Civic Intelligence

Fujitsu Group Health Benefit Plan Trust

EIN 33-6026701 • 501(c)9 • Denver, CO

Profile

The plan provides medical, dental, and vision benefits as well as short term disability benefits to subsidiaries and affiliates of the plan sponsor who elect to participate in the plan.

950 17th StDenver, CO 80202

n/A

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

43rd percentile

2.9%

Higher net margin than 43% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$9,893

Higher top officer pay than 52% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

92nd percentile

27%

Faster asset growth than 92% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-4.9%

Faster revenue growth than 17% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,969,568

Up $846,811 (+27%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,969,568

Up $846,811 (+27%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin43rd percentile

Revenue

Down

$29,650,837

Down $1,529,980 (-4.9%) from 2023

Expenses

Down

$28,804,026

Down $2,482,389 (-7.9%) from 2023

Net Income

Up

$846,811

Up $952,409 (+902%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,621,102Liabilities 2010: $0Net Assets 2010: $4,621,1022010Assets 2014: $2,915,300Liabilities 2014: $0Net Assets 2014: $2,915,3002014Assets 2015: $1,236,813Liabilities 2015: $0Net Assets 2015: $1,236,8132015Assets 2016: $2,888,685Liabilities 2016: $0Net Assets 2016: $2,888,6852016Assets 2017: $7,065,420Liabilities 2017: $0Net Assets 2017: $7,065,4202017Assets 2018: $3,974,556Liabilities 2018: $0Net Assets 2018: $3,974,5562018Assets 2019: $1,338,724Liabilities 2019: $0Net Assets 2019: $1,338,7242019Assets 2020: $5,602,345Liabilities 2020: $0Net Assets 2020: $5,602,3452020Assets 2021: $5,370,964Liabilities 2021: $0Net Assets 2021: $5,370,9642021Assets 2022: $3,228,355Liabilities 2022: $0Net Assets 2022: $3,228,3552022Assets 2023: $3,122,757Liabilities 2023: $0Net Assets 2023: $3,122,7572023Assets 2024: $3,969,568Liabilities 2024: $0Net Assets 2024: $3,969,5682024

Highlighted filing

2024

Assets$3,969,568
Liabilities$0
Net Assets$3,969,568
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $56,956,7902010Revenue 2014: $60,351,633Expenses 2014: $61,472,561Net Income 2014: -$1,120,9282014Revenue 2015: $65,549,165Expenses 2015: $67,227,652Net Income 2015: -$1,678,4872015Revenue 2016: $62,852,771Expenses 2016: $61,200,899Net Income 2016: $1,651,8722016Revenue 2017: $57,596,826Expenses 2017: $53,420,091Net Income 2017: $4,176,7352017Revenue 2018: $48,408,765Expenses 2018: $51,499,629Net Income 2018: -$3,090,8642018Revenue 2019: $42,663,191Expenses 2019: $45,299,023Net Income 2019: -$2,635,8322019Revenue 2020: $41,080,472Expenses 2020: $36,816,851Net Income 2020: $4,263,6212020Revenue 2021: $34,561,557Expenses 2021: $34,792,938Net Income 2021: -$231,3812021Revenue 2022: $28,650,345Expenses 2022: $30,792,954Net Income 2022: -$2,142,6092022Revenue 2023: $31,180,817Expenses 2023: $31,286,415Net Income 2023: -$105,5982023Revenue 2024: $29,650,837Expenses 2024: $28,804,026Net Income 2024: $846,8112024

Highlighted filing

2024

Revenue$29,650,837
Expenses$28,804,026
Net Income$846,811
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,969,568
Liabilities
$0
Net assets
$3,969,568
Revenue
$29,650,837
Expenses
$28,804,026
Net income
$846,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.00$3.97$29.7$28.8$0.85
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$31.2$31.3$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.23$28.7$30.8$2.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.37$0.00$5.37$34.6$34.8$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.00$5.60$41.1$36.8$4.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$42.7$45.3$2.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.00$3.97$48.4$51.5$3.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.07$0.00$7.07$57.6$53.4$4.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.00$2.89$62.9$61.2$1.65
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$65.5$67.2$1.68
2014Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$60.4$61.5$1.12
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.00$4.62$57.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$29,650,837
Mission and Program Overview

Mission

The plan provides medical, dental, and vision benefits as well as short term disability benefits to subsidiaries and affiliates of the plan sponsor who elect to participate in the plan.

To provide medical, dental, vision, and short term disability benefits to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,122,757$3,969,568▲ $846,811
Rtn Earn Endowment Incm Other Fnds$3,122,757$3,969,568▲ $846,811
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,122,757$3,969,568▲ $846,811
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,122,757$3,969,568▲ $846,811
Total Liabilities and Net Assets / Fund Balance$3,122,757$3,969,568▲ $846,811
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleBaseTotal
-Trustee$9,893$9,893

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Blue Cross Life And Health Ins CContract Admin409 S GLENDALE AVE, Glendale, CA 91205$1,239,303
Empyrean Benefit Solutions INCContract Admin3010 BRIARPARK DRIVE SUITE 8000, Houston, TX 77042$213,722
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$29,592,705
Investment Income
$58,132
Other Revenue
$0
Change in Net Assets
$846,811

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,626,803
Revenue Not Reported on Financial Statements
$24,034
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$24,034
Total Revenue per Audited Statements
$29,626,803
Total Revenue per Form 990
$29,650,837
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,821,149
Salaries, Compensation, and Employee Benefits$9,893
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$26,972,984
Fees for Services Other---$1,725,301
Fees for Services Accounting---$79,385
Fees for Services Legal---$16,463
Current Officers, Directors, Trustees, and Key Employees---$9,893
Total Functional Expenses$0$0$0$28,804,026

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$28,804,026
Expenses per Audited Statements$28,440,026
Total Expenses per Audited Statements$28,440,026
Expenses Not Reported on Financial Statements$364,000
Other Expense Adjustments$364,000
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
No
Audit committee
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

“Paid cpa firm prepares the 990 and provides to the trustee for review for accuracy and reasonableness. The return then goes to the veba committee for review and if approved, the return is filed.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
Fujitsu Group Health Benefit Plan Trust
EIN
33-6026701
Phone
6196996627
Address
950 17TH ST, DENVER, CO 80202

Signing Officer

Name
Donald Fenton for US Bank Na
Title
Trustee
Phone
6196996627
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Fenton for US Ban
Formed
1985
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
300 SANTANA ROW STE 300, SAN JOSE, CA 95128
Preparer
Pamela Alexanderson
Phone
4085587500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust has obtained a favorable tax exemption letter dated march 16, 1988, from the internal revenue service (irs) stating that the trust is tax-exempt under section 501(a) of the code as a voluntary employee beneficiary association. The plan believes that the trust, as amended on july 29, 1991, continues to operate in conformity with the code and erisa. As a result of the plan's funding policy, from time to time it may be subject to income taxes. No federal or california unrelated business income taxes were incurred for the years ended december 31, 2024 and 2023. 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 irs. No uncertain positions have been identified that would require recognition of a liability (or asset) or disclosure in the financial statements as of december 31, 2024 and 2023. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no irs audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Accrual to cash adjustment 24,034.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Accrual to cash adjustment 364,000.”

Raw XML Appendix299 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE MEDICAL, DENTAL, VISION, AND SHORT TERM DISABILITY BENEFITS TO ITS MEMBERS.
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt026972984
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0US BANK
IRS990/BooksInCareOfDetail/PhoneNum06196996627
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0950 17TH ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd080202
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt09893
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01239303
IRS990/ContractorCompensationGrp/CompensationAmt1213722
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0409 S GLENDALE AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt13010 BRIARPARK DRIVE SUITE 8000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0GLENDALE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1HOUSTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd091205
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd177042
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ANTHEM BLUE CROSS LIFE AND HEALTH INS C
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1EMPYREAN BENEFIT SOLUTIONS INC
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMIN
IRS990/ContractorCompensationGrp/ServicesDesc1CONTRACT ADMIN
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt026972984
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt058132
IRS990/CYOtherExpensesAmt01821149
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt029592705
IRS990/CYRevenuesLessExpensesAmt0846811
IRS990/CYSalariesCompEmpBnftPaidAmt09893
IRS990/CYTotalExpensesAmt028804026
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt029650837
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PRIMARY EXEMPT ACCOMPLISHMENT FOR THE PLAN DURING THE YEAR WAS THE PAYMENT OF MEDICAL, DENTAL, VISION, AND SHORT TERM DISABILITY BENEFITS FOR ITS MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt028804026
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt079385
IRS990/FeesForServicesLegalGrp/TotalAmt016463
IRS990/FeesForServicesOtherGrp/TotalAmt01725301
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0US BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt09893
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt029650837
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt058132
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt058132
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLAN PROVIDES MEDICAL, DENTAL, AND VISION BENEFITS AS WELL AS SHORT TERM DISABILITY BENEFITS TO SUBSIDIARIES AND AFFILIATES OF THE PLAN SPONSOR WHO ELECT TO PARTICIPATE IN THE PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03122757
IRS990/NetAssetsOrFundBalancesEOYAmt03969568
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DONALD FENTON FOR US BAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PLAN CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt029592705
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029592705
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt029357542
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0178
IRS990/PYOtherExpensesAmt01917655
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt031180639
IRS990/PYRevenuesLessExpensesAmt0-105598
IRS990/PYSalariesCompEmpBnftPaidAmt011218
IRS990/PYTotalExpensesAmt031286415
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031180817
IRS990/ReconcilationRevenueExpnssAmt0846811
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt029592705
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03122757
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03969568
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03122757
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03969568
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0364000
IRS990ScheduleD/ExpensesSubtotalAmt028440026
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt0364000
IRS990ScheduleD/OtherRevenuesNotIncludedAmt024034
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt024034
IRS990ScheduleD/RevenueSubtotalAmt029626803
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS OBTAINED A FAVORABLE TAX EXEMPTION LETTER DATED MARCH 16, 1988, FROM THE INTERNAL REVENUE SERVICE (IRS) STATING THAT THE TRUST IS TAX-EXEMPT UNDER SECTION 501(A) OF THE CODE AS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION. THE PLAN BELIEVES THAT THE TRUST, AS AMENDED ON JULY 29, 1991, CONTINUES TO OPERATE IN CONFORMITY WITH THE CODE AND ERISA. AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME IT MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR CALIFORNIA UNRELATED BUSINESS INCOME TAXES WERE INCURRED FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. 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 IRS. NO UNCERTAIN POSITIONS HAVE BEEN IDENTIFIED THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF DECEMBER 31, 2024 AND 2023. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO IRS AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCRUAL TO CASH ADJUSTMENT 24,034.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ACCRUAL TO CASH ADJUSTMENT 364,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt028804026
IRS990ScheduleD/TotalRevenuePerForm990Amt029650837
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt029626803
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt028440026
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAID CPA FIRM PREPARES THE 990 AND PROVIDES TO THE TRUSTEE FOR REVIEW FOR ACCURACY AND REASONABLENESS. THE RETURN THEN GOES TO THE VEBA COMMITTEE FOR REVIEW AND IF APPROVED, THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0464314843
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TECHNOLOGY & BUSINESS SUPPORT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0FUJITSU TECH & BUSINESS OF AME SEE ATTCHD FOR LIST OF AFFIL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0E ARQUES AVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SUNNYVALE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd094081
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0FCL COMPONENTS AMERICA INC. FDK FUJITSU GENERAL AMERICA INC FJDC FJNY FUJITSU NETWORK COMMUNICATIONS, INC FUJITSU NORTH AMERICA, INC. FUJITSU OPTICAL COMPONENTS AMERICA INC FUJITSU RESEARCH OF AMERICA, INC GLOBERANGER CORPORATION SHINKO ELECTRIC AMERICA, INC TRANSTRON AMERICA INC
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCH. R LN IV IDENTIFICATION OF RELATED ORG TAXABLE AS A CORP OR TRUST (CONT
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03122757
IRS990/TotalAssetsEOYAmt03969568
IRS990/TotalAssetsGrp/BOYAmt03122757
IRS990/TotalAssetsGrp/EOYAmt03969568
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt028804026
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03122757
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03969568
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt028804026
IRS990/TotalProgramServiceRevenueAmt029592705
IRS990/TotalReportableCompFromOrgAmt09893
IRS990/TotalRevenueGrp/ExclusionAmt058132
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029592705
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029650837
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03122757
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03969568
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0950 17TH ST
IRS990/USAddress/CityNm0DENVER
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080202
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD FENTON FOR US BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06196996627
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FUJITSU GROUP HEALTH BENEFIT PLAN TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O US BANK TTEE
ReturnHeader/Filer/BusinessNameControlTxt0FUJI
ReturnHeader/Filer/EIN0336026701
ReturnHeader/Filer/PhoneNum06196996627
ReturnHeader/Filer/USAddress/AddressLine1Txt0950 17TH ST
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 SANTANA ROW STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095128
ReturnHeader/PreparerPersonGrp/PhoneNum04085587500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA ALEXANDERSON
ReturnHeader/ReturnTs02025-11-12T16:39:55-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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