Civic Intelligence

National Employees Health Plan

EIN 38-6440898 • 501(c)9 • Troy, MI

View Organization Page

Profile

To provide health, life, accidental death and dismemberment, prescription drug, dental and vision benefits, and disability benefits to qualified participants.

700 Tower Drive STE Suite 300Troy, MI 48098

nationalemployeeshealthplan.org

Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

50th percentile

5.1%

Higher net margin than 50% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

4.9%

Faster revenue growth than 45% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$14,161,996

Up $1,915,347 (+16%) from 2023

Liabilities

Up

$107,817

Up $51,191 (+90%) from 2023

Net Assets

Up

$14,054,179

Up $1,864,156 (+15%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin50th percentile

Revenue

Up

$17,104,379

Up $800,242 (+4.9%) from 2023

Expenses

Up

$16,230,983

Up $328,628 (+2.1%) from 2023

Net Income

Up

$873,396

Up $471,614 (+117%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$15M$10M$5.0M$0Assets 2010: $8,110,257Liabilities 2010: $240,510Net Assets 2010: $7,869,7472010Assets 2011: $8,208,834Liabilities 2011: $237,718Net Assets 2011: $7,971,1162011Assets 2012: $9,267,354Liabilities 2012: $292,335Net Assets 2012: $8,975,0192012Assets 2013: $10,431,205Liabilities 2013: $663,045Net Assets 2013: $9,768,1602013Assets 2014: $11,063,075Liabilities 2014: $1,278,399Net Assets 2014: $9,784,6762014Assets 2015: $11,761,117Liabilities 2015: $1,403,722Net Assets 2015: $10,357,3952015Assets 2016: $10,521,733Liabilities 2016: $1,209,672Net Assets 2016: $9,312,0612016Assets 2017: $9,556,154Liabilities 2017: $1,295,205Net Assets 2017: $8,260,9492017Assets 2018: $9,395,097Liabilities 2018: $1,800,067Net Assets 2018: $7,595,0302018Assets 2019: $8,870,294Liabilities 2019: $1,068,207Net Assets 2019: $7,802,0872019Assets 2020: $9,098,495Liabilities 2020: $598,151Net Assets 2020: $8,500,3442020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2023: $12,246,649Liabilities 2023: $56,626Net Assets 2023: $12,190,0232023Assets 2024: $14,161,996Liabilities 2024: $107,817Net Assets 2024: $14,054,1792024

Highlighted filing

2024

Assets$14,161,996
Liabilities$107,817
Net Assets$14,054,179
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $14,997,7032010Expenses 2011: $15,073,9762011Expenses 2012: $16,968,6462012Revenue 2013: $23,006,357Expenses 2013: $22,700,811Net Income 2013: $305,5462013Revenue 2014: $30,495,972Expenses 2014: $30,557,313Net Income 2014: -$61,3412014Revenue 2015: $33,392,479Expenses 2015: $32,050,622Net Income 2015: $1,341,8572015Revenue 2016: $34,582,460Expenses 2016: $35,854,534Net Income 2016: -$1,272,0742016Revenue 2017: $32,274,507Expenses 2017: $33,563,139Net Income 2017: -$1,288,6322017Revenue 2018: $31,572,702Expenses 2018: $31,668,897Net Income 2018: -$96,1952018Revenue 2019: $29,270,435Expenses 2019: $29,164,647Net Income 2019: $105,7882019Revenue 2020: $21,659,236Expenses 2020: $20,888,370Net Income 2020: $770,8662020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2023: $16,304,137Expenses 2023: $15,902,355Net Income 2023: $401,7822023Revenue 2024: $17,104,379Expenses 2024: $16,230,983Net Income 2024: $873,3962024

Highlighted filing

2024

Revenue$17,104,379
Expenses$16,230,983
Net Income$873,396
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
$14,161,996
Liabilities
$107,817
Net assets
$14,054,179
Revenue
$17,104,379
Expenses
$16,230,983
Net income
$873,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$0.11$14.1$17.1$16.2$0.87
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.06$12.2$16.3$15.9$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.10$0.60$8.50$21.7$20.9$0.77
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.87$1.07$7.80$29.3$29.2$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.40$1.80$7.60$31.6$31.7$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.56$1.30$8.26$32.3$33.6$1.29
2016Detailed filing. Detailed filing data is available for this year.$10.5$1.21$9.31$34.6$35.9$1.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$1.40$10.4$33.4$32.1$1.34
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$1.28$9.78$30.5$30.6$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.66$9.77$23.0$22.7$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.27$0.29$8.98$17.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.21$0.24$7.97$15.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.11$0.24$7.87$15.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Sep 12, 2025
Return Version
2023v6.0
Gross Receipts
$20,878,170
Mission and Program Overview

Mission

To provide health, life, accidental death and dismemberment, prescription drug, dental and vision benefits, and disability benefits to qualified participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,190,023$14,054,179▲ $1,864,156
Investments in Publicly Traded Securities$7,251,898$9,218,128▲ $1,966,230
Cash and Non-Interest-Bearing Accounts$4,034,560$3,756,485▼ $278,075
Accounts Receivable$960,191$1,172,395▲ $212,204
Prepaid Expenses and Deferred Charges-$14,988-
Total Assets$12,246,649$14,161,996▲ $1,915,347
Liabilities
Accounts Payable and Accrued Expenses$56,626$107,817▲ $51,191
Total Liabilities$56,626$107,817▲ $51,191
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,190,023$14,054,179▲ $1,864,156
Total Liabilities and Net Assets / Fund Balance$12,246,649$14,161,996▲ $1,915,347
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Steve NoblesChairman
Josh ZivalichLabor Trustee
Steve MyersLabor Trustee
James PopeManagement Trustee
John MoreyManagement Trustee
John NutallManagement Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,612,273
Investment Income
$477,108
Other Revenue
$14,998
Change in Net Assets
$873,396

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,070,983
Revenue Not Reported on Financial Statements
$33,396
Revenue Not Reported on Form 990
$990,760
Total Revenue per Audited Statements
$18,061,743
Total Revenue per Form 990
$17,104,379
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$641,414
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$15,589,569--$15,589,569
Fees for Services Management$208,866--$208,866
Fees for Services Legal$167,875--$167,875
Fees for Services Other$118,544--$118,544
Fees for Services Accounting$44,000--$44,000
Fees for Service Investment Mgmnt Fees$33,396--$33,396
Other Expenses$32,518--$32,518
Conferences and Meetings$21,197--$21,197
Office Expenses$10,732--$10,732
All Other Expenses$4,286--$4,286
Total Functional Expenses$16,230,983$0$0$16,230,983

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,230,983
Expenses per Audited Statements$16,197,587
Total Expenses per Audited Statements$16,197,587
Expenses Not Reported on Financial Statements$33,396
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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 C, Line 19

“As required by ERISA the Funds governing documents, policies, financial statements, and tax returns are available upon written request to the Funds Administrator.”

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

“The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 406 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assistance of the Funds professionals.”

Filing and Contact Details

Filer

Filer Name
National Employees Health Plan
EIN
38-6440898
Phone
5866934811
Address
700 Tower Drive STE Suite 300, Troy, MI 48098

Signing Officer

Name
Steven Nobles
Title
Treasurer
Phone
5866934811
Signed
2025-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Nobles
Formed
1982
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
LaPadula Carlson Co
Address
550 Biltmore Way Suite 1200, Coral Gables, FL 33134
Preparer
Sharon Carlson
Phone
3055299300
Supplemental Narrative

Financial Statement Notes

X 2

“The Trustees have evaluated the tax positions taken by the Plan and have concluded that as of October 31, 2024, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements.”

Raw XML Appendix321 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Management Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Management Trustee
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IRS990ScheduleD/InvestmentExpensesNotIncld2Amt033396
IRS990ScheduleD/InvestmentExpensesNotIncldAmt033396
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0990760
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueNotReportedAmt0990760
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt033396
IRS990ScheduleD/RevenueSubtotalAmt017070983
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trustees have evaluated the tax positions taken by the Plan and have concluded that as of October 31, 2024, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0X 2
IRS990ScheduleD/TotalExpensesPerForm990Amt016230983
IRS990ScheduleD/TotalRevenuePerForm990Amt017104379
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018061743
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt016197587
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0As required by ERISA the Funds governing documents, policies, financial statements, and tax returns are available upon written request to the Funds Administrator.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 406 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assistance of the Funds professionals.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12C
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012246649
IRS990/TotalAssetsEOYAmt014161996
IRS990/TotalAssetsGrp/BOYAmt012246649
IRS990/TotalAssetsGrp/EOYAmt014161996
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt016230983
IRS990/TotalFunctionalExpensesGrp/TotalAmt016230983
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt056626
IRS990/TotalLiabilitiesEOYAmt0107817
IRS990/TotalLiabilitiesGrp/BOYAmt056626
IRS990/TotalLiabilitiesGrp/EOYAmt0107817
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012190023
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014054179
IRS990/TotalProgramServiceExpensesAmt016230983
IRS990/TotalProgramServiceRevenueAmt016612273
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017104379
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012246649
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014161996
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08220 Irving Road
IRS990/USAddress/CityNm0Sterling Heights
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048312
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven Nobles
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05866934811
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0National Employees Health Plan
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0386440898
ReturnHeader/Filer/PhoneNum05866934811
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 Tower Drive STE Suite 300
ReturnHeader/Filer/USAddress/CityNm0Troy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048098
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650292391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LaPadula Carlson Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 Biltmore Way Suite 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coral Gables
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033134
ReturnHeader/PreparerPersonGrp/PhoneNum03055299300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon Carlson
ReturnHeader/ReturnTs02025-09-12T11:54:25-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

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