Civic Intelligence

Transit Employees' Health & Welfare Plan

EIN 53-0218578 • 501(c)9 • Forestville, MD

Profile

The plan provides for its members a full range of benefits including but not limited to hospital and surgical benefits, life insurance, accidental death benefits, sickness and accident disability benefits and dental benefits.

2701 Whitney Place 100Forestville, MD 20747

n/A

Siviq Scores

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

Liabilities / Assets

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

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

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

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

Net Margin

41st percentile

1.5%

Higher net margin than 41% of similar nonprofits.

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

Top Officer Pay

75th percentile

$293,150

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

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

Asset Growth

45th percentile

6.2%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

60th percentile

9.2%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$87,748,328

Up $5,143,891 (+6.2%) from 2023

Liabilities

Up

$520,608

Up $254,797 (+96%) from 2023

Net Assets

Up

$87,227,720

Up $4,889,094 (+5.9%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin41st percentile

Revenue

Up

$193,366,565

Up $16,230,454 (+9.2%) from 2023

Expenses

Up

$190,397,222

Up $7,818,433 (+4.3%) from 2023

Net Income

Up

$2,969,343

Up $8,412,021 (+155%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$100M$50M$0Assets 2010: $27,958,810Liabilities 2010: $1,429,257Net Assets 2010: $26,529,5532010Assets 2011: $36,318,576Liabilities 2011: $1,641,607Net Assets 2011: $34,676,9692011Assets 2012: $35,411,661Liabilities 2012: $735,604Net Assets 2012: $34,676,0572012Assets 2013: $34,268,633Liabilities 2013: $943,286Net Assets 2013: $33,325,3472013Assets 2014: $41,826,977Liabilities 2014: $8,726,003Net Assets 2014: $33,100,9742014Assets 2015: $53,977,712Liabilities 2015: $6,990,126Net Assets 2015: $46,987,5862015Assets 2016: $61,063,910Liabilities 2016: $7,604,519Net Assets 2016: $53,459,3912016Assets 2017: $57,895,983Liabilities 2017: $8,728,516Net Assets 2017: $49,167,4672017Assets 2018: $60,533,107Liabilities 2018: $7,627,267Net Assets 2018: $52,905,8402018Assets 2019: $76,908,168Liabilities 2019: $7,659,982Net Assets 2019: $69,248,1862019Assets 2020: $87,415,434Liabilities 2020: $250,850Net Assets 2020: $87,164,5842020Assets 2021: $79,100,100Liabilities 2021: $507,445Net Assets 2021: $78,592,6552021Assets 2022: $88,879,510Liabilities 2022: $611,273Net Assets 2022: $88,268,2372022Assets 2023: $82,604,437Liabilities 2023: $265,811Net Assets 2023: $82,338,6262023Assets 2024: $87,748,328Liabilities 2024: $520,608Net Assets 2024: $87,227,7202024

Highlighted filing

2024

Assets$87,748,328
Liabilities$520,608
Net Assets$87,227,720
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$200M$100M$0-$100MExpenses 2010: $114,640,1752010Expenses 2011: $121,954,8912011Expenses 2012: $133,465,3812012Revenue 2013: $141,628,161Expenses 2013: $143,800,187Net Income 2013: -$2,172,0262013Revenue 2014: $149,469,655Expenses 2014: $156,962,782Net Income 2014: -$7,493,1272014Revenue 2015: $164,383,124Expenses 2015: $150,236,944Net Income 2015: $14,146,1802015Revenue 2016: $167,363,483Expenses 2016: $161,277,465Net Income 2016: $6,086,0182016Revenue 2017: $170,088,700Expenses 2017: $175,483,927Net Income 2017: -$5,395,2272017Revenue 2018: $172,016,837Expenses 2018: $167,493,190Net Income 2018: $4,523,6472018Revenue 2019: $175,271,841Expenses 2019: $168,141,970Net Income 2019: $7,129,8712019Revenue 2020: $173,866,244Expenses 2020: $166,067,330Net Income 2020: $7,798,9142020Revenue 2021: $161,587,014Expenses 2021: $171,035,495Net Income 2021: -$9,448,4812021Revenue 2022: $175,227,009Expenses 2022: $166,520,338Net Income 2022: $8,706,6712022Revenue 2023: $177,136,111Expenses 2023: $182,578,789Net Income 2023: -$5,442,6782023Revenue 2024: $193,366,565Expenses 2024: $190,397,222Net Income 2024: $2,969,3432024

Highlighted filing

2024

Revenue$193,366,565
Expenses$190,397,222
Net Income$2,969,343
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
$87,748,328
Liabilities
$520,608
Net assets
$87,227,720
Revenue
$193,366,565
Expenses
$190,397,222
Net income
$2,969,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.7$0.52$87.2$193$190$2.97
2023Detailed filing. Detailed filing data is available for this year.$82.6$0.27$82.3$177$183$5.44
2022Detailed filing. Detailed filing data is available for this year.$88.9$0.61$88.3$175$167$8.71
2021Detailed filing. Detailed filing data is available for this year.$79.1$0.51$78.6$162$171$9.45
2020Detailed filing. Detailed filing data is available for this year.$87.4$0.25$87.2$174$166$7.80
2019Detailed filing. Detailed filing data is available for this year.$76.9$7.66$69.2$175$168$7.13
2018Detailed filing. Detailed filing data is available for this year.$60.5$7.63$52.9$172$167$4.52
2017Detailed filing. Detailed filing data is available for this year.$57.9$8.73$49.2$170$175$5.40
2016Detailed filing. Detailed filing data is available for this year.$61.1$7.60$53.5$167$161$6.09
2015Detailed filing. Detailed filing data is available for this year.$54.0$6.99$47.0$164$150$14.1
2014Detailed filing. Detailed filing data is available for this year.$41.8$8.73$33.1$149$157$7.49
2013Detailed filing. Detailed filing data is available for this year.$34.3$0.94$33.3$142$144$2.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.4$0.74$34.7$133
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.3$1.64$34.7$122
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.0$1.43$26.5$115
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$193,366,565
Mission and Program Overview

Mission

The plan provides for its members a full range of benefits including but not limited to hospital and surgical benefits, life insurance, accidental death benefits, sickness and accident disability benefits and dental benefits.

The transit employees' health & welfare fund (the plan) provides its members a range of benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$29,365,449$34,496,874▲ $5,131,425
Investments in Publicly Traded Securities$27,750,143$30,191,074▲ $2,440,931
Savings and Temporary Cash Investments$24,377,181$21,839,700▼ $2,537,481
Prepaid Expenses and Deferred Charges$521,564$660,924▲ $139,360
Land, Buildings, and Equipment, Net$590,100$559,756▼ $30,344
Total Assets$82,604,437$87,748,328▲ $5,143,891
Liabilities
Accounts Payable and Accrued Expenses$265,811$520,608▲ $254,797
Total Liabilities$265,811$520,608▲ $254,797
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$82,338,626$87,227,720▲ $4,889,094
Total Net Assets Fund Balance$82,338,626$87,227,720▲ $4,889,094
Total Liabilities and Net Assets / Fund Balance$82,604,437$87,748,328▲ $5,143,891

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$465,412$275,283$740,695
Equipment$94,344$249,519$343,863
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleBaseOtherTotal
James L McgeeInterim Executive Director$293,150-$293,150
Kerri KerrDirector of Benefits & Eligibilty$156,987$46,857$203,844
Crystal M LongChief Financial Officer$169,193$15,997$185,190
Phillip PlymouthController$142,267$13,666$155,933
Bertha VillatoroSr. Mgr, Mbr Affairs & Satisfaction$118,126$35,870$153,996
Brandon GravesDirector of Wellness$128,370$11,475$139,845
Jacquelyn WilsonSr. Mgr, Health & Wellness$119,430$10,478$129,908

Board Members and Trustees

NameTitle
Brian DwyerTrustee
Esker BilgerTrustee
Keith BullockTrustee
Robert TangTrustee
Sherri T DickersonTrustee
Raymond JacksonSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Propel INCWellness Platform105 CONTINENTAL PLACE SUITE 400, Brentwood, TN 37027$329,000
Modern Administration Systems LLCBenefit Management System22 PUTNAM AVENUE, Cambridge, MA 02139$297,073
The Segal CompanyHealthcare Consulting1800 M STREET NW SUITE 900 S, Washington, DC 20036-5880$220,550
Doyle Printing & OffsetPrinting5206 46TH AVENUE, Hyattsville, MD 20781$166,538
Robert Half TechnologyTemporary Staffing12400 COLLECTIONS CENTER DRIVE, Chicago, IL 60693$137,112
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$189,914,890
Investment Income
$996,694
Other Revenue
$2,454,981
Change in Net Assets
$2,969,343
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,397,288
Salaries, Compensation, and Employee Benefits$2,041,942
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$185,957,992
Other Salaries and Wages---$1,383,828
Fees for Services Other---$860,148
Information Technology---$575,558
Current Officers, Directors, Trustees, and Key Employees---$478,340
Fees for Services Legal---$338,198
Office Expenses---$295,185
Payroll Taxes---$178,436
Occupancy---$105,093
Depreciation Depletion---$62,721
Fees for Services Accounting---$57,940
Travel---$17,454
Fees for Service Investment Mgmnt Fees---$16,676
Advertising---$9,814
Conferences and Meetings---$9,760
Other Expenses---$4,365
Insurance---$4,090
Other Employee Benefits---$1,338
Total Functional Expenses$0$0$0$190,397,222
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The two sponsoring organizations, washington metropolitan area transit authority and amalgamated transit union division 689, each have the right to appoint three trustees, for a total of six trustees. Each of the sponsoring organizations has the right at any time to replace any member appointed by it.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the board of trustees (the governing body).”

Form 990, Part VI, Section B, Line 11B

“The draft version of the federal form 990 is reviewed by the cfo prior to filing with the internal revenue service.”

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

“A standards of conduct form is signed by each trustee which imposes a standing obligation to disclose any conflict of interest to the board of trustees. Affected trustees are prohibited from participating in the board of trustees' deliberation and decisions on transactions with potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The plan makes copies of its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
TRANSIT EMPLOYEES' HEALTH & WELFARE PLAN
EIN
53-0218578
Phone
3015682294
Address
2701 WHITNEY PLACE 100, FORESTVILLE, MD 20747

Signing Officer

Name
James Mcgee
Title
Interim Executive Director
Phone
3015682294
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Mcgee
Formed
1954
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
17
Volunteers
7

Preparer

Firm
Cbiz Advisors LLC
Address
1899 L STREET NW 850, WASHINGTON, DC 20036
Preparer
Aaron M Fox
Phone
2022274000
Raw XML AppendixShowing 400 of 561 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/BOYAmt0265811
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0520608
IRS990/AccountsReceivableGrp/BOYAmt029365449
IRS990/AccountsReceivableGrp/EOYAmt034496874
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE TRANSIT EMPLOYEES' HEALTH & WELFARE FUND (THE PLAN) PROVIDES ITS MEMBERS A RANGE OF BENEFITS.
IRS990/AdvertisingGrp/TotalAmt09814
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0185957992
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMES MCGEE
IRS990/BooksInCareOfDetail/PhoneNum03015682294
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02701 WHITNEY PLACE
IRS990/BooksInCareOfDetail/USAddress/CityNm0FORESTVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020747
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt08
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0478340
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt09760
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0329000
IRS990/ContractorCompensationGrp/CompensationAmt1297073
IRS990/ContractorCompensationGrp/CompensationAmt2220550
IRS990/ContractorCompensationGrp/CompensationAmt3166538
IRS990/ContractorCompensationGrp/CompensationAmt4137112
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0105 CONTINENTAL PLACE SUITE 400
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt122 PUTNAM AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21800 M STREET NW SUITE 900 S
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt35206 46TH AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt412400 COLLECTIONS CENTER DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BRENTWOOD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1CAMBRIDGE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3HYATTSVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd037027
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd102139
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd2200365880
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd320781
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd460693
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0PROPEL INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1MODERN ADMINISTRATION SYSTEMS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2THE SEGAL COMPANY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3DOYLE PRINTING & OFFSET
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4ROBERT HALF TECHNOLOGY
IRS990/ContractorCompensationGrp/ServicesDesc0WELLNESS PLATFORM
IRS990/ContractorCompensationGrp/ServicesDesc1BENEFIT MANAGEMENT SYSTEM
IRS990/ContractorCompensationGrp/ServicesDesc2HEALTHCARE CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc3PRINTING
IRS990/ContractorCompensationGrp/ServicesDesc4TEMPORARY STAFFING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0185957992
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0996694
IRS990/CYOtherExpensesAmt02397288
IRS990/CYOtherRevenueAmt02454981
IRS990/CYProgramServiceRevenueAmt0189914890
IRS990/CYRevenuesLessExpensesAmt02969343
IRS990/CYSalariesCompEmpBnftPaidAmt02041942
IRS990/CYTotalExpensesAmt0190397222
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0193366565
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt062721
IRS990/Desc0HOSPITALIZATION, MEDICAL AND DENTAL INSURANCE, LIFE AND DISABILITY INSURANCE, AND DISABILITY BENEFITS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt017
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt057940
IRS990/FeesForServicesLegalGrp/TotalAmt0338198
IRS990/FeesForServicesOtherGrp/TotalAmt0860148
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016676
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt650.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt750.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt839.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt939.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1139.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1239.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.50
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/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
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/OtherCompensationAmt710716
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt846857
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt911475
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1030907
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1110664
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1210478
IRS990/Form990PartVIISectionAGrp/PersonNm0RAYMOND JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm1ESKER BILGER
IRS990/Form990PartVIISectionAGrp/PersonNm2KEITH BULLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm3SHERRI T DICKERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT TANG
IRS990/Form990PartVIISectionAGrp/PersonNm5BRIAN DWYER
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES L MCGEE
IRS990/Form990PartVIISectionAGrp/PersonNm7CRYSTAL M LONG
IRS990/Form990PartVIISectionAGrp/PersonNm8KERRI KERR
IRS990/Form990PartVIISectionAGrp/PersonNm9BRANDON GRAVES
IRS990/Form990PartVIISectionAGrp/PersonNm10BERTHA VILLATORO
IRS990/Form990PartVIISectionAGrp/PersonNm11PHILLIP PLYMOUTH
IRS990/Form990PartVIISectionAGrp/PersonNm12JACQUELYN WILSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6293150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7174474
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8156987
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9128370
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10123089
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11145269
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12119430
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6INTERIM EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR OF BENEFITS & ELIGIBILTY
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR OF WELLNESS
IRS990/Form990PartVIISectionAGrp/TitleTxt10SR. MGR, MBR AFFAIRS & SATISFACTION
IRS990/Form990PartVIISectionAGrp/TitleTxt11CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SR. MGR, HEALTH & WELLNESS
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0932
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0932
IRS990/GrossReceiptsAmt0193366565
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0575558
IRS990/InsuranceGrp/TotalAmt04090
IRS990/InvestmentIncomeGrp/ExclusionAmt0995762
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0995762
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027750143
IRS990/InvestmentsPubTradedSecGrp/EOYAmt030191074
IRS990/IRPDocumentCnt0178
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0524802
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0590100
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0559756
IRS990/LandBldgEquipCostOrOtherBssAmt01084558
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLAN PROVIDES FOR ITS MEMBERS A FULL RANGE OF BENEFITS INCLUDING BUT NOT LIMITED TO HOSPITAL AND SURGICAL BENEFITS, LIFE INSURANCE, ACCIDENTAL DEATH BENEFITS, SICKNESS AND ACCIDENT DISABILITY BENEFITS AND DENTAL BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt082338626
IRS990/NetAssetsOrFundBalancesEOYAmt087227720
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0932
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0932
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01919751
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt082338626
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt087227720
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0105093
IRS990/OfficeExpensesGrp/TotalAmt0295185
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01338
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/Desc1STAFF RETENTION
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt021967
IRS990/OtherExpensesGrp/TotalAmt118319
IRS990/OtherExpensesGrp/TotalAmt24365
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0STOP-LOSS INSURANCE PAYMENTS
IRS990/OtherRevenueMiscGrp/Desc1SETTLEMENT INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt02451622
IRS990/OtherRevenueMiscGrp/ExclusionAmt13359
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02451622
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13359
IRS990/OtherRevenueTotalAmt02454981
IRS990/OtherSalariesAndWagesGrp/TotalAmt01383828
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0178436
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0521564
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0660924
IRS990/PrincipalOfficerNm0JAMES MCGEE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2H&W LTD PORTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0151785384
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt137985858
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2143648
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0151785384
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt137985858
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2143648
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0178850361
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0988949
IRS990/PYOtherExpensesAmt01920454
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0176147162
IRS990/PYRevenuesLessExpensesAmt0-5442678
IRS990/PYSalariesCompEmpBnftPaidAmt01807974
IRS990/PYTotalExpensesAmt0182578789
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0177136111
IRS990/ReconcilationRevenueExpnssAmt02969343
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt024377181
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021839700
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt094344
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0249519
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0343863
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0465412
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0275283
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0740695
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0559756
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0293150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1156987
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2169193
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3142267
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4118126
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt119866
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt46500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt126991
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt210716
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt310664
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt424407
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt25281
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt33002
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt44963
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40

Document Assets

No mirrored PDF or thumbnail assets are attached yet.