Ibpat District Council No Ii Health Fund is located in Wallingford, CT. The organization was established in 1985. According to its NTEE Classification (E05) the organization is classified as: Research Institutes & Public Policy Analysis, under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Ibpat District Council No Ii Health Fund is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
For the year ending 06/2021, Ibpat District Council No Ii Health Fund generated $17.0m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (0.4%) each year. All expenses for the organization totaled $16.3m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO PROVIDE VARIOUS FORMS OF HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES OF THIS FUND.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Dominick Cieri Trustee (p) | Trustee | 2 | $0 |
Mark Verity Trustee | Trustee | 2 | $0 |
Justin Kelley Trustee | Trustee | 2 | $0 |
Malcolm Mackenzie Trustee/co-Chair | Trustee | 2 | $0 |
Paul Caramanica Trustee | Trustee | 2 | $0 |
Andrew F Mele Trustee | Trustee | 2 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Zenith American Solutions Inc Third Party Admin. | 6/29/21 | $431,685 |
Anthem Bcbs Ppo | 6/29/21 | $313,373 |
Anchor Capital Advisors Llc Investment Management | 6/29/21 | $167,815 |
Rbc Wealth Management Investment Management | 6/29/21 | $115,689 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $0 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $15,932,459 |
Investment income | $588,157 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $213,539 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $17,002,734 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $14,900,798 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $69,300 |
Fees for services: Accounting | $44,222 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $283,504 |
Fees for services: Other | $901,509 |
Advertising and promotion | $0 |
Office expenses | $5,953 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $23,670 |
All other expenses | $0 |
Total functional expenses | $16,277,350 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $2,252,948 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $1,878,630 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $38,432,870 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $42,564,448 |
Accounts payable and accrued expenses | $13,663 |
Grants payable | $0 |
Deferred revenue | $107,935 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $1,884,800 |
Total liabilities | $2,006,398 |
Net assets without donor restrictions | $0 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $40,558,050 |
Total liabilities and net assets/fund balances | $42,564,448 |
Organization Name | Assets | Revenue |
---|---|---|
Guttmacher Institute Inc New York, NY | $76,905,675 | $37,459,523 |
Cbset Inc Lexington, MA | $14,994,473 | $24,232,593 |
Ibpat District Council No Ii Health Fund Wallingford, CT | $42,564,448 | $17,002,734 |
New York Academy Of Medicine New York, NY | $83,761,526 | $11,379,075 |
United Hospital Fund Of New York New York, NY | $118,804,052 | $10,406,800 |
District Council 1707 Health And Insurance Fund New York, NY | $11,584,860 | $8,948,840 |
Massachusetts Health Data Consortium Inc Waltham, MA | $2,199,626 | $5,057,188 |
Drugs For Neglected Diseasesinitiative North America Inc New York, NY | $1,372,645 | $4,153,290 |
Medicare Rights Center Inc New York, NY | $4,675,870 | $4,027,841 |
St Lukes Institute For Health Science New York, NY | $2,576,536 | $2,898,052 |
Independent Health Foundation Buffalo, NY | $4,775,300 | $3,193,474 |
Foundation For Research Into Sexually Transmitted Diseases Inc New York, NY | $1,009,719 | $1,318,302 |