2023-05-15T16:23:34-05:00 2022-06-30 231518888 MAILLIE LLP 500 NORTH LEWIS RD LIMERICK PA 19468 990 2021-07-01 461020794 BUCKS AND MONTGOMERY COUNTY SCHOOLS HEALTHCARE CONSORTIUM BUCK 2153482940 705 SHADY RETREAT ROAD DOYLESTOWN PA 18901 WILLIAM SENAVAITIS CHAIRMAN 2678933357 2023-04-28 1 WILLIAM SENAVAITIS 999009999 AMANDA BERNARD CPA P01405610 6109351420 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z WILLIAM SENAVAITIS 5051 OLD EASTON ROAD DOYLESTOWN PA 18902 114821758 0 X WWW.BMSHC.ORG X 2012 PA THE BUCKS AND MONTGOMERY COUNTY SCHOOLS HEALTH CARE CONSORTIUM WAS FORMED FOR THE PURPOSE OF PROVIDING HEALTH CARE BENEFITS AT A REDUCED COST, INCLUDING BUT NOT LIMITED TO MEDICAL AND PRESCRIPTION BENEFITS FOR PARTICIPATING SCHOOL DISTRICTS, INTERMEDIATE UNIT OR CAREER-TECHNICAL SCHOOLS IN BUCKS AND MONTGOMERY COUNTY, PENNSYLVANIA. 23 23 0 0 0 0 0 0 112774336 114821758 25017 0 0 0 112799353 114821758 0 0 103363884 108462442 0 0 0 0 0 3385584 2722864 106749468 111185306 6049885 3636452 43253236 46016893 16890772 16217140 26362464 29799753 TO PURCHASE HEALTH BENEFITS AT A REDUCED COST ON BEHALF OF PARTICIPATING PUBLIC SCHOOL DISTRICTS, INTERMEDIATE UNITS AND TECHNOLOGY SCHOOLS IN BUCKS AND MONTGOMERY COUNTIES, PENNSYLVANIA. 0 0 111185306 114821758 THE BUCKS AND MONTGOMERY COUNTY SCHOOLS HEALTH CARE CONSORTIUM TRUST PURCHASED HEALTH BENEFITS AT A REDUCED COST ON BEHALF OF PARTICIPATING PUBLIC SCHOOL DISTRICTS, INTERMEDIATE UNITS AND TECHNOLOGY SCHOOLS IN BUCKS AND MONTGOMERY COUNTIES, PENNSYLVANIA. THE CONSORTIUM PURCHASED HEALTH BENEFITS FOR ELEVEN SCHOOL ENTITIES DURING THE FISCAL YEAR ENDED JUNE 30, 2022. 111185306 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X AMCA SYSTEMS LLC 7249342270 101 BRADFORD ROAD SUITE 340 WEXFORD PA 15090 X DENNIS GLUCK TRUSTEE 1.00 X 0 0 0 BRADLEY PAWLIKOWSKI TRUSTEE 1.00 X 0 0 0 CHAD MURRAY TRUSTEE 1.00 X 0 0 0 WILLIAM MCGILL TRUSTEE 1.00 X 0 0 0 ELIZABETH SIMON TRUSTEE 1.00 X 0 0 0 REBECCA MALAMIS TRUSTEE 1.00 X 0 0 0 DREW BISHOP TRUSTEE 1.00 X 0 0 0 BARBARA PHILIPS TRUSTEE 1.00 X 0 0 0 JOE LANGOWSKI TRUSTEE 1.00 X 0 0 0 COLLEEN TECHTMANN TRUSTEE 1.00 X 0 0 0 JOSH SWEIGARD TRUSTEE 1.00 X 0 0 0 JOHN ERIKSSON TRUSTEE 1.00 X 0 0 0 KIMMEL NACEWICZ TRUSTEE 1.00 X 0 0 0 DOUG SAMPLE TRUSTEE 1.00 X 0 0 0 CHRIS STERMAN TRUSTEE 1.00 X 0 0 0 TIMOTHY BRICKER TRUSTEE 1.00 X 0 0 0 ASHLEY KITTEN TRUSTEE 1.00 X 0 0 0 TODD SILVIUS TRUSTEE 1.00 X 0 0 0 BILL SENAVAITIS TRUSTEE, CHAIR 1.00 X X 0 0 0 ANNE YOST TRUSTEE 1.00 X 0 0 0 RYAN MORAN TRUSTEE 1.00 X 0 0 0 CHRISTINE SCHWARTZ TRUSTEE 1.00 X 0 0 0 JOCELYN TORRES TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 AMCA SYSTEMS 101 BRADFORD ROAD STE 340 WEXFORD PA 15090 ADMINISTRATION AND ACCOUNTING 270365 LOCKTON COMPANIES 444 W 47TH STREET KANSAS CITY MO 64112 CONSULTING FEES 219818 2 CONTRIBUTIONS FROM PARTICIPATING 525100 113942306 113942306 OTHER PROGRAM INCOME 525100 879452 879452 114821758 114821758 114821758 0 0 108462442 108462442 91546 91546 289365 289365 2242937 2242937 777 777 26444 26444 OTHER COSTS 64640 64640 WELLNESS 7155 7155 111185306 111185306 0 0 20843567 25362654 3521802 4212019 16325 10115 18871542 16432105 43253236 46016893 12206954 11787805 4683818 4429335 16890772 16217140 X 0 0 0 0 26362464 29799753 26362464 29799753 43253236 46016893 3636452 -199163 0 X 0 1 X 1 0 0 US TREASURY STRIPS 3729827 F CERTIFICATES OF DEPOSIT 10248372 C US TREASURY BILLS 2453906 F 16432105 115316715 494957 494957 114821758 0 114821758 111185306 0 111185306 0 111185306 PART XI, LINE 2D - OTHER ADJUSTMENTS: MEMBERS' SURPLUS USED TO FUND CURRENT YEAR PREMIUMS 494,957. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE ANNUAL 990 IS SUBMITTED TO THE BOARD OF TRUSTEES FOR REVIEW. ONCE ANY CHANGES ARE MADE, THE REVISED DRAFT IS SUBMITTED TO THE BOARD OF TRUSTEES AT THE NEXT SCHEDULED MEETING AFTER REVIEW. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, ORGANIZATION POLICIES AND PROCEDURES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.