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Nonprofiteer
← PLAN A HEALTH CARE PLAN TR

Form 990 for tax year 2022

Filed by PLAN A HEALTH CARE PLAN TR.

Totals

Total revenue
$7,720,479
Total expenses
$9,951,581
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$7,674,736
Investment income
$45,743
Other revenue
$0
Total assets, end of year
$2,738,825
Total liabilities, end of year
$1,905,063
Net assets or fund balances, end of year
$833,762
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: PLAN CONTRIBUTIONS

    total $7,674,736 · related or exempt $7,674,736

  • 3 · Investment income

    total $45,743 · excluded $45,743

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $8,443,311

  • 11b · Fees: legal

    total $1,296

  • 11c · Fees: accounting

    total $125,950

  • 23 · Insurance

    total $945,485

  • 24a · Other expenses: ADMINISTRATIVE EXPENSES

    total $431,402

  • 24b · Other expenses: FEDERAL EXCISE TAX

    total $4,137

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $696,815

  • 2 · Savings and temporary cash investments

    beginning of year $2,575 · end of year $1,503,627

  • 4 · Accounts receivable

    beginning of year $144,697 · end of year $237,381

  • 11 · Investments: publicly traded securities

    beginning of year $298,497 · end of year $301,002

  • 15 · Other assets

    beginning of year $3,688,351 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $27,308 · end of year $3,750

  • 25 · Other liabilities

    beginning of year $1,055,850 · end of year $1,901,313

  • 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 $3,050,962 · end of year $833,762

Mission and programs · 2022

Mission

THE PLAN IS A SELF-INSURED BENEFIT PROGRAM FUNDED BY THE EMPLOYERS AND PARTICIPANTS WITHIN THE PLAN. PARTICIPANTS IN THE PLAN ARE CURRENT AND FORMER EMPLOYEES OF THE FOLLOWING SPONSORS: COMMUNITY LIVING OPTIONS, INC., FRANCES HOUSE, INC., UNLIMITED DEVELOPMENT, INC., ACHIEVEMENT UNLIMITED, INC., PINNACLE OPPORTUNITIES, INC., PIONEER CONCEPTS, INC., RESIDENTIAL ALTERNATIVES OF ILLINOIS, INC., AND DESERT HEALTH CARE FACILITIES, INC. PLAN ASSETS ARE HELD IN A VOLUNTARY EMPLOYEES' BENEFIT ASSOCIATION (VEBA) TRUST. THE PLAN IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), AS AMENDED.

Activities or mission (Part I)

TO PROVIDE MEDICAL, SHORT-TERM DISABILITY & DEATH BENEFITS FOR ELIGIBLE EMPLOYEES & DEPENDENTS.

  • THE PURPOSE OF THE PLAN IS TO PROVIDE MEDICAL, SHORT-TERM DISABILITY, AND DEATH BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS THAT VOLUNTARILY ELECT TO PARTICIPATE IN THE PLAN.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ronald Wilson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brian Burger

    TRUSTEE AS OF 7/24/23

    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.

Provenance

Return type
form_990
Tax year
2022
Filed
26 August 2024
IRS schema version
2022v5.0
Source object
202422499349300237

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