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Nonprofiteer
← SOUTHERN DISTRICT UBC HEALTH TRUST

Form 990 for tax year 2022

Filed by SOUTHERN DISTRICT UBC HEALTH TRUST.

Totals

Total revenue
$35,614,560
Total expenses
$28,383,486
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$34,837,529
Investment income
$736,006
Other revenue
$41,025
Total assets, end of year
$69,490,499
Total liabilities, end of year
$2,408,196
Net assets or fund balances, end of year
$67,082,303
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: EMPLOYER CONTRIBUTIONS

    total $33,965,279 · related or exempt $33,965,279

  • 2b · Program service revenue: RECIPROCITY IN

    total $710,573 · related or exempt $710,573

  • 2c · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $161,677 · related or exempt $161,677

  • 3 · Investment income

    total $1,039,829 · excluded $1,039,829

  • 7a · Gross sales of assets other than inventory

    securities $40,386,121

  • 7b · Less cost or other basis and sales expenses

    securities $40,689,944

  • 7c · Gain or loss

    securities -$303,823

  • 7d · Net gain or loss

    total -$303,823 · excluded -$303,823

  • 11a · Other revenue: LATE CHARGES

    total $25,762 · related or exempt $25,762

  • 11b · Other revenue: COBRA SUBSIDY REIMBURSEMENT

    total $15,263 · related or exempt $15,263

  • 11e · Other revenue, total

    $41,025

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $27,233,019

  • 11a · Fees: management

    total $684,000

  • 11b · Fees: legal

    total $124,376

  • 11c · Fees: accounting

    total $83,432

  • 11f · Fees: investment management

    total $59,354

  • 11g · Fees: other

    total $72,000

  • 13 · Office expenses

    total $45,329

  • 19 · Conferences, conventions and meetings

    total $395

  • 23 · Insurance

    total $44,262

  • 24a · Other expenses: PCORI FEES

    total $18,559

  • 24b · Other expenses: BASIC-PLUS FEES

    total $16,322

  • 24c · Other expenses: ERISA SERVICE FEES

    total $2,438

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,405,007 · end of year $9,358,841

  • 2 · Savings and temporary cash investments

    beginning of year $236,260 · end of year $495,099

  • 4 · Accounts receivable

    beginning of year $3,490,534 · end of year $5,545,685

  • 11 · Investments: publicly traded securities

    beginning of year $51,457,652 · end of year $51,597,980

  • 12 · Investments: other securities

    beginning of year $3,319,924 · end of year $2,492,894

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,081,147 · end of year $2,408,196

  • 27 · Net assets without donor restrictions

    beginning of year $67,828,230 · end of year $67,082,303

Mission and programs · 2022

Mission

TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

  • THE PLAN PROVIDES HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND COVERED DEPENDENTS.

As filed on the 2022 return.

Listed in Part VII

  • Jason Engels

    CHAIRMAN- UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Bonds

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Roberts

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kavin Griffin

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mike Hines

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Wayne Jennings

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • James Rowland

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mike O'Connor

    SECRETARY- EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Harold Baur III

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bill Grimm

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kerry Fisher

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Paul Oliver

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bill Warren

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Hanks

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Richard Travis

    EMPLOYER TRUSTEE

    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.

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.

  • 2020 EXHIBITS INC

  • A PLUS INDUSTRIAL INSTALLATIO

  • A&G PIPING INC

  • API INCORPORATED

  • ACTION ELECTRIC

  • ADVANTAGE IND SYSTEMS

  • AGV AMERICA INC

  • ALLIED POWER

  • ALLTECH ENGINEERING CORP

  • ALLTRADE SOLUTIONS LLC

  • APCOM POWER

  • ASMSMG

  • ATLANTIC PLANT MAINTENANCE

  • ATLAS INDUSTRIAL CONTR

  • AUTOMATION SOLUTIONS

  • AXIS MECHANICAL GROUP INC

  • BARTON MALOW COMPANY

  • BECK GROUP THE

  • BERG DRYWALL

  • BERNHARD

  • BHI ENERGY SPECIALTY SERVICES

  • BLATTNER ENERGY INC

  • BOH BROTHERS CONSTRUCTION CO

  • BOLDT COMPANY

  • BOONE CONSTRUCTION

  • BRANDSAFWAY SERVICES

  • BRANTON COMPANY

  • BREDA CONSTRUCTION

  • BROCHSTEINS INC

  • BRUNSWICK BOWLING PRODUCTS LL

  • BUQUET & LEBLANC INC

  • CM MICIOTTO & SON INC

  • CABINET IQ LLC

  • CALIBRATION & TESTING

  • CARP LU 551 CLERICAL

  • CARPENTERS LOCAL #1098

  • CARPENTERS LOCAL 1266

  • CARPENTERS LOCAL 429

  • CENTRAL CONVEYOR COMPANY

  • CENTRAL INDUSTRIAL

  • CLEANBUILD CONSTR GROUP LLC

  • CLUNE CONSTRUCTION COMPANY

  • CMF GROUP

  • CNS CONSOLIDATE NUCLEAR SEC

  • COASTAL INTERNATIONAL

  • COMMERCIAL CONTRACTING CORPOR

  • CR MEYER & SONS COMPANY

  • CRAFTCORPS

  • CRIPE CARPENTRY

  • CSCRC

  • D & L PRECISION CONSTRUCTION

  • D&D MACHINERY

  • DAY & ZIMMERMAN NPS INC

  • DERSE INC

  • DFM SOLUTIONS

  • DFW EXHIBIT INC

  • DNU-UBC NATIONAL JOB CORPS

  • DONALD E MCNABB COMPANY INC

  • DOOLING FIELD SERVICES

  • DUKE & DUKE SERVICES INC

  • ELLIOTT COMPANY

  • EMPLOYCO USA

  • ENDURO TECHNICAL SERVICES OF

  • ETHOSENERGY FIELD SRVS LLC

  • EXHIBITORS SERVICE NETWORK IN

  • FAULK & MEEK GEN CONTLLC

  • FERN EXPOSITION SERVICES LLC

  • FLUOR MAINTENANCE SERVICE

  • FREEMAN COMPANY

  • GENESYS CORP

  • GES EXPOSITION SERVICES

  • GLOBAL CONVEYOR INSTALLATION

  • GLOBAL EXPERIENCE SPECIALISTS

  • GOEBEL FIXTURE CO

  • GOTTSTEIN CORPORATION

  • GRADY & ASSOCIATES LLC

  • GREATER DALLAS CONSTRUCTION

  • GRIFFIN INDUSTRIAL CONTRACTIN

  • GUBMK CONSTRUCTORS

  • GUIDO BROTHERS CONSTRUCTION

  • GULF COAST TRAINING TRUST FUN

  • HENKE INDUSTRIAL

  • HERITAGE INDUSTRIAL CONTRACTI

  • HICKS JR WILEY INC

  • HOUSTON SHOWCASE

  • IMAGINE UNLIMITED LLC

  • INDUSTRIAL PLANT SERVICES

  • INDUSTRIAL RIGGING SERVICE IN

  • INSTALLATION GROUP

  • INTEGRA SHOW SERVICES

  • INTERIOR INSTALLATION SERVICE

  • INTERNATIONAL INDUSTRIAL CONT

  • INTERSTATE ERECTING

  • JAZZ CASINO COMPANY LLC

  • JESSE JONES CONSTRUCTION

  • JORDIM INTERNATIONAL CORP

  • KZ CONSTRUCTION CO INC

  • KAIZEN MECHANICAL SERVICES LL

  • KCI -KC INDUSTRIAL CONSTR I

  • LA CARP LOCAL UNION #1846

  • LANCASTER MANAGEMENT

  • LEWING CONST CO INC

  • LG FOX

  • LILJA CONSTRUCTION CO

  • LINBECK GROUP LLC

  • LLOYD W AUBRY COMPANY

  • LOCAL 14

  • LOU-CON INC

  • LOVEGREEN IND

  • MAMORTENSON COMPANY

  • MR PITTMAN GROUP LLC

  • MALITZ CONSTRUCTION INC

  • MARKET & JOHNSON INC

  • MARSHALL CONST CO LTD

  • MCABEE CONSTRUCTION INC

  • MEYER CR & SONS COMPANY

  • MHS TECH SERVICES

  • MICHELS

  • MIDWEST DRYWALL

  • MILLWRIGHT LU 2232 (HOUSTON)

  • MILLWRIGHTS LOCAL #1421

  • MILTON J WOOD

  • MISSOURI VALLEY INC

  • NEWTRON BEAUMONT LLC

  • NEWTRON MECHANICAL

  • NTH DEGREE INC

  • NUVISTA

  • O'CONNOR CORPORATION

  • OCTANE GROUP

  • ON LOCATION

  • PAE APPLIED TECHNOLOGY

  • PAGE & ASSOCIATES

  • PARAMOUNT CONVENTION SERVICES

  • PERCY J MATHERNE

  • PERFORMANCE ABATEMENT SERVICE

  • PERFORMANCE CONTRACTING INC

  • PIQUA STEEL COMPANY

  • PLAY SAFE TURF & TRACK LTF

  • POWER TEC INC

  • PRECISION MACHINERY CONTRACTO

  • QUALITY ASSURANCE SUPPORT GRP

  • RAM TECH SERVICES LLC

  • RCB SPECIALTIES INC

  • RECREATION & PARK COMMISSION

  • RMF NOOTER

  • ROCKWOOD CONSTRUCTION LLC

  • ROGERS OBRIEN CONSTRUCTION

  • ST COTTER TURBINE SERVICES

  • SABEY CONSTRUCTION INC

  • SCHNABEL FOUNDATION

  • SEITHER & CHERRY-QUAD CITIES

  • SERVICE ELECTRIC CO

  • SHEPARD EXPOSITION SERVICES

  • SHO-LINK INC

  • SHOW SERVICES

  • SIEMENS ENERGY GENERATION SER

  • SITELINE INTERIOR CARPENTRY

  • SKYLINE CONSTRUCTION SERVICES

  • SOUTHWEST GENERAL CONTRACTORS

  • SSMRC LOCAL UNION #729

  • SSMWRC

  • STANDARD DRYWALL INC

  • SUN BUILDERS CO

  • SUPERIOR EXPO SERVICES

  • SWX GLOBAL

  • T3 EXPO

  • TAB STOREFORCE INC

  • TECHNICAL SITE SERVICES

  • TEXAS GC INDUSTRIAL SVS LLC

  • THE EXPO GROUP

  • THE LEMOINE COMPANY

  • THE RICHARD GROUP

  • THE ROCKING E COMPANY

  • TOPS FIELD SERVICES LLC

  • TOTAL INDUSTRIAL SERVICES SPE

  • TRADE-MARK INDUSTRIAL LLC

  • TRI-STATE GEN CONTR GROUP INC

  • TURBINE PROS

  • TURNER INDUSTRIAL MAINT

  • UBC NAT JOB CORPS TRAINING

  • UNION TEMPORARY SERVICES INC

  • UNISTRUT CORPORATION

  • UNIVERSAL PLANT SERVICES

  • VILLAINARTS INC

  • W S BELLOWS

  • WAY-TECH INC

  • WENGER CORPORATION

  • WESTERN BUILDERS

  • WESTERN INDUSTRIAL CONTRACTOR

  • WESTMONT ENGINEERING CO

  • WHEATLAND CO INC

  • WILLIAMS PLANT SERVICES LLC

  • WOODS CONSTRUCTION INC

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202303199349323815

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