Civic Intelligence

4Th District Ibew Health Fund

EIN 31-6068797 • 501(c)9 • Ona, WV

Profile

To provide health and insurance benefits to members by payment of claims for health, accident, sickness, dental and life insurance for members and their dependents.

3150 US Route 60Ona, WV 25545

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.03x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.04x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

94th percentile

28%

Faster asset growth than 94% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$118,105,890

Up $46,952,816 (+66%) from 2022

Liabilities

Up

$3,792,063

Up $1,463,690 (+63%) from 2022

Net Assets

Up

$114,313,827

Up $45,489,126 (+66%) from 2022

Revenue

Up

$101,419,741

Up $16,110,505 (+19%) from 2022

Expenses

Up

$83,771,560

Up $14,503,986 (+21%) from 2022

Net Income

Up

$17,648,181

Up $1,606,519 (+10%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2015: $63,610,820Liabilities 2015: $2,076,714Net Assets 2015: $61,534,1062015Assets 2017: $64,514,656Liabilities 2017: $1,663,195Net Assets 2017: $62,851,4612017Assets 2019: $68,094,778Liabilities 2019: $1,751,481Net Assets 2019: $66,343,2972019Assets 2020: $64,671,464Liabilities 2020: $1,332,495Net Assets 2020: $63,338,9692020Assets 2021: $62,184,887Liabilities 2021: $1,954,836Net Assets 2021: $60,230,0512021Assets 2022: $71,153,074Liabilities 2022: $2,328,373Net Assets 2022: $68,824,7012022Assets 2024: $118,105,890Liabilities 2024: $3,792,063Net Assets 2024: $114,313,8272024

Highlighted filing

2024

Assets$118,105,890
Liabilities$3,792,063
Net Assets$114,313,827

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50MRevenue 2015: $53,311,269Expenses 2015: $51,978,919Net Income 2015: $1,332,3502015Revenue 2017: $54,968,132Expenses 2017: $56,875,916Net Income 2017: -$1,907,7842017Revenue 2019: $74,862,370Expenses 2019: $73,092,466Net Income 2019: $1,769,9042019Revenue 2020: $75,048,795Expenses 2020: $80,316,154Net Income 2020: -$5,267,3592020Revenue 2021: $82,305,035Expenses 2021: $87,095,944Net Income 2021: -$4,790,9092021Revenue 2022: $85,309,236Expenses 2022: $69,267,574Net Income 2022: $16,041,6622022Revenue 2024: $101,419,741Expenses 2024: $83,771,560Net Income 2024: $17,648,1812024

Highlighted filing

2024

Revenue$101,419,741
Expenses$83,771,560
Net Income$17,648,181

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jul 7, 2021
Return Version
2019v5.2
Gross Receipts
$123,439,924
Mission and Program Overview

Mission

To provide health and insurance benefits to members by payment of claims for health, accident, sickness, dental and life insurance for members and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$66,343,297$63,338,969▼ $3,004,328
Investments in Publicly Traded Securities$46,220,774$42,281,393▼ $3,939,381
Investments Other Securities$13,854,055$13,405,243▼ $448,812
Accounts Receivable$7,238,682$7,428,293▲ $189,611
Cash and Non-Interest-Bearing Accounts$781,267$1,556,535▲ $775,268
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$68,094,778$64,671,464▼ $3,423,314
Liabilities
Accounts Payable and Accrued Expenses$1,512,136$1,047,660▼ $464,476
Deferred Revenue$239,345$284,835▲ $45,490
Total Liabilities$1,751,481$1,332,495▼ $418,986
Net Assets / Fund Balance
Total Net Assets Fund Balance$66,343,297$63,338,969▼ $3,004,328
Total Liabilities and Net Assets / Fund Balance$68,094,778$64,671,464▼ $3,423,314

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,302,514--
Compensation and Service Providers

Board Members and Trustees

NameTitle
James BaneTrustee
Jim GilletteTrustee
John FrantzTrustee
Mike DishonTrustee
Shane FergusonTrustee
Ted BradyTrustee
Troy FerrellTrustee
William HamiltonTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Community Insurance Co Dba AnthemClaims Processing3350 PEACHTREE ROAD POB 30302-445, Atlanta, GA 30326$1,804,440
American Benefit CorporationThird Party Administrator3150 US ROUTE 60, Ona, WV 25545$1,776,968
American Health HoldingPre-certifications7400 W CAMPUS RD, New Albany, OH 43054$576,126
The Segal CompanyActuary333 W 34TH STREET, New York, NY 10001$392,301
Delta DentalDental Claims ProcessingONE DELTA DRIVE, Mechanicsburg, PA 17055$288,867
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$73,547,432
Investment Income
$1,501,363
Other Revenue
$0
Change in Net Assets
$-5,267,359

Audited Revenue Reconciliation

Revenue per Audited Statements
$74,798,927
Revenue Not Reported on Financial Statements
$249,868
Revenue Not Reported on Form 990
$2,263,031
Total Revenue per Audited Statements
$77,061,958
Total Revenue per Form 990
$75,048,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,538,941
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---$74,777,213
All Other Expenses---$528,404
Other Expenses---$392,301
Fees for Service Investment Mgmnt Fees---$249,868
Fees for Services Legal---$102,912
Fees for Services Accounting---$49,634
Conferences and Meetings---$25,573
Total Functional Expenses$0$0$0$80,316,154

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$80,316,154
Expenses per Audited Statements$80,066,286
Total Expenses per Audited Statements$80,066,286
Expenses Not Reported on Financial Statements$249,868
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
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 35% controlled entity
No
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
No

Governance Explanations

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

Form 990 is reviewed by the board of trustees' chairman and secretary before they sign and file the 990 form.

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

Trustees attend meeting on fiduciary responsibilities. The board of trustees functions as a whole; no individual trustee can act alone.

Form 990, Part VI, Section C, Line 19

The fund makes available its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
4th District Ibew Health Fund
EIN
31-6068797
Phone
3045250331
Address
3150 US ROUTE 60, ONA, WV 25545

Signing Officer

Name
William Hamilton
Title
Chairman
Phone
3045250331
Signed
2021-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Hamilton
Formed
1961
Legal Domicile
Wv
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Gray Griffith & Mays Ac
Address
707 VIRGINIA STREETEASTSUITE 400, CHARLESTON, WV 25301-2711
Preparer
J Ryan Lindsay
Phone
3043459400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The fund's board of trustees has assumed the responsibility for oversight of the audit of its financial statements and the selection of an independent auditor.

Raw XML AppendixShowing 400 of 2,760 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01512136
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01047660
IRS990/AccountsReceivableGrp/BOYAmt07238682
IRS990/AccountsReceivableGrp/EOYAmt07428293
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND INSURANCE BENEFITS TO MEMBERS BY PAYMENT OF CLAIMS FOR HEALTH, ACCIDENT, SICKNESS, DENTAL AND LIFE INSURANCE FOR MEMBERS AND THEIR DEPENDENTS.
IRS990/AllOtherExpensesGrp/TotalAmt0528404
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt074777213
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMERICAN BENEFIT CORPORATION
IRS990/BooksInCareOfDetail/PhoneNum03045250331
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03150 US ROUTE 60
IRS990/BooksInCareOfDetail/USAddress/CityNm0ONA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990/BooksInCareOfDetail/USAddress/ZIPCd025545
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0781267
IRS990/CashNonInterestBearingGrp/EOYAmt01556535
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt025573
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01804440
IRS990/ContractorCompensationGrp/CompensationAmt11776968
IRS990/ContractorCompensationGrp/CompensationAmt2576126
IRS990/ContractorCompensationGrp/CompensationAmt3392301
IRS990/ContractorCompensationGrp/CompensationAmt4288867
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03350 PEACHTREE ROAD POB 30302-445
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt13150 US ROUTE 60
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt27400 W CAMPUS RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3333 W 34TH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4ONE DELTA DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ATLANTA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ONA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2NEW ALBANY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4MECHANICSBURG
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1WV
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd030326
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd125545
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd243054
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd310001
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd417055
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0COMMUNITY INSURANCE CO DBA ANTHEM
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1AMERICAN BENEFIT CORPORATION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2AMERICAN HEALTH HOLDING
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3THE SEGAL COMPANY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4DELTA DENTAL
IRS990/ContractorCompensationGrp/ServicesDesc0CLAIMS PROCESSING
IRS990/ContractorCompensationGrp/ServicesDesc1THIRD PARTY ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc2PRE-CERTIFICATIONS
IRS990/ContractorCompensationGrp/ServicesDesc3ACTUARY
IRS990/ContractorCompensationGrp/ServicesDesc4DENTAL CLAIMS PROCESSING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt074777213
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01501363
IRS990/CYOtherExpensesAmt05538941
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt073547432
IRS990/CYRevenuesLessExpensesAmt0-5267359
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt080316154
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt075048795
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0239345
IRS990/DeferredRevenueGrp/EOYAmt0284835
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE HEALTH AND INSURANCE BENEFITS TO MEMBERS BY PAYMENT OF CLAIMS FOR HEALTH, ACCIDENT, SICKNESS, DENTAL AND LIFE INSURANCE FOR MEMBERS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt074777213
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt049634
IRS990/FeesForServicesLegalGrp/TotalAmt0102912
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0249868
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM HAMILTON
IRS990/Form990PartVIISectionAGrp/PersonNm1JIM GILLETTE
IRS990/Form990PartVIISectionAGrp/PersonNm2TROY FERRELL
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES BANE
IRS990/Form990PartVIISectionAGrp/PersonNm4TED BRADY
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN FRANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm6MIKE DISHON
IRS990/Form990PartVIISectionAGrp/PersonNm7SHANE FERGUSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0443901
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt048835030
IRS990/GrossReceiptsAmt0123439924
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01057462
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01057462
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt013854055
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt013405243
IRS990/InvestmentsPubTradedSecGrp/BOYAmt046220774
IRS990/InvestmentsPubTradedSecGrp/EOYAmt042281393
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt048391129
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND INSURANCE BENEFITS TO MEMBERS BY PAYMENT OF CLAIMS FOR HEALTH, ACCIDENT, SICKNESS, DENTAL AND LIFE INSURANCE FOR MEMBERS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt066343297
IRS990/NetAssetsOrFundBalancesEOYAmt063338969
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0443901
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0443901
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02263031
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION FEES
IRS990/OtherExpensesGrp/Desc1CLAIMS PAYING SERVICE
IRS990/OtherExpensesGrp/Desc2PRE-CERTIFICATIONS/CASE
IRS990/OtherExpensesGrp/Desc3ACTUARIAL AND CONSULTIN
IRS990/OtherExpensesGrp/TotalAmt01809683
IRS990/OtherExpensesGrp/TotalAmt11804440
IRS990/OtherExpensesGrp/TotalAmt2576126
IRS990/OtherExpensesGrp/TotalAmt3392301
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM HAMILTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT DIRECT PMTS
IRS990/ProgramServiceRevenueGrp/Desc2MEDICARE PART D SUBSIDIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt064944257
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17981692
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2621483
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt064944257
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17981692
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2621483
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt067752731
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03835926
IRS990/PYOtherExpensesAmt05339735
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt071026444
IRS990/PYRevenuesLessExpensesAmt01769904
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt073092466
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt074862370
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-5267359
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt066343297
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt063338969
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0249868
IRS990ScheduleD/ExpensesSubtotalAmt080066286
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0249868
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0249868
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02263031
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08102729
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15302514
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PRIVATE COMMINGLED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1COMMINGLED REAL ESTATE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt02263031
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0249868
IRS990ScheduleD/RevenueSubtotalAmt074798927
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt013405243
IRS990ScheduleD/TotalExpensesPerForm990Amt080316154
IRS990ScheduleD/TotalRevenuePerForm990Amt075048795
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt077061958
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt080066286
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES' CHAIRMAN AND SECRETARY BEFORE THEY SIGN AND FILE THE 990 FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ATTEND MEETING ON FIDUCIARY RESPONSIBILITIES. THE BOARD OF TRUSTEES FUNCTIONS AS A WHOLE; NO INDIVIDUAL TRUSTEE CAN ACT ALONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND'S BOARD OF TRUSTEES HAS ASSUMED THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd260
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd270
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd290
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd310
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd320
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd330
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd340
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd350
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd360
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd370
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd380
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd390
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd410
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd420
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd430
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd440
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd450
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd460
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd470
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd480
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd490
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd500
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd510
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd520
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd530
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd540
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd550
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd560
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd570
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd580
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd590
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd600
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd610
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd620
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd630
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd640
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd650
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd660
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd670
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd680
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd690
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd700
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd710
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd720
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd730
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd740
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd750
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd760
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd770
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd780
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd790
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd800
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd810
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd820
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd830
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd840
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd850
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd860
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd870
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2IL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $100M-$250M nonprofits