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← SHARED SERVICES HEALTH PLAN TRUST

Form 990 for tax year 2023

Filed by SHARED SERVICES HEALTH PLAN TRUST.

Totals

Total revenue
$57,354,656
Total expenses
$59,526,137
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$56,879,328
Investment income
$475,328
Other revenue
$0
Total assets, end of year
$17,540,945
Total liabilities, end of year
$1,706,777
Net assets or fund balances, end of year
$15,834,168
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 $36,721,232 · related or exempt $36,721,232

  • 2b · Program service revenue: EXCESS LOSS INS. REIMBURSEMENTS

    total $10,838,523 · related or exempt $10,838,523

  • 2c · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $8,714,689 · related or exempt $8,714,689

  • 2d · Program service revenue: RETIREE CONTRIBUTIONS

    total $457,357 · related or exempt $457,357

  • 2e · Program service revenue: COBRA DEPOSITS

    total $147,527 · related or exempt $147,527

  • 3 · Investment income

    total $475,328 · excluded $475,328

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $57,814,929

  • 11a · Fees: management

    total $621,326

  • 11f · Fees: investment management

    total $194,951

  • 11g · Fees: other

    total $894,931

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $19,102,291 · end of year $14,750,190

  • 4 · Accounts receivable

    beginning of year $4,039,972 · end of year $2,790,755

  • 17 · Accounts payable and accrued expenses

    beginning of year $487,573 · end of year $1,244,391

  • 19 · Deferred revenue

    beginning of year $1,815,987 · end of year $462,386

  • 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 $20,838,703 · end of year $15,834,168

Mission and programs · 2023

Mission

THE SHARED SERVICES HEALTH PLAN PROVIDES HEALTH, VISION, AND PRESCRIPTION BENEFITS TO EMPLOYEES AND CERTAIN FORMER EMPLOYEES OF PARTICIPATING EMPLOYERS - ALL OF WHICH ARE NON-PROFIT COLLEGES AND UNIVERSITIES LOCATED IN THE COMMONWEALTH OF PENNSYLVANIA.

Activities or mission (Part I)

PROVIDE HEALTH, VISION, AND PRESCRIPTION BENEFITS TO COVERED PARTICIPANTS.

  • EMPLOYER AND PARTICIPANT CONTRIBUTIONS AND REIMBURSEMENTS FROM A REINSURANCE POLICY ARE USED FOR THE PAYMENT OF HEALTH, VISION, AND PRESCRIPTION CLAIMS, AS WELL AS ADMINISTRATIVE EXPENSES.

As filed on the 2023 return.

Listed in Part VII

  • Jeff Scaccia

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Gerald Silberman

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Brian Ecker

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Adam Waszkiewicz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ann Eckert

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kristen Anderson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Melanie Desantis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Glenn Natali

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chuck Steinmetz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Listwak

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Bucher

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Joseph Housenick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brenda Balonis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jeff Strader

    CHAIR (UNTIL 01/2024)

    Total calculated
    $0
    Hours/week
    2

  • Brad Hahn

    BOARD MEMBER (UNTIL 03/2024)

    Total calculated
    $0
    Hours/week
    1

  • Dr James Lytle

    BOARD MEMBER (UNTIL 06/2024)

    Total calculated
    $0
    Hours/week
    1

  • Catherine Moynihan

    BOARD MEMBER (UNTIL 04/2024)

    Total calculated
    $0
    Hours/week
    1

  • Tracy Grajewski

    BOARD MEMBER (UNTIL 08/2023)

    Total calculated
    $0
    Hours/week
    1

  • Karla Wiser

    BOARD MEMBER (UNTIL 10/2023)

    Total calculated
    $0
    Hours/week
    1

  • Catherine Matlack

    BOARD MEMBER (UNTIL 07/2023)

    Total calculated
    $0
    Hours/week
    1

  • William Wilkinson

    BOARD MEMBER (UNTIL 03/2024)

    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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SHARED SERVICES CONSORTIUM LLC

    PLAN SPONSOR · PA

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202511349349306006

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