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Nonprofiteer
← OSMA HEALTH-HEALTH PLANS

Form 990 for tax year 2024

Filed by OSMA HEALTH-HEALTH PLANS.

Totals

Total revenue
$24,303,607
Total expenses
$24,088,561
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$23,682,914
Investment income
$620,693
Other revenue
$0
Total assets, end of year
$9,666,644
Total liabilities, end of year
$3,087,615
Net assets or fund balances, end of year
$6,579,029
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 $23,682,914 · related or exempt $23,682,914

  • 3 · Investment income

    total $444,741 · excluded $444,741

  • 7a · Gross sales of assets other than inventory

    securities $1,000,000

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

    securities $824,048

  • 7c · Gain or loss

    securities $175,952

  • 7d · Net gain or loss

    total $175,952 · excluded $175,952

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $18,651,428

  • 5 · Compensation of officers, directors and key employees

    total $82,100

  • 11a · Fees: management

    total $1,544,478

  • 11b · Fees: legal

    total $78,394

  • 11c · Fees: accounting

    total $40,690

  • 11f · Fees: investment management

    total $8,660

  • 11g · Fees: other

    total $179,676

  • 12 · Advertising and promotion

    total $20,644

  • 13 · Office expenses

    total $40,039

  • 14 · Information technology

    total $515,703

  • 17 · Travel

    total $19,180

  • 23 · Insurance

    total $738,572

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $2,007,660

  • 24b · Other expenses: TRANSITIONAL REINSURANC

    total $107,602

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

    total $53,735

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $257,375

  • 2 · Savings and temporary cash investments

    beginning of year $4,695,903 · end of year $4,290,862

  • 4 · Accounts receivable

    beginning of year $285,824 · end of year $194,983

  • 11 · Investments: publicly traded securities

    beginning of year $5,401,636 · end of year $4,923,424

  • 15 · Other assets

    beginning of year $40,750 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,113,673 · end of year $605,110

  • 19 · Deferred revenue

    beginning of year $214,012 · end of year $260,146

  • 25 · Other liabilities

    beginning of year $3,082,399 · end of year $2,222,359

  • 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 $6,014,029 · end of year $6,579,029

Mission and programs · 2024

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 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JACK BELLER

    PRESIDENT

    Total calculated
    $30,524
    From this org
    $30,524
    From related orgs
    $0
    Other
    $0
    Hours/week
    15

  • JOHN ROBINSON

    TREASURER

    Total calculated
    $6,228
    From this org
    $6,228
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • AUDRA HARDIN-LINCK

    DIRECTOR

    Total calculated
    $2,734
    From this org
    $2,734
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DIANE HEATON

    DIRECTOR

    Total calculated
    $3,174
    From this org
    $3,174
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DALE NEIKIRK

    VICE PRESIDENT

    Total calculated
    $16,336
    From this org
    $16,336
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • WILLIAM OEHLERT

    DIRECTOR

    Total calculated
    $5,043
    From this org
    $5,043
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • LEE SCHOEFFLER

    DIRECTOR

    Total calculated
    $5,275
    From this org
    $5,275
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • BASEL HASSOUN

    DIRECTOR

    Total calculated
    $2,650
    From this org
    $2,650
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DANA STONE

    DIRECTOR

    Total calculated
    $3,831
    From this org
    $3,831
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DARYLE VOSS

    DIRECTOR

    Total calculated
    $4,338
    From this org
    $4,338
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • GREG RATLIFF

    DIRECTOR

    Total calculated
    $1,967
    From this org
    $1,967
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • WES GLINSMANN

    DIRECTOR

    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
2024
Filed
28 April 2025
IRS schema version
2024v5.1
Source object
202511219349300941

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