Liabilities / Assets
37th percentile
Higher debt load relative to assets than 37% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
37th percentile
Higher debt load relative to assets than 37% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
77th percentile
Faster asset growth than 77% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Up$40,923,034
Up $5,494,625 (+16%) from 2011
Net Assets
Up$40,546,269
Up $5,439,827 (+15%) from 2011
Liabilities
Up$376,765
Up $54,798 (+17%) from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$14,701,173
Up $1,203,810 (+8.9%) from 2011
Net Income
-
No earlier filing loaded for comparison.
To provide health benefits
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/AccountantCompileOrReview | 0 | 0 |
| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 309476 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 376765 |
| IRS990/AccountsReceivable/BOY | 0 | 2057682 |
| IRS990/AccountsReceivable/EOY | 0 | 2588434 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/ActivityOrMissionDescription | 0 | PROVIDE HEALTH BENEFITS |
| IRS990/AddressChange | 0 | X |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 18861 90TH AVENUE NO A |
| IRS990/AddressPrincipalOfficerUS/City | 0 | MOKENA |
| IRS990/AddressPrincipalOfficerUS/State | 0 | IL |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 60448 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | 0 |
| IRS990/AuditCommittee | 0 | 1 |
| IRS990/BenefitsPaidToMembersCY | 0 | 13443196 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 12353518 |
| IRS990/BenefitsToMembers/Total | 0 | 13443196 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | 0 |
| IRS990/BsnssRltnshpWithOrganization | 0 | 0 |
| IRS990/CapStckTrstPrinCurrentFunds/BOY | 0 | 0 |
| IRS990/CapStckTrstPrinCurrentFunds/EOY | 0 | 0 |
| IRS990/ChangesToOrganizingDocs | 0 | 0 |
| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | 0 |
| IRS990/CompensationProcessCEO | 0 | 0 |
| IRS990/CompensationProcessOther | 0 | 0 |
| IRS990/ComplianceWithBackupWitholding | 0 | 1 |
| IRS990/ConferencesMeetings/Total | 0 | 25080 |
| IRS990/ConflictOfInterestPolicy | 0 | 1 |
| IRS990/ConservationEasements | 0 | 0 |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | 0 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 0 | 101 NORTH WACKER DRIVE SUITE 500 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 1 | 300 EAST RANDOLPH STREET |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 2 | 18861 90TH AVENUE SUITE A |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 0 | CHICAGO |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 1 | CHICAGO |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 2 | MOKENA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 0 | IL |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 1 | IL |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 2 | IL |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 0 | 60606 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 1 | 60601 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 2 | 60447 |
| IRS990/ContractorCompensation/Compensation | 0 | 471203 |
| IRS990/ContractorCompensation/Compensation | 1 | 453629 |
| IRS990/ContractorCompensation/Compensation | 2 | 336871 |
| IRS990/ContractorCompensation/DescriptionOfServices | 0 | FUND CONSULTANT |
| IRS990/ContractorCompensation/DescriptionOfServices | 1 | CLAIMS PROCESSOR |
| IRS990/ContractorCompensation/DescriptionOfServices | 2 | THIRD PARTY ADMINISTRATOR |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 0 | THE SEGAL CO |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 1 | BLUE CROSS BLUE SHIELD |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 2 | ZENITH AMERICAN SOLUTIONS |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/ContributionsGrantsPriorYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | 0 |
| IRS990/DecisionsSubjectToApproval | 0 | 0 |
| IRS990/DeductibleContributionsOfArt | 0 | 0 |
| IRS990/DeductibleNonCashContributions | 0 | 0 |
| IRS990/DelegationOfManagementDuties | 0 | 1 |
| IRS990/DescribedIn501C3 | 0 | 0 |
| IRS990/Description | 0 | TO PROVIDE HEALTH & WELFARE BENEFITS, INCLUDING MEDICAL, DENTAL, VISION, DISABILITY, PRESCRIPTION DRUG AND DEATH BENEFIT COVERAGE FOR ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. |
| IRS990/DisregardedEntity | 0 | 0 |
| IRS990/DocumentRetentionPolicy | 0 | 1 |
| IRS990/DonorAdvisedFunds | 0 | 0 |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | 0 |
| IRS990/EmploymentTaxReturnsFiled | 0 | 1 |
| IRS990/FamilyOrBusinessRelationship | 0 | 0 |
| IRS990/FederalGrantAuditRequired | 0 | 0 |
| IRS990/FeesForServicesAccounting/Total | 0 | 96238 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 74503 |
| IRS990/FeesForServicesLegal/Total | 0 | 59173 |
| IRS990/FeesForServicesOther/Total | 0 | 711404 |
| IRS990/ForeignActivities | 0 | 0 |
| IRS990/ForeignFinancialAccount | 0 | 0 |
| IRS990/ForeignOffice | 0 | 0 |
| IRS990/Form8282PropertyDisposedOf | 0 | 0 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 4 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 7 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 8 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 9 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 10 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 11 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 0 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 1 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 2 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 3 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 4 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 5 | 40.00 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 4 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 5 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 6 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 7 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 8 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 9 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 10 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 11 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | MIKE WILCHER |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | BRIAN STANLEY |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | BRIAN DISKIN |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | DANIEL AUSSEM |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | JACK KECK |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | HOWARD NORBERG |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | DANA OAKS |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | STUART BROEREN |
| IRS990/Form990PartVIISectionA/NamePerson | 8 | RICHARD P CASEY |
| IRS990/Form990PartVIISectionA/NamePerson | 9 | KENNETH KOBUS |
| IRS990/Form990PartVIISectionA/NamePerson | 10 | TIM BAUGH |
| IRS990/Form990PartVIISectionA/NamePerson | 11 | MICHAEL TESTA |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 38782 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 60083 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 2 | 40428 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 3 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 4 | 86339 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 5 | 111916 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 6 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 7 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 8 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 9 | 78088 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 10 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 11 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 9 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 10 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 11 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 64718 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 97508 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 2 | 87929 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 4 | 126158 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 5 | 153484 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 9 | 99437 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 10 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 11 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 11 | TRUSTEE |
| IRS990/Form990ProvidedToGoverningBody | 0 | 1 |
| IRS990/FormersListed | 0 | 0 |
| IRS990/FSAudited | 0 | 1 |
| IRS990/FSAuditedBasis/FinancialStatementSeparate | 0 | X |
| IRS990/FundraisingActivities | 0 | 0 |
| IRS990/FundsToPayPremiums | 0 | 0 |
| IRS990/GainOrLoss/Securities | 0 | 91580 |
| IRS990/Gaming | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | 0 |
| IRS990/GrantsToOrganizations | 0 | 0 |
| IRS990/GrantToRelatedPerson | 0 | 0 |
| IRS990/GrossAmountSalesAssets/Securities | 0 | 1511633 |
| IRS990/GrossReceipts | 0 | 19943954 |
| IRS990/GroupReturnForAffiliates | 0 | 0 |
| IRS990/Hospital | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | 1 |
| IRS990/IndoorTanningServices | 0 | 0 |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InformationTechnology/Total | 0 | 10911 |
| IRS990/Insurance/Total | 0 | 23557 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 1317749 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 1226169 |
| IRS990/InvestmentIncomePriorYear | 0 | 936788 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 1226169 |
| IRS990/InvestmentInJointVenture | 0 | 0 |
| IRS990/InvestmentsOtherSecurities/BOY | 0 | 4319150 |
| IRS990/InvestmentsOtherSecurities/EOY | 0 | 6139841 |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 26704678 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 27743335 |
| IRS990/LessCostOthBasisSalesExpenses/Securities | 0 | 1420053 |
| IRS990/LoanToOfficerOrDQP | 0 | 0 |
| IRS990/LocalChapters | 0 | 0 |
| IRS990/MaterialDiversionOrMisuse | 0 | 0 |
| IRS990/MembersOrStockholders | 0 | 0 |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | 0 |
| IRS990/MinutesOfGoverningBody | 0 | 1 |
| IRS990/MissionDescription | 0 | TO PROVIDE HEALTH BENEFITS |
| IRS990/MoreThan5000KToIndividuals | 0 | 0 |
| IRS990/MoreThan5000KToOrganizations | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | BRIAN DISKIN |
| IRS990/NbrIndependentVotingMembers | 0 | 6 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 12 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 12 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 35106442 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 40546269 |
| IRS990/NetGainOrLossInvestments/ExclusionAmount | 0 | 91580 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | 91580 |
| IRS990/NetUnrelatedBusinessTxblIncome | 0 | 0 |
| IRS990/NonDeductibleContributions | 0 | 0 |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 322 |
| IRS990/NumberIndependentVotingMembers | 0 | 6 |
| IRS990/NumberIndividualsGT100K | 0 | 0 |
| IRS990/NumberOfContractorsGT100K | 0 | 3 |
| IRS990/NumberOfEmployees | 0 | 24 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/OfficeExpenses/Total | 0 | 54374 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | 0 |
| IRS990/OfficerMailingAddress | 0 | 0 |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherExpensePriorYear | 0 | 1143845 |
| IRS990/OtherExpensesCurrentYear | 0 | 1257977 |
| IRS990/OtherExpenses/Description | 0 | DISEASE MANAGEMENT |
| IRS990/OtherExpenses/Description | 1 | COLLECTOR EXPENSE |
| IRS990/OtherExpenses/Description | 2 | UTILIZATION REVIEW EXPE |
| IRS990/OtherExpenses/Description | 3 | DUES & SUBSCRIPTIONS |
| IRS990/OtherExpenses/Total | 0 | 84717 |
| IRS990/OtherExpenses/Total | 1 | 77041 |
| IRS990/OtherExpenses/Total | 2 | 39044 |
| IRS990/OtherExpenses/Total | 3 | 1935 |
| IRS990/OtherLiabilities/BOY | 0 | 12491 |
| IRS990/OtherLiabilities/EOY | 0 | 0 |
| IRS990/OtherRevenueCurrentYear | 0 | 1473 |
| IRS990/OtherRevenueMisc/BusinessCode | 0 | 900099 |
| IRS990/OtherRevenueMisc/Description | 0 | MISCELLANEOUS |
| IRS990/OtherRevenueMisc/ExclusionAmount | 0 | 1473 |
| IRS990/OtherRevenueMisc/TotalRevenueColumn | 0 | 1473 |
| IRS990/OtherRevenuePriorYear | 0 | 1439 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/BOY | 0 | 0 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/EOY | 0 | 0 |
| IRS990/PartialLiquidation | 0 | 0 |
| IRS990/PoliticalActivities | 0 | 0 |
| IRS990/PremiumsPaid | 0 | 0 |
| IRS990/PrepaidExpensesDeferredCharges/BOY | 0 | 26122 |
| IRS990/PrepaidExpensesDeferredCharges/EOY | 0 | 16426 |
| IRS990/ProfessionalFundraising | 0 | 0 |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 1 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 2 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 3 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 4 | 900099 |
| IRS990/ProgramServiceRevenueCY | 0 | 17204679 |
| IRS990/ProgramServiceRevenue/Description | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenue/Description | 1 | PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenue/Description | 2 | STOP-LOSS INSURANCE PROCEEDS |
| IRS990/ProgramServiceRevenue/Description | 3 | SUBROGATION INCOME |
| IRS990/ProgramServiceRevenue/Description | 4 | PRESCRIPTION DRUG REBATE |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 13850054 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 15068783 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 1 | 893931 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 2 | 803025 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 3 | 206551 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 4 | 204737 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 15068783 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 893931 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 2 | 803025 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 3 | 206551 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 4 | 204737 |
| IRS990/ProhibitedTaxShelterTrans | 0 | 0 |
| IRS990/QuidProQuoContributions | 0 | 0 |
| IRS990/ReconcilationOtherChanges | 0 | 0 |
| IRS990/ReconcilationRevenueExpenses | 0 | 3822728 |
| IRS990/ReconciliationUnrealizedInvest | 0 | 1617099 |
| IRS990/RegularMonitoringEnforcement | 0 | 0 |
| IRS990/RelatedEntity | 0 | 1 |
| IRS990/RelatedOrgControlledEntity | 0 | 0 |
| IRS990/ReportFin48Footnote | 0 | 1 |
| IRS990/ReportInvestOthSecurities | 0 | 1 |
| IRS990/ReportLandBldgEquip | 0 | 0 |
| IRS990/ReportOtherAssets | 0 | 0 |
| IRS990/ReportOtherLiabilities | 0 | 1 |
| IRS990/ReportProgRelInvest | 0 | 0 |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | 35106442 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 40546269 |
| IRS990/RevenuesLessExpensesCY | 0 | 3822728 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 1290918 |
| IRS990/SalariesEtcCurrentYear | 0 | 0 |
| IRS990/SalariesEtcPriorYear | 0 | 0 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 2320777 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 4434998 |
| IRS990/ScheduleBRequired | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdF990 | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 49503 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 14651670 |
| IRS990ScheduleD/FootnoteInPartXIII | 0 | X |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 0 | THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 0 | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 0 | PART X, LINE 2: |
| IRS990ScheduleD/InvestmentExpensesNotIncluded | 0 | 49503 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded2 | 0 | 49503 |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 1617099 |
| IRS990ScheduleD/OtherSecurities/BookValue | 0 | 1453130 |
| IRS990ScheduleD/OtherSecurities/BookValue | 1 | 3201832 |
| IRS990ScheduleD/OtherSecurities/BookValue | 2 | 1484879 |
| IRS990ScheduleD/OtherSecurities/Description | 0 | ULLICO DIVERSIFIED INTERNATIONAL EQUITY FUND |
| IRS990ScheduleD/OtherSecurities/Description | 1 | AMERICAN STRATEGIC VALUE REALTY FUND |
| IRS990ScheduleD/OtherSecurities/Description | 2 | INVESCO INSTITUTIONAL TRUST BALANCED RISK ALLOCATION FUND |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 0 | F |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 1 | F |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 2 | F |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 1617099 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 49503 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 18474398 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 14701173 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 0 |
| IRS990ScheduleD/TotalOfBookValueSecurities | 0 | 6139841 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 18523901 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 14651670 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 20091497 |
| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 2 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 3 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 2 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 3 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 2 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 3 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 0 | 97508 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 1 | 126158 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 2 | 153484 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 3 | 99437 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 2 | 0 |
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| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | BRIAN STANLEY |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 1 | JACK KECK |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 2 | HOWARD NORBERG |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 3 | KENNETH KOBUS |
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| IRS990ScheduleJ/Form990ScheduleJPartII/Title | 0 | TRUSTEE |
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| IRS990ScheduleJ/Form990ScheduleJPartII/Title | 2 | TRUSTEE |
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| IRS990ScheduleJ/SeverancePayment | 0 | 0 |
| IRS990ScheduleJ/SupplementalNonqualRetirePlan | 0 | 0 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THEY HAVE DELEGATED THE DAY TO DAY MANAGEMENT DUTIES TO ZENITH AMERICAN SOLUTIONS, AS THIRD PARTY ADMINISTRATOR OF THE FUND. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. AFTER THE BOARDS THROUGH REVIEW, THE FORM IS APPROVED AND FILED. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. |
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Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.