Form 990 for tax year 2023
Filed by UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST.
Totals
- Total revenue
- $27,775,046
- Total expenses
- $24,536,908
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $27,677,088
- Investment income
- $97,958
- Other revenue
- $0
- Total assets, end of year
- $8,247,125
- Total liabilities, end of year
- $8,281
- Net assets or fund balances, end of year
- $8,238,844
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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: INSURANCE PREMIUMS
total $25,076,343 · related or exempt $25,076,343
-
2b · Program service revenue: PHARMACY REBATES
total $1,775,610 · related or exempt $1,775,610
-
2c · Program service revenue: EXCESS STOP LOSS
total $704,953 · related or exempt $704,953
-
2d · Program service revenue: EARLY TERMINATION FEE
total $120,182 · related or exempt $120,182
-
3 · Investment income
total $97,958 · excluded $97,958
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $20,718,832
-
11b · Fees: legal
total $67,895
-
11c · Fees: accounting
total $71,895
-
11f · Fees: investment management
total $19,951
-
11g · Fees: other
total $485,340
-
24a · Other expenses: STOP LOSS INS. PREMIUMS
total $2,293,479
-
24b · Other expenses: ADMINISTRATIVE CHARGES
total $871,025
-
24c · Other expenses: MISCELLANEOUS
total $8,491
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $691,982 · end of year $4,099,395
-
9 · Prepaid expenses and deferred charges
beginning of year $17,100 · end of year $8,840
-
11 · Investments: publicly traded securities
beginning of year $1,681,025 · end of year $3,644,690
-
12 · Investments: other securities
beginning of year $28,865 · end of year $67,880
-
15 · Other assets
beginning of year $665,483 · end of year $426,320
-
17 · Accounts payable and accrued expenses
beginning of year $8,422 · end of year $8,281
-
31 · Retained earnings, endowment or other funds
beginning of year $3,076,033 · end of year $8,238,844
Mission and programs · 2023
Mission
NONE
Activities or mission (Part I)
TO PROVIDE FOR THE PAYMENT OF LIFE, SICK, ACCIDENT AND OTHER PERMISSIBLE BENEFITS OFFERED UNDER THE PLAN TO THE PARTICIPATING EMPLOYEES AND OTHER PARTICIPANTS THROUGH INSURANCE AND OTHER QUALIFYING BENEFITS.
-
UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST FUNDS THE BENEFITS OF THE PLAN WHICH PROVIDES VARIOUS TYPES OF GROUP INSURANCE COVERAGE FOR PARTICIPATING EMPLOYEES AND OTHER PARTICIPANTS. THE TRUST RECEIVES, CARES FOR, MANAGES AND INVESTS THE FUNDS CONTRIBUTED BY THE PARTICIPATING EMPLOYERS AND PAYMENTS MADE BY PARTICIPATING EMPLOYEES.
As filed on the 2023 return.
Listed in Part VII
-
Wade WeisWADE WEIS
TRUSTEE
- Total calculated
- $270,239
- From this org
- $0
- From related orgs
- $243,900
- Other
- $26,339
- Hours/week
- 1 + 0.5 related
Schedule J breakdown matched by us
- Base
- not reported + $243,900 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $18,352 related
- Nontaxable benefits
- not reported + $7,987 related
- Filer's total
- not reported + $270,239 related
-
Jim HenkeniusJIM HENKENIUS
TRUSTEE
- Total calculated
- $206,269
- From this org
- $0
- From related orgs
- $176,165
- Other
- $30,104
- Hours/week
- 1 + 0.5 related
Schedule J breakdown matched by us
- Base
- not reported + $176,165 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $4,952 related
- Nontaxable benefits
- not reported + $25,152 related
- Filer's total
- not reported + $206,269 related
-
Rob ColerickROB COLERICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
Gary JordanGARY JORDAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
Chad ButterfieldCHAD BUTTERFIELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
Matt Johnson Joined 3723MATT JOHNSON JOINED 3723
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
Michelle SleiterMICHELLE SLEITER
TRUSTEE TREA
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
Brian EvansBRIAN EVANS
TRUSTEE SECR
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
James RoetmanJAMES ROETMAN
TRUSTEE CHAI
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
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.
-
UNITYPOINT RURAL HEALTH ALLIANCE BE
501C4 · PLAN SPONS · IA
-
PEOPLE'S MEMORIAL HOSPITAL
-
BUENA VISTA REGIONAL HEALTHCARE FOU
-
CHEROKEE REGIONAL MEDICAL CENTER FO
-
CLARKE COUNTY HOSPITAL FOUNDATION
-
GREENE COUNTY MEDICAL CENTER FOUNDA
-
HUMBOLDT COUNTY MEMORIAL HOSPITAL F
-
LORING HOSPITAL
-
POCAHONTAS COMMUNITY HEALTHCARE FOU
-
STEWART MEMORIAL COMMUNITY HOSPITAL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 July 2024
- IRS schema version
- 2023v5.0
- Source object
- 202422129349300427
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