Liabilities / Assets
98th percentile
Higher debt load relative to assets than 98% of similar nonprofits.
990 • Fiscal year 2010 • EIN 26-6121186
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
98th percentile
Higher debt load relative to assets than 98% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
$284,193
No earlier filing loaded for comparison.
Net Assets
-$579,198
No earlier filing loaded for comparison.
Liabilities
$863,391
No earlier filing loaded for comparison.
Revenue
-
No earlier filing loaded for comparison.
Expenses
$8,940,622
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
To provide health and welfare benefits on behalf of participant members and their dependents.
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/AccountantCompileOrReview | 0 | false |
| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 995242 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 575598 |
| IRS990/ActivitiesConductedPartnership | 0 | false |
| IRS990/ActivityOrMissionDescription | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS ON BEHALF OF PARTICIPANT MEMBERS AND THEIR DEPENDENTS. |
| IRS990/ActivityOther/Description | 0 | PROVIDES FOR THE PAYMENT OF CERTAIN SPECIFIED MEDICAL BENEFITS FOR CERTAIN OF ITS EMPLOYEES. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 13101 TELCOM DRIVE |
| IRS990/AddressPrincipalOfficerUS/City | 0 | TEMPLE TERRACE |
| IRS990/AddressPrincipalOfficerUS/State | 0 | FL |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 33637 |
| IRS990/AuditCommittee | 0 | true |
| IRS990/BenefitsPaidToMembersCY | 0 | 7146876 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 4397236 |
| IRS990/BenefitsToMembers/Total | 0 | 7146876 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | false |
| IRS990/BsnssRltnshpWithOrganization | 0 | false |
| IRS990/ChangesToOrganizingDocs | 0 | false |
| IRS990/CollectionsOfArt | 0 | false |
| IRS990/CompensationFromOtherSources | 0 | false |
| IRS990/CompensationProcessCEO | 0 | false |
| IRS990/CompensationProcessOther | 0 | false |
| IRS990/ConflictOfInterestPolicy | 0 | false |
| IRS990/ConservationEasements | 0 | false |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | false |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | false |
| IRS990/DecisionsSubjectToApproval | 0 | false |
| IRS990/DeductibleContributionsOfArt | 0 | false |
| IRS990/DeductibleNonCashContributions | 0 | false |
| IRS990/DelegationOfManagementDuties | 0 | false |
| IRS990/DescribedIn501C3 | 0 | false |
| IRS990/Description | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS ON BEHALF OF PARTICIPANT MEMBERS AND THEIR DEPENDENTS. |
| IRS990/DisregardedEntity | 0 | false |
| IRS990/DocumentRetentionPolicy | 0 | false |
| IRS990/DonorAdvisedFunds | 0 | false |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | false |
| IRS990/FamilyOrBusinessRelationship | 0 | false |
| IRS990/FeesForServicesAccounting/Total | 0 | 21000 |
| IRS990/FeesForServicesLegal/Total | 0 | 105 |
| IRS990/FinancialStatementConsolidated | 0 | X |
| IRS990/ForeignActivities | 0 | false |
| IRS990/ForeignFinancialAccount | 0 | false |
| IRS990/ForeignOffice | 0 | false |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 1.00 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | TOM NEWMAN |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | TRUSTEE |
| IRS990/Form990ProvidedToGoverningBody | 0 | true |
| IRS990/FormersListed | 0 | false |
| IRS990/FSAudited | 0 | true |
| IRS990/FundraisingActivities | 0 | false |
| IRS990/Gaming | 0 | false |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | false |
| IRS990/GrantsToOrganizations | 0 | false |
| IRS990/GrantToRelatedPerson | 0 | false |
| IRS990/GrossReceipts | 0 | 8578321 |
| IRS990/GroupReturnForAffiliates | 0 | false |
| IRS990/Hospital | 0 | false |
| IRS990/IndependentAuditFinancialStmt | 0 | true |
| IRS990/IndoorTanningServices | 0 | false |
| IRS990/InfoInScheduleOPartIII | 0 | X |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InvestmentIncomeCurrentYear | 0 | 2282 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 2282 |
| IRS990/InvestmentIncomePriorYear | 0 | 1750 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 2282 |
| IRS990/InvestmentInJointVenture | 0 | false |
| IRS990/LoanToOfficerOrDQP | 0 | false |
| IRS990/LocalChapters | 0 | false |
| IRS990/MaterialDiversionOrMisuse | 0 | false |
| IRS990/MembersOrStockholders | 0 | false |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | false |
| IRS990/MinutesOfGoverningBody | 0 | false |
| IRS990/MissionDescription | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS ON BEHALF OF PARTICIPANT MEMBERS AND THEIR DEPENDENTS. |
| IRS990/MoreThan5000KToIndividuals | 0 | false |
| IRS990/MoreThan5000KToOrganizations | 0 | false |
| IRS990/NameOfPrincipalOfficerPerson | 0 | TOM NEWMAN |
| IRS990/NbrIndependentVotingMembers | 0 | 1 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 1 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 1 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | -216898 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | -579198 |
| IRS990/NoListedPersonsCompensated | 0 | X |
| IRS990/NonDeductibleContributions | 0 | false |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 0 |
| IRS990/NumberIndependentVotingMembers | 0 | 1 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | false |
| IRS990/OfficerMailingAddress | 0 | false |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherExpensePriorYear | 0 | 1449303 |
| IRS990/OtherExpensesCurrentYear | 0 | 1793746 |
| IRS990/OtherExpenses/Description | 0 | ADMINISTRATION FEES |
| IRS990/OtherExpenses/Total | 0 | 1772641 |
| IRS990/OtherLiabilities/BOY | 0 | 142500 |
| IRS990/OtherLiabilities/EOY | 0 | 287793 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/PartialLiquidation | 0 | false |
| IRS990/PledgesAndGrantsReceivable/BOY | 0 | 125383 |
| IRS990/PledgesAndGrantsReceivable/EOY | 0 | 20679 |
| IRS990/PoliticalActivities | 0 | false |
| IRS990/ProfessionalFundraising | 0 | false |
| IRS990/ProgramServiceRevenueCY | 0 | 8576039 |
| IRS990/ProgramServiceRevenue/Description | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenue/Description | 1 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenue/Description | 2 | COBRA CONTRIBUTIONS |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 5440199 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 6889680 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 1 | 1320373 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 2 | 365986 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 6889680 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 1320373 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 2 | 365986 |
| IRS990/ProhibitedTaxShelterTrans | 0 | false |
| IRS990/ReconcilationOtherChanges | 0 | 1 |
| IRS990/ReconcilationRevenueExpenses | 0 | -362301 |
| IRS990/RelatedEntity | 0 | false |
| IRS990/RelatedOrgControlledEntity | 0 | false |
| IRS990/ReportFin48Footnote | 0 | false |
| IRS990/ReportInvestOthSecurities | 0 | false |
| IRS990/ReportLandBldgEquip | 0 | false |
| IRS990/ReportOtherAssets | 0 | false |
| IRS990/ReportOtherLiabilities | 0 | true |
| IRS990/ReportProgRelInvest | 0 | false |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | -216898 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | -579198 |
| IRS990/RevenuesLessExpensesCY | 0 | -362301 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | -404590 |
| IRS990/SalariesEtcCurrentYear | 0 | 0 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 795461 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 263514 |
| IRS990/ScheduleBRequired | 0 | false |
| IRS990ScheduleD/AgentTrusteeEtc | 0 | false |
| IRS990ScheduleD/AreRelatedOrgsListedScheduleR | 0 | false |
| IRS990ScheduleD/DisclosedForCharitablePurposes | 0 | false |
| IRS990ScheduleD/DisclosedOrgsLegalControl | 0 | false |
| IRS990ScheduleD/EndowmentsHeldByRelatedOrgs | 0 | false |
| IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs | 0 | false |
| IRS990ScheduleD/ExcessOrDeficitForYear | 0 | -362301 |
| IRS990ScheduleD/ExcessOrDeficitPerFS | 0 | -362301 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 8940622 |
| IRS990ScheduleD/IncludedOnFS | 0 | false |
| IRS990ScheduleD/OtherLiabilities/Amount | 0 | 145293 |
| IRS990ScheduleD/OtherLiabilities/Amount | 1 | 142500 |
| IRS990ScheduleD/OtherLiabilities/Description | 0 | BANK OVERDRAFT |
| IRS990ScheduleD/OtherLiabilities/Description | 1 | NOTE PAYABLE - RELATED PARTY |
| IRS990ScheduleD/RevenueSubtotal | 0 | 8578321 |
| IRS990ScheduleD/Sect170hRequirementsSatisfied | 0 | false |
| IRS990ScheduleD/SolicitedAssetsForSale | 0 | false |
| IRS990ScheduleD/TotalExpenses | 0 | 8940622 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 8940622 |
| IRS990ScheduleD/TotalOfAmounts | 0 | 287793 |
| IRS990ScheduleD/TotalRevenue | 0 | 8578321 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 8578321 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 8940622 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 8578321 |
| IRS990ScheduleD/WrittenPolicyMonitoring | 0 | false |
| IRS990/ScheduleJRequired | 0 | false |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | PROVIDES FOR THE PAYMENT OF CERTAIN SPECIFIED MEDICAL BENEFITS FOR CERTAIN OF ITS EMPLOYEES. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | ANY MATTERS DISCUSSED RELATING TO THIS TRUST WOULD BE DOCUMENTED IN THE SPONSORS MINUTES. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | ANY MATTERS DISCUSSED RELATING TO THIS TRUST WOULD BE DOCUMENTED IN THE SPONSORS MINUTES. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | A COPY OF THE 990 WAS PROVIDED TO THE TRUSTEE FOR HIS REVIEW AND APPROVAL PRIOR TO THE FILING OF THE RETURN. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | UPON REQUEST. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | ALL OTHER ACHIEVEMENTS DESCRIPTION |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | DOCUMENTATION BY GOVERNING BODY |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | DOCUMENTATION BY COMMITTEE |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 4 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PAGE 6, PART VI, LINE 8A |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PAGE 6, PART VI, LINE 8B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/ScheduleORequired | 0 | true |
| IRS990/School | 0 | false |
| IRS990/SignificantChange | 0 | false |
| IRS990/SignificantNewProgramServices | 0 | false |
| IRS990/StateLegalDomicile | 0 | FL |
| IRS990/SubjectToProxyTax | 0 | false |
| IRS990/TaxablePartyNotification | 0 | false |
| IRS990/TaxExemptBonds | 0 | false |
| IRS990/Terminated | 0 | false |
| IRS990/TermOrPermanentEndowments | 0 | false |
| IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | 13101 TELCOM DRIVE |
| IRS990/TheBooksAreInCareOf/AddressUS/City | 0 | TEMPLE TERRACE |
| IRS990/TheBooksAreInCareOf/AddressUS/State | 0 | FL |
| IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 33637 |
| IRS990/TheBooksAreInCareOf/NamePerson | 0 | TOM NEWMAN |
| IRS990/TheBooksAreInCareOf/TelephoneNumber | 0 | 8137078652 |
| IRS990/TotalAssets/BOY | 0 | 920844 |
| IRS990/TotalAssetsBOY | 0 | 920844 |
| IRS990/TotalAssets/EOY | 0 | 284193 |
| IRS990/TotalAssetsEOY | 0 | 284193 |
| IRS990/TotalCompGT150K | 0 | false |
| IRS990/TotalExpensesCurrentYear | 0 | 8940622 |
| IRS990/TotalExpensesPriorYear | 0 | 5846539 |
| IRS990/TotalFunctionalExpenses/Fundraising | 0 | 0 |
| IRS990/TotalFunctionalExpenses/ManagementAndGeneral | 0 | 0 |
| IRS990/TotalFunctionalExpenses/ProgramServices | 0 | 0 |
| IRS990/TotalFunctionalExpenses/Total | 0 | 8940622 |
| IRS990/TotalFundrsngExpCurrentYear | 0 | 0 |
| IRS990/TotalGrossUBI | 0 | 0 |
| IRS990/TotalLiabilities/BOY | 0 | 1137742 |
| IRS990/TotalLiabilitiesBOY | 0 | 1137742 |
| IRS990/TotalLiabilities/EOY | 0 | 863391 |
| IRS990/TotalLiabilitiesEOY | 0 | 863391 |
| IRS990/TotalLiabNetAssetsFundBalances/BOY | 0 | 920844 |
| IRS990/TotalLiabNetAssetsFundBalances/EOY | 0 | 284193 |
| IRS990/TotalNbrEmployees | 0 | 0 |
| IRS990/TotalNetAssetsFundBalances/BOY | 0 | -216898 |
| IRS990/TotalNetAssetsFundBalances/EOY | 0 | -579198 |
| IRS990/TotalProfFundrsngExpCY | 0 | 0 |
| IRS990/TotalProgramServiceRevenue | 0 | 8576039 |
| IRS990/TotalRevenueCurrentYear | 0 | 8578321 |
| IRS990/TotalRevenue/ExclusionAmount | 0 | 2282 |
| IRS990/TotalRevenuePriorYear | 0 | 5441949 |
| IRS990/TotalRevenue/RelatedOrExemptFunctionIncome | 0 | 8576039 |
| IRS990/TotalRevenue/TotalRevenueColumn | 0 | 8578321 |
| IRS990/TransactionRelatedEntity | 0 | false |
| IRS990/TypeOfOrganizationTrust | 0 | X |
| IRS990/UnrelatedBusinessIncome | 0 | false |
| IRS990/UponRequest | 0 | X |
| IRS990/WhistleblowerPolicy | 0 | false |
| IRS990/YearFormation | 0 | 2007 |
| ReturnHeader/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/Filer/EIN | 0 | 266121186 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | FORTUNE BENEFIT SOLUTIONS GROUP |
| ReturnHeader/Filer/Name/BusinessNameLine2 | 0 | HEALTH PLAN TRUST |
| ReturnHeader/Filer/NameControl | 0 | FORT |
| ReturnHeader/Filer/Phone | 0 | 8137078652 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 13101 TELCOM DRIVE |
| ReturnHeader/Filer/USAddress/AddressLine2 | 0 | ROOM/SUITE 100 |
| ReturnHeader/Filer/USAddress/City | 0 | TEMPLE TERRACE |
| ReturnHeader/Filer/USAddress/State | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 33637 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | true |
| ReturnHeader/Officer/DateSigned | 0 | 2011-10-14 |
| ReturnHeader/Officer/Name | 0 | TOM NEWMAN |
| ReturnHeader/Officer/Phone | 0 | 8137078652 |
| ReturnHeader/Officer/Title | 0 | CEO |
| ReturnHeader/Preparer/DatePrepared | 0 | 2011-10-14 |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | STEVEN I GORDON CPA |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 4600 W COMMERCIAL BLVD STE 5 |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | TAMARAC |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | FL |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 33319 |
| ReturnHeader/Preparer/Name | 0 | STEVEN I GORDON CPA |
| ReturnHeader/Preparer/Phone | 0 | 9544855788 |
| ReturnHeader/Preparer/SelfEmployed | 0 | X |
| ReturnHeader/ReturnType | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2010-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2010-12-31 |
| ReturnHeader/TaxYear | 0 | 2010 |
| ReturnHeader/Timestamp | 0 | 2011-10-14T08:55:30-05:00 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
Similar nonprofits based on the same Siviq industry and scale cohort. 2010 filings • 501(c)9 • $5M-$10M nonprofits
Lancaster, PA
View Organization501(c)9
Revenue vs current organization
No dataAssets vs current organization
700% higherNew York, NY
View Organization501(c)9
Revenue vs current organization
No dataAssets vs current organization
1709% higherLewisville, TX
View Organization501(c)9
Revenue vs current organization
No dataAssets vs current organization
2934% higherBuffalo, NY
View Organization501(c)9 • NTEE J40Z
Revenue vs current organization
No dataAssets vs current organization
2171% higher