Central Susquehanna Region School Employees Health And Welfare Trust
- Assets
- $32.4m
- Revenue
- $60.9m
- Investments
- $8.1m
- Employees
- 0
- Location
- Milton, PA
- Founding
- 08/1981
- Data as of
- 06/2021
- EIN
- 23-2049829
Organization Overview
Central Susquehanna Region School Employees Health And Welfare Trust is located in Milton, PA. The organization was established in 1981. According to its NTEE Classification (Y44) the organization is classified as: Voluntary Employees Beneficiary Associations Government), under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Central Susquehanna Region School Employees Health And Welfare Trust 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, Central Susquehanna Region School Employees Health And Welfare Trust generated $60.9m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 2.1% each year. All expenses for the organization totaled $58.2m during the year ending 06/2021. While expenses have increased by 0.6% per year over the past 6 years. They've been increasing with an increasing level of total revenue. 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
THE CENTRAL SUSQUEHANNA REGION SCHOOL EMPLOYEES' HEALTH & WELFARE TRUST WAS FORMED ON AUGUST 31, 1977 BY CERTAIN PENNSYLVANIA PUBLIC SCHOOL EMPLOYERS FOR THE PURPOSE OF FACILITATING PROVISION AND PAYMENT OF HEALTH AND WELFARE OR OTHER BENEFITS TO EMPLOYEES AND/OR THEIR DEPENDENTS AND BENEFICIARIES. MEMBERSHIP IN THE TRUST IS OPEN TO ANY SCHOOL DISTRICT OR UNIT, ESTABLISHED BY THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA IN THE ADMINISTRATION OF THE SCHOOL LAWS, WHICH IS AN EMPLOYER OF PERSONS TO CARRY OUT FREE PUBLIC EDUCATION DEEMED APPROPRIATE FOR MEMBERSHIP BY THE TRUSTEES OF THE TRUST.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE TRUST ADMINISTERS 2 SELF-FUNDED HEALTH PLANS. THE PPO (PREFERRED PROVIDER ORGANIZATION) PLAN HAS 19 PARTICIPATING EMPLOYERS AND THE GEISINGER HEALTH OPTIONS PLAN HAS 17 PARTICIPATING EMPLOYERS. THE TRUST ALSO ACTS AS A CONDUIT FOR A LIFE INSURANCE PLAN. THERE ARE 18 EMPLOYERS WHO PURCHASE LIFE INSURANCE. THE TRUST PROVIDES DENTAL AND VISION COVERAGE TO 18 SCHOOL EMPLOYERS ON AN ACTUAL CLAIMS BASIS. THERE WERE APPROXIMATELY 2,959 TOTAL INDIVIDUALS, WHICH INCLUDE ACTIVE, COBRA & RETIREES, PARTICIPATING IN THE HEALTH, LIFE INSURANCE AND DENTAL AND VISION PLANS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Corrina Lesko Vice Chairpe | OfficerTrustee | 1 | $0 |
Jeffrey Hummel Secretary | OfficerTrustee | 1 | $0 |
M Anthony Lylo Vice-Chairpe | OfficerTrustee | 1 | $0 |
Ryan Mchale Chairperson | OfficerTrustee | 1 | $0 |
Brian Snyder Trust Mngr/t | Officer | 15 | $0 |
Megan Aten-Huntington Trustee | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Central Susquehanna Interm Unit Mgmt, Acctng | 6/29/21 | $274,516 |
Capital Blue Cross Tpa | 6/29/21 | $874,011 |
Geisinger Health Options Tpa | 6/29/21 | $569,827 |
Financial Statements
| 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 | $60,789,526 |
| Investment income | $91,638 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $60,881,164 |
| 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 | $57,699,048 |
| 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 | $286,095 |
| Fees for services: Legal | $30,273 |
| Fees for services: Accounting | $13,050 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $3,395 |
| Fees for services: Other | $188,643 |
| Advertising and promotion | $0 |
| Office expenses | $1,778 |
| Information technology | $1,390 |
| 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 | $9,234 |
| All other expenses | $0 |
| Total functional expenses | $58,232,906 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $21,425,555 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $2,892,482 |
| 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 | $0 |
| Investments—other securities | $8,094,294 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $32,412,331 |
| Accounts payable and accrued expenses | $6,188,559 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| 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 | $0 |
| Total liabilities | $6,188,559 |
| Net assets without donor restrictions | $26,223,772 |
| 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 | $0 |
| Total liabilities and net assets/fund balances | $32,412,331 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Ny44 Health Benefits Plan Tr West Seneca, NY | $65,564,066 | $123,095,182 |
Nea Members Insurance Trust Gaithersburg, MD | $192,678,262 | $114,296,496 |
ACS Welfare Benefit Trust Florham Park, NJ | $0 | $85,993,010 |
Jefferson-Lewis Etal School Employees Health Plan Clayton, NY | $56,949,018 | $77,589,175 |
Prudential Retiree Health Benefits Tr Newark, NJ | $1,268,823,656 | $170,611,219 |
Local 22 Phila Firefighters Health Fund Philadelphia, PA | $25,332,447 | $68,164,682 |
Teamsters Local 210 Affliated Health And Insurance Fund Staten Island, NY | $20,530,013 | $56,854,426 |
Central Susquehanna Region School Employees Health And Welfare Trust Milton, PA | $32,412,331 | $60,881,164 |
National Hockey League Players Health And Benefits Fund Pittsburgh, PA | $40,888,316 | $44,770,762 |
Retired Firefighters Security Bene Fund Of Unif Firefighters Assoc New York, NY | $106,082,762 | $39,187,118 |
Health And Welfare Of The Police Benevolent Assoc Of The City Of Ny New York, NY | $118,546,121 | $45,276,691 |
Northwest School Combine Clarion, PA | $3,620,041 | $27,834,669 |