Civic Intelligence

Housing Benefits Plan

EIN 62-1217327 • 501(c)9 • Round Rock, TX

View Organization Page

Profile

The Purpose of the Plan shall be to provide medical and other benefits permissable under Section 501(c)(9) of the Internal Revenue Code of 1986, as amended ("Code") to those employees (and their dependents and beneficiaries) of member local housing authorities, redevelopment agencies and of the Plan ("Employer") which voluntarily elect to participate in the Plan.

1505 Lance LaneRound Rock, TX 78664

n/A

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.13x

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

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

Liabilities / Revenue

70th percentile

0.09x

Higher debt load relative to revenue than 70% of similar nonprofits.

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

Net Margin

37th percentile

0.2%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

41st percentile

2.8%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

52nd percentile

6.6%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$17,010,522

Up $458,377 (+2.8%) from 2023

Liabilities

Down

$2,228,052

Down $62,148 (-2.7%) from 2023

Net Assets

Up

$14,782,470

Up $520,525 (+3.6%) from 2023

Operations
Liabilities / Revenue70th percentileNet Margin37th percentile

Revenue

Up

$23,957,250

Up $1,491,498 (+6.6%) from 2023

Expenses

Up

$23,909,281

Up $1,490,834 (+6.7%) from 2023

Net Income

Up

$47,969

Up $664 (+1.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $8,966,221Liabilities 2010: $3,873,101Net Assets 2010: $5,093,1202010Assets 2011: $11,422,611Liabilities 2011: $3,823,985Net Assets 2011: $7,598,6262011Assets 2012: $14,457,368Liabilities 2012: $3,476,748Net Assets 2012: $10,980,6202012Assets 2013: $16,438,808Liabilities 2013: $3,321,955Net Assets 2013: $13,116,8532013Assets 2014: $18,051,264Liabilities 2014: $3,720,514Net Assets 2014: $14,330,7502014Assets 2015: $17,589,848Liabilities 2015: $4,803,304Net Assets 2015: $12,786,5442015Assets 2016: $17,981,593Liabilities 2016: $5,678,332Net Assets 2016: $12,303,2612016Assets 2017: $17,309,634Liabilities 2017: $5,991,897Net Assets 2017: $11,317,7372017Assets 2018: $16,562,594Liabilities 2018: $3,731,711Net Assets 2018: $12,830,8832018Assets 2019: $16,156,400Liabilities 2019: $1,704,347Net Assets 2019: $14,452,0532019Assets 2020: $17,546,746Liabilities 2020: $1,911,948Net Assets 2020: $15,634,7982020Assets 2021: $17,278,471Liabilities 2021: $1,780,099Net Assets 2021: $15,498,3722021Assets 2022: $17,584,880Liabilities 2022: $3,963,763Net Assets 2022: $13,621,1172022Assets 2023: $16,552,145Liabilities 2023: $2,290,200Net Assets 2023: $14,261,9452023Assets 2024: $17,010,522Liabilities 2024: $2,228,052Net Assets 2024: $14,782,4702024

Highlighted filing

2024

Assets$17,010,522
Liabilities$2,228,052
Net Assets$14,782,470
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $11,800,7562010Expenses 2011: $12,058,5582011Revenue 2012: $13,732,750Expenses 2012: $10,267,481Net Income 2012: $3,465,2692012Revenue 2013: $13,657,197Expenses 2013: $11,369,434Net Income 2013: $2,287,7632013Revenue 2014: $13,783,241Expenses 2014: $12,432,834Net Income 2014: $1,350,4072014Revenue 2015: $15,954,246Expenses 2015: $17,394,945Net Income 2015: -$1,440,6992015Revenue 2016: $20,965,810Expenses 2016: $21,413,857Net Income 2016: -$448,0472016Revenue 2017: $22,722,459Expenses 2017: $23,660,886Net Income 2017: -$938,4272017Revenue 2018: $25,329,527Expenses 2018: $23,866,221Net Income 2018: $1,463,3062018Revenue 2019: $24,519,357Expenses 2019: $23,049,449Net Income 2019: $1,469,9082019Revenue 2020: $20,954,949Expenses 2020: $19,830,288Net Income 2020: $1,124,6612020Revenue 2021: $20,926,607Expenses 2021: $20,923,656Net Income 2021: $2,9512021Revenue 2022: $20,610,908Expenses 2022: $21,677,821Net Income 2022: -$1,066,9132022Revenue 2023: $22,465,752Expenses 2023: $22,418,447Net Income 2023: $47,3052023Revenue 2024: $23,957,250Expenses 2024: $23,909,281Net Income 2024: $47,9692024

Highlighted filing

2024

Revenue$23,957,250
Expenses$23,909,281
Net Income$47,969
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
$17,010,522
Liabilities
$2,228,052
Net assets
$14,782,470
Revenue
$23,957,250
Expenses
$23,909,281
Net income
$47,969
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$2.23$14.8$24.0$23.9$0.05
2023Summary only. Only limited summary data is available for this year.$16.6$2.29$14.3$22.5$22.4$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$3.96$13.6$20.6$21.7$1.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$1.78$15.5$20.9$20.9$0.00
2020Summary only. Only limited summary data is available for this year.$17.5$1.91$15.6$21.0$19.8$1.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$1.70$14.5$24.5$23.0$1.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$3.73$12.8$25.3$23.9$1.46
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$5.99$11.3$22.7$23.7$0.94
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$5.68$12.3$21.0$21.4$0.45
2015Detailed filing. Detailed filing data is available for this year.$17.6$4.80$12.8$16.0$17.4$1.44
2014Detailed filing. Detailed filing data is available for this year.$18.1$3.72$14.3$13.8$12.4$1.35
2013Summary only. Only limited summary data is available for this year.$16.4$3.32$13.1$13.7$11.4$2.29
2012Summary only. Only limited summary data is available for this year.$14.5$3.48$11.0$13.7$10.3$3.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$3.82$7.60$12.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.97$3.87$5.09$11.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 31, 2025
Return Version
2024v5.2
Gross Receipts
$23,957,250
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,261,945$14,782,470▲ $520,525
Investments Other Securities$13,573,697$13,933,042▲ $359,345
Cash and Non-Interest-Bearing Accounts$1,291,039$1,423,282▲ $132,243
Accounts Receivable$1,192,094$1,089,703▼ $102,391
Savings and Temporary Cash Investments$401,172$440,860▲ $39,688
Total Assets$16,552,145$17,010,522▲ $458,377
Other Assets Total$94,143$123,635▲ $29,492
Liabilities
Deferred Revenue$1,962,191$2,096,703▲ $134,512
Accounts Payable and Accrued Expenses$328,009$131,349▼ $196,660
Total Liabilities$2,290,200$2,228,052▼ $62,148
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,261,945$14,782,470▲ $520,525
Total Liabilities and Net Assets / Fund Balance$16,552,145$17,010,522▲ $458,377

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,416,364--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
-Board Chair
-Board Vice-chair
-Board Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Vimly Benefit Solutions INCAdministrationPO BOX 6, Mukilteo, WA 98275$352,512
Hall Benefit Law LLCAdministration339 JOHNSON FERRY RD, Atlanta, GA 30328$231,018
Housing Solutions Alliance LLCAdministration330 MARSHALL STREET SUITE 900, Shreveport, LA 71101$116,813
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,462,864
Investment Income
$489,640
Other Revenue
$4,746
Change in Net Assets
$47,969

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,929,202
Revenue Not Reported on Financial Statements
$28,048
Revenue Not Reported on Form 990
$456,659
Total Revenue per Audited Statements
$24,385,861
Total Revenue per Form 990
$23,957,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,909,281
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
Fees for Services Legal$0$0$0$222,081
Other Expenses$0$0$0$102,318
Conferences and Meetings$0$0$0$63,160
Fees for Services Accounting$0$0$0$54,800
Fees for Service Investment Mgmnt Fees$0$0$0$28,048
Interest$0$0$0$15,897
Insurance$0$0$0$12,234
Fees for Services Other$0$0$0$9,148
Advertising$0$0$0$4,854
All Other Expenses$0$0$0$1,252
Office Expenses$0$0$0$911
Total Functional Expenses$0$0$0$23,909,281

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$23,909,281
Expenses per Audited Statements$23,865,336
Total Expenses per Audited Statements$23,865,336
Expenses Not Reported on Financial Statements$43,945
Other Expense Adjustments$15,897
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 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
Filing and Contact Details

Filer

Filer Name
Housing Benefits Plan Co Anna Putnam Housing Solutions Alliance
EIN
62-1217327
Phone
8002887623
Address
1505 LANCE LANE, ROUND ROCK, TX 78664

Signing Officer

Name
L Thomas Rowe
Title
Board Chair
Phone
8002887623
Signed
2025-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
L Thomas Rowe
Formed
1984
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Wheeler Hirsch & Associates Inc
Address
1848 MOORES MILL RD NW, ATLANTA, GA 30318
Preparer
Susan Hill
Phone
6784297020
Supplemental Narrative

Additional Explanations

Other

“Form 990, part i, line 1, description of organization mission: provide health benefits, life insurance coverage, long-term disability benefits, vision care and death benefits to participants, their beneficiaries and covered dependents.”

Other

“Form 990, part iii, line 1, description of organization mission: the purpose of the plan shall be to provide medical and other benefits permissable under section 501(c)(9) of the internal revenue code of 1986, as amended (code) to those employees (and their dependents and beneficiaries) of member local housing authorities, redevelopment agencies and of the plan (employer) which voluntarily elect to participate in the plan.”

Other

“Form 990, part iii, line 4a, program service accomplishments: provision of health benefits (medical, hospital, surgical, major medical and dental), life insurance coverage, long-term disability benefits, vision care and dental benefits to participants, their beneficiaries and covered dependents.”

Pt VI, Line 3

“Form 990, part vi, section a, line 3: the organization delegates 3rd party claims administration duties to: vimly benefits solutions, inc., p.o. Box 6, mukilteo, wa 98275. Vimlys duties include: billings and premium collections.”

Pt VI, Line 7A

“Form 990, part vi, section a, line 7a: board members are appointed by the presidents of serc-nahro and swrc-nahro, subject to confirmation by a majority of the members of the executive committees of the serc & swrc nahro organizations.”

Pt VI, Line 11B

“Form 990, part vi, section b, line 11b: the form 990 is reviewed by the board chair and other members of the audit committee before the final copy is filed.”

Pt VI, Line 19

“Form 990, part vi, section c, line 19: the organization makes its documents available upon request.”

Financial Statement Notes

Pt XI, Line 2D

“Interest Expense”

Pt XII, Line 4B

“Interest Expense”

Raw XML AppendixShowing 400 of 475 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0328009
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AddressChangeInd0X
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IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt04854
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt01252
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0ANNA PUTNAM HOUSING SOLUTIONS ALLIA
IRS990/BooksInCareOfDetail/PhoneNum03184020508
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01505 LANCE LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROUND ROCK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078664
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01291039
IRS990/CashNonInterestBearingGrp/EOYAmt01423282
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
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IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt063160
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
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IRS990/ContractorCompensationGrp/CompensationAmt1231018
IRS990/ContractorCompensationGrp/CompensationAmt2116813
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2330 MARSHALL STREET SUITE 900
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MUKILTEO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ATLANTA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SHREVEPORT
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2LA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd098275
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0VIMLY BENEFIT SOLUTIONS INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1HALL BENEFIT LAW LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2HOUSING SOLUTIONS ALLIANCE LLC
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc1ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc2ADMINISTRATION
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherRevenueAmt04746
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IRS990/CYRevenuesLessExpensesAmt047969
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IRS990/CYTotalRevenueAmt023957250
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
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IRS990/DeferredRevenueGrp/EOYAmt02096703
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0SEE SCHEDULE O
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
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IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt028048
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1SHAUNDRA CLARK
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2JACOB OGLESBY
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3EBBY GREEN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4MICHAEL SWEET
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt5PATTI PRESTON
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt6SHELIA BARNETT
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt7PAULA SCRUGGS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: PROVIDE HEALTH BENEFITS, LIFE INSURANCE COVERAGE, LONG-TERM DISABILITY BENEFITS, VISION CARE AND DEATH BENEFITS TO PARTICIPANTS, THEIR BENEFICIARIES AND COVERED DEPENDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE PURPOSE OF THE PLAN SHALL BE TO PROVIDE MEDICAL AND OTHER BENEFITS PERMISSABLE UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (CODE) TO THOSE EMPLOYEES (AND THEIR DEPENDENTS AND BENEFICIARIES) OF MEMBER LOCAL HOUSING AUTHORITIES, REDEVELOPMENT AGENCIES AND OF THE PLAN (EMPLOYER) WHICH VOLUNTARILY ELECT TO PARTICIPATE IN THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: PROVISION OF HEALTH BENEFITS (MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL AND DENTAL), LIFE INSURANCE COVERAGE, LONG-TERM DISABILITY BENEFITS, VISION CARE AND DENTAL BENEFITS TO PARTICIPANTS, THEIR BENEFICIARIES AND COVERED DEPENDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990, PART VI, SECTION A, LINE 3: THE ORGANIZATION DELEGATES 3RD PARTY CLAIMS ADMINISTRATION DUTIES TO: VIMLY BENEFITS SOLUTIONS, INC., P.O. BOX 6, MUKILTEO, WA 98275. VIMLYS DUTIES INCLUDE: BILLINGS AND PREMIUM COLLECTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990, PART VI, SECTION A, LINE 7A: BOARD MEMBERS ARE APPOINTED BY THE PRESIDENTS OF SERC-NAHRO AND SWRC-NAHRO, SUBJECT TO CONFIRMATION BY A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEES OF THE SERC & SWRC NAHRO ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS REVIEWED BY THE BOARD CHAIR AND OTHER MEMBERS OF THE AUDIT COMMITTEE BEFORE THE FINAL COPY IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST.
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