Liabilities / Assets
38th percentile
Higher debt load relative to assets than 38% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
38th percentile
Higher debt load relative to assets than 38% of similar nonprofits.
Liabilities / Revenue
44th percentile
Higher debt load relative to revenue than 44% of similar nonprofits.
Net Margin
55th percentile
Higher net margin than 55% of similar nonprofits.
Top Officer Pay
92nd percentile
Higher top officer pay than 92% of similar nonprofits.
Top officer pay equals 1.6% of source-year revenue.
Asset Growth
64th percentile
Faster asset growth than 64% of similar nonprofits.
Revenue Growth
48th percentile
Faster revenue growth than 48% of similar nonprofits.
Assets
Up$48,900,752
Up $2,861,636 (+6.2%) from 2014
Net Assets
Up$48,309,241
Up $2,922,214 (+6.4%) from 2014
Liabilities
Down$591,511
Down $60,578 (-9.3%) from 2014
Revenue
Up$17,710,537
Up $631,218 (+3.7%) from 2014
Expenses
Up$16,860,017
Up $2,093,312 (+14%) from 2014
Net Income
Down$850,520
Down $1,462,094 (-63%) from 2014
To provide health benefits
PROVIDE HEALTH BENEFITS
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $45,387,027 | $48,309,241 | ▲ $2,922,214 |
| Investments in Publicly Traded Securities | $25,482,228 | $32,926,519 | ▲ $7,444,291 |
| Investments Other Securities | $14,402,802 | $10,802,856 | ▼ $3,599,946 |
| Accounts Receivable | $2,543,401 | $2,712,225 | ▲ $168,824 |
| Savings and Temporary Cash Investments | $3,544,809 | $1,336,851 | ▼ $2,207,958 |
| Cash and Non-Interest-Bearing Accounts | - | $1,059,324 | - |
| Prepaid Expenses and Deferred Charges | $65,876 | $62,977 | ▼ $2,899 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $46,039,116 | $48,900,752 | ▲ $2,861,636 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $652,089 | $526,013 | ▼ $126,076 |
| Deferred Revenue | $0 | $65,498 | ▲ $65,498 |
| Total Liabilities | $652,089 | $591,511 | ▼ $60,578 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $45,387,027 | $48,309,241 | ▲ $2,922,214 |
| Total Liabilities and Net Assets / Fund Balance | $46,039,116 | $48,900,752 | ▲ $2,861,636 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $3,285,511 | - | - |
| Name | Title | Other | Total |
|---|---|---|---|
| Brian Atkins | Trustee | $117,384 | $117,384 |
| Name | Title |
|---|---|
| Brian Diskin | Trustee |
| Brian Stanley | Trustee |
| Chris Kuhne | Trustee |
| Dana Oaks | Trustee |
| Daniel Aussem | Trustee |
| Howard Norberg | Trustee |
| Kenneth Kobus | Trustee |
| Michael Testa | Trustee |
| Richard Casey | Trustee |
| Roy Wackerlin | Trustee |
| Norman Sandberg | Trustee - New |
| Tim Baugh | Trustee - Past |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Blue Cross Blue Shield | Claims Processor | 300 EAST RANDOLPH STREET, Chicago, IL 60601 | $467,056 |
| Zenith American Solutions | Third Party Administrator | 18861 90TH AVENUE SUITE A, Mokena, IL 60447 | $413,877 |
| The Segal Co | Fund Consultant | 101 NORTH WACKER DRIVE SUITE 500, Chicago, IL 60606 | $350,676 |
| Whitfield Mcgann & Ketterman | Fund Attorney | 111 E WACKER DRIVE SUITE 2600, Chicago, IL 60601 | $173,128 |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,534,723 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $15,325,294 |
| Fees for Services Other | - | - | - | $635,239 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $180,292 |
| Fees for Services Legal | - | - | - | $173,128 |
| Fees for Services Accounting | - | - | - | $72,803 |
| Other Expenses | - | - | - | $69,227 |
| Conferences and Meetings | - | - | - | $50,947 |
| Office Expenses | - | - | - | $36,246 |
| Insurance | - | - | - | $23,443 |
| Information Technology | - | - | - | $21,150 |
| All Other Expenses | - | - | - | $1,800 |
| Total Functional Expenses | $0 | $0 | $0 | $16,860,017 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $16,860,017 |
| Expenses per Audited Statements | $16,750,975 |
| Total Expenses per Audited Statements | $16,750,975 |
| Expenses Not Reported on Financial Statements | $109,042 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $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.”
“The organization has no committees with authority to act on behalf of the governing board.”
“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.”
“The governing documents, conflict of interest policy and financial statements are available upon request at the fund office.”
“Transfer of net assets due to merger 2,185,467.”
“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.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 652089 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 526013 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 2543401 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 2712225 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE HEALTH BENEFITS |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 1800 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 0 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 15325294 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ZENITH AMERICAN SOLUTIONS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6309603322 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 18861 90TH AVENUE SUITE A |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | MOKENA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 60448 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1059324 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 4 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 50947 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 467056 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 413877 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 350676 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 173128 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 300 EAST RANDOLPH STREET |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 18861 90TH AVENUE SUITE A |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 101 NORTH WACKER DRIVE SUITE 500 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | 111 E WACKER DRIVE SUITE 2600 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | CHICAGO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | MOKENA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | CHICAGO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | CHICAGO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 60601 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 60447 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 60606 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 60601 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | BLUE CROSS BLUE SHIELD |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | ZENITH AMERICAN SOLUTIONS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | THE SEGAL CO |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 3 | WHITFIELD MCGANN & KETTERMAN |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CLAIMS PROCESSOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | THIRD PARTY ADMINISTRATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | FUND CONSULTANT |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | FUND ATTORNEY |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 15325294 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 724241 |
| IRS990/CYOtherExpensesAmt | 0 | 1534723 |
| IRS990/CYOtherRevenueAmt | 0 | 1901 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 16984395 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 850520 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 16860017 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 17710537 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 0 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 65498 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | TO PROVIDE HEALTH & WELFARE BENEFITS, INCLUDING MEDICAL, DENTAL, VISION, DISABILITY, PRESCRIPTION DRUG AND DEATH BENEFIT COVERAGE FOR ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 29 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 72803 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 173128 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 635239 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 180292 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 74073 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 78533 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 43513 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 90056 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 86616 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 112030 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | BRIAN DISKIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | BRIAN STANLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | BRIAN ATKINS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | KENNETH KOBUS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | ROY WACKERLIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | HOWARD NORBERG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | DANIEL AUSSEM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | DANA OAKS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | CHRIS KUHNE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | NORMAN SANDBERG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | RICHARD CASEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | MICHAEL TESTA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | TIM BAUGH |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 99152 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 104096 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 73871 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 90207 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 112055 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 167360 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE - NEW |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE - PAST |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1957 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -636191 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 12 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 17088701 |
| IRS990/GrossReceiptsAmt | 0 | 35435429 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 21150 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 23443 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1360432 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1360432 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 14402802 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 10802856 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 25482228 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 32926519 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | IL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 17724892 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH BENEFITS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 45387027 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 48309241 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -636191 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -636191 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -113773 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 36246 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 2185467 |
| IRS990/OtherExpensesGrp/Desc | 0 | FEES MANDATED BY ACA |
| IRS990/OtherExpensesGrp/Desc | 1 | DISEASE MANAGEMENT |
| IRS990/OtherExpensesGrp/Desc | 2 | COLLECTOR EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 3 | UTILIZATION REVIEW EXPE |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 116059 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 79389 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 75000 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 69227 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISCELLANEOUS |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 1901 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 1901 |
| IRS990/OtherRevenueTotalAmt | 0 | 1901 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 65876 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 62977 |
| IRS990/PrincipalOfficerNm | 0 | BRIAN DISKIN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 4 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | PRESCRIPTION DRUG REBATE |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | STOP-LOSS INSURANCE PROCEEDS |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | LIQUIDATED DAMAGES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 15578913 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 587675 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 533471 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 241464 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 25061 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 15578913 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 587675 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 533471 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 241464 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 25061 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 13275751 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1029941 |
| IRS990/PYOtherExpensesAmt | 0 | 1490954 |
| IRS990/PYOtherRevenueAmt | 0 | 373 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 16049005 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 2312614 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 14766705 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 17079319 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 850520 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 0 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 45387027 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 48309241 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 3544809 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1336851 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 109042 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 16750975 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 109042 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 109042 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -113773 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 1976106 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 5541239 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 2 | 3285511 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | ULLICO DIVERSIFIED INTERNATIONAL EQUITY FUND |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | AMERICAN STRATEGIC VALUE REALTY FUND |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | INVESCO INSTITUTIONAL TRUST BALANCED RISK ALLOCATION FUND |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -113773 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 109042 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 17601495 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 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/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 10802856 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 16860017 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 17710537 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 17487722 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 16750975 |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 3 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 4 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 3 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 4 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 3 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 4 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 99152 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 1 | 96653 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 2 | 90207 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 3 | 112055 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 4 | 167360 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 3 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 4 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 3 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 4 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 3 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 4 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 55616 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 1 | 58984 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 2 | 69223 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 3 | 28948 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 4 | 86067 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 3 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 4 | 0 |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.