Civic Intelligence

School District No 1 Health And

EIN 93-6090239 • 501(c)9 • Tualatin, OR

Profile

To provide health and life insurance benfits to participants, as defined in various collective bargaining agreemnets, and their eligible spouses and dependents in accordance with the terms of the benefit plans offered.

12205 SW Tualatin Road Suite 200Tualatin, OR 97062

sdtrust.com

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.66x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

75th percentile

0.17x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

18th percentile

-5.1%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

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

Asset Growth

10th percentile

-16%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

52nd percentile

7.0%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$29,353,138

Down $5,671,259 (-16%) from 2023

Liabilities

Up

$19,416,996

Up $653,512 (+3.5%) from 2023

Net Assets

Down

$9,936,142

Down $6,324,771 (-39%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin18th percentile

Revenue

Up

$114,156,889

Up $7,474,601 (+7.0%) from 2023

Expenses

Up

$119,966,378

Up $11,490,261 (+11%) from 2023

Net Income

Down

-$5,809,489

Down $4,015,660 (-224%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$60M$40M$20M$0Assets 2010: $16,097,462Liabilities 2010: $7,856,197Net Assets 2010: $8,241,2652010Assets 2011: $15,043,937Liabilities 2011: $8,069,378Net Assets 2011: $6,974,5592011Assets 2012: $16,569,942Liabilities 2012: $8,252,306Net Assets 2012: $8,317,6362012Assets 2013: $19,990,180Liabilities 2013: $11,072,836Net Assets 2013: $8,917,3442013Assets 2014: $24,869,838Liabilities 2014: $13,125,203Net Assets 2014: $11,744,6352014Assets 2015: $31,001,479Liabilities 2015: $18,142,390Net Assets 2015: $12,859,0892015Assets 2016: $40,837,197Liabilities 2016: $29,353,525Net Assets 2016: $11,483,6722016Assets 2017: $43,395,935Liabilities 2017: $31,049,057Net Assets 2017: $12,346,8782017Assets 2018: $30,583,727Liabilities 2018: $18,605,799Net Assets 2018: $11,977,9282018Assets 2019: $29,141,072Liabilities 2019: $17,781,942Net Assets 2019: $11,359,1302019Assets 2020: $33,999,161Liabilities 2020: $19,166,776Net Assets 2020: $14,832,3852020Assets 2021: $35,939,491Liabilities 2021: $19,195,368Net Assets 2021: $16,744,1232021Assets 2022: $33,799,314Liabilities 2022: $16,824,938Net Assets 2022: $16,974,3762022Assets 2023: $35,024,397Liabilities 2023: $18,763,484Net Assets 2023: $16,260,9132023Assets 2024: $29,353,138Liabilities 2024: $19,416,996Net Assets 2024: $9,936,1422024

Highlighted filing

2024

Assets$29,353,138
Liabilities$19,416,996
Net Assets$9,936,142
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$150M$100M$50M$0-$50MExpenses 2010: $67,571,9502010Expenses 2011: $69,745,5982011Expenses 2012: $69,288,1332012Expenses 2013: $71,338,7522013Revenue 2014: $72,878,704Expenses 2014: $70,467,798Net Income 2014: $2,410,9062014Revenue 2015: $73,834,171Expenses 2015: $72,787,289Net Income 2015: $1,046,8822015Revenue 2016: $12,170,402Expenses 2016: $12,465,435Net Income 2016: -$295,0332016Revenue 2017: $85,146,697Expenses 2017: $84,664,293Net Income 2017: $482,4042017Revenue 2018: $90,985,758Expenses 2018: $89,407,011Net Income 2018: $1,578,7472018Revenue 2019: $89,243,404Expenses 2019: $90,873,036Net Income 2019: -$1,629,6322019Revenue 2020: $91,465,905Expenses 2020: $88,994,297Net Income 2020: $2,471,6082020Revenue 2021: $102,437,300Expenses 2021: $100,464,725Net Income 2021: $1,972,5752021Revenue 2022: $105,365,188Expenses 2022: $101,846,255Net Income 2022: $3,518,9332022Revenue 2023: $106,682,288Expenses 2023: $108,476,117Net Income 2023: -$1,793,8292023Revenue 2024: $114,156,889Expenses 2024: $119,966,378Net Income 2024: -$5,809,4892024

Highlighted filing

2024

Revenue$114,156,889
Expenses$119,966,378
Net Income-$5,809,489
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$29,353,138
Liabilities
$19,416,996
Net assets
$9,936,142
Revenue
$114,156,889
Expenses
$119,966,378
Net income
-$5,809,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.4$19.4$9.94$114$120$5.81
2023Summary only. Only limited summary data is available for this year.$35.0$18.8$16.3$107$108$1.79
2022Summary only. Only limited summary data is available for this year.$33.8$16.8$17.0$105$102$3.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.9$19.2$16.7$102$100$1.97
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.0$19.2$14.8$91.5$89.0$2.47
2019Summary only. Only limited summary data is available for this year.$29.1$17.8$11.4$89.2$90.9$1.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.6$18.6$12.0$91.0$89.4$1.58
2017Summary only. Only limited summary data is available for this year.$43.4$31.0$12.3$85.1$84.7$0.48
2016Summary only. Only limited summary data is available for this year.$40.8$29.4$11.5$12.2$12.5$0.30
2015Detailed filing. Detailed filing data is available for this year.$31.0$18.1$12.9$73.8$72.8$1.05
2014Detailed filing. Detailed filing data is available for this year.$24.9$13.1$11.7$72.9$70.5$2.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$11.1$8.92$71.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$8.25$8.32$69.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$8.07$6.97$69.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$7.86$8.24$67.6
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$97,192,535
Mission and Program Overview

Mission

To provide health and life insurance benfits to participants, as defined in various collective bargaining agreemnets, and their eligible spouses and dependents in accordance with the terms of the benefit plans offered.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,518,847$19,007,540▲ $6,488,693
Rtn Earn Endowment Incm Other Fnds$11,359,130$14,832,385▲ $3,473,255
Accounts Receivable$12,187,406$9,853,452▼ $2,333,954
Savings and Temporary Cash Investments$2,517,590$4,824,150▲ $2,306,560
Prepaid Expenses and Deferred Charges$304,366$303,888▼ $478
Cash and Non-Interest-Bearing Accounts$1,612,863$10,131▼ $1,602,732
Total Assets$29,141,072$33,999,161▲ $4,858,089
Liabilities
Other Liabilities$14,075,665$15,704,283▲ $1,628,618
Deferred Revenue$3,519,284$3,194,449▼ $324,835
Accounts Payable and Accrued Expenses$186,993$268,044▲ $81,051
Total Liabilities$17,781,942$19,166,776▲ $1,384,834
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,359,130$14,832,385▲ $3,473,255
Total Liabilities and Net Assets / Fund Balance$29,141,072$33,999,161▲ $4,858,089
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Michelle BattenTrust Chair
Gwen SullivanTrustee
Jennifer BaznerTrustee
John BerkeyTrustee
John MacduffeeTrustee
Ligena HeinTrustee
Lisa RogersTrustee
Nahir PerezTrustee
Russ PetersonTrustee
Tracy PinderTrustee
Will LukensTrustee
Emily GaffneyTustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Providence Health PlanClaims AdminPO BOX 4327, Portland, OR 97208$1,347,929
Mercer Human Resource ConsultingConsultant111 SW COLUMBIA STREET, Portland, OR 97201$466,700
Northwest Administrators INCContract Admin.700 NE MULTNOMAH ST SUITE 350, Portland, OR 97232$453,950
Regence Bluecross Blue Shield Of OrClaims Admin.PO BOX 1271, Portland, OR 97207-1271$410,370
Moda Healthdelta DentalClaims Admin.601 SW SECOND AVE, Portland, OR 97204$300,461
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$90,958,860
Investment Income
$507,045
Other Revenue
$0
Change in Net Assets
$2,471,608

Audited Revenue Reconciliation

Revenue per Audited Statements
$91,424,705
Revenue Not Reported on Financial Statements
$41,200
Revenue Not Reported on Form 990
$1,001,647
Total Revenue per Audited Statements
$92,426,352
Total Revenue per Form 990
$91,465,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,754,638
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---$85,239,659
Fees for Services Management---$675,279
Fees for Services Other---$606,869
Fees for Services Legal---$55,200
Office Expenses---$52,887
Fees for Service Investment Mgmnt Fees---$41,200
Insurance---$32,504
Fees for Services Accounting---$24,000
Conferences and Meetings---$22,174
Other Expenses---$14,112
Total Functional Expenses$0$0$0$88,994,297

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$91,470,057
Total Expenses per Audited Statements$91,470,057
Total Expenses per Form 990$88,994,297
Expenses Not Reported on Financial Statements$-2,475,760
Other Expense Adjustments$-2,516,960
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Income Under Reserve Policy$4,145,578
Claims Payable$4,072,010
Insurance Premiums Payable$3,886,695
Claims Incurred But Not Reported$3,600,000
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“Trustees review form 990 and ask questions of the preparer prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Trustees are required to notify the trust of any changes in their interests that could give rise to conflicts.”

Form 990, Page 6, Part VI, Line 15A

“NO COMPENSATION IS PAID”

Form 990, Page 6, Part VI, Line 15B

“NO COMPENSATION IS PAID.”

Form 990, Page 6, Part VI, Line 19

“The trust document, conflict of interest policy and financial statements are maintained in the trusts' office and are available upon request.”

Filing and Contact Details

Filer

Filer Name
School District No 1 Health and
EIN
93-6090239
Phone
5034862108
Address
12205 SW TUALATIN ROAD SUITE 200, TUALATIN, OR 97062

Signing Officer

Name
Michelle Batten
Title
Trust Chair
Phone
2063294900
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Batten
Formed
1972
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
BJORKLUND & MONTPLAISIR CPA'S
Address
10300 SW GREENBURG ROAD STE 470, PORTLAND, OR 97223
Preparer
Richard a Layne
Phone
5036436400
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

“Benefit liabilities were updared based on the audited financial statements of the plan.”

Form 990, Page 2, Part III, Line 4D

“To provide health benefits to eligible participants and their dependents.”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 4B

“Decrease in benefit obligations -2,516,960”

Raw XML AppendixShowing 400 of 427 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/BOYAmt0186993
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0268044
IRS990/AccountsReceivableGrp/BOYAmt012187406
IRS990/AccountsReceivableGrp/EOYAmt09853452
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND LIFE INSURANCE BENFITS TO PARTICIPANTS, AS DEFINED IN VARIOUS COLLECTIVE BARGAINING AGREEMNETS, AND THEIR ELIGIBLE SPOUSES AND DEPENDENTS IN ACCORDANCE WITH THE TERMS OF THE BENEFIT PLANS OFFERED.
IRS990/AmendedReturnInd0X
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt085239659
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ZENITH AMERICAN SOLUTIONS
IRS990/BooksInCareOfDetail/PhoneNum05034862100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012205 SW TUALATIN RD 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0TUALATIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097062
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01612863
IRS990/CashNonInterestBearingGrp/EOYAmt010131
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt022174
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt01347929
IRS990/ContractorCompensationGrp/CompensationAmt1466700
IRS990/ContractorCompensationGrp/CompensationAmt2453950
IRS990/ContractorCompensationGrp/CompensationAmt3410370
IRS990/ContractorCompensationGrp/CompensationAmt4300461
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 4327
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1111 SW COLUMBIA STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2700 NE MULTNOMAH ST SUITE 350
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3PO BOX 1271
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4601 SW SECOND AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd097208
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd197201
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd297232
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd3972071271
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd497204
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0PROVIDENCE HEALTH PLAN
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1MERCER HUMAN RESOURCE CONSULTING
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2NORTHWEST ADMINISTRATORS INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3REGENCE BLUECROSS BLUE SHIELD OF OR
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4MODA HEALTHDELTA DENTAL
IRS990/ContractorCompensationGrp/ServicesDesc0CLAIMS ADMIN
IRS990/ContractorCompensationGrp/ServicesDesc1CONSULTANT
IRS990/ContractorCompensationGrp/ServicesDesc2CONTRACT ADMIN.
IRS990/ContractorCompensationGrp/ServicesDesc3CLAIMS ADMIN.
IRS990/ContractorCompensationGrp/ServicesDesc4CLAIMS ADMIN.
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt085239659
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0507045
IRS990/CYOtherExpensesAmt03754638
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt090958860
IRS990/CYRevenuesLessExpensesAmt02471608
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt088994297
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt091465905
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt03519284
IRS990/DeferredRevenueGrp/EOYAmt03194449
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt024000
IRS990/FeesForServicesLegalGrp/TotalAmt055200
IRS990/FeesForServicesManagementGrp/TotalAmt0675279
IRS990/FeesForServicesOtherGrp/TotalAmt0606869
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt041200
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0RUSS PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN BERKEY
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHELLE BATTEN
IRS990/Form990PartVIISectionAGrp/PersonNm3GWEN SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm4LIGENA HEIN
IRS990/Form990PartVIISectionAGrp/PersonNm5LISA ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm6EMILY GAFFNEY
IRS990/Form990PartVIISectionAGrp/PersonNm7TRACY PINDER
IRS990/Form990PartVIISectionAGrp/PersonNm8NAHIR PEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm9JENNIFER BAZNER
IRS990/Form990PartVIISectionAGrp/PersonNm10WILL LUKENS
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN MACDUFFEE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES REVIEW FORM 990 AND ASK QUESTIONS OF THE PREPARER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES ARE REQUIRED TO NOTIFY THE TRUST OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO COMPENSATION IS PAID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO COMPENSATION IS PAID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE TRUST DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE TRUSTS' OFFICE AND ARE AVAILABLE UPON REQUEST.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE BATTEN
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