Skip to content
Nonprofiteer
← HEALTHALLIANCE BENEFIT PLAN

Form 990 for tax year 2023

Filed by HEALTHALLIANCE BENEFIT PLAN.

Totals

Total revenue
$16,745,273
Total expenses
$17,044,553
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$16,623,327
Investment income
$121,946
Other revenue
$0
Total assets, end of year
$4,448,239
Total liabilities, end of year
$153,293
Net assets or fund balances, end of year
$4,294,946
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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: INSURANCE PREMIUMS

    total $13,908,135 · related or exempt $13,908,135

  • 2b · Program service revenue: PHARMACY REBATES

    total $1,660,247 · related or exempt $1,660,247

  • 2c · Program service revenue: EXCESS STOP LOSS

    total $1,050,660 · related or exempt $1,050,660

  • 2d · Program service revenue: MISCELLANEOUS

    total $4,285 · related or exempt $4,285

  • 3 · Investment income

    total $121,946 · excluded $121,946

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $14,521,153

  • 11b · Fees: legal

    total $31,748

  • 11c · Fees: accounting

    total $68,975

  • 11f · Fees: investment management

    total $23,980

  • 11g · Fees: other

    total $291,807

  • 12 · Advertising and promotion

    total $20,025

  • 24a · Other expenses: STOP LOSS INS. PREMIUMS

    total $1,223,419

  • 24b · Other expenses: ADMINISTRATIVE CHARGES

    total $851,440

  • 24e · All other expenses

    total $12,006

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $737,515 · end of year $250,000

  • 11 · Investments: publicly traded securities

    beginning of year $3,731,111 · end of year $3,560,672

  • 12 · Investments: other securities

    end of year $274,669

  • 15 · Other assets

    beginning of year $73,791 · end of year $362,898

  • 17 · Accounts payable and accrued expenses

    beginning of year $33,895 · end of year $48,286

  • 19 · Deferred revenue

    beginning of year $60,047 · end of year $105,007

  • 31 · Retained earnings, endowment or other funds

    beginning of year $4,448,475 · end of year $4,294,946

Mission and programs · 2023

Mission

NONE

Activities or mission (Part I)

TO PROVIDE FOR THE PAYMENT OF LIFE, SICK, ACCIDENT AND OTHER PERMISSIBLE BENEFITS TO THE PARTICIPATING EMPLOYEES AND OTHER PARTICIPANTS THROUGH INSURANCE AND OTHER QUALIFYING BENEFITS.

  • THE PLAN PROVIDES HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES AND COVERED DEPENDENTS OF MEMBERS OF THE FUELIOWA TRADE ASSOCIATION, THE PLAN SPONSOR. PREMIUMS ARE PAID TO THE PLAN BY THE PARTICIPATING PLAN MEMBERS. THE PLAN IS A DEFINED BENEFIT HEALTH AND WELFARE PLAN ESTABLISHED AS A MULTI-EMPLOYER WELFARE ARRANGEMENT (MEWA) TO PROVIDE GROUP HEALTH, DENTAL, AND VISION INSURANCE, AND PRESCRIPTION DRUGS AND LIFE INSURANCE BENEFITS.

As filed on the 2023 return.

Listed in Part VII

  • Brooke Lilley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Lisa Abens

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Lori Thielen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Valeree Muhlenburg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Andrew Woodard

    TRUSTEE CHAI

    Total calculated
    $0
    Hours/week
    0.5

  • Bryan Bandstra

    IMMEDIATE PA

    Total calculated
    $0
    Hours/week
    0.5

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 corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • RIN ALLIANCE INC

    COMPLIANCE · IA

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.0
Source object
202423189349301492

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.