PEPSI-COLA BOTTLERS' LIFE HEALTH ACCIDENT AND OTHER BENEFITS FUND

Address
1910 TOWNE CENTRE BLVD SUITE 250
ANNAPOLIS, MD 21401
Contact
Phone: +1 (443) 603-0280
Nonprofit
NTEE: E11 - Single Organization Support
EIN: 13-6131902

Mission

TO OBTAIN AND PROVIDE GROUP LIFE, HEALTH, AND ACCIDENT INSURANCE FOR PARTICIPATING BOTTLERS, AS WELL AS OTHER BENEFITS AS PERMITTED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.
 20162015201420132012
Basic features of the organization
Year of formation1977
Metropolitan statistical area8872
Form of organization
TrustTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$29,764.00    
Sum of reportable (W2/1099) compensation  $0.00$0.00$0.00
Number of employees00000
Number of people compensated >$100k  000
Number of volunteers77000
Number of highly compensated contractors  00 
Personnel
Allanson, Gary
TitlePRESIDENTPRESIDENTPCBA PRESIDENTPCBA PRESIDENT 
Name of key/compensated personGARY ALLANSONGARY ALLANSONGARY ALLANSONGARY ALLANSON 
Position of compensated person
Current officerTrueTrueTrueTrue 
Average hours per week working for org5.005.005.005.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Breakdown of reportable comp
Base reportable compensation from org  $0.00$0.00 
Bonus and incentive reportable compensation  $0.00$0.00 
Other reportable compensation from org  $0.00$0.00 
Retirement and other deferred compensation  $0.00$0.00 
Nontaxable benefits from org$29,764.00 $0.00$0.00 
Compensation from org previously reported as deferred  $0.00$0.00 
Other comp, non-reportable, from org and related orgs$29,764.00$31,480.00$11,641.00$10,295.00 
Sum of all compensation from org$29,764.00 $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $310,000.00$291,667.00$266,667.00$163,826.00 
Average hours per week working for related orgs35.0035.0035.0035.00 
Bartel, Mike
TitleTRUSTEETRUSTEECHAIRMANCHAIRMANCHAIRMAN
Name of key/compensated personMIKE BARTELMIKE BARTELMIKE BARTELMIKE BARTELMIKE BARTEL
Position of compensated person
Current officer  TrueTrueTrue
Average hours per week working for org3.003.003.003.003.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs3.003.00   
Bernick, Dean
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personDEAN BERNICKDEAN BERNICKDEAN BERNICKDEAN BERNICKDEAN BERNICK
Position of compensated person
Average hours per week working for org3.003.003.003.003.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00    
Brown, Bill
TitleTRUSTEETRUSTEETRUSTEETRUSTEE 
Name of key/compensated personBILL BROWNBILL BROWNBILL BROWNBILL BROWN 
Position of compensated person
Average hours per week working for org3.003.003.003.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs3.003.00   
Doherty, David
TitleTRUSTEETRUSTEETREASURERTREASURERTRUSTEE
Name of key/compensated personDAVID DOHERTYDAVID DOHERTYDAVID D DOHERTYDAVID D DOHERTYDAVID D DOHERTY
Position of compensated person
Current officer  TrueTrue 
Average hours per week working for org3.003.003.003.003.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs3.003.00   
Faloon, John
Title    TREASURER
Name of key/compensated person    JOHN FALOON
Position of compensated person
Current officer    True
Average hours per week working for org    3.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Gross, Tr
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personTR GROSSTR GROSSTR GROSSTR GROSSTR GROSS
Position of compensated person
Average hours per week working for org3.003.003.003.003.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs3.003.00   
Moore, Andy
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personANDY MOOREANDY MOOREANDY MOOREANDY MOOREANDY MOORE
Position of compensated person
Average hours per week working for org3.003.003.003.003.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00    
Reinhard, Eric
Title   PCBA PRESIDENTPCBA PRESIDENT
Name of key/compensated person   ERIC REINHARDERIC REINHARD
Position of compensated person
Current officer   TrueTrue
Average hours per week working for org   5.005.00
Reportable compensation from org   $0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org   $0.00$0.00
Bonus and incentive reportable compensation   $0.00$0.00
Other reportable compensation from org   $0.00$0.00
Retirement and other deferred compensation   $0.00$0.00
Nontaxable benefits from org   $0.00$0.00
Compensation from org previously reported as deferred   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $59,460.00$82,533.00
Sum of all compensation from org   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $309,998.00$348,823.00
Average hours per week working for related orgs   35.0035.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO OBTAIN AND PROVIDE GROUP LIFE, HEALTH, AND ACCIDENT INSURANCE FOR PARTICIPATING BOTTLERS, AS WELL AS OTHER BENEFITS AS PERMITTED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.TO OBTAIN AND PROVIDE GROUP LIFE, HEALTH, AND ACCIDENT INSURANCE FOR PARTICIPATING BOTTLERS, AS WELL AS OTHER BENEFITS AS PERMITTED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.TO OBTAIN AND PROVIDE GROUP LIFE, HEALTH, AND ACCIDENT INSURANCE FOR PARTICIPATING BOTTLERS, AS WELL AS OTHER BENEFITS AS PERMITTED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.TO OBTAIN AND PROVIDE GROUP LIFE, HEALTH, AND ACCIDENT INSURANCE FOR PARTICIPATING BOTTLERS, AS WELL AS OTHER BENEFITS AS PERMITTED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.TO OBTAIN AND PROVIDE GROUP LIFE, HEALTH, AND ACCIDENT INSURANCE FOR PARTICIPATING BOTTLERS, AS WELL AS OTHER BENEFITS AS PERMITTED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.
Programs, including revenue & expenses
THE FUND PROVIDES TRAINING PROGRAMS TO MEMBERS OF PEPSI-COLA BOTTLERS' ASSOCIATION AND OTHER BOTTLERS IN INSURANCE, SAFETY AND OTHER EMPLOYEE MATTERS.
Program descriptionTHE FUND PROVIDES TRAINING PROGRAMS TO MEMBERS OF PEPSI-COLA BOTTLERS' ASSOCIATION AND OTHER BOTTLERS IN INSURANCE, SAFETY AND OTHER EMPLOYEE MATTERS.THE FUND PROVIDES TRAINING PROGRAMS TO MEMBERS OF PEPSI-COLA BOTTLERS' ASSOCIATION AND OTHER BOTTLERS IN INSURANCE, SAFETY AND OTHER EMPLOYEE MATTERS.THE FUND PROVIDES TRAINING PROGRAMS TO MEMBERS OF THE PEPSI-COLA BOTTLERS' ASSOCIATION AND OTHER BOTTLERS IN INSURANCE, SAFETY AND OTHER EMPLOYEE MATTERS.THE FUND PROVIDES TRAINING PROGRAMS TO MEMBERS OF THE PEPSI-COLA BOTTLERS' ASSOCIATION AND OTHER BOTTLERS IN INSURANCE, SAFETY AND OTHER EMPLOYEE MATTERS.THE FUND PROVIDES TRAINING PROGRAMS TO MEMBERS OF THE PEPSI-COLA BOTTLERS' ASSOCIATION AND OTHER BOTTLERS IN INSURANCE, SAFETY AND OTHER EMPLOYEE MATTERS.
Financial data
Revenue
Total revenue$9,791.00$9,816.00$12,919.00$15,693.00$19,499.00
Revenue from contributions (total) $0.00$0.00$0.00$0.00
Investment income, current yr$9,791.00$9,816.00$12,919.00$15,693.00$19,499.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue$9,791.00$9,816.00$12,919.00$15,693.00$19,499.00
Other revenue, current yr$0.00$0.00$0.00$0.00$0.00
Net unrelated business taxable revenue$1,059.00$6,925.00$10,086.00$12,764.00$16,314.00
Program service revenue (total) $0.00$0.00$0.00$0.00
Gross receipts$9,791.00$9,816.00$12,919.00$66,230.00$80,171.00
Other types of revenue
Income from dividends, interest, and similar investments$9,729.00$9,816.00$12,919.00$15,109.00$16,373.00
Net rental income $0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$104,873.00$7,768.00$19,409.00$49,021.00$32,525.00
Total functional expenses: program service $0.00$0.00   
Total functional expenses: management and general$0.00$0.00   
Total functional expenses: fundraising$0.00$0.00   
Fees for services
Legal fees (total)$15,138.00 $2,916.00$2,748.00 
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total) $1,891.00$1,833.00$1,929.00$2,185.00
Assets and liabilities
Total assets$318,359.00$411,623.00$421,461.00$424,640.00$496,418.00
Total assets, beginning of year$411,623.00$421,461.00$424,640.00$496,418.00$503,611.00
Total liabilities$5,473.00$0.00$3,798.00$0.00$17,509.00
Total liabilities, beginning of year $3,798.00$0.00$17,509.00$8,352.00
Unrestricted net assets, end of yr$312,886.00$411,623.00$417,663.00$424,640.00$478,909.00
Net assets$312,886.00$411,623.00$417,663.00$424,640.00$478,909.00
Net assets, beginning of year$411,623.00$417,663.00$424,640.00$478,909.00$495,259.00
Other liabilities  $3,798.00 $1,215.00
Other assets$2,870.00$3,124.00$6,254.00  
Investments: publicly traded securities$241,651.00$297,861.00$384,744.00$399,145.00$475,883.00
Cash: non-interest bearing$47,389.00$20,788.00$29,483.00$19,150.00$13,841.00
Cash: non-interest bearing, beginning of year$20,788.00$29,483.00$19,150.00$13,841.00$13,755.00
Loans and other payables to key persons$5,473.00    
Other financial variables
Revenue less expenses-$95,082.00$2,048.00-$6,490.00-$33,328.00-$13,026.00
Savings & temp cash investment$26,449.00$89,850.00   
Accounts receivable, net   $6,254.00$6,694.00
Prepaid expenses & deferred charges  $980.00$91.00 
Accounts payable & accrued expenses   $0.00$16,294.00
Total net assets or fund balances$312,886.00$411,623.00$417,663.00$424,640.00$478,909.00
Governance and accountability
Number of voting members66666
Number of independent voting members66666
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012014-01-012013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Indicators for schedules (selected)
Outstanding loan to key person or disqualified personTrue    
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Reason for form submission
Address change True   
Date e-filing submitted2017-10-112016-11-012015-07-292014-09-302013-08-01
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201722009349300307201631949349300028201500779349300800201401329349303355201301349349302690
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