Civic Intelligence

Fortune Benefit Solutions Group Health Plan Trust

990 • Fiscal year 2012 • EIN 26-6121186

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 07, 2013

13101 Telcom DriveRoom/Suite 10033637
Siviq Scores

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

Liabilities / Assets

100th percentile

4.59x

Higher debt load relative to assets than 100% of similar nonprofits.

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

4th percentile

-31%

Faster asset growth than 4% 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

$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.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2010: $284,193Liabilities 2010: $863,391Net Assets 2010: -$579,1982010Assets 2011: $617,843Liabilities 2011: $779,802Net Assets 2011: -$161,9592011Assets 2012: $424,552Liabilities 2012: $1,948,260Net Assets 2012: -$1,523,7082012Assets 2013: $1,490,224Liabilities 2013: $3,070,509Net Assets 2013: -$1,580,2852013Assets 2014: $1,424,915Liabilities 2014: $4,606,263Net Assets 2014: -$3,181,3482014Assets 2015: $3,325,383Liabilities 2015: $8,015,800Net Assets 2015: -$4,690,4172015Assets 2016: $1,329,960Liabilities 2016: $3,542,299Net Assets 2016: -$2,212,3392016Assets 2017: $184,850Liabilities 2017: $187,768Net Assets 2017: -$2,9182017

Highlighted filing

2012

Assets$424,552
Liabilities$1,948,260
Net Assets-$1,523,708

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $8,940,6222010Expenses 2011: $6,654,7902011Expenses 2012: $12,214,0312012Revenue 2013: $14,188,178Expenses 2013: $14,244,755Net Income 2013: -$56,5772013Revenue 2014: $19,834,544Expenses 2014: $21,435,607Net Income 2014: -$1,601,0632014Revenue 2015: $31,092,622Expenses 2015: $32,601,691Net Income 2015: -$1,509,0692015Revenue 2016: $29,664,600Expenses 2016: $27,186,522Net Income 2016: $2,478,0782016Revenue 2017: $2,380,779Expenses 2017: $95,959Net Income 2017: $2,284,8202017

Highlighted filing

2012

Revenue-
Expenses$12,214,031
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 7, 2013
Return Version
2012v2.3
Gross Receipts
$10,852,282
Mission and Program Overview

Mission

To provide health and welfare benefits on behalf of participant members and their dependents.

Filing and Contact Details

Filer

EIN
26-6121186
Raw XML Appendix255 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/ActivityOrMissionDescription0TO PROVIDE HEALTH AND WELFARE BENEFITS ON BEHALF OF PARTICIPANT MEMBERS AND THEIR DEPENDENTS.
IRS990/ActivityOther/Description0PROVIDES FOR THE PAYMENT OF CERTAIN SPECIFIED MEDICAL BENEFITS FOR CERTAIN OF ITS EMPLOYEES.
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IRS990/AddressPrincipalOfficerUS/State0FL
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IRS990/PartialLiquidation0false
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IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
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IRS990/ScheduleBRequired0false
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0PLAN BENEFIT OBLIGATIONS 1,333,000
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0SCHEDULE D, PAGE 4, PART XII, LINE 4B
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IRS990ScheduleD/OtherLiabilities/Amount01333000
IRS990ScheduleD/OtherLiabilities/Amount1142500
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IRS990ScheduleO/GeneralExplanation/Explanation0PROVIDES FOR THE PAYMENT OF CERTAIN SPECIFIED MEDICAL BENEFITS FOR CERTAIN OF ITS EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation1A COPY OF THE 990 WAS PROVIDED TO THE TRUSTEE FOR HIS REVIEW AND APPROVAL PRIOR TO THE FILING OF THE RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation2UPON REQUEST.
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IRS990ScheduleO/GeneralExplanation/Explanation4TO RECORD CUMULATIVE CHANGE IN PBO 1,333,000
IRS990ScheduleO/GeneralExplanation/Identifier0ALL OTHER ACCOMPLISHMENT DESCRIPTION
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IRS990ScheduleO/GeneralExplanation/Identifier3RECONCILIATION OF CHANGES - OTHER
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER CHANGES IN NET ASSETS EXPLANATION
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0266121186
ReturnHeader/Filer/Name/BusinessNameLine10FORTUNE BENEFIT SOLUTIONS GROUP
ReturnHeader/Filer/Name/BusinessNameLine20HEALTH PLAN TRUST
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ReturnHeader/Preparer/DatePrepared02013-10-16
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10S I GORDON & COMPANY PA
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ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-16T11:22:28-05:00

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