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Nonprofiteer
← LEADINGAGE TEXAS HEALTH PLAN

Form 990 for tax year 2024

Filed by LEADINGAGE TEXAS HEALTH PLAN.

Totals

Total revenue
$8,960,632
Total expenses
$9,110,683
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$8,854,605
Investment income
$6,027
Other revenue
$100,000
Total assets, end of year
$1,100,708
Total liabilities, end of year
$31,652
Net assets or fund balances, end of year
$1,069,056
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 $6,558,367 · related or exempt $6,558,367

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $2,296,238 · related or exempt $2,296,238

  • 3 · Investment income

    total $6,027 · excluded $6,027

  • 11a · Other revenue: VENDOR CREDIT

    total $100,000 · related or exempt $100,000

  • 11e · Other revenue, total

    $100,000

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $7,135,232

  • 11a · Fees: management

    total $227,179

  • 11b · Fees: legal

    total $41,035

  • 11c · Fees: accounting

    total $74,962

  • 11g · Fees: other

    total $618,436

  • 23 · Insurance

    total $10,923

  • 24a · Other expenses: REINSURANCE FEES

    total $942,777

  • 24b · Other expenses: PPO FEES

    total $56,415

  • 24c · Other expenses: PCORI EXPENSE

    total $3,624

  • 24d · Other expenses: BANK FEES

    total $100

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $200,769 · end of year $240,118

  • 2 · Savings and temporary cash investments

    end of year $15,007

  • 4 · Accounts receivable

    beginning of year $787,178 · end of year $836,439

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,573 · end of year $9,144

  • 17 · Accounts payable and accrued expenses

    beginning of year $433,458 · end of year $11,667

  • 25 · Other liabilities

    beginning of year $0 · end of year $19,985

  • 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 $564,062 · end of year $1,069,056

Mission and programs · 2024

Mission

TO PROVIDE EXCELLENT, AFFORDABLE EMPLOYEE HEALTH INSURANCE AND ANCILLARY BENEFIT OPTIONS FOR LEADINGAGE TEXAS MEMBERS AND THEIR EMPLOYEES.

  • THE PLAN PROVIDED AFFORDABLE HEALTH INSURANCE AND ANCILLARY BENEFIT OPTIONS TO ELIGIBLE EMPLOYEES AND COVERED DEPENDENTS OF LEADINGAGE TEXAS MEMBER EMPLOYERS.

As filed on the 2024 return.

Listed in Part VII

  • George Linial

    EXECUTIVE TRUSTEE

    Total calculated
    $318,583
    From this org
    $0
    From related orgs
    $280,290
    Other
    $38,293
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,290 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $23,093 related
    Nontaxable benefits
    $0 + $15,200 related
    Filer's total
    $0 + $318,583 related

  • Crystal Laza

    DEPUTY EXECUTIVE TRUSTEE

    Total calculated
    $172,239
    From this org
    $0
    From related orgs
    $156,035
    Other
    $16,204
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $150,035 related
    Bonus
    $0 + $6,000 related
    Other
    $0
    Deferred
    $0 + $15,604 related
    Nontaxable benefits
    $0 + $600 related
    Filer's total
    $0 + $172,239 related

  • John Russell Crews

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Patrick Pheifer

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Nicole Gann

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Tina Ballard

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Kristie Boiles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sheryl Callahan

    DIRECTOR (TERMED 8/2024)

    Total calculated
    $0
    Hours/week
    1

  • Roque Christensen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patrick Crump

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deborah Goodman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Grady Mullins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bethany Sisneroz

    DIRECTOR

    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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
13 November 2025
IRS schema version
2024v5.2
Source object
202513189349309406

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