Civic Intelligence

Cn Enterprises Health Plan Trust

990 • Fiscal year 2020 • EIN 81-4972795

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A

View Organization Page

1921 CRADDUCK RD Suite 200Ada, OK 74820

(580) 559-0886

Siviq Scores

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

Liabilities / Assets

84th percentile

0.30x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

56th percentile

0.04x

Higher debt load relative to revenue than 56% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

13th percentile

-13%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

3rd percentile

-53%

Faster asset growth than 3% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-2.4%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$1,812,935

Down $2,084,350 (-53%) from 2019

Net Assets

Down

$1,274,900

Down $1,839,045 (-59%) from 2019

Liabilities

Down

$538,035

Down $245,305 (-31%) from 2019

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin13th percentile

Revenue

Down

$14,583,857

Down $360,697 (-2.4%) from 2019

Expenses

Up

$16,422,902

Up $2,549,253 (+18%) from 2019

Net Income

Down

-$1,839,045

Down $2,909,950 (-272%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2017: $1,722,966Liabilities 2017: $608,009Net Assets 2017: $1,114,9572017Assets 2018: $2,623,693Liabilities 2018: $580,653Net Assets 2018: $2,043,0402018Assets 2019: $3,897,285Liabilities 2019: $783,340Net Assets 2019: $3,113,9452019Assets 2020: $1,812,935Liabilities 2020: $538,035Net Assets 2020: $1,274,9002020Assets 2021: $2,643,128Liabilities 2021: $1,681,399Net Assets 2021: $961,7292021Assets 2022: $948,225Liabilities 2022: $634,196Net Assets 2022: $314,0292022Assets 2023: $4,732,139Liabilities 2023: $368,930Net Assets 2023: $4,363,2092023Assets 2024: $5,475,382Liabilities 2024: $190,287Net Assets 2024: $5,285,0952024

Highlighted filing

2020

Assets$1,812,935
Liabilities$538,035
Net Assets$1,274,900
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

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

$30M$20M$10M$0-$10MRevenue 2017: $17,804,428Expenses 2017: $16,689,471Net Income 2017: $1,114,9572017Revenue 2018: $16,053,739Expenses 2018: $15,414,183Net Income 2018: $639,5562018Revenue 2019: $14,944,554Expenses 2019: $13,873,649Net Income 2019: $1,070,9052019Revenue 2020: $14,583,857Expenses 2020: $16,422,902Net Income 2020: -$1,839,0452020Revenue 2021: $14,907,101Expenses 2021: $15,220,272Net Income 2021: -$313,1712021Revenue 2022: $18,623,624Expenses 2022: $19,271,324Net Income 2022: -$647,7002022Revenue 2023: $23,468,975Expenses 2023: $19,419,795Net Income 2023: $4,049,1802023Revenue 2024: $21,166,821Expenses 2024: $20,244,935Net Income 2024: $921,8862024

Highlighted filing

2020

Revenue$14,583,857
Expenses$16,422,902
Net Income-$1,839,045
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$14,583,857
Mission and Program Overview

Mission

To assist employers of the trust in providing health and welfare benefits to eligible employees and dependents, and to serve to help make healthcare sustainable for members of the trust.

To provide health and welfare benefits to employers of the trust.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,830,899$1,541,871▼ $2,289,028
Accounts Receivable$62,075$271,064▲ $208,989
Prepaid Expenses and Deferred Charges$4,311$0▼ $4,311
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
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$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$3,897,285$1,812,935▼ $2,084,350
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$783,340$538,035▼ $245,305
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$783,340$538,035▼ $245,305
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,113,945$1,274,900▼ $1,839,045
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$3,113,945$1,274,900▼ $1,839,045
Total Liabilities and Net Assets / Fund Balance$3,897,285$1,812,935▼ $2,084,350
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Sarah BrownCCB - Trustee
Kathy PetitoCNI - Trustee
Todd KeeFmuc - Trustee
Casey MorganGgs/rp - Trustee
Jennifer KaneshiroGgs/rp - Trustee
Kyle PewittSolara - Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,555,972
Investment Income
$27,885
Other Revenue
$0
Change in Net Assets
$-1,839,045

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,583,857
Total Revenue per Audited Statements
$14,583,857
Total Revenue per Form 990
$14,583,857
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$192,679
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$16,230,223--$16,230,223
Other Expenses$122,004--$122,004
Fees for Services Accounting$41,684--$41,684
Fees for Services Legal$24,657--$24,657
Insurance$4,334--$4,334
Total Functional Expenses$16,422,902$0$0$16,422,902

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,422,902
Total Expenses per Audited Statements$16,422,902
Total Expenses per Form 990$16,422,902
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
Annual disclosure for covered persons
Yes
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
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 8B

“No committees. All actions decided at governing body level”

Form 990, Part VI, Section A, Line 9

“See supporting schedule for addresses where trustees of each entity can be reached”

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

“The organization engages an outside accounting firm to prepare the form 990. Once prepared, a draft of the return is sent to trustees and the trustees' consultants to review before being filed.”

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

“Procedures for Addressing the Conflict of Interest a. An interested person may make a presentation at the Trustee meeting, but after the presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. b. After exercising due diligence, the Trustees shall determine whether the Plan or Trust can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. c. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the Trustees shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Plan and/or Trust's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination it shall make its decision as to whether to enter into the transaction or arrangement. whether to enter into the transaction or arrangement.”

Form 990, Part VI, Section C, Line 19

“Any documents subject to open record requirements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Cn Enterprises Health Plan Trust
EIN
81-4972795
In Care Of
% CASEY MORGAN
Phone
5805590886
Address
1921 CRADDUCK RD Suite 200, ADA, OK 74820

Signing Officer

Name
Jennifer Kaneshiro
Title
Trust Administrator
Phone
5802352769
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Kaneshiro
Formed
2017
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Bkd Llp
Address
110 N Elgin Ave Suite 400, Tulsa, OK 74120-1490
Preparer
Shawn M Loader
Phone
9185842900
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“The trust received an exemption letter from the internal revenue service dated may 25, 2018, stating that the trust, as then designed, was tax-exempt under the provisions of section 501(c)9 of the internal revenue code. However, as a result of the trust's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in the accompanying financial statements. The trust administrator believes the trust is currently being operated in compliance with the applicable requirements of the internal revenue code.”

Raw XML AppendixShowing 400 of 478 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/BOYAmt0783340
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0538035
IRS990/AccountsReceivableGrp/BOYAmt062075
IRS990/AccountsReceivableGrp/EOYAmt0271064
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYERS OF THE TRUST.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt016230223
IRS990/BenefitsToMembersGrp/TotalAmt016230223
IRS990/BooksInCareOfDetail/PersonNm0CASEY MORGAN
IRS990/BooksInCareOfDetail/PhoneNum05802727496
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01921 CRADDUCK RD STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0ADA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd074820
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt016230223
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt027885
IRS990/CYOtherExpensesAmt0192679
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt014555972
IRS990/CYRevenuesLessExpensesAmt0-1839045
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt016422902
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014583857
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE PROGRAM ACCOMPLISHED PROVIDING HEALTH AND WELFARE BENEFITS TO EACH EMPLOYER'S ELIGIBLE EMPLOYEES AND DEPENDENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0100
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt041684
IRS990/FeesForServicesAccountingGrp/TotalAmt041684
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt024657
IRS990/FeesForServicesLegalGrp/TotalAmt024657
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
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/AverageHoursPerWeekRltdOrgRt440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.0
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JENNIFER KANESHIRO
IRS990/Form990PartVIISectionAGrp/PersonNm1CASEY MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHY PETITO
IRS990/Form990PartVIISectionAGrp/PersonNm3KYLE PEWITT
IRS990/Form990PartVIISectionAGrp/PersonNm4TODD KEE
IRS990/Form990PartVIISectionAGrp/PersonNm5SARAH BROWN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0GGS/RP - TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1GGS/RP - TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CNI - TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SOLARA - TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4FMUC - TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CCB - TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt014583857
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt04334
IRS990/InsuranceGrp/TotalAmt04334
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027885
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt027885
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ASSIST EMPLOYERS OF THE TRUST IN PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS, AND TO SERVE TO HELP MAKE HEALTHCARE SUSTAINABLE FOR MEMBERS OF THE TRUST.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt03113945
IRS990/NetAssetsOrFundBalancesEOYAmt01274900
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03113945
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01274900
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0LICENSE AND FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0122004
IRS990/OtherExpensesGrp/TotalAmt0122004
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/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04311
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JENNIFER KANESHIRO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Medical Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Dental Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014450515
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1105457
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014450515
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1105457
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt013648480
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt057511
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0225169
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt014887043
IRS990/PYRevenuesLessExpensesAmt01070905
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt013873649
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014944554
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1839045
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03830899
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01541871
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt016422902
IRS990ScheduleD/RevenueSubtotalAmt014583857
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED MAY 25, 2018, STATING THAT THE TRUST, AS THEN DESIGNED, WAS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)9 OF THE INTERNAL REVENUE CODE. HOWEVER, AS A RESULT OF THE TRUST'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE TRUST ADMINISTRATOR BELIEVES THE TRUST IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/TotalExpensesPerForm990Amt016422902
IRS990ScheduleD/TotalRevenuePerForm990Amt014583857
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014583857
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt016422902
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEES. ALL ACTIONS DECIDED AT GOVERNING BODY LEVEL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE SUPPORTING SCHEDULE FOR ADDRESSES WHERE TRUSTEES OF EACH ENTITY CAN BE REACHED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE THE FORM 990. ONCE PREPARED, A DRAFT OF THE RETURN IS SENT TO TRUSTEES AND THE TRUSTEES' CONSULTANTS TO REVIEW BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Procedures for Addressing the Conflict of Interest a. An interested person may make a presentation at the Trustee meeting, but after the presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. b. After exercising due diligence, the Trustees shall determine whether the Plan or Trust can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. c. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the Trustees shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Plan and/or Trust's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination it shall make its decision as to whether to enter into the transaction or arrangement. whether to enter into the transaction or arrangement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY DOCUMENTS SUBJECT TO OPEN RECORD REQUIREMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd7false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CHICKASAW NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1CHICKASAW NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2GGS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3CHICKASAW NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4CHICKASAW NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5CHICKASAW NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt6CHICKASAW NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt7CHICKASAW NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOLARA SURGICAL PARTNERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1FIRST MED URGENT CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2GLOBAL GAMING RP LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3GLOBLA GAMING SOLUTIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4SOVEREIGN PROPERTIES HOLDCO LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5TRACE FIBER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6CHICKASAW COMMUNITY BANK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7CHICKASAW COMMUNITY BANK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0261444769
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1731282086
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2270900699
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3321206508
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4461270693
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5300960708
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6730242063
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN7730242063
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd6OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd7OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONTR EMPLYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CONTR EMPLYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2CONTR EMPLYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3CONTR EMPLYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4CONTR EMPLYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5CONTR EMPLYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt6CONTR EMPLYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt7CONTR EMPLYR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02325 DEAN WAY 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11221 N KELLY AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2ONE REMINGTON PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt31921 CRADDUCK RD STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt42020 LONNIE ABBOTT BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt52020 LONNIE ABBOTT BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt6909 SOUTH MERIDIAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt7909 SOUTH MERIDIAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SOUTHLAKE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1EDMOND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2OKC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3ADA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4ADA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm5ADA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm6OKC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm7OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd5OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd6OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd7OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd076092
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd173003
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd273111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd374820
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd474820
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd574820
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd673108
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd773108
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,812,935
Liabilities
$538,035
Net assets
$1,274,900
Revenue
$14,583,857
Expenses
$16,422,902
Net income
-$1,839,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.48$0.19$5.29$21.2$20.2$0.92
2023Detailed filing. Detailed filing data is available for this year.$4.73$0.37$4.36$23.5$19.4$4.05
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.63$0.31$18.6$19.3$0.65
2021Detailed filing. Detailed filing data is available for this year.$2.64$1.68$0.96$14.9$15.2$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.81$0.54$1.27$14.6$16.4$1.84
2019Detailed filing. Detailed filing data is available for this year.$3.90$0.78$3.11$14.9$13.9$1.07
2018Detailed filing. Detailed filing data is available for this year.$2.62$0.58$2.04$16.1$15.4$0.64
2017Detailed filing. Detailed filing data is available for this year.$1.72$0.61$1.11$17.8$16.7$1.11