Civic Intelligence

Producers' Health Benefits Plan

EIN 31-6654730 • 501(c)9 • West Covina, CA

View Organization Page

Profile

This voluntary employee benefit association provides for the payment of certain health and medical benefits to eligible individuals.

1050 LAKES DRIVE Suite 1West Covina, CA 91790

www.phbp.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.03x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

41st percentile

1.4%

Higher net margin than 41% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$313,362

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

47th percentile

5.8%

Faster asset growth than 47% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

2.7%

Faster revenue growth than 32% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$26,723,857

Down $1,101,078 (-4.0%) from 2022

Liabilities

Down

$791,628

Down $3,239,006 (-80%) from 2022

Net Assets

Up

$25,932,229

Up $2,137,928 (+9.0%) from 2022

Operations
Liabilities / Revenue43rd percentileNet Margin41st percentile

Revenue

Up

$37,074,060

Up $1,537,256 (+4.3%) from 2022

Expenses

Down

$36,566,046

Down $1,310,833 (-3.5%) from 2022

Net Income

Up

$508,014

Up $2,848,089 (+122%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$40M$30M$20M$10M$0Assets 2010: $11,966,135Liabilities 2010: $762,839Net Assets 2010: $11,203,2962010Assets 2011: $15,866,808Liabilities 2011: $917,748Net Assets 2011: $14,949,0602011Assets 2012: $20,410,272Liabilities 2012: $1,000,030Net Assets 2012: $19,410,2422012Assets 2013: $26,184,242Liabilities 2013: $1,545,380Net Assets 2013: $24,638,8622013Assets 2014: $28,464,081Liabilities 2014: $1,648,858Net Assets 2014: $26,815,2232014Assets 2015: $27,418,352Liabilities 2015: $219,083Net Assets 2015: $27,199,2692015Assets 2016: $28,038,977Liabilities 2016: $388,489Net Assets 2016: $27,650,4882016Assets 2017: $27,770,368Liabilities 2017: $283,116Net Assets 2017: $27,487,2522017Assets 2018: $24,795,047Liabilities 2018: $411,189Net Assets 2018: $24,383,8582018Assets 2019: $28,373,416Liabilities 2019: $377,196Net Assets 2019: $27,996,2202019Assets 2021: $31,226,794Liabilities 2021: $820,656Net Assets 2021: $30,406,1382021Assets 2022: $27,824,935Liabilities 2022: $4,030,634Net Assets 2022: $23,794,3012022Assets 2024: $26,723,857Liabilities 2024: $791,628Net Assets 2024: $25,932,2292024

Highlighted filing

2024

Assets$26,723,857
Liabilities$791,628
Net Assets$25,932,229
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

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

$40M$20M$0-$20MExpenses 2010: $4,462,3842010Expenses 2011: $4,977,1952011Expenses 2012: $5,939,9812012Revenue 2013: $14,447,882Expenses 2013: $10,450,619Net Income 2013: $3,997,2632013Revenue 2014: $18,066,006Expenses 2014: $15,154,848Net Income 2014: $2,911,1582014Revenue 2015: $20,002,393Expenses 2015: $19,226,731Net Income 2015: $775,6622015Revenue 2016: $20,674,843Expenses 2016: $20,728,645Net Income 2016: -$53,8022016Revenue 2017: $25,332,265Expenses 2017: $25,477,471Net Income 2017: -$145,2062017Revenue 2018: $27,730,277Expenses 2018: $27,323,613Net Income 2018: $406,6642018Revenue 2019: $28,629,290Expenses 2019: $26,977,116Net Income 2019: $1,652,1742019Revenue 2021: $35,763,235Expenses 2021: $31,553,549Net Income 2021: $4,209,6862021Revenue 2022: $35,536,804Expenses 2022: $37,876,879Net Income 2022: -$2,340,0752022Revenue 2024: $37,074,060Expenses 2024: $36,566,046Net Income 2024: $508,0142024

Highlighted filing

2024

Revenue$37,074,060
Expenses$36,566,046
Net Income$508,014
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$26,723,857
Liabilities
$791,628
Net assets
$25,932,229
Revenue
$37,074,060
Expenses
$36,566,046
Net income
$508,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.7$0.79$25.9$37.1$36.6$0.51
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$4.03$23.8$35.5$37.9$2.34
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.2$0.82$30.4$35.8$31.6$4.21
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.4$0.38$28.0$28.6$27.0$1.65
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$0.41$24.4$27.7$27.3$0.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.8$0.28$27.5$25.3$25.5$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.0$0.39$27.7$20.7$20.7$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$0.22$27.2$20.0$19.2$0.78
2014Detailed filing. Detailed filing data is available for this year.$28.5$1.65$26.8$18.1$15.2$2.91
2013Detailed filing. Detailed filing data is available for this year.$26.2$1.55$24.6$14.4$10.5$4.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$1.00$19.4$5.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$0.92$14.9$4.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$0.76$11.2$4.46
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$39,598,627
Mission and Program Overview

Mission

This voluntary employee benefit association provides for the payment of certain health and medical benefits to eligible individuals.

To provide certain helath and medical insurance benefits to eligible freelance production employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$30,406,138$23,794,301▼ $6,611,837
Investments in Publicly Traded Securities$27,376,840$22,425,117▼ $4,951,723
Savings and Temporary Cash Investments$1,609,198$3,656,294▲ $2,047,096
Accounts Receivable$2,158,830$1,662,384▼ $496,446
Prepaid Expenses and Deferred Charges$81,926$81,140▼ $786
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$31,226,794$27,824,935▼ $3,401,859
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$314,882$4,021,913▲ $3,707,031
Other Liabilities$505,774$8,721▼ $497,053
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$820,656$4,030,634▲ $3,209,978
Net Assets / Fund Balance
Total Net Assets Fund Balance$30,406,138$23,794,301▼ $6,611,837
Total Liabilities and Net Assets / Fund Balance$31,226,794$27,824,935▼ $3,401,859
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sean CooleyExecutive DirectorFT$275,000$275,000

Board Members and Trustees

NameTitle
Sally AntonacchioChairperson
Alanna DillonTrustee
Andrew ColonTrustee
Carl SturgesTrustee
Cathy ShannonTrustee
Dan RosenthalTrustee
Dave BernsteinTrustee
Gary RoseTrustee
Jason GrovesTrustee
Mark AndrowTrustee
Norman ReissTrustee
Richard CarterTrustee
Robert FernandezTrustee
Sue Ellen ClairTrustee
Tracey Michel-laiTrustee
Kerstin EmhoffTrustee (past)

Highest Paid Contractors

ContractorServicesLocationCompensation
Benesys AdministratorsAdministrative Svcs1050 LAKES DRIVE SUITE 120, West Covina, CA 91790$538,584
UsiConsultant21250 HAWTHORNE BLVD SUITE 380, Torrance, CA 90250$250,000
BdoAccounting271 MADISON AVENUE 5TH FLOOR, New York, NY 10016$164,022
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$35,535,769
Investment Income
$-8,218
Other Revenue
$9,253
Change in Net Assets
$-2,340,075

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,411,774
Revenue Not Reported on Financial Statements
$125,030
Revenue Not Reported on Form 990
$-4,271,762
Total Revenue per Audited Statements
$31,140,012
Total Revenue per Form 990
$35,536,804
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,622,916
Salaries, Compensation, and Employee Benefits$473,360
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$34,780,603
Fees for Services Other---$1,091,903
Current Officers, Directors, Trustees, and Key Employees---$275,000
Fees for Services Accounting---$225,312
Other Salaries and Wages---$140,490
Fees for Services Legal---$137,042
Fees for Service Investment Mgmnt Fees---$125,030
Travel---$116,035
Insurance---$88,452
Conferences and Meetings---$69,760
Pension Plan Contributions---$57,870
Office Expenses---$30,512
Occupancy---$22,840
Information Technology---$3,001
All Other Expenses---$2,385
Other Expenses---$2,385
Total Functional Expenses$0$0$0$37,876,879

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$37,876,879
Expenses per Audited Statements$37,751,849
Total Expenses per Audited Statements$37,751,849
Expenses Not Reported on Financial Statements$125,030
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$8,721
Governance and Compliance

Governance Checklist

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

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 7A:

“If an employer trustee vacancy arises, the plan's trust agreement provides that the trustees representing the employers have the power to appoint a successor employer trustee for the plan. If a covered employees trustee vacancy arises, the trustees representing covered employees have the power to appoint a successor covered employees trustee for the plan.”

FORM 990, PART VI, SECTION B, LINE 11B:

“The form 990 is provided to the plan's board of trustees prior to filing”

FORM 990, PART VI, SECTION B, LINE 15A:

“The process involved comparison of compensation in similar benefit plans”

FORM 990, PART VI, SECTION C, LINE 19:

“The organization's governing documents and financial statements are available from the plan's third party administrator upon request”

Filing and Contact Details

Filer

Filer Name
PRODUCERS' HEALTH BENEFITS PLAN
EIN
31-6654730
In Care Of
% BENESYS ADMINISTRATORS
Phone
3239604763
Address
1050 LAKES DRIVE Suite 1, WEST COVINA, CA 91790

Signing Officer

Name
Sally Antonacchio
Title
Chairperson
Phone
3239604763
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sally Antonacchio
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
3
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
4600 EAST WEST HWY 900, BETHESDA, MD 20814-3423
Preparer
Richard Ruvelson
Phone
3012726000
Supplemental Narrative

Financial Statement Notes

SCHEDULE D - PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization and recognize an income tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. Management has evaluated the tax positions taken by the plan and concluded that as of december 31, 2022 and 2021, there are no uncertain positions taken or expected to be taken that would require recognition in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. In addition, there have been no tax-related interest or penalties for the periods presented in these financial statements.”

Raw XML AppendixShowing 400 of 537 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0314882
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04021913
IRS990/AccountsReceivableGrp/BOYAmt02158830
IRS990/AccountsReceivableGrp/EOYAmt01662384
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE CERTAIN HELATH AND MEDICAL INSURANCE BENEFITS TO ELIGIBLE FREELANCE PRODUCTION EMPLOYEES
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt02385
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt034780603
IRS990/BooksInCareOfDetail/PersonNm0BENESYS ADMINISTRATORS
IRS990/BooksInCareOfDetail/PhoneNum08556962909
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01050 LAKES DRIVE SUITE 120
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST COVINA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091790
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0275000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt069760
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0538584
IRS990/ContractorCompensationGrp/CompensationAmt1250000
IRS990/ContractorCompensationGrp/CompensationAmt2164022
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01050 LAKES DRIVE SUITE 120
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt121250 HAWTHORNE BLVD SUITE 380
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2271 MADISON AVENUE 5TH FLOOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WEST COVINA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1TORRANCE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd091790
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd190250
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd210016
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0BENESYS ADMINISTRATORS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1USI
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2BDO
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE SVCS
IRS990/ContractorCompensationGrp/ServicesDesc1CONSULTANT
IRS990/ContractorCompensationGrp/ServicesDesc2ACCOUNTING
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt034780603
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-8218
IRS990/CYOtherExpensesAmt02622916
IRS990/CYOtherRevenueAmt09253
IRS990/CYProgramServiceRevenueAmt035535769
IRS990/CYRevenuesLessExpensesAmt0-2340075
IRS990/CYSalariesCompEmpBnftPaidAmt0473360
IRS990/CYTotalExpensesAmt037876879
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt035536804
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDES CERTAIN HEALTH AND MEDICAL BENEFITS INSURANCE TO ELIGIBLE INDIVIDUALS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0225312
IRS990/FeesForServicesLegalGrp/TotalAmt0137042
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt01091903
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0125030
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
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