Civic Intelligence

Cucare Welfare Benefit Plan Trust

990 • Fiscal year 2014 • EIN 46-6746110

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 02, 2015

Organization ProfileN/A

View Organization Page

5975 Castle Creek Parkway North No300Indianapolis, IN 46250

(317) 594-5300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.02x

Higher debt load relative to assets than 48% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

98th percentile

157%

Faster asset growth than 98% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

592%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$8,494,288

Up $5,194,171 (+157%) from 2013

Net Assets

Up

$8,292,536

Up $4,992,419 (+151%) from 2013

Liabilities

Up

$201,752

Up $201,752 from 2013

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin79th percentile

Revenue

Up

$22,825,701

Up $19,525,584 (+592%) from 2013

Expenses

Up

$17,833,282

Up $17,833,282 from 2013

Net Income

Up

$4,992,419

Up $1,692,302 (+51%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2013: $3,300,117Liabilities 2013: $0Net Assets 2013: $3,300,1172013Assets 2014: $8,494,288Liabilities 2014: $201,752Net Assets 2014: $8,292,5362014Assets 2015: $9,402,911Liabilities 2015: $165,354Net Assets 2015: $9,237,5572015Assets 2016: $10,070,121Liabilities 2016: $104,333Net Assets 2016: $9,965,7882016Assets 2017: $13,894,225Liabilities 2017: $15,768Net Assets 2017: $13,878,4572017Assets 2018: $16,128,572Liabilities 2018: $41,738Net Assets 2018: $16,086,8342018Assets 2019: $20,042,426Liabilities 2019: $40,486Net Assets 2019: $20,001,9402019Assets 2020: $23,026,589Liabilities 2020: $7,019,782Net Assets 2020: $16,006,8072020Assets 2021: $27,252,479Liabilities 2021: $6,164,329Net Assets 2021: $21,088,1502021Assets 2022: $30,658,690Liabilities 2022: $5,143,301Net Assets 2022: $25,515,3892022Assets 2023: $31,035,031Liabilities 2023: $6,447,016Net Assets 2023: $24,588,0152023Assets 2024: $32,277,466Liabilities 2024: $6,680,417Net Assets 2024: $25,597,0492024

Highlighted filing

2014

Assets$8,494,288
Liabilities$201,752
Net Assets$8,292,536
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2013: $3,300,117Expenses 2013: $0Net Income 2013: $3,300,1172013Revenue 2014: $22,825,701Expenses 2014: $17,833,282Net Income 2014: $4,992,4192014Revenue 2015: $23,263,061Expenses 2015: $22,318,040Net Income 2015: $945,0212015Revenue 2016: $25,139,519Expenses 2016: $24,411,288Net Income 2016: $728,2312016Revenue 2017: $28,774,639Expenses 2017: $24,861,970Net Income 2017: $3,912,6692017Revenue 2018: $30,495,871Expenses 2018: $28,287,494Net Income 2018: $2,208,3772018Revenue 2019: $38,124,400Expenses 2019: $34,209,294Net Income 2019: $3,915,1062019Revenue 2020: $41,227,994Expenses 2020: $45,223,127Net Income 2020: -$3,995,1332020Revenue 2021: $46,464,882Expenses 2021: $41,383,539Net Income 2021: $5,081,3432021Revenue 2022: $49,190,963Expenses 2022: $44,763,724Net Income 2022: $4,427,2392022Revenue 2023: $50,936,800Expenses 2023: $52,042,543Net Income 2023: -$1,105,7432023Revenue 2024: $53,385,640Expenses 2024: $52,652,186Net Income 2024: $733,4542024

Highlighted filing

2014

Revenue$22,825,701
Expenses$17,833,282
Net Income$4,992,419
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 2, 2015
Return Version
2014v5.0
Gross Receipts
$22,825,701
Mission and Program Overview

Mission

The trust is a "multiple employer welfare arrangement" as defined in section 3(40) of erisa. Its mission is to enable eligible employers to provide or make available welfare benefit coverages to their eligible employees and such employees' eligible dependents.

Self-funded multiple employer welfare arrangement (mewa) for indiana credit unions

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,300,117$8,490,416▲ $5,190,299
Rtn Earn Endowment Incm Other Fnds$3,300,117$8,292,536▲ $4,992,419
Accounts Receivable-$3,872-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,300,117$8,494,288▲ $5,194,171
Liabilities
Accounts Payable and Accrued Expenses-$201,752-
Total Liabilities$0$201,752▲ $201,752
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,300,117$8,292,536▲ $4,992,419
Total Liabilities and Net Assets / Fund Balance$3,300,117$8,494,288▲ $5,194,171
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
C Randall GlassburnPresident
Charles DonovanVice President
Anthony MeltonTrustee
Charles KingTrustee
Gregory TroutnerTrustee
Lori EltzrothTrustee
Paul ObermeyerTrustee
Robert DownsTrustee
Lori GonzalezSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$22,813,822
Investment Income
$11,879
Other Revenue
$0
Change in Net Assets
$4,992,419

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,825,562
Revenue Not Reported on Financial Statements
$139
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$139
Total Revenue per Audited Statements
$22,825,562
Total Revenue per Form 990
$22,825,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,825,544
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---$15,007,738
Fees for Services Legal---$31,121
Insurance---$7,276
Other Expenses---$3,013
Total Functional Expenses$0$0$0$17,833,282

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$17,833,281
Expenses per Audited Statements$17,833,142
Total Expenses per Audited Statements$17,833,142
Expenses Not Reported on Financial Statements$139
Other Expense Adjustments$139
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
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The trust has an administrative services agreement with icul services corporation to provide the trust and its members client support services, marketing support, and administrative support.”

Form 990, Part VI, Section A, Line 6

“All indiana credit unions that enter into a participation agreement with the trust will be considered a participating employer and will be eligible to offer their employees welfare benefit coverage offered by the trust beginning in 2014. 2013 was the first year of trust, so the intial board of trustees was appointed by the indiana credit union league (the settlor). The trust agreement calls for a policy to be adopted in 2015 where the participating employers will elect all future trustees after the intial trustees serve their 1-3 year terms.”

Form 990, Part VI, Section B, Line 11

“The organization's auditing company prepares the 990 and it is reviewed by the organization's president in relation to the audited financials. The audited financials are reviewed by the entire board of trustees.”

Form 990, Part VI, Section C, Line 19

“Upon request, public documents may be viewed at the organization's office.”

Filing and Contact Details

Filer

Filer Name
Cucare Welfare Benefit Plan Trust
EIN
46-6746110
Phone
3175945300
Address
5975 CASTLE CREEK PARKWAY NORTH NO, 300, INDIANAPOLIS, IN 46250

Signing Officer

Name
C Randall Glassborn
Title
President
Phone
3175945300
Signed
2015-06-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
C Randall Glassburn
Formed
2013
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Brady Ware & Schoenfeld Inc
Address
ONE WOODSIDE DRIVE, RICHMOND, IN 47374
Preparer
Jeffrey a Jackson CPA
Phone
7659660531
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“This is the first year of audited financial statements.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“INVESTMENT EXPENSES 139.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“INVESTMENT EXPENSES 139.”

Raw XML Appendix328 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/AccountsPayableAccrExpnssGrp/EOYAmt0201752
IRS990/AccountsReceivableGrp/EOYAmt03872
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SELF-FUNDED MULTIPLE EMPLOYER WELFARE ARRANGEMENT (MEWA) FOR INDIANA CREDIT UNIONS
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt015007738
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DANIEL DAVIS
IRS990/BooksInCareOfDetail/PhoneNum03175945300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05975 CASTLE CREEK PARKWAY N DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046250
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt015007738
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011879
IRS990/CYOtherExpensesAmt02825544
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt022813822
IRS990/CYRevenuesLessExpensesAmt04992419
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt017833282
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt022825701
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE SOLE PURPOSE AND ACTIVITY OF THE TRUST IS TO PROVIDE HEALTH AND WELFARE RELATED BENEFITS TO ELIGIBLE PARTICIPANTS OF CUCARE.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/TotalAmt031121
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0C RANDALL GLASSBURN
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES DONOVAN
IRS990/Form990PartVIISectionAGrp/PersonNm2LORI GONZALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT DOWNS
IRS990/Form990PartVIISectionAGrp/PersonNm4LORI ELTZROTH
IRS990/Form990PartVIISectionAGrp/PersonNm5CHARLES KING
IRS990/Form990PartVIISectionAGrp/PersonNm6ANTHONY MELTON
IRS990/Form990PartVIISectionAGrp/PersonNm7PAUL OBERMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm8GREGORY TROUTNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt022825701
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt011879
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt011879
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt07276
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE TRUST IS A "MULTIPLE EMPLOYER WELFARE ARRANGEMENT" AS DEFINED IN SECTION 3(40) OF ERISA. ITS MISSION IS TO ENABLE ELIGIBLE EMPLOYERS TO PROVIDE OR MAKE AVAILABLE WELFARE BENEFIT COVERAGES TO THEIR ELIGIBLE EMPLOYEES AND SUCH EMPLOYEES' ELIGIBLE DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03300117
IRS990/NetAssetsOrFundBalancesEOYAmt08292536
IRS990/NetUnrelatedBusTxblIncmAmt010879
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSE
IRS990/OtherExpensesGrp/Desc1PREMIUMS
IRS990/OtherExpensesGrp/Desc2TRUSTEE FEES
IRS990/OtherExpensesGrp/TotalAmt01882689
IRS990/OtherExpensesGrp/TotalAmt1901445
IRS990/OtherExpensesGrp/TotalAmt23013
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0C RANDALL GLASSBURN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021540922
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11187025
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt285875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021540922
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11187025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt285875
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0117
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03300000
IRS990/PYRevenuesLessExpensesAmt03300117
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03300117
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04992419
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03300117
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08292536
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03300117
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08490416
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0139
IRS990ScheduleD/ExpensesSubtotalAmt017833142
IRS990ScheduleD/OtherExpensesNotIncludedAmt0139
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0139
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0139
IRS990ScheduleD/RevenueSubtotalAmt022825562
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT EXPENSES 139.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT EXPENSES 139.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt017833281
IRS990ScheduleD/TotalRevenuePerForm990Amt022825701
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022825562
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017833142
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS AN ADMINISTRATIVE SERVICES AGREEMENT WITH ICUL SERVICES CORPORATION TO PROVIDE THE TRUST AND ITS MEMBERS CLIENT SUPPORT SERVICES, MARKETING SUPPORT, AND ADMINISTRATIVE SUPPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL INDIANA CREDIT UNIONS THAT ENTER INTO A PARTICIPATION AGREEMENT WITH THE TRUST WILL BE CONSIDERED A PARTICIPATING EMPLOYER AND WILL BE ELIGIBLE TO OFFER THEIR EMPLOYEES WELFARE BENEFIT COVERAGE OFFERED BY THE TRUST BEGINNING IN 2014. 2013 WAS THE FIRST YEAR OF TRUST, SO THE INTIAL BOARD OF TRUSTEES WAS APPOINTED BY THE INDIANA CREDIT UNION LEAGUE (THE SETTLOR). THE TRUST AGREEMENT CALLS FOR A POLICY TO BE ADOPTED IN 2015 WHERE THE PARTICIPATING EMPLOYERS WILL ELECT ALL FUTURE TRUSTEES AFTER THE INTIAL TRUSTEES SERVE THEIR 1-3 YEAR TERMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S AUDITING COMPANY PREPARES THE 990 AND IT IS REVIEWED BY THE ORGANIZATION'S PRESIDENT IN RELATION TO THE AUDITED FINANCIALS. THE AUDITED FINANCIALS ARE REVIEWED BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST, PUBLIC DOCUMENTS MAY BE VIEWED AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS IS THE FIRST YEAR OF AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03300117
IRS990/TotalAssetsEOYAmt08494288
IRS990/TotalAssetsGrp/BOYAmt03300117
IRS990/TotalAssetsGrp/EOYAmt08494288
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt017833282
IRS990/TotalGrossUBIAmt011879
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0201752
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0201752
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03300117
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08292536
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt022813822
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022813822
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022825701
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt011879
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03300117
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08494288
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05975 CASTLE CREEK PARKWAY NORTH 300
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046250
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0C RANDALL GLASSBORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03175945300
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CUCARE WELFARE BENEFIT PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CUCA
ReturnHeader/Filer/EIN0466746110
ReturnHeader/Filer/PhoneNum03175945300
ReturnHeader/Filer/USAddress/AddressLine1Txt05975 CASTLE CREEK PARKWAY NORTH NO
ReturnHeader/Filer/USAddress/AddressLine2Txt0300
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046250
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351476702
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRADY WARE & SCHOENFELD INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE WOODSIDE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047374
ReturnHeader/PreparerPersonGrp/PhoneNum07659660531
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A JACKSON CPA
ReturnHeader/ReturnTs02015-06-09T08:44:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,494,288
Liabilities
$201,752
Net assets
$8,292,536
Revenue
$22,825,701
Expenses
$17,833,282
Net income
$4,992,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.3$6.68$25.6$53.4$52.7$0.73
2023Detailed filing. Detailed filing data is available for this year.$31.0$6.45$24.6$50.9$52.0$1.11
2022Detailed filing. Detailed filing data is available for this year.$30.7$5.14$25.5$49.2$44.8$4.43
2021Detailed filing. Detailed filing data is available for this year.$27.3$6.16$21.1$46.5$41.4$5.08
2020Detailed filing. Detailed filing data is available for this year.$23.0$7.02$16.0$41.2$45.2$4.00
2019Summary only. Only limited summary data is available for this year.$20.0$0.04$20.0$38.1$34.2$3.92
2018Detailed filing. Detailed filing data is available for this year.$16.1$0.04$16.1$30.5$28.3$2.21
2017Detailed filing. Detailed filing data is available for this year.$13.9$0.02$13.9$28.8$24.9$3.91
2016Detailed filing. Detailed filing data is available for this year.$10.1$0.10$9.97$25.1$24.4$0.73
2015Detailed filing. Detailed filing data is available for this year.$9.40$0.17$9.24$23.3$22.3$0.95
2014Detailed filing. Detailed filing data is available for this year.$8.49$0.20$8.29$22.8$17.8$4.99
2013Summary only. Only limited summary data is available for this year.$3.30$0.00$3.30$3.30$0.00$3.30