Totals
- Total revenue
- $174,073,526
- Total expenses
- $175,131,522
- Contributions and grants received
- $163,320,095
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $2,333,554
- Other revenue
- $8,419,877
- Total assets, end of year
- $86,740,133
- Total liabilities, end of year
- $13,264,742
- Net assets or fund balances, end of year
- $73,475,391
- 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.
-
1b · Membership dues
$163,320,095
-
3 · Investment income
total $2,333,554 · unrelated business $2,333,554
-
11a · Other revenue: PA TRUST REIMBURSEMENT/REFUND
total $7,537,758 · related or exempt $7,537,758
-
11b · Other revenue: SUBROGATION SETTLEMENT REFUND
total $882,119 · related or exempt $882,119
-
11e · Other revenue, total
$8,419,877
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $142,180,752
-
5 · Compensation of officers, directors and key employees
total $79,523
-
11c · Fees: accounting
total $32,500
-
13 · Office expenses
total $29,112
-
24a · Other expenses: STOP-LOSS POOL PREMIUM
total $15,563,722
-
24b · Other expenses: ADMIN FEES - GENERAL
total $8,209,545
-
24c · Other expenses: PA TRUST INSURANCE PREM
total $8,139,249
-
24d · Other expenses: CONSULTING SERVICES
total $520,337
-
24e · All other expenses
total $376,782
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $82,643,467 · end of year $84,620,877
-
4 · Accounts receivable
beginning of year $3,459,381 · end of year $2,119,256
-
17 · Accounts payable and accrued expenses
beginning of year $11,569,461 · end of year $13,264,742
-
31 · Retained earnings, endowment or other funds
beginning of year $74,533,387 · end of year $73,475,391
Mission and programs · 2023
Mission
THE LINCOLN BENEFIT TRUST WAS ESTABLISHED WITH THE LINCOLN INTERMEDIATE AND SCHOOL DISTRICTS IN THE ADAMS, FRANKLIN, LANCASTER AND YORK COUNTIES OF PENNSYLVANIA TO COLLABORATE TO OFFER EMPLOYEE HEALTH BENEFITS COVERAGE FOR MEDICAL, PRESCRIPTION, DENTAL, VISION AND CERTAIN OTHER BENEFITS FOR ITS MEMBERS.
Activities or mission (Part I)
SEE FEDERAL GENERAL FOOTNOTE
-
EMPLOYEE BENEFITS PAID TO THE EMPLOYEES OF PARTICIPATING MEMBERS.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kelly MartinKELLY MARTIN
CENTRAL - TR
- Total calculated
- $0
- Hours/week
- 1
-
Greg AllowayGREG ALLOWAY
CENTRAL - TR
- Total calculated
- $0
- Hours/week
- 1
-
Laura StineLAURA STINE
CENTRAL - AL
- Total calculated
- $0
- Hours/week
- 1
-
Miranda WeaverMIRANDA WEAVER
DOVER - TRUS
- Total calculated
- $0
- Hours/week
- 1
-
Dave MarascioDAVE MARASCIO
DOVER - TRUS
- Total calculated
- $0
- Hours/week
- 1
-
Nathan EifertNATHAN EIFERT
DOVER - TRUS
- Total calculated
- $0
- Hours/week
- 1
-
Kristina JacobyKRISTINA JACOBY
DOVER - ALTE
- Total calculated
- $0
- Hours/week
- 1
-
Ken MarksKEN MARKS
EASTERN - TR
- Total calculated
- $0
- Hours/week
- 1
-
Teresa WeaverTERESA WEAVER
EASTERN - TR
- Total calculated
- $0
- Hours/week
- 1
-
Carla MyersCARLA MYERS
EASTERN - TR
- Total calculated
- $0
- Hours/week
- 1
-
Kristee ReichardKRISTEE REICHARD
EPHRATA - TR
- Total calculated
- $0
- Hours/week
- 1
-
Heidi KuskaHEIDI KUSKA
EPHRATA - TR
- Total calculated
- $0
- Hours/week
- 1
-
Justin ShowalterJUSTIN SHOWALTER
EPHRATA - TR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Brian TroopDR BRIAN TROOP
EPHRATA - AL
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie MillerSTEPHANIE MILLER
EPHRATA - AL
- Total calculated
- $0
- Hours/week
- 1
-
Chris WeberCHRIS WEBER
EPHRATA - AL
- Total calculated
- $0
- Hours/week
- 1
-
Scott WiltSCOTT WILT
FAIRFIELD -
- Total calculated
- $0
- Hours/week
- 1
-
Tim StantonTIM STANTON
FAIRFIELD -
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer KaneJENNIFER KANE
FAIRFIELD -
- Total calculated
- $0
- Hours/week
- 1
-
Neil RotzNEIL ROTZ
FRANKLIN - T
- Total calculated
- $0
- Hours/week
- 1
-
Terry MillerTERRY MILLER
FRANKLIN - A
- Total calculated
- $0
- Hours/week
- 1
-
Belinda WallenBELINDA WALLEN
GETTYSBURG -
- Total calculated
- $0
- Hours/week
- 1
-
Tom FortnumTOM FORTNUM
GETTYSBURG -
- Total calculated
- $0
- Hours/week
- 1
-
Sharon SmithSHARON SMITH
GETTYSBURG -
- Total calculated
- $0
- Hours/week
- 1
-
Dr Jason PerrinDR JASON PERRIN
GETTYSBURG-A
- Total calculated
- $0
- Hours/week
- 1
-
Tamela McConaghyTAMELA MCCONAGHY
GETTYSBURG-A
- Total calculated
- $0
- Hours/week
- 1
-
Bobbi WeaverBOBBI WEAVER
GETTYSBURG-A
- Total calculated
- $0
- Hours/week
- 1
-
Caroline RoyerCAROLINE ROYER
GREENCASTLE-
- Total calculated
- $0
- Hours/week
- 1
-
Heather AlveyHEATHER ALVEY
GREENCASTLE-
- Total calculated
- $0
- Hours/week
- 1
-
Troy WentzTROY WENTZ
HANOVER - TR
- Total calculated
- $0
- Hours/week
- 1
-
Amy GotwalsAMY GOTWALS
HANOVER - TR
- Total calculated
- $0
- Hours/week
- 1
-
Kathy ForbesKATHY FORBES
HANOVER - AL
- Total calculated
- $0
- Hours/week
- 1
-
Dr Jeffrey WestDR JEFFREY WEST
LIU - CHAIRM
- Total calculated
- $0
- Hours/week
- 1
-
Brent KesslerBRENT KESSLER
LIU - TREASU
- Total calculated
- $0
- Hours/week
- 1
-
Charlene D'AmoreCHARLENE D'AMORE
LIU - TRUSTE
- Total calculated
- $0
- Hours/week
- 1
-
Laura KuhnLAURA KUHN
LIU - TRUSTE
- Total calculated
- $0
- Hours/week
- 1
-
Kim AnsellKIM ANSELL
LIU - ALTERN
- Total calculated
- $0
- Hours/week
- 1
-
Leah PritchettLEAH PRITCHETT
NORTHEASTERN
- Total calculated
- $0
- Hours/week
- 1
-
Dr Jason BottiglieriDR JASON BOTTIGLIERI
NORTHEASTERN
- Total calculated
- $0
- Hours/week
- 1
-
Duane SwartzDUANE SWARTZ
NORTHEASTERN
- Total calculated
- $0
- Hours/week
- 1
-
Brian GellerBRIAN GELLER
NORTHEASTERN
- Total calculated
- $0
- Hours/week
- 1
-
Samantha SchryverSAMANTHA SCHRYVER
NORTHEASTERN
- Total calculated
- $0
- Hours/week
- 1
-
Delia ArcherDELIA ARCHER
NORTHEASTERN
- Total calculated
- $0
- Hours/week
- 1
-
Jason YoungJASON YOUNG
NORTHERN - T
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth SechristKENNETH SECHRIST
NORTHERN - T
- Total calculated
- $0
- Hours/week
- 1
-
Charles GriscavageCHARLES GRISCAVAGE
NORTHERN - T
- Total calculated
- $0
- Hours/week
- 1
-
Dr Steven KirkpatrickDR STEVEN KIRKPATRICK
NORTHERN - A
- Total calculated
- $0
- Hours/week
- 1
-
Ann HoverterANN HOVERTER
NORTHERN - A
- Total calculated
- $0
- Hours/week
- 1
-
Laurel FuhrmanLAUREL FUHRMAN
SOUTH EASTER
- Total calculated
- $0
- Hours/week
- 1
-
Tracey KerrTRACEY KERR
SOUTH EASTER
- Total calculated
- $0
- Hours/week
- 1
-
Richard MeinlRICHARD MEINL
SOUTH EASTER
- Total calculated
- $0
- Hours/week
- 1
-
Mary ChildressMARY CHILDRESS
SOUTH EASTER
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey MummertJEFFREY MUMMERT
SOUTH WEST-S
- Total calculated
- $0
- Hours/week
- 1
-
Christine LeaseCHRISTINE LEASE
SOUTH WESTER
- Total calculated
- $0
- Hours/week
- 1
-
Douglas FuhrmanDOUGLAS FUHRMAN
SOUTH WESTER
- Total calculated
- $0
- Hours/week
- 1
-
Trevor CarringtonTREVOR CARRINGTON
SOUTHERN YOR
- Total calculated
- $0
- Hours/week
- 1
-
Shane WatersSHANE WATERS
SOUTHERN YOR
- Total calculated
- $0
- Hours/week
- 1
-
Nathan HenkelNATHAN HENKEL
SOUTHERN YOR
- Total calculated
- $0
- Hours/week
- 1
-
Kelly JarvisKELLY JARVIS
SOUTHERN YOR
- Total calculated
- $0
- Hours/week
- 1
-
Lori WooldridgeLORI WOOLDRIDGE
SOUTHERN YOR
- Total calculated
- $0
- Hours/week
- 1
-
Susan GreenSUSAN GREEN
SOUTHERN YOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark CzappMARK CZAPP
SPRING GROVE
- Total calculated
- $0
- Hours/week
- 1
-
George IoannidisGEORGE IOANNIDIS
SPRING GROVE
- Total calculated
- $0
- Hours/week
- 1
-
Anjie DollANJIE DOLL
SPRING GROVE
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen KrallKATHLEEN KRALL
SPRING GROVE
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer LeppoJENNIFER LEPPO
SPRING GROVE
- Total calculated
- $0
- Hours/week
- 1
-
Amy HersheyAMY HERSHEY
TUSCARORA -
- Total calculated
- $0
- Hours/week
- 1
-
Sharon MillerSHARON MILLER
TUSCARORA -
- Total calculated
- $0
- Hours/week
- 1
-
Rodney BenedickRODNEY BENEDICK
TUSCARORA -A
- Total calculated
- $0
- Hours/week
- 1
-
Wendy EtterWENDY ETTER
TUSCARORA -A
- Total calculated
- $0
- Hours/week
- 1
-
Shelley HobbsSHELLEY HOBBS
UPPER ADAMS-
- Total calculated
- $0
- Hours/week
- 1
-
Dee CrowderDEE CROWDER
UPPER ADAMS-
- Total calculated
- $0
- Hours/week
- 1
-
Eric HoltzmanERIC HOLTZMAN
WAYNESBORO -
- Total calculated
- $0
- Hours/week
- 1
-
Colleen GildeeCOLLEEN GILDEE
WAYNESBORO -
- Total calculated
- $0
- Hours/week
- 1
-
Cori UreyCORI UREY
WAYNESBORO -
- Total calculated
- $0
- Hours/week
- 1
-
Chelsea SandersCHELSEA SANDERS
WAYNESBORO -
- Total calculated
- $0
- Hours/week
- 1
-
Sharon LevickSHARON LEVICK
WAYNESBORO-A
- Total calculated
- $0
- Hours/week
- 1
-
Laura KiesslingLAURA KIESSLING
WAYNESBORO-A
- Total calculated
- $0
- Hours/week
- 1
-
Ivy GrunertIVY GRUNERT
YORK ACADEMY
- Total calculated
- $0
- Hours/week
- 1
-
Dr Michael LoweDR MICHAEL LOWE
YORK ACADEMY
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia LockardCYNTHIA LOCKARD
YORK ACADEMY
- Total calculated
- $0
- Hours/week
- 1
-
Tina ZieglerTINA ZIEGLER
YORK ACADEMY
- Total calculated
- $0
- Hours/week
- 1
-
Shawn HainSHAWN HAIN
YORK CITY -
- Total calculated
- $0
- Hours/week
- 1
-
Ellie Ann PuhallaELLIE ANN PUHALLA
YORK CITY -
- Total calculated
- $0
- Hours/week
- 1
-
Jon BoyerJON BOYER
YORK COUNTY-
- Total calculated
- $0
- Hours/week
- 1
-
Shawn HontzSHAWN HONTZ
YORK COUNTY-
- Total calculated
- $0
- Hours/week
- 1
-
Kevin AlvarnazKEVIN ALVARNAZ
TRUST MANAGE
- Total calculated
- $25,921
- From this org
- $0
- From related orgs
- $0
- Other
- $25,921
- Hours/week
- 40
-
Brent KesslerBRENT KESSLER
ACTING TRUST
- Total calculated
- $0
- Hours/week
- 40
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 31 October 2024
- IRS schema version
- 2023v5.0
- Source object
- 202403109349300910
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.