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Nonprofiteer
← OSMA HEALTH-HEALTH PLANS

Form 990 for tax year 2023

Filed by OSMA HEALTH-HEALTH PLANS.

Totals

Total revenue
$18,612,542
Total expenses
$21,889,129
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$18,253,234
Investment income
$359,308
Other revenue
$0
Total assets, end of year
$10,424,113
Total liabilities, end of year
$4,410,084
Net assets or fund balances, end of year
$6,014,029
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 $18,253,234 · related or exempt $18,253,234

  • 3 · Investment income

    total $359,308 · unrelated business $359,308

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $17,301,465

  • 5 · Compensation of officers, directors and key employees

    total $80,451

  • 11a · Fees: management

    total $1,406,715

  • 11b · Fees: legal

    total $7,300

  • 11c · Fees: accounting

    total $39,635

  • 11f · Fees: investment management

    total $18,740

  • 11g · Fees: other

    total $121,835

  • 12 · Advertising and promotion

    total $12,605

  • 13 · Office expenses

    total $6,186

  • 14 · Information technology

    total $438,718

  • 17 · Travel

    total $16,940

  • 23 · Insurance

    total $654,303

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $1,611,678

  • 24b · Other expenses: TRANSITIONAL REINSURANC

    total $87,574

  • 24c · Other expenses: INCOME TAX EXPENSE - UB

    total $84,984

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $375,748

  • 2 · Savings and temporary cash investments

    beginning of year $6,373,370 · end of year $4,695,903

  • 4 · Accounts receivable

    beginning of year $175,819 · end of year $285,824

  • 11 · Investments: publicly traded securities

    beginning of year $4,992,117 · end of year $5,401,636

  • 15 · Other assets

    beginning of year $42,097 · end of year $40,750

  • 17 · Accounts payable and accrued expenses

    beginning of year $351,039 · end of year $1,113,673

  • 19 · Deferred revenue

    beginning of year $103,179 · end of year $214,012

  • 25 · Other liabilities

    beginning of year $1,679,815 · end of year $3,082,399

  • 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 $9,825,118 · end of year $6,014,029

Mission and programs · 2023

Mission

THE CORPORATION'S SPECIFIC PURPOSES ARE TO (1) ACT AS A SPONSOR OF A HEALTH BENEFIT PROGRAM AND ANY OTHER WELFARE BENEFIT PROGRAMS AS DIRECTED BY THE OSMA HOUSE OF DELEGATES AND/OR BOARD OF TRUSTEES; AND (2) ESTABLISH A TRUST(S) THROUGH WHICH THE HEALTH AND WELFARE BENEFIT PLANS WILL BE OFFERED.

  • THE CORPORATION'S SPECIFIC PURPOSES ARE TO (1) ACT AS A SPONSOR OF A HEALTH BENEFIT PROGRAM AND ANY OTHER WELFARE BENEFIT PROGRAMS AS DIRECTED BY THE OSMA HOUSE OF DELEGATES AND/OR BOARD OF TRUSTEES; AND (2) ESTABLISH A TRUST(S) THROUGH WHICH THE HEALTH AND WELFARE BENEFIT PLANS WILL BE OFFERED.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JACK BELLER

    PRESIDENT

    Total calculated
    $24,160
    From this org
    $24,160
    From related orgs
    $0
    Other
    $0
    Hours/week
    15

  • JOHN ROBINSON

    TREASURER

    Total calculated
    $6,152
    From this org
    $6,152
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • AUDRA HARDIN-LINCK

    DIRECTOR

    Total calculated
    $3,988
    From this org
    $3,988
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DIANE HEATON

    DIRECTOR

    Total calculated
    $5,083
    From this org
    $5,083
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DALE NEIKIRK

    DIRECTOR

    Total calculated
    $13,003
    From this org
    $13,003
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • WILLIAM OEHLERT

    DIRECTOR

    Total calculated
    $5,874
    From this org
    $5,874
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • LEE SCHOEFFLER

    DIRECTOR

    Total calculated
    $4,920
    From this org
    $4,920
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • BASEL HASSOUN

    DIRECTOR

    Total calculated
    $2,900
    From this org
    $2,900
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DANA STONE

    DIRECTOR

    Total calculated
    $4,725
    From this org
    $4,725
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DARYLE VOSS

    DIRECTOR

    Total calculated
    $6,250
    From this org
    $6,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DAVID SEIGLER

    DIRECTOR

    Total calculated
    $725
    From this org
    $725
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • GREG RATLIFF

    DIRECTOR

    Total calculated
    $2,671
    From this org
    $2,671
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • MICHAEL HAUGH

    VICE PRESIDENT (THROUGH FEB 2023)

    Total calculated
    $0
    Hours/week
    2

  • WES GLINSMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DAVID HOLDEN

    DIRECTOR (THROUGH APRIL 2023)

    Total calculated
    $0
    Hours/week
    2

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
2023
Filed
3 May 2024
IRS schema version
2023v5.0
Source object
202411279349302696

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