Other Expense Adjustments$5,347,217
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
Accum Part Health Sav Accounts$52,332,476
Claims Incurred But Not Reported$12,121,600
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 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

“Line 3 explanation - in accordance with the plan's trust agreement, the trustees have contracted the services of a thrid party administrator, carday associates. The third party administrator, under the direction of the trustees, administers the offices of the trust fund.”

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

“The board of trustees have authorized designated trustees (the chairman and/or secretary tresurer) to review the form 990 prior to filing. A copy of the filed return is made available to all trustees to review subsequent to filing.”

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

“The actions of the trustees are governed by the trust document and erisa. Both establish standards of conduct for plan fiduciaries. The trustees are required to disclose any possible conflicts of interest to the entire board.”

Form 990, Part VI, Section C, Line 19

“A summary annual report is distributed to all participants. Participants are able to request the auditor's report and other financial information from the plan administrator and/or the u.s. Department of labor. Also, form 5500 is open to public inspection through the u.s. Department of labor.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local 139
EIN
23-7166771
Phone
2625499190
Address
PO BOX 160, PEWAUKEE, WI 53072-0130

Signing Officer

Name
Terrance Mcgowan
Title
Chairman
Phone
2625499190
Signed
2020-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terrance Mcgowan
Formed
1970
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
4
Employees
183
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
230 W MONROE STE 310, CHICAGO, IL 60606
Preparer
Andy Hein
Phone
3126550037
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets is qualified pursuant to section 501(c) 9 of the internal revenue code as a tax-exempt organization. The plan has obtained a favorable tax determination letter from the internal revenue service, and the plan sponsor believes that the plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the internal revenue code. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of may 31, 2019, there were 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. At may 31, 2019, the plan is no longer subject to income tax examinations for years prior to the fiscal year ended may 31, 2016.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Inc in part. Accum health reimb accounts 4,662,217. Inc in est claims incurred but not rptd 548,000. Inc in est claims payable 137,000.”

Raw XML AppendixShowing 400 of 1,177 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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5156340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7156170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9148873
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10156153
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04876490
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0285024484
IRS990/GrossReceiptsAmt0427358387
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0249645
IRS990/InsuranceGrp/TotalAmt050719
IRS990/InvestmentIncomeGrp/ExclusionAmt08245731
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08245731
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt065079065
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt088111996
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0276464071
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0265772847
IRS990/IRPDocumentCnt02446
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0996139
IRS990/LandBldgEquipBasisNetGrp/BOYAmt064832
IRS990/LandBldgEquipBasisNetGrp/EOYAmt065286
IRS990/LandBldgEquipCostOrOtherBssAmt01061425
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0280147994
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE PLAN
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0301340441
IRS990/NetAssetsOrFundBalancesEOYAmt0307771188
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04876490
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04876490
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1003566
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0167100
IRS990/OfficeExpensesGrp/TotalAmt0299816
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04412059
IRS990/OtherAssetsTotalGrp/EOYAmt03416697
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt038913
IRS990/OtherLiabilitiesGrp/BOYAmt059106859
IRS990/OtherLiabilitiesGrp/EOYAmt064454076
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt036520
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037463
IRS990/PrincipalOfficerNm0TERRANCE MCGOWAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SELF-PAY CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2SUBROGATION RECOVERIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0117120654
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116587496
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2380022
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0117120654
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116587496
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2380022
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE PLAN PROVIDES MEDICAL, DENTAL, VISION, LIFE, AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0123917770
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011138655
IRS990/PYOtherExpensesAmt07680871
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0129988421
IRS990/PYRevenuesLessExpensesAmt09528435
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0131598641
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0141127076
IRS990/ReconcilationRevenueExpnssAmt07434313
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0301340441
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0307771188
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt053261
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0752094
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0805355
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06206879
IRS990ScheduleD/ExpensesSubtotalAmt0133569201
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0859662
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0859662
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1003566
IRS990ScheduleD/OtherExpensesNotIncludedAmt05347217
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012025
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0244045
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0256070
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012121600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt152332476
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUM PART HEALTH SAV ACCOUNTS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt022785492
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt139999880
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt225326624
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REAL ESTATE INVESTMENT TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc1LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2COMMON COLLECTIVE TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0-1003566
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0859662
IRS990ScheduleD/RevenueSubtotalAmt0146350731
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C) 9 OF THE INTERNAL REVENUE CODE AS A TAX-EXEMPT ORGANIZATION. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE, AND THE PLAN SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF MAY 31, 2019, THERE WERE 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. AT MAY 31, 2019, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INC IN PART. ACCUM HEALTH REIMB ACCOUNTS 4,662,217. INC IN EST CLAIMS INCURRED BUT NOT RPTD 548,000. INC IN EST CLAIMS PAYABLE 137,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt065286
IRS990ScheduleD/TotalBookValueSecuritiesAmt088111996
IRS990ScheduleD/TotalExpensesPerForm990Amt0139776080
IRS990ScheduleD/TotalLiabilityAmt064454076
IRS990ScheduleD/TotalRevenuePerForm990Amt0147210393
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0145347165
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0133569201
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt01015
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt11015
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt31015
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt41015
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt61015
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0186049
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1154740
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2186462
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3154740
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4154740
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5148873
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt6154740
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt60

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$373,761,533
Liabilities
$65,990,345
Net assets
$307,771,188
Revenue
$147,210,393
Expenses
$139,776,080
Net income
$7,434,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$530$99.6$430$196$189$6.88
2024Detailed filing. Detailed filing data is available for this year.$487$91.9$395$177$178$0.70
2023Detailed filing. Detailed filing data is available for this year.$450$89.2$361$162$166$4.48
2022Detailed filing. Detailed filing data is available for this year.$445$78.8$367$196$146$50.6
2021Detailed filing. Detailed filing data is available for this year.$462$77.1$385$159$151$8.66
2020Detailed filing. Detailed filing data is available for this year.$400$69.5$331$149$135$14.0
2019Detailed filing. Detailed filing data is available for this year.$374$66.0$308$147$140$7.43
2018Detailed filing. Detailed filing data is available for this year.$362$60.4$301$141$132$9.53
2017Detailed filing. Detailed filing data is available for this year.$340$56.1$284$137$129$7.92
2016Detailed filing. Detailed filing data is available for this year.$321$51.3$270$125$123$1.47
2015Detailed filing. Detailed filing data is available for this year.$318$45.6$272$132$120$11.9
2014Detailed filing. Detailed filing data is available for this year.$303$39.6$264$117$105$11.2
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$279$35.9$243$98.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$252$31.0$221$97.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$240$28.3$212$94.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$213$25.7$187$91.4