Civic Intelligence

Hca Short Term Disability Benefits Plan Trust

990 • Fiscal year 2023 • EIN 92-1854391

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileN/A
One Park Plaza PO Box 550Nashville, TN 37202

(615) 344-9551

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Net Margin

35th percentile

-0.1%

Higher net margin than 35% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

40th percentile

$10,580

Higher top officer pay than 40% of similar nonprofits.

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

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Asset Growth

5th percentile

-13%

Faster asset growth than 5% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

278%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Flat

$1,114,832

Flat from 2023

Net Assets

Flat

$1,114,832

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin35th percentile

Revenue

Flat

$120,340,143

Flat from 2023

Expenses

Flat

$120,513,109

Flat from 2023

Net Income

Flat

-$172,966

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$1.5M$1.0M$500K$0Assets 2022: $1,287,798Liabilities 2022: $0Net Assets 2022: $1,287,7982022Assets 2023: $1,114,832Liabilities 2023: $0Net Assets 2023: $1,114,8322023Assets 2023: $1,114,832Liabilities 2023: $0Net Assets 2023: $1,114,8322023Assets 2024: $1,432,826Liabilities 2024: $0Net Assets 2024: $1,432,8262024

Highlighted filing

2023

Assets$1,114,832
Liabilities$0
Net Assets$1,114,832
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$150M$100M$50M$0-$50MRevenue 2022: $31,863,651Expenses 2022: $30,575,853Net Income 2022: $1,287,7982022Revenue 2023: $120,340,143Expenses 2023: $120,513,109Net Income 2023: -$172,9662023Revenue 2023: $120,340,143Expenses 2023: $120,513,109Net Income 2023: -$172,9662023Revenue 2024: $129,682,161Expenses 2024: $129,364,167Net Income 2024: $317,9942024

Highlighted filing

2023

Revenue$120,340,143
Expenses$120,513,109
Net Income-$172,966
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$120,340,143
Mission and Program Overview

Mission

To provide sickness, accident, life, disability, and other welfare benefits to eligible active and retired employees and their families, as applicable, of hca, inc., the sponsoring employer, under the terms of the hca short term disability benefits plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,287,798$1,114,832▼ $172,966
Savings and Temporary Cash Investments$1,282,964$1,108,336▼ $174,628
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net-$0-
Loans From Officers Directors-$0-
Total Assets$1,287,798$1,114,832▼ $172,966
Other Assets Total$4,834$6,496▲ $1,662
Liabilities
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,287,798$1,114,832▼ $172,966
Total Liabilities and Net Assets / Fund Balance$1,287,798$1,114,832▼ $172,966
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
-Trustee$10,580$10,580
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$120,267,686
Investment Income
$72,457
Other Revenue
$0
Change in Net Assets
$-172,966

Audited Revenue Reconciliation

Revenue per Audited Statements
$120,340,143
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$120,340,143
Total Revenue per Form 990
$120,340,143
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,580
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---$120,502,529
Fees for Services Other---$10,580
Total Functional Expenses$0$0$0$120,513,109

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$120,513,109
Total Expenses per Audited Statements$120,513,109
Total Expenses per Form 990$120,513,109
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 8A Documentation of meetings held by governing body

“There are no committees of the governing board.”

Form 990, Part VI, Line 8B Documentation of meetings held by committees of governing body

“There are no committees of the governing board.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The form 990 is reviewed by the tax department of hca, inc. Before filing.”

Form 990, Part VI, Line 19 Required documents available to the public

“THIS IS AN IRC SECTION 501(C)(9) VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION WHICH COVERS ONLY ELIGIBLE EMPLOYEES OF HCA, INC. THERE IS NO SOLICITATION OF CONTRIBUTIONS OR INVOLVEMENT OF THE GENERAL PUBLIC. THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS OF THE VEBA upon request.”

Form 990, Part VII, Section A Line 1

“Form 990, part vii, column (b) average hours per week devoted to position: as trustee, bank of america n.a. Provided administrative services such as acting as custodian of assets for the hca short term disability benedits plan trust. Their services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis.”

Filing and Contact Details

Filer

Filer Name
Hca Short Term Disability Benefits Plan Trust
EIN
92-1854391
Phone
6153449551
Address
ONE PARK PLAZA PO BOX 550, NASHVILLE, TN 37202

Signing Officer

Name
Robert Bailey
Title
VP Treasury Services, Hca, Inc.
Phone
6153449551
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2022
Legal Domicile
Tn
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Crowe Llp
Address
401 East Las Olas Blvd Suite 1100, Fort Lauderdale, FL 33301-4230
Preparer
Brittney Kocaj
Phone
9542028600
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan. The plan administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2023 and 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2019.”

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

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There are no committees of the governing board.
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IRS990/TotalReportableCompFromOrgAmt010580
IRS990/TotalRevenueGrp/ExclusionAmt072457
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0120267686
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0120340143
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01287798
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01114832
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE PARK PLAZA PO BOX 550
IRS990/USAddress/CityNm0NASHVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037202
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BAILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP TREASURY SERVICES, HCA, INC.
ReturnHeader/BusinessOfficerGrp/PhoneNum06153449551
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HCA SHORT TERM DISABILITY BENEFITS PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HCAS
ReturnHeader/Filer/EIN0921854391
ReturnHeader/Filer/PhoneNum06153449551
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE PARK PLAZA PO BOX 550
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0350921680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROWE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 East Las Olas Blvd Suite 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Lauderdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333014230
ReturnHeader/PreparerPersonGrp/PhoneNum09542028600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brittney Kocaj
ReturnHeader/ReturnTs02024-11-14T01:16:12+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,114,832
Liabilities
$0
Net assets
$1,114,832
Revenue
$120,340,143
Expenses
$120,513,109
Net income
-$172,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$130$129$0.32
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$120$121$0.17
2023Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$120$121$0.17
2022Summary only. Only limited summary data is available for this year.$1.29$0.00$1.29$31.9$30.6$1.29