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← HCA SHORT-TERM DISABILITY BENEFITS PLAN TRUST

Form 990 for tax year 2023

Filed by HCA SHORT-TERM DISABILITY BENEFITS PLAN TRUST.

Totals

Total revenue
$120,340,143
Total expenses
$120,513,109
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$120,267,686
Investment income
$72,457
Other revenue
$0
Total assets, end of year
$1,114,832
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,114,832
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

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 $115,770,048 · related or exempt $115,770,048

  • 2b · Program service revenue: Participant contributions

    total $4,497,638 · related or exempt $4,497,638

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $72,457 · excluded $72,457

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $120,502,529

  • 11g · Fees: other

    total $10,580

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,282,964 · end of year $1,108,336

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $4,834 · end of year $6,496

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,287,798 · end of year $1,114,832

Mission and programs · 2023

Mission

TO PROVIDE SICKNESS, ACCIDENT, LIFE, DISABILITY, AND OTHER WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED EMPLOYEES AND THEIR FAMILIES, AS APPLICABLE, OF HCA, INC., THE SPONSORING EMPLOYER, UNDER THE TERMS OF THE HCA SHORT TERM DISABILITY BENEFITS PLAN.

  • PAYMENT OF SHORT TERM DISABILITY BENEFITS FOR HCA, INC. EMPLOYEES, RETIREES AND THEIR DEPENDENTS AS PERMITTED UNDER IRC 501(C)(9).

As filed on the 2023 return.

Listed in Part VII

  • Bank Of America Na

    TRUSTEE

    Total calculated
    $10,580
    From this org
    $10,580
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

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.

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.

  • HCA INC

    C Corporation · HEALTHCARE · DE · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403199349301010

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