UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND (EIN 34-6726563)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-07-13
IRS object ID
202641949349301014
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-13T10:21:55-04:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383349378PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CUNNINGHAM & ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 EAGLE VALLEY CTAddressLine1Txt
CityBROADVIEW HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441472982ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346726563EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED FOOD & COMMERCIAL WORKERSBusinessNameLine1Txt
Business Name Line2UNION LOCAL 880 - EMPLOYERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone2162412828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19199 MARKET PLACE SUITE 1AddressLine1Txt
CityBROADVIEW HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44147ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARL IVKAPersonNm
Person TitleUNION TRUSTEEPersonTitleTxt
Phone2162412828PhoneNum
Signature2026-07-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES DAVISPreparerPersonNm
PTINP01353798PTIN
Phone4407171350PhoneNum
Preparation2026-07-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1HEALTH & WELFARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerCARL IVKAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19199 MARKET PLAddressLine1Txt
CityBROADVIEW HTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44147ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$124,777,635GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTSActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee22TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$118,027,838PYProgramServiceRevenueAmt
CY Program Service Revenue$115,487,394CYProgramServiceRevenueAmt
PY Investment Income$3,544,952PYInvestmentIncomeAmt
CY Investment Income$3,509,505CYInvestmentIncomeAmt
PY Other Revenue$6,272,649PYOtherRevenueAmt
CY Other Revenue$5,780,736CYOtherRevenueAmt
PY Total Revenue$127,845,439PYTotalRevenueAmt
CY Total Revenue$124,777,635CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$111,046,905PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$119,646,414CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,682,252PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,706,095CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,065,267PYOtherExpensesAmt
CY Other Expenses$1,885,488CYOtherExpensesAmt
PY Total Expenses$114,794,424PYTotalExpensesAmt
CY Total Expenses$123,237,997CYTotalExpensesAmt
PY Revenues Less Expenses$13,051,015PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,539,638CYRevenuesLessExpensesAmt
Total Assets BOY$117,476,779TotalAssetsBOYAmt
Total Assets EOY$123,580,281TotalAssetsEOYAmt
Total Liabilities BOY$29,542,723TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,253,619TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$87,934,056NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$98,326,662NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescMEDICAL, DENTAL AND DISABILITY BENEFITS- THE FUND IN CONJUCTION WITH MED MUTUAL LIFE INSURANCE COMPANY,METROHEALTH AND MEDICAL MUTUAL OF OHIO PROVIDES VARIOUS HOSPITAL, SURGICAL, MEDICAL, ACCIDENT AND SICKNESS, WEEKLY INDEMNITY, AND LIFE INSURANCE BENEFITS TO APPROXIMATELY 15,000 MEMBERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPAID PRESCRIPTION PROGRAM- THE FUND HAS CONTRACTED WITH CAREMARK TO PROVIDE A PROGRAM FOR PRESCRIPTION DRUGS. THE PROGRAM REQUIRES MEMBERS TO PAY 20- 30% TOWARDS EACH PRESCRIPTION. ALSO SOME MEMBERS RECEIVE REIMBURSEMENTS THROUGH MAJOR MEDICAL. APPROXIMATELY 11,700 MEMBERS ARE COVERED UNDER THIS PLAN.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescEYE CARE PROGRAM. THE FUND PROVIDES VISION BENEFITS THROUGH DIRECT REIMBURSEMENT OR WITH VARIOUS PROVIDERS. THE PROGRAM PROVIDES A FULLY PAID EYE CARE PROGRAM TO APPROXIMATELY 15,000 MEMBERS. THIS PROGRAM PROVIDES A FREE EYE EXAMINATION AND A PAIR OF GLASSES EVERY 24 MONTHS FOR ADULTS AND EVERY 12 MONTHS FOR CHILDREN.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescTO PROVIDE AFFORDABLE HEALTH CARE FOR ITS MEMBERSDesc
FieldValueIRS element (for citing)
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee22EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN HALKIASPersonNm
Phone2162412828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19199 MARKET PLACE SUITE 1AddressLine1Txt
CityBROADVIEW HTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44147ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SASHA PHILLIPS
EMPLOYER TRUYes (X)$0$0$0
NICK ALBRECHT
EMPLOYER TRUYes (X)$0$0$0
THOMAS HEINEN
EMPLOYER TRUYes (X)$0$0$0
MILES ANDERSON
UNION TRUSTEYes (X)$0$0$0
CARL IVKA
UNION TRUSTEYes (X)$0$0$0
ERIC POLISCHAK
EMPLOYER TRUYes (X)$0$0$0
CARL GREEN
UNION TRUSTEYes (X)$0$0$0
MICHAEL DANCY
UNION TRUSTEYes (X)$0$0$0
CHRISTINE DARROW
UNION TRUSTEYes (X)$0$0$0
SUZY SCULLIN
UNION TRUSTEYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
WAINBLAT LAW
7738 BLACKFORDCHAGRIN FALLSOH44022LEGAL FEES$389,015
MERRILL LYNCH
45 E WASHINGTON STCHAGRIN FALLSOH44022INVESTMENT$332,018
BRIDGEWAY TECHNOLOGIES
3700 KOPPERS STBALTIMOREMD21227COMPUTER COSULT$326,328
CUNNINGHAM & ASSOCIATES
60 EAGLE VALLEY COURTBROADVIEW HTSOH44147ACCOUNTING FEES$142,500
INFOSTORE
1200 EAST GRANGERBROOKLYN HTSOH44131RECORDS$116,859
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$101,290,676$101,290,676
MEDICARE SUBSIDY525100$8,950,882$8,950,882
EMPLOYEE CONTRIBUTIONS525100$5,245,836$5,245,836
FieldValueIRS element (for citing)
Total Program Service Revenue$115,487,394TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,509,505TotalRevenueColumnAmt
Related Or Exempt Func Income$3,509,505RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescFORMULARY REBATESDesc
Total Revenue Column$5,780,736TotalRevenueColumnAmt
Related Or Exempt Func Income$5,780,736RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,780,736OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$124,777,635TotalRevenueColumnAmt
Related Or Exempt Func Income$124,777,635RelatedOrExemptFuncIncomeAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$119,646,414TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,125,950TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$126,151TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$377,387TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$76,607TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$236,620TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$142,500TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$339,427TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$15,918TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$211,850TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$429,351TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$205,644TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$34,888TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,501TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
UTILITIES AND OFFICE MAIN$63,587
RETIREMENT PLAN ADMIN$62,326
PATIENT RESEARCH FEE TAX$44,452
TELEPHONE$31,185

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$51,239TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$123,237,997TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$16,656,842BOYAmt
EOY$13,683,276EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,755,788BOYAmt
EOY$5,251,898EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$19,177BOYAmt
EOY$19,177EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,106,038LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$908,592LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$170,024BOYAmt
EOY$197,446EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$96,874,948BOYAmt
EOY$104,428,484EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$117,476,779BOYAmt
EOY$123,580,281EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$400,438BOYAmt
EOY$437,342EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$29,142,285BOYAmt
EOY$24,816,277EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$29,542,723BOYAmt
EOY$25,253,619EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$87,934,056BOYAmt
EOY$98,326,662EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$87,934,056BOYAmt
EOY$98,326,662EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$117,476,779BOYAmt
EOY$123,580,281EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,539,638ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,937,306NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$3,915,662OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,106,038OtherCostOrOtherBasisAmt
Depreciation$908,592DepreciationAmt
Book Value$197,446BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$197,446TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ESTIMATED LIABILITY FOR IBNR$23,038,500
INSURANCE PREM AND CLAIMS PAYABLE$1,777,777
FieldValueIRS element (for citing)
Total Liability$24,816,277TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$124,777,635TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$124,777,635RevenueSubtotalAmt
Total Revenue Per Form990$124,777,635TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$127,564,003TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$127,564,003ExpensesSubtotalAmt
Other Expenses Not Included-$4,326,006OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$4,326,006ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$123,237,997TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 4, PART XII, LINE 4BFormAndLineReferenceDesc
ExplanationCHANGE IN IBNR AND CLAIMS PAYABLE -4,326,006ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DTO PROVIDE AFFORDABLE HEALTH CARE FOR ITS MEMBERS
FORM 990, PAGE 6, PART VI, LINE 11BTHE RETURN IS PREPARED BY THE FUND'S INDEPENDENT CERIFIED PUBLIC ACCOUNTANT WHICH ALSO PERFORMS AN AUDIT OF THE FUND'S BOOKS AND RECORDS. THE RETURN IS THEN PROVIDED TO THE TRUSTEES FOR REVIEW AND SIGNATURE.
FORM 990, PAGE 6, PART VI, LINE 12CTHE FUND IS SUBJECT TO ERISA AND THE TRUSTEES CONFORM TO ITS REGULATIONS. SECTION 404 AND 406 CONTAIN STRICT FIDUCIARY RULES AND CONFLICTS OF INTEREST PROHIBITIONS. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA. OUTSIDE PROFESSIONALS ASSIST WITH THE COMPLIANCE.
FORM 990, PAGE 6, PART VI, LINE 19DOCUMENTS, POLICIES, FINANCIAL STATEMENTS, AND TAX RETURNS ARE AVAILABLE UPON REQUEST BY WRITING THE FUND'S ADMINISTRATOR AND REQUESTING A COPY.
FORM 990, PART XI, LINE 9CHANGE IN LIABILITIES 3,915,662

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