2012-03-20T09:24:50-05:00 2011-08-31 LANE GORMAN TRUBITT PLLC 2626 HOWELL STREET SUITE 700 DALLAS TX 752044064 990 2010-09-01 731366012 ISAS Group Benefits Trust ISAS 2147065459 3333 Lee Parkway Dallas TX 75219 Donald Graham 2012-03-20 David H Ovesen 2148717500 2010 2016-02-24 21:20:13Z Donald Graham 3333 LEE PARKWAY SUITE 900 Dallas TX 75219 25148242 false X www.isastrust.org X 1989 TX Providing medical benefits to eligible employees and dependents of participating employers, including claim payments and administration to approximately 4,425 enrolled individuals. 23 23 1 0 0 0 0 0 23038097 25050114 43514 98128 0 0 23081611 25148242 0 0 18593248 21598911 130801 140270 0 0 0 3083098 2859975 21807147 24599156 1274464 549086 9926069 10613350 2719451 2846710 7206618 7766640 Providing medical benefits to eligible employees and dependents of participating employers, including claim payments and administration to approximately 4,425 enrolled individuals. false false Providing medical benefits to eligible employees and dependents of participating employers, including claim payments and administration to approximately 4,425 enrolled individuals. false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 1 0 true 1 true false false false false false false X 23 23 false false false false false false false true true false false true true true true false false false false false X DONALD GRAHAM 2147065459 3333 LEE PARKWAY SUITE 900 Dallas TX 75219 NATHAN SHELDON 2.0 X X 0 0 0 GREG SWAN 2.0 X X 0 0 0 MARY PAT HIGGINS 2.0 X X 0 0 0 JIM KOEHLER 2.0 X X 0 0 0 EVELYN CAMBRIA 2.0 X X 0 0 0 SUZANNE TOWNSEND 2.0 X 0 0 0 JOANNE MARGRAVES 1.0 X 0 0 0 MELISSA ORTH 1.0 X 0 0 0 JIM LINDSEY 1.0 X 0 0 0 ELISE MURPHY 1.0 X 0 0 0 MICHAEL RICHARDS 1.0 X 0 0 0 DAVID BARRIENTES 1.0 X 0 0 0 RHONDA DURHAM 1.0 X 0 0 0 MARY HERNANDEZ 1.0 X 0 0 0 LINDA WILSON 1.0 X 0 0 0 TODD FOSTER 1.0 X 0 0 0 MELINDA MADURAI 1.0 X 0 0 0 CECILIA MARTINEZ 1.0 X 0 0 0 JACK RAMSEY 1.0 X 0 0 0 PAM WORSHAM 1.0 X 0 0 0 VANCE ULSH 1.0 X 0 0 0 LESLIE LAMBERT MORGAN 1.0 X 0 0 0 JULIE SAQUETON 1.0 X 0 0 0 DONALD GRAHAM 45.0 X 102282 0 24808 102282 0 24808 1 false false false UNITED HEALTHCARE INSURANCE CO 22703 NETWORK PLACE CHICAGO IL 606731227 CLAIMS PROCESSING 1193247 HOLMES MURPHY ASSOC INC PO BOX 9207 DES MOINES IA 503069207 BENEFITS CONSULTING 179203 2 0 BENEFIT PREMIUMS 525100 25050114 25050114 25050114 98128 98128 0 0 0 0 0 0 0 25148242 25050114 98128 0 0 0 21598911 132032 0 0 0 0 8238 0 35376 9990 0 0 0 1426672 0 4413 0 0 6000 14851 0 7705 0 0 0 14998 STOP-LOSS INSURANCE 1248804 WELLNESS PROGRAM 89581 OTHER EXPENSES 1585 24599156 1168560 1058263 7494572 5918269 240582 39865 2823 849 1019532 3596104 9926069 10613350 2719451 2846710 2719451 2846710 X 7206618 7766640 7206618 7766640 9926069 10613350 X 549086 10936 X false true true X false 0 0 25148242 24599156 549086 10936 10936 560022 25159178 10936 10936 25148242 25148242 24599156 24599156 24599156 Liability for Uncertain Tax Positions under Fin 48 (ASC 740) Schedule D, Part X, Line 2 ISAS has received a favorable determination letter from the Internal Revenue Service dated November 12, 1991 stating that the Trust established under the Plan to hold the Plan's net assets is exempt from taxation under Section 501(c)(9) of the Internal Revenue Code ("IRC") and is, therefore, exempt from federal income taxes under IRC Section 501(a). The Plan Administrator believes that the Trust, as amended is designed and is currently being operated in compliance with the applicable requirements of the IRC. Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Plan Administrator has analyzed the tax positions taken by the Plan, and has concluded that as of August 31, 2011 and 2010 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 2008. Form 990 Review Process Form 990, Part VI, Section B, Line 11 Seven-person Executive Committee reviews and accepts the Form 990 prepared by third-party outside preparer. Return is posted to Board accessible website for access and review by all other members of governing board prior to Executive Director signing and submitting to IRS. Other Organization Documents Pubicly Available Form 990, Part VI, Section C, Line 19 Available Upon written request. Other changes in Net Assets Form 990, Part XI, Line 5 Net unrealized gains on investments: $10,936 Conflict of Interest Form 990, Part VI, Section B, Line 12c The organization annually reviews and acknowledges the conflict of interest policy and discloses any conflicts. Policies Form 990, Part VI, Section B, Lines 13 & 14 The organization did not have a formal whistleblower policy, document retention policy, or document destruction policy in place as of 8/31/2011; however the organization plans to develop and implement these policies in the future.