Totals
- Total revenue
- $50,936,800
- Total expenses
- $52,042,543
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $49,648,049
- Investment income
- $1,288,340
- Other revenue
- $411
- Total assets, end of year
- $31,035,031
- Total liabilities, end of year
- $6,447,016
- Net assets or fund balances, end of year
- $24,588,015
- 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 $49,518,048 · related or exempt $49,518,048
-
2b · Program service revenue: COBRA CONTRIBUTIONS
total $130,001 · related or exempt $130,001
-
3 · Investment income
total $1,289,688 · excluded $1,289,688
-
7a · Gross sales of assets other than inventory
securities $3,415,907
-
7b · Less cost or other basis and sales expenses
securities $3,417,255
-
7c · Gain or loss
securities -$1,348
-
7d · Net gain or loss
total -$1,348 · excluded -$1,348
-
11a · Other revenue: FEDERAL AND STATE INCOME TAX REFU
total $411 · excluded $411
-
11e · Other revenue, total
$411
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $45,259,930
-
11b · Fees: legal
total $49,318
-
11c · Fees: accounting
total $22,475
-
11f · Fees: investment management
total $13,150
-
23 · Insurance
total $32,672
-
24a · Other expenses: ADMINISTRATIVE EXPENSE
total $3,798,680
-
24b · Other expenses: PREMIUMS
total $2,763,537
-
24c · Other expenses: OTHER PROFESSIONAL FEES
total $100,103
-
24d · Other expenses: TRUSTEE FEES
total $2,678
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $27,472,797 · end of year $22,965,558
-
4 · Accounts receivable
beginning of year $3,163,809 · end of year $1,659,727
-
9 · Prepaid expenses and deferred charges
beginning of year $22,084 · end of year $50,980
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $6,358,766
-
17 · Accounts payable and accrued expenses
beginning of year $51,785 · end of year $75,184
-
25 · Other liabilities
beginning of year $5,091,516 · end of year $6,371,832
-
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 $25,515,389 · end of year $24,588,015
Mission and programs · 2023
Mission
THE TRUST IS A "MULTIPLE EMPLOYER WELFARE ARRANGEMENT" AS DEFINED IN SECTION 3(40) OF ERISA. ITS MISSION IS TO ENABLE ELIGIBLE EMPLOYERS TO PROVIDE OR MAKE AVAILABLE WELFARE BENEFIT COVERAGES TO THEIR ELIGIBLE EMPLOYEES AND SUCH EMPLOYEES' ELIGIBLE DEPENDENTS.
Activities or mission (Part I)
SELF-FUNDED MULTIPLE EMPLOYER WELFARE ARRANGEMENT (MEWA) FOR INDIANA CREDIT UNIONS WITH EXPANSION TO KENTUCKY CREDIT UNIONS APPROVED.
-
THE SOLE PURPOSE AND ACTIVITY OF THE TRUST IS TO PROVIDE HEALTH AND WELFARE RELATED BENEFITS TO ELIGIBLE PARTICIPANTS OF THE CREDIT UNION CONSORTIUM HEALTH PLAN.
As filed on the 2023 return.
Listed in Part VII
-
LORI ELTZROTH
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
PAUL OBERMEYER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
BRETT RINKER
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
STEPHANIE BAGGETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BECKY ANTHONY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KATHERINE BEAUCHAMP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN NEWETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVE SHUEY
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.
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IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
KY
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
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EVERWISE CU (FORMERLY TEACHERS CU)
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
-
IN
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.
-
C · ESTABLISH ONE OR MORE EMPLOYEE BENEFIT PLANS SUBJECT TO ERISA · IN
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422619349300717
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