Liabilities / Assets
100th percentile
Higher debt load relative to assets than 100% of similar nonprofits.
990 • Fiscal year 2012 • EIN 26-6121186
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
100th percentile
Higher debt load relative to assets than 100% 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
4th percentile
Faster asset growth than 4% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Down$424,552
Down $193,291 (-31%) from 2011
Net Assets
Down-$1,523,708
Down $1,361,749 (-841%) from 2011
Liabilities
Up$1,948,260
Up $1,168,458 (+150%) from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$12,214,031
Up $5,559,241 (+84%) from 2011
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 | 577734 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 472760 |
| IRS990/AccountsReceivable/EOY | 0 | 80975 |
| 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 | 10085232 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 5388526 |
| IRS990/BenefitsToMembers/Total | 0 | 10085232 |
| 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 | 22545 |
| IRS990/FeesForServicesLegal/Total | 0 | 436 |
| 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 | 260186 |
| IRS990/Form990PartVIISectionA/Title | 0 | TRUSTEE |
| IRS990/Form990ProvidedToGoverningBody | 0 | true |
| IRS990/FormersListed | 0 | false |
| IRS990/FSAudited | 0 | true |
| IRS990/FSAuditedBasis/FinancialStatementSeparate | 0 | X |
| 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 | 10852282 |
| 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 | 1103 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 1103 |
| IRS990/InvestmentIncomePriorYear | 0 | 1454 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 1103 |
| 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 | true |
| IRS990/MinutesOfGoverningBody | 0 | true |
| 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 | -161959 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | -1523708 |
| 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 | 1266264 |
| IRS990/OtherExpensesCurrentYear | 0 | 2128799 |
| IRS990/OtherExpenses/Description | 0 | ADMINISTRATION FEES |
| IRS990/OtherExpenses/Total | 0 | 2105818 |
| IRS990/OtherLiabilities/BOY | 0 | 202068 |
| IRS990/OtherLiabilities/EOY | 0 | 1475500 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/PartialLiquidation | 0 | false |
| IRS990/PoliticalActivities | 0 | false |
| IRS990/ProfessionalFundraising | 0 | false |
| IRS990/ProgramServiceRevenueCY | 0 | 10851179 |
| IRS990/ProgramServiceRevenue/Description | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenue/Description | 1 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 7070575 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 7552252 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 1 | 3298927 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 7552252 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 3298927 |
| IRS990/ProhibitedTaxShelterTrans | 0 | false |
| IRS990/ReconcilationRevenueExpenses | 0 | -1361749 |
| IRS990/RelatedEntity | 0 | false |
| IRS990/RelatedOrgControlledEntity | 0 | true |
| 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 | -161959 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | -1523708 |
| IRS990/RevenuesLessExpensesCY | 0 | -1361749 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 417239 |
| IRS990/SalariesEtcCurrentYear | 0 | 0 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 617843 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 343577 |
| IRS990/ScheduleBRequired | 0 | false |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 1333000 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 10881031 |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 0 | PLAN BENEFIT OBLIGATIONS 1,333,000 |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 0 | EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 0 | SCHEDULE D, PAGE 4, PART XII, LINE 4B |
| IRS990ScheduleD/OtherExpensesNotIncluded | 0 | 1333000 |
| IRS990ScheduleD/OtherLiabilities/Amount | 0 | 1333000 |
| IRS990ScheduleD/OtherLiabilities/Amount | 1 | 142500 |
| IRS990ScheduleD/OtherLiabilities/Description | 0 | PLAN BENEFIT OBLIGATIONS |
| IRS990ScheduleD/OtherLiabilities/Description | 1 | NOTE PAYABLE - RELATED PARTY |
| IRS990ScheduleD/OtherLiabilities/Description | 2 | BANK OVERDRAFT |
| IRS990ScheduleD/RevenueSubtotal | 0 | 10852282 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 12214031 |
| IRS990ScheduleD/TotalOfAmounts | 0 | 1475500 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 10852282 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 10881031 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 10852282 |
| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | false |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 0 | 260186 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | TOM NEWMAN |
| IRS990ScheduleJ/Form990ScheduleJPartII/Title | 0 | TRUSTEE |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs | 0 | 260186 |
| IRS990/ScheduleJRequired | 0 | true |
| IRS990ScheduleJ/SeverancePayment | 0 | false |
| IRS990ScheduleJ/SupplementalNonqualRetirePlan | 0 | false |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | PROVIDES FOR THE PAYMENT OF CERTAIN SPECIFIED MEDICAL BENEFITS FOR CERTAIN OF ITS EMPLOYEES. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | 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 | 2 | UPON REQUEST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | PLAN BENEFIT OBLIGATIONS 1,333,000 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | TO RECORD CUMULATIVE CHANGE IN PBO 1,333,000 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | ALL OTHER ACCOMPLISHMENT DESCRIPTION |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | RECONCILIATION OF CHANGES - OTHER |
| IRS990ScheduleO/GeneralExplanation/Identifier | 4 | OTHER CHANGES IN NET ASSETS EXPLANATION |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | FORM 990, PART XI, LINE 9 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | FORM 990, PART XI, LINE 9 |
| 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 | 617843 |
| IRS990/TotalAssetsBOY | 0 | 617843 |
| IRS990/TotalAssets/EOY | 0 | 424552 |
| IRS990/TotalAssetsEOY | 0 | 424552 |
| IRS990/TotalCompGT150K | 0 | true |
| IRS990/TotalExpensesCurrentYear | 0 | 12214031 |
| IRS990/TotalExpensesPriorYear | 0 | 6654790 |
| IRS990/TotalFunctionalExpenses/Fundraising | 0 | 0 |
| IRS990/TotalFunctionalExpenses/ManagementAndGeneral | 0 | 0 |
| IRS990/TotalFunctionalExpenses/ProgramServices | 0 | 0 |
| IRS990/TotalFunctionalExpenses/Total | 0 | 12214031 |
| IRS990/TotalFundrsngExpCurrentYear | 0 | 0 |
| IRS990/TotalGrossUBI | 0 | 0 |
| IRS990/TotalLiabilities/BOY | 0 | 779802 |
| IRS990/TotalLiabilitiesBOY | 0 | 779802 |
| IRS990/TotalLiabilities/EOY | 0 | 1948260 |
| IRS990/TotalLiabilitiesEOY | 0 | 1948260 |
| IRS990/TotalLiabNetAssetsFundBalances/BOY | 0 | 617843 |
| IRS990/TotalLiabNetAssetsFundBalances/EOY | 0 | 424552 |
| IRS990/TotalNbrEmployees | 0 | 0 |
| IRS990/TotalNetAssetsFundBalances/BOY | 0 | -161959 |
| IRS990/TotalNetAssetsFundBalances/EOY | 0 | -1523708 |
| IRS990/TotalProfFundrsngExpCY | 0 | 0 |
| IRS990/TotalProgramServiceRevenue | 0 | 10851179 |
| IRS990/TotalReportableCompFrmRltdOrgs | 0 | 260186 |
| IRS990/TotalRevenueCurrentYear | 0 | 10852282 |
| IRS990/TotalRevenue/ExclusionAmount | 0 | 1103 |
| IRS990/TotalRevenuePriorYear | 0 | 7072029 |
| IRS990/TotalRevenue/RelatedOrExemptFunctionIncome | 0 | 10851179 |
| IRS990/TotalRevenue/TotalRevenueColumn | 0 | 10852282 |
| 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 | 2013-10-07 |
| ReturnHeader/Officer/Name | 0 | TOM NEWMAN |
| ReturnHeader/Officer/Phone | 0 | 8137078652 |
| ReturnHeader/Officer/Title | 0 | CEO |
| ReturnHeader/Preparer/DatePrepared | 0 | 2013-10-16 |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | S I GORDON & COMPANY PA |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 11555 HERON BAY BLVD STE 200 |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | CORAL SPRINGS |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | FL |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 330763362 |
| 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 | 2012-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2012-12-31 |
| ReturnHeader/TaxYear | 0 | 2012 |
| ReturnHeader/Timestamp | 0 | 2013-10-16T11:22:28-05:00 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.