Civic Intelligence

Fortune Benefit Solutions Group Health Plan Trust

990 • Fiscal year 2015 • EIN 26-6121186

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 09, 2016

Organization ProfileN/A

View Organization Page

13101 Telcom Drive Suite 100Temple Terrace, FL 33637

(813) 707-8652

Siviq Scores

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

Liabilities / Assets

99th percentile

2.41x

Higher debt load relative to assets than 99% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

0.26x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Net Margin

22nd percentile

-4.9%

Higher net margin than 22% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

87th percentile

$227,830

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Asset Growth

99th percentile

133%

Faster asset growth than 99% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

57%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$3,325,383

Up $1,900,468 (+133%) from 2014

Net Assets

Down

-$4,690,417

Down $1,509,069 (-47%) from 2014

Liabilities

Up

$8,015,800

Up $3,409,537 (+74%) from 2014

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin22nd percentile

Revenue

Up

$31,092,622

Up $11,258,078 (+57%) from 2014

Expenses

Up

$32,601,691

Up $11,166,084 (+52%) from 2014

Net Income

Up

-$1,509,069

Up $91,994 (+5.7%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

2015

Assets$3,325,383
Liabilities$8,015,800
Net Assets-$4,690,417
Open 2015 Filing

Operations Trend

Revenue Growth96th percentile

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

2015

Revenue$31,092,622
Expenses$32,601,691
Net Income-$1,509,069
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 9, 2016
Return Version
2015v3.0
Gross Receipts
$31,092,622
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,101,218$3,175,641▲ $2,074,423
Accounts Receivable$175,000--
Savings and Temporary Cash Investments$148,697$149,742▲ $1,045
Rtn Earn Endowment Incm Other Fnds$-3,181,348$-4,690,417▼ $1,509,069
Total Assets$1,424,915$3,325,383▲ $1,900,468
Liabilities
Accounts Payable and Accrued Expenses$1,867,763$4,041,498▲ $2,173,735
Other Liabilities$2,738,500$3,974,302▲ $1,235,802
Total Liabilities$4,606,263$8,015,800▲ $3,409,537
Net Assets / Fund Balance
Total Net Assets Fund Balance$-3,181,348$-4,690,417▼ $1,509,069
Total Liabilities and Net Assets / Fund Balance$1,424,915$3,325,383▲ $1,900,468
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Tom NewmanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$31,091,577
Investment Income
$1,045
Other Revenue
$0
Change in Net Assets
$-1,509,069

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,092,622
Total Revenue per Audited Statements
$31,092,622
Total Revenue per Form 990
$31,092,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,935,875
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---$26,665,816
Fees for Services Accounting---$49,150
Other Expenses---$26,953
Fees for Services Legal---$6,086
Total Functional Expenses$0$0$0$32,601,691

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$32,601,691
Total Expenses per Audited Statements$32,601,691
Total Expenses per Form 990$32,601,691
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
Plan Benefit Obligations$3,831,802
Note Payable - Related Party$142,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the 990 was provided to the trustee for his review and approval prior to the filing of the return.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Fortune Benefit Solutions Group
EIN
26-6121186
Phone
8137078652
Address
13101 TELCOM DRIVE SUITE 100, TEMPLE TERRACE, FL 33637

Signing Officer

Name
Tom Newman
Title
Trustee
Phone
8137078652
Signed
2016-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Newman
Formed
2007
Legal Domicile
Fl
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Arty Cohn & Feuer Lc
Address
1150 NW 72ND AVE STE 760, MIAMI, FL 33126-1932
Preparer
Daniel Arty
Phone
3055929954
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provides for the payment of certain specified medical benefits for certain of its employees.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The internal revenue service has determined and informed the company by a letter dated august 6, 2009, that the plan is qualified and the trust established under the plan is tax-exempt, under section 501(c)(9) of the internal revenue code. The plan administrator believes that the plan is currently designed and being operated in compliance with the applicable requirements of the 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 plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of decmeber 31, 2015, there are 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. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2013.”

Raw XML Appendix329 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE COMPANY BY A LETTER DATED AUGUST 6, 2009, THAT THE PLAN IS QUALIFIED AND THE TRUST ESTABLISHED UNDER THE PLAN IS TAX-EXEMPT, UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE 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 PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECMEBER 31, 2015, THERE ARE 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. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2013.
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FINANCIAL STATEMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1NO CHARGES FOR SHARING
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2NO CHARGES FOR SHARING
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3FINANCIAL STATEMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt4FINANCIAL STATEMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EMPLOYER'S ALLIANCE V LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1EMPLOYER'S ALLIANCE LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2EMPLOYER'S ALLIANCE LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3EMPLOYER'S ALLIANCE LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt4FORTUNE PEO ACQUISITIONS LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt4C
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01424915
IRS990/TotalAssetsEOYAmt03325383
IRS990/TotalAssetsGrp/BOYAmt01424915
IRS990/TotalAssetsGrp/EOYAmt03325383
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt032601691
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04606263
IRS990/TotalLiabilitiesEOYAmt08015800
IRS990/TotalLiabilitiesGrp/BOYAmt04606263
IRS990/TotalLiabilitiesGrp/EOYAmt08015800
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-3181348
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-4690417
IRS990/TotalProgramServiceRevenueAmt031091577
IRS990/TotalRevenueGrp/ExclusionAmt01045
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031091577
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt031092622
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01424915
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03325383
IRS990/TotReportableCompRltdOrgAmt0227830
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt013101 TELCOM DRIVE
IRS990/USAddress/CityNm0TEMPLE TERRACE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033637
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM NEWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08137078652
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORTUNE BENEFIT SOLUTIONS GROUP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0266121186
ReturnHeader/Filer/PhoneNum08137078652
ReturnHeader/Filer/USAddress/AddressLine1Txt013101 TELCOM DRIVE SUITE 100
ReturnHeader/Filer/USAddress/CityNm0TEMPLE TERRACE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033637
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650718930
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARTY COHN & FEUER LC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 NW 72ND AVE STE 760
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331261932
ReturnHeader/PreparerPersonGrp/PhoneNum03055929954
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL ARTY
ReturnHeader/ReturnTs02017-03-06T13:07:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,325,383
Liabilities
$8,015,800
Net assets
-$4,690,417
Revenue
$31,092,622
Expenses
$32,601,691
Net income
-$1,509,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.18$0.19$0.00$2.38$0.10$2.28
2016Detailed filing. Detailed filing data is available for this year.$1.33$3.54$2.21$29.7$27.2$2.48
2015Detailed filing. Detailed filing data is available for this year.$3.33$8.02$4.69$31.1$32.6$1.51
2014Detailed filing. Detailed filing data is available for this year.$1.42$4.61$3.18$19.8$21.4$1.60
2013Detailed filing. Detailed filing data is available for this year.$1.49$3.07$1.58$14.2$14.2$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$1.95$1.52$12.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.78$0.16$6.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.86$0.58$8.94