A-PLUS BENEFITS INC EMPLOYEE

Address
PO BOX 308
AMERICAN FORK, UT 84003
Contact
Phone: +1 (801) 443-1090
Nonprofit
NTEE: Y20 - Insurance Providers, Services
EIN: 87-0630516

Mission

EMPLOYEE HEALTH & WELFARE BENEFITS
 20172016201520142011
Basic features of the organization
Year of formation2000
Subsection code09
Form of organization
TrustTrue
Metropolitan statistical area6520
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel    $0.00
Number of employees00000
Personnel
Bartholomew, John
TitleTRUSTEETRUSTEETRUSTEETRUSTEETrustee
Name of key/compensated personJOHN BARTHOLOMEWJOHN BARTHOLOMEWJOHN BARTHOLOMEWJOHN BARTHOLOMEWJohn Bartholomew
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org   2.00002.00
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 orgs   30.00 
Bartholomew, Richard
Title    Trustee
Name of key/compensated person    Richard Bartholomew
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    002.00
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
Bartholomew, Rick
TitleTRUSTEETRUSTEETRUSTEETRUSTEE 
Name of key/compensated personRICK BARTHOLOMEWRICK BARTHOLOMEWRICK BARTHOLOMEWRICK BARTHOLOMEW 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org   2.00 
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 orgs   30.00 
Purpose: mission, activities, & accomplishments
Mission or significant activitiesEMPLOYEE HEALTH & WELFARE BENEFITSEMPLOYEE HEALTH & WELFARE BENEFITSEMPLOYEE HEALTH & WELFARE BENEFITSEMPLOYEE HEALTH & WELFARE BENEFITSEmployee Health Welfare Benefits
Program service expenses, total$37,935,226.00$40,630,732.00$28,492,122.00$25,614,528.00$28,740,446.00
Programs, including revenue & expenses
EMPLOYEE MEDICAL & WELFARE COSTS
Program expenses$37,935,226.00$40,630,732.00$28,492,122.00$25,614,528.00 
Program revenue$38,868,283.00$43,723,529.00$30,226,775.00  
Program descriptionEMPLOYEE MEDICAL & WELFARE COSTSEMPLOYEE MEDICAL & WELFARE COSTSEMPLOYEE MEDICAL & WELFARE COSTSEMPLOYEE MEDICAL & WELFARE COSTS 
Medical Claims Paid
Program expenses    $24,214,992.00
Program description    Medical Claims Paid
RX Claims Paid
Program expenses    $3,534,389.00
Program description    RX Claims Paid
Reinsurance Premiums Paid
Program expenses    $991,065.00
Program description    Reinsurance Premiums Paid
Financial data
Revenue
Total revenue$38,868,283.00$43,723,529.00$30,226,775.00$29,987,081.00$30,857,155.00
Revenue from contributions (total)    $0.00
Investment income, current yr$0.00$0.00$0.00$0.00$0.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue    $0.00
Other revenue, current yr$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$38,868,283.00$43,723,529.00$30,226,775.00$29,987,081.00$30,857,155.00
Other types of revenue
Net rental income    $0.00
Expense categories (totals)
Total functional expenses: sum of all$40,418,921.00$43,952,388.00$30,617,501.00$27,461,887.00$30,482,762.00
Total functional expenses: program service $37,935,226.00$40,630,732.00$28,492,122.00$25,614,528.00$28,740,446.00
Total functional expenses: management and general$2,483,695.00$3,321,656.00$2,125,379.00$1,847,359.00$1,742,316.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00 
Fees for services
Lobbying fees (total)    $0.00
Legal fees (total)  $29,350.00$11,624.00$33,029.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$2,150,945.00$2,633,547.00$1,582,585.00$1,370,468.00$998,411.00
Investment management fees (total)    $0.00
Assets and liabilities
Total assets$5,324,085.00$6,118,274.00$6,456,055.00$6,945,781.00$4,664,271.00
Total assets, beginning of year$6,118,274.00$6,456,055.00$6,945,781.00$5,313,287.00$4,089,476.00
Total liabilities$5,021,810.00$4,265,361.00$4,374,283.00$4,473,283.00$5,023,907.00
Total liabilities, beginning of year$4,265,361.00$4,374,283.00$4,473,283.00$5,365,983.00$4,823,505.00
Unrestricted net assets, end of yr$302,275.00$1,852,913.00$2,081,772.00$2,472,498.00-$359,636.00
Net assets$302,275.00$1,852,913.00$2,081,772.00$2,472,498.00-$359,636.00
Net assets, beginning of year$1,852,913.00$2,081,772.00$2,472,498.00-$52,696.00-$734,029.00
Other liabilities$5,021,810.00$4,265,361.00$4,374,283.00$4,473,283.00$5,004,159.00
Cash: non-interest bearing$5,000,485.00$6,118,274.00$6,456,055.00$6,945,781.00$4,571,177.00
Cash: non-interest bearing, beginning of year$6,118,274.00$6,456,055.00$6,945,781.00$5,313,287.00$3,751,249.00
Other financial variables
Revenue less expenses-$1,550,638.00-$228,859.00-$390,726.00$2,525,194.00$374,393.00
Advertising (total)    $0.00
Accounts receivable, net$323,600.00   $93,094.00
Accounts payable & accrued expenses    $19,748.00
Total net assets or fund balances$302,275.00$1,852,913.00$2,081,772.00$2,472,498.00-$359,636.00
Depreciation, depletion, amortization    $0.00
Payment to affiliates    $0.00
Governance and accountability
Number of voting members22222
Number of independent voting members00000
Financial sheets were audited    True
Relationships among key personnel    True
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2017-01-012016-01-012015-01-012014-01-012011-01-01
Tax year end date2017-12-012016-12-012015-12-012014-12-012011-12-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Reason for form submission
Address change  TrueTrue 
IRS schema version2017v2.32016v3.02015v2.12014v5.02011v1.2
Filing identifier201830859349300778201703199349319850201642509349300669201543219349300419201202859349300100
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