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← ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST

Form 990 for tax year 2022

Filed by ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST.

Totals

Total revenue
$185,486,552
Total expenses
$175,153,077
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$165,006,661
Investment income
$20,479,891
Other revenue
$0
Total assets, end of year
$260,204,148
Total liabilities, end of year
$27,422,285
Net assets or fund balances, end of year
$232,781,863
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 $144,231,120 · related or exempt $144,231,120

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $20,775,541 · related or exempt $20,775,541

  • 3 · Investment income

    total $6,882,792 · excluded $6,882,792

  • 7a · Gross sales of assets other than inventory

    securities $142,419,232

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

    securities $128,822,133

  • 7c · Gain or loss

    securities $13,597,099

  • 7d · Net gain or loss

    total $13,597,099 · excluded $13,597,099

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $171,815,886

  • 11a · Fees: management

    total $321,349

  • 11b · Fees: legal

    total $102,801

  • 11c · Fees: accounting

    total $25,895

  • 11f · Fees: investment management

    total $1,097,813

  • 11g · Fees: other

    total $1,151,591

  • 13 · Office expenses

    total $272,066

  • 17 · Travel

    total $49,018

  • 23 · Insurance

    total $72,588

  • 24a · Other expenses: WEBSITE MAINTENANCE

    total $62,155

  • 24b · Other expenses: PRIVACY AND SECURITY

    total $54,000

  • 24c · Other expenses: COMMUNICATIONS SPECIALI

    total $39,547

  • 24d · Other expenses: PCORI FEES

    total $38,388

  • 24e · All other expenses

    total $49,980

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $14,056,735 · end of year $7,808,456

  • 4 · Accounts receivable

    beginning of year $3,872,723 · end of year $4,130,273

  • 11 · Investments: publicly traded securities

    beginning of year $226,768,824 · end of year $248,265,419

  • 17 · Accounts payable and accrued expenses

    beginning of year $819,202 · end of year $974,755

  • 25 · Other liabilities

    beginning of year $26,084,614 · end of year $26,447,530

  • 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 $217,794,466 · end of year $232,781,863

Mission and programs · 2022

Mission

TO PROVIDE HEALTH BENEFITS TO QUALIFIED PARTICIPANTS

  • EMPLOYEE WELFARE BENEFIT PLAN

As filed on the 2022 return.

Listed in Part VII

  • SHAWN STAKER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • CHELSEA SIEH

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL WILLIAMS

    BOARD MEMBER EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • BRITTANY STAKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHARISSE MILLETT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JODI ANDRES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD SEWELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDREW HILLS

    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.

Provenance

Return type
form_990
Tax year
2022
Filed
29 April 2024
IRS schema version
2022v5.0
Source object
202401209349300640

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