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Nonprofiteer
← MELWOOD HC FRINGE BENEFIT TR

Form 990 for tax year 2023

Filed by MELWOOD HC FRINGE BENEFIT TR.

Totals

Total revenue
$11,408,835
Total expenses
$11,934,171
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$11,390,134
Investment income
$18,701
Other revenue
$0
Total assets, end of year
$476,684
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$476,684
Program services expenses (Part IX)
$11,853,191
Management and general expenses
$80,980
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 99.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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: EMPLOYER CONTRIBUTIONS

    total $11,390,134 · related or exempt $11,390,134

  • 3 · Investment income

    total $18,701 · excluded $18,701

  • 11a · Other revenue: SYMETRA CLAIMS REIMBURSEMENT

  • 11b · Other revenue: STEALTH PARTNER GROUP REIMBURSEMENT

  • 11c · Other revenue: COBRA RECEIPTS

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $11,853,191 · program services $11,853,191

  • 5 · Compensation of officers, directors and key employees

    total $6,040 · management and general $6,040

  • 24a · Other expenses: ADMIIN EXPENSES

  • 24e · All other expenses

    total $74,940 · management and general $74,940

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,001,295 · end of year $476,684

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,001,295 · end of year $476,684

Mission and programs · 2023

Mission

FOR THE PURPOSE OF RECEIVING HEALTH AND WELFARE CONTRIBUTIONS FROM EMPLOYER, AND PROVIDING HEALTH AND WELFARE BENEFITS FOR EMPLOYEES OF EMPLOYER.

  • FOR THE PURPOSE OF RECEIVING HEALTH AND WELFARE CONTRIBUTIONS FROM EMPLOYER, AND PROVIDING HEALTH AND WELFARE BENEFITS FOR EMPLOYEES OF EMPLOYER.

As filed on the 2023 return.

Listed in Part VII

  • Bank Of America

    TRUSTEE

    Total calculated
    $6,040
    From this org
    $6,040
    From related orgs
    $0
    Other
    $0

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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
23 April 2024
IRS schema version
2023v5.0
Source object
202401159349301015

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