Civic Intelligence

Heating Piping and Refrigeration Medical Fund

EIN 53-0207840 • 501(c)9 • Baltimore, MD

Profile

To provide health and welfare benefits to plan participants.

9411 Philadelphia Road SBaltimore, MD 21237

n/A

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.16x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.31x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

78th percentile

$316,796

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

97th percentile

44%

Faster asset growth than 97% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

16%

Faster revenue growth than 76% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$181,064,334

Up $55,457,570 (+44%) from 2023

Liabilities

Up

$28,511,434

Up $27,865,727 (+4316%) from 2023

Net Assets

Up

$152,552,900

Up $27,591,843 (+22%) from 2023

Revenue

Up

$92,594,964

Up $13,094,509 (+16%) from 2023

Expenses

Down

$71,122,549

Down $5,306,114 (-6.9%) from 2023

Net Income

Up

$21,472,415

Up $18,400,623 (+599%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2011: $41,020,771Liabilities 2011: $631,842Net Assets 2011: $40,388,9292011Assets 2012: $38,754,666Liabilities 2012: $98,465Net Assets 2012: $38,656,2012012Assets 2013: $34,155,596Liabilities 2013: $629,165Net Assets 2013: $33,526,4312013Assets 2014: $39,762,263Liabilities 2014: $697,398Net Assets 2014: $39,064,8652014Assets 2015: $48,169,402Liabilities 2015: $591,252Net Assets 2015: $47,578,1502015Assets 2016: $62,827,473Liabilities 2016: $4,076,990Net Assets 2016: $58,750,4832016Assets 2017: $68,579,366Liabilities 2017: $1,203,476Net Assets 2017: $67,375,8902017Assets 2018: $73,099,795Liabilities 2018: $304,600Net Assets 2018: $72,795,1952018Assets 2019: $82,409,501Liabilities 2019: $577,916Net Assets 2019: $81,831,5852019Assets 2020: $100,372,335Liabilities 2020: $599,203Net Assets 2020: $99,773,1322020Assets 2021: $114,168,064Liabilities 2021: $986,742Net Assets 2021: $113,181,3222021Assets 2022: $114,168,802Liabilities 2022: $424,179Net Assets 2022: $113,744,6232022Assets 2023: $125,606,764Liabilities 2023: $645,707Net Assets 2023: $124,961,0572023Assets 2024: $181,064,334Liabilities 2024: $28,511,434Net Assets 2024: $152,552,9002024

Highlighted filing

2024

Assets$181,064,334
Liabilities$28,511,434
Net Assets$152,552,900

Operations Trend

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

$100M$50M$0-$50MExpenses 2011: $39,202,7082011Expenses 2012: $42,975,7192012Revenue 2013: $41,108,210Expenses 2013: $45,640,736Net Income 2013: -$4,532,5262013Revenue 2014: $48,862,853Expenses 2014: $43,399,951Net Income 2014: $5,462,9022014Revenue 2015: $52,807,612Expenses 2015: $44,165,694Net Income 2015: $8,641,9182015Revenue 2016: $57,777,827Expenses 2016: $46,544,413Net Income 2016: $11,233,4142016Revenue 2017: $64,641,425Expenses 2017: $55,918,239Net Income 2017: $8,723,1862017Revenue 2018: $65,769,954Expenses 2018: $59,636,386Net Income 2018: $6,133,5682018Revenue 2019: $70,392,713Expenses 2019: $63,523,162Net Income 2019: $6,869,5512019Revenue 2020: $71,059,620Expenses 2020: $58,683,138Net Income 2020: $12,376,4822020Revenue 2021: $74,142,876Expenses 2021: $63,758,315Net Income 2021: $10,384,5612021Revenue 2022: $76,345,208Expenses 2022: $66,122,658Net Income 2022: $10,222,5502022Revenue 2023: $79,500,455Expenses 2023: $76,428,663Net Income 2023: $3,071,7922023Revenue 2024: $92,594,964Expenses 2024: $71,122,549Net Income 2024: $21,472,4152024

Highlighted filing

2024

Revenue$92,594,964
Expenses$71,122,549
Net Income$21,472,415

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$181$28.5$153$92.6$71.1$21.5
2023Summary only. Only limited summary data is available for this year.$126$0.65$125$79.5$76.4$3.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$114$0.42$114$76.3$66.1$10.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$114$0.99$113$74.1$63.8$10.4
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$100$0.60$99.8$71.1$58.7$12.4
2019Summary only. Only limited summary data is available for this year.$82.4$0.58$81.8$70.4$63.5$6.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.1$0.30$72.8$65.8$59.6$6.13
2017Summary only. Only limited summary data is available for this year.$68.6$1.20$67.4$64.6$55.9$8.72
2016Summary only. Only limited summary data is available for this year.$62.8$4.08$58.8$57.8$46.5$11.2
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.2$0.59$47.6$52.8$44.2$8.64
2014Detailed filing. Detailed filing data is available for this year.$39.8$0.70$39.1$48.9$43.4$5.46
2013Summary only. Only limited summary data is available for this year.$34.2$0.63$33.5$41.1$45.6$4.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.8$0.10$38.7$43.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.0$0.63$40.4$39.2
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$108,014,157
Mission and Program Overview

Mission

To provide health and welfare benefits to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$113,181,322$113,744,623▲ $563,301
Investments in Publicly Traded Securities$94,667,752$86,905,510▼ $7,762,242
Savings and Temporary Cash Investments$10,139,198$16,671,631▲ $6,532,433
Accounts Receivable$9,291,276$10,583,134▲ $1,291,858
Land, Buildings, and Equipment, Net$31,372$0▼ $31,372
Prepaid Expenses and Deferred Charges$38,466$8,527▼ $29,939
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$114,168,064$114,168,802▲ $738
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$986,742$424,179▼ $562,563
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$986,742$424,179▼ $562,563
Net Assets / Fund Balance
Total Net Assets Fund Balance$113,181,322$113,744,623▲ $563,301
Total Liabilities and Net Assets / Fund Balance$114,168,064$114,168,802▲ $738

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$505,127$505,127
Equipment$0$59,574$59,574
Compensation and Service Providers

Employees

NameTitleOtherTotal
Daniel LovelessTRUSTEE (Through 6/2022)$800$800

Board Members and Trustees

NameTitle
Carey DoveTrustee
Chris MadelloTrustee
Matthew CorriganTrustee
Sidney BonillaTrustee
Tom BelloTrustee
Timothy BiggsTRUSTEE (Effective 6/2022)

Highest Paid Contractors

ContractorServicesLocationCompensation
Marathon Health LLCHealth Clinic128 LAKESIDE AVENUE SUITE 225, Burlington, VT 05401$2,277,156
Zelis HealthcareAdministrative149 NEWBURY ST, Boston, MA 02116$1,549,142
Zenith American SolutionsAdministrative9411 PHILADELPHIA ROAD SUITE S, Baltimore, MD 21237$1,159,233
American Health Holding INCAdministrative7400 W CAMPUS ROAD, New Albany, OH 43054$454,524
Cfa LLCAdministrative1501 S CLINTON STREET 7TH FLOOR, Baltimore, MD 21224$276,116
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$75,465,532
Investment Income
$879,676
Other Revenue
$0
Change in Net Assets
$10,222,550

Audited Revenue Reconciliation

Revenue per Audited Statements
$76,132,878
Revenue Not Reported on Financial Statements
$212,330
Revenue Not Reported on Form 990
$-9,659,249
Total Revenue per Audited Statements
$66,473,629
Total Revenue per Form 990
$76,345,208
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,754,127
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$59,368,531--$59,368,531
All Other Expenses-$977,224-$977,224
Fees for Services Management-$959,048-$959,048
Other Expenses-$482,011-$482,011
Fees for Service Investment Mgmnt Fees-$212,330-$212,330
Fees for Services Other-$108,920-$108,920
Fees for Services Legal-$107,525-$107,525
Fees for Services Accounting-$50,937-$50,937
Depreciation Depletion-$31,372-$31,372
Insurance-$852-$852
Total Functional Expenses$59,368,531$6,754,127$0$66,122,658

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$66,122,658
Expenses per Audited Statements$65,910,328
Total Expenses per Audited Statements$65,910,328
Expenses Not Reported on Financial Statements$212,330
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section C, Line 19

Documents made available to the public: the organization is governed by erisa and discloses its documents as required by that law.

Form 990, Part VI, Section B, Line 11

Process of reviewing of 990: upon preparation by an independent cpa, the 990 form is reviewed by the board of trustees before filing with the irs.

Form 990, Part VI, Section B, Line 14

Document retention and destruction policy: all records are kept at the fund's third party administrator, which has a written document retention and destruction policy.

From 990, Part VI, Section A, Line 3

The benefits administration corporation, inc. Provides adminstrative services to the plan at the direction of the board of trustees.

Filing and Contact Details

Filer

Filer Name
Heating Piping and Refrigeration Medical Fund
EIN
53-0207840
In Care Of
% BENEFIT ADMINISTRATION CORP
Phone
8006182878
Address
9411 PHILADELPHIA ROAD S, BALTIMORE, MD 21237

Signing Officer

Name
Chris Madello
Title
Trustee
Phone
3013332356
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Madello
Formed
1950
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
1
Employees
0

Preparer

Firm
Sarfino and Rhoades Llp
Address
11921 ROCKVILLE PIKE SUITE 501, NORTH BETHESDA, MD 20852-2794
Preparer
Brian W Dow CPA
Phone
3017705500
Supplemental Narrative

Additional Explanations

Form 990, Section VI, Part B, Lines 15A-B

Determining compensation for officers and key employees: the organization contracts with a third party administrator and does not have paid employees.

Form 990, Part XI, Line 2C

Responsibility of oversight of the audit: the board of trustees assumes responsibility for the oversight of the audit and selection of an independent accountant.

Section A Q 1A and 1B

Form 990 part vi and part vii: the governing body consists of six members none of who are compensated by the organization. However, five of the six are compensated by employers who contribute to the veba and are now considered related parties based on the instructions of the form 990. Two of the six are compensated by for-profit entities and meet the volunteer exception requirement for reporting compensation on part vii.

Raw XML AppendixShowing 400 of 523 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0986742
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0424179
IRS990/AccountsReceivableGrp/BOYAmt09291276
IRS990/AccountsReceivableGrp/EOYAmt010583134
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO PLAN PARTICIPANTS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0977224
IRS990/AllOtherExpensesGrp/TotalAmt0977224
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt059368531
IRS990/BenefitsToMembersGrp/TotalAmt059368531
IRS990/BooksInCareOfDetail/PersonNm0BENEFIT ADMINISTRATION CORP
IRS990/BooksInCareOfDetail/PhoneNum08006182878
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09411 PHILADELPHIA ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BALTIMORE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021237
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt01159233
IRS990/ContractorCompensationGrp/CompensationAmt1276116
IRS990/ContractorCompensationGrp/CompensationAmt21549142
IRS990/ContractorCompensationGrp/CompensationAmt3454524
IRS990/ContractorCompensationGrp/CompensationAmt42277156
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt09411 PHILADELPHIA ROAD SUITE S
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11501 S CLINTON STREET 7TH FLOOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2149 NEWBURY ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt37400 W CAMPUS ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4128 LAKESIDE AVENUE SUITE 225
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BALTIMORE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1BALTIMORE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2BOSTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3NEW ALBANY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4BURLINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4VT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd021237
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd121224
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd202116
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd343054
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd405401
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0ZENITH AMERICAN SOLUTIONS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1CFA LLC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2ZELIS HEALTHCARE
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3AMERICAN HEALTH HOLDING INC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4MARATHON HEALTH LLC
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE
IRS990/ContractorCompensationGrp/ServicesDesc1ADMINISTRATIVE
IRS990/ContractorCompensationGrp/ServicesDesc2ADMINISTRATIVE
IRS990/ContractorCompensationGrp/ServicesDesc3ADMINISTRATIVE
IRS990/ContractorCompensationGrp/ServicesDesc4HEALTH CLINIC
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt059368531
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0879676
IRS990/CYOtherExpensesAmt06754127
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt075465532
IRS990/CYRevenuesLessExpensesAmt010222550
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt066122658
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt076345208
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt031372
IRS990/DepreciationDepletionGrp/TotalAmt031372
IRS990/Desc0THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS PAID TO OR FOR PARTICIPANTS AND THEIR DEPENDENTS. THE EXEMPT PURPOSE OF THE PLAN IS TO PROVIDE PARTICIPANTS WITH SUCH BENEFITS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt059368531
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt050937
IRS990/FeesForServicesAccountingGrp/TotalAmt050937
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0107525
IRS990/FeesForServicesLegalGrp/TotalAmt0107525
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0959048
IRS990/FeesForServicesManagementGrp/TotalAmt0959048
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0108920
IRS990/FeesForServicesOtherGrp/TotalAmt0108920
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0212330
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0212330
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0106054
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1100751
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2100751
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRIS MADELLO
IRS990/Form990PartVIISectionAGrp/PersonNm1SIDNEY BONILLA
IRS990/Form990PartVIISectionAGrp/PersonNm2TIMOTHY BIGGS
IRS990/Form990PartVIISectionAGrp/PersonNm3DANIEL LOVELESS
IRS990/Form990PartVIISectionAGrp/PersonNm4TOM BELLO
IRS990/Form990PartVIISectionAGrp/PersonNm5MATTHEW CORRIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm6CAREY DOVE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0189154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1157977
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2156757
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE (Effective 6/2022)
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE (Through 6/2022)
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-542692
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt031126257
IRS990/GrossReceiptsAmt0108014157
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0852
IRS990/InsuranceGrp/TotalAmt0852
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01422368
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01422368
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt094667752
IRS990/InvestmentsPubTradedSecGrp/EOYAmt086905510
IRS990/IRPDocumentCnt02601
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0564701
IRS990/LandBldgEquipBasisNetGrp/BOYAmt031372
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt0564701
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt031668949
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO PLAN PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0113181322
IRS990/NetAssetsOrFundBalancesEOYAmt0113744623
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-542692
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-542692
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-9659249
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MEDICAL CLINIC EXPENSES
IRS990/OtherExpensesGrp/Desc1ADMIN FEE - ZELIS HEALTHCARE
IRS990/OtherExpensesGrp/Desc2STOP LOSS INSURANCE
IRS990/OtherExpensesGrp/Desc3ADMIN FEE - AMERICAN HEALTH UM
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01962254
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11549142
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2312512
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3482011
IRS990/OtherExpensesGrp/TotalAmt01962254
IRS990/OtherExpensesGrp/TotalAmt11549142
IRS990/OtherExpensesGrp/TotalAmt2312512
IRS990/OtherExpensesGrp/TotalAmt3482011
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038466
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08527
IRS990/PrincipalOfficerNm0CHRIS MADELLO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS FROM EMPLOYERS AND PARTICIPANTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt075465532
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt075465532
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt058283207
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01308535
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt05475108
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt072834341
IRS990/PYRevenuesLessExpensesAmt010384561
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt063758315
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt074142876
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt010222550
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0113181322
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0113744623
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010139198
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016671631
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt059574
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt059574
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0212330
IRS990ScheduleD/ExpensesSubtotalAmt065910328
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0212330
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0212330
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0505127
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0505127
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-9659249
IRS990ScheduleD/RevenueNotReportedAmt0-9659249
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0212330
IRS990ScheduleD/RevenueSubtotalAmt076132878
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt066122658
IRS990ScheduleD/TotalRevenuePerForm990Amt076345208
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt066473629
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt065910328
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0174564
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1153697
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2153697
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt080836
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt175568
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt275568
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025218
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt125183
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt225183
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt014590
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt14280
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt23060
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHRIS MADELLO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SIDNEY BONILLA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2TIMOTHY BIGGS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE (Effective 6/2022)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0295208
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1258728
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2257508
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DOCUMENTS MADE AVAILABLE TO THE PUBLIC: THE ORGANIZATION IS GOVERNED BY ERISA AND DISCLOSES ITS DOCUMENTS AS REQUIRED BY THAT LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROCESS OF REVIEWING OF 990: UPON PREPARATION BY AN INDEPENDENT CPA, THE 990 FORM IS REVIEWED BY THE BOARD OF TRUSTEES BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DETERMINING COMPENSATION FOR OFFICERS AND KEY EMPLOYEES: THE ORGANIZATION CONTRACTS WITH A THIRD PARTY ADMINISTRATOR AND DOES NOT HAVE PAID EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RESPONSIBILITY OF OVERSIGHT OF THE AUDIT: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENT RETENTION AND DESTRUCTION POLICY: ALL RECORDS ARE KEPT AT THE FUND'S THIRD PARTY ADMINISTRATOR, WHICH HAS A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 PART VI AND PART VII: THE GOVERNING BODY CONSISTS OF SIX MEMBERS NONE OF WHO ARE COMPENSATED BY THE ORGANIZATION. HOWEVER, FIVE OF THE SIX ARE COMPENSATED BY EMPLOYERS WHO CONTRIBUTE TO THE VEBA AND ARE NOW CONSIDERED RELATED PARTIES BASED ON THE INSTRUCTIONS OF THE FORM 990. TWO OF THE SIX ARE COMPENSATED BY FOR-PROFIT ENTITIES AND MEET THE VOLUNTEER EXCEPTION REQUIREMENT FOR REPORTING COMPENSATION ON PART VII.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BENEFITS ADMINISTRATION CORPORATION, INC. PROVIDES ADMINSTRATIVE SERVICES TO THE PLAN AT THE DIRECTION OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, SECTION VI, PART B, LINES 15A-B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5SECTION A Q 1A AND 1B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FROM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.