Totals
- Total revenue
- $10,270,419
- Total expenses
- $9,865,686
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $10,048,222
- Investment income
- $222,197
- Other revenue
- $0
- Total assets, end of year
- $6,835,664
- Total liabilities, end of year
- $2,140,420
- Net assets or fund balances, end of year
- $4,695,244
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: INSURANCE PREMIUMS
total $10,048,222 · related or exempt $10,048,222
-
3 · Investment income
total $222,197 · excluded $222,197
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $7,142,199
-
11b · Fees: legal
total $42,500
-
11c · Fees: accounting
total $56,615
-
11f · Fees: investment management
total $15,411
-
11g · Fees: other
total $269,373
-
13 · Office expenses
total $1,891
-
23 · Insurance
total $28,340
-
24a · Other expenses: AGGREGATE STOP LOSS PRE
total $1,820,915
-
24b · Other expenses: ADMINISTRATIVE FEES
total $450,697
-
24c · Other expenses: OTHER DEDUCTIONS
total $34,355
-
24d · Other expenses: BANK SERVICE CHARGES
total $3,240
-
24e · All other expenses
total $150
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $508,668 · end of year $1,372,486
-
4 · Accounts receivable
beginning of year $614,157 · end of year $1,290,989
-
9 · Prepaid expenses and deferred charges
end of year $2,548
-
11 · Investments: publicly traded securities
beginning of year $4,831,407 · end of year $4,169,641
-
17 · Accounts payable and accrued expenses
beginning of year $84,668 · end of year $6,372
-
25 · Other liabilities
beginning of year $1,595,050 · end of year $2,134,048
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $4,274,514 · end of year $4,695,244
Mission and programs · 2025
Mission
THE TRUST WAS ESTABLISHED TO PROVIDE FOR EMPLOYEE BENEFITS TO EMPLOYEES OF MEMBERS.
-
THE SOLE PURPOSE AND ACTIVITY OF THE TRUST IS TO PROVIDE FOR EMPLOYEE BENEFITS TO THE EMPLOYEES OF ICI BENEFITS CONSORTIUM MEMBER INSTITUTIONS UNDER A MULTIPLE EMPLOYER WELFARE ARRANGEMENT.
As filed on the 2025 return.
Listed in Part VII
-
Gina ScottGINA SCOTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Laura BridgesLAURA BRIDGES
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Zaigen HalcombZAIGEN HALCOMB
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Holly SipeHOLLY SIPE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie KirbySTEPHANIE KIRBY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sydney BurtSYDNEY BURT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Clint WoolseyCLINT WOOLSEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paula ShrevePAULA SHREVE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
EARLHAM COLLEGE
IN
-
HANOVER COLLEGE
IN
-
MARTIN UNIVERSITY
IN
-
OAKLAND CITY UNIVERSITY
IN
-
CALUMET COLLEGE OF ST JOSEPH
IN
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ICI BENEFITS CONSORTIUM
C · ESTABLISH ONE OR MORE EMPLOYEE WELFARE BENEFIT PLANS · IN
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 28 July 2026
- IRS schema version
- 2025v4.2
- Source object
- 202622099349300927
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