2024-10-30T10:46:43-05:00 2023-12-31 450250958 EIDE BAILLY LLP 1540 W MARKET ST AKRON OH 443137114 990 2023-01-01 806220816 AKRON SUMMIT COMMUNITY ACTION INC HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO AKRO 3303767730 55 EAST MILL STREET AKRON OH 44308 MALCOLM COSTA TRUSTEE 3303767730 2024-10-28 1 0 DANA L PATTERSON CPA P01278758 3308677350 2024-10-27 2023 2024-10-15 13:58:12Z GOHIO MALCOLM COSTA 55 EAST MILL STREET AKRON OH 44308 3100862 0 X N/A X 2012 OH PROVIDING HEALTH & OTHER EMPLOYEE BENEFITS FOR PARTICIPANTS UNDER THE PLAN. 1 0 0 0 56390 0 0 0 2676921 3043052 26129 56390 0 0 2703050 3099442 0 0 2480894 2904053 0 0 0 0 0 703704 692991 3184598 3597044 -481548 -497602 2901258 2322128 235143 462 2666115 2321666 THE TRUST HAS BEEN ESTABLISHED FOR THE SOLE PURPOSE OF PROVIDING HEALTH AND OTHER EMPLOYEE BENEFITS FOR PARTICIPANTS UNDER THE PLAN. 0 0 CLAIMS PAID ON BEHALF OF MEMBERS FOR HOSPITAL AND MEDICAL BENEFITS CLAIMS AND PREMIUMS PAID ON BEHALF OF MEMBERS FOR PRESCRIPTION BENEFITS. STOP LOSS COVERAGE PAID ON BEHALF OF MEMBERS FOR HOSPITAL AND MEDICAL BENEFIT PAYMENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 1 0 1 1 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MALCOLM COSTA 3305728300 55 E MILL STREET AKRON OH 44309 MALCOLM COSTA TRUSTEE 5.00 35.00 X 0 211253 36181 0 211253 36181 0 0 1 0 0 PARTICIPANT PREMIUMS 525100 3043052 3043052 3043052 57810 57810 1420 -1420 -1420 -1420 3099442 3043052 56390 0 2904053 30438 26511 133800 7174 834 2311 INSURANCE PREMIUMS 470243 WELLNESS PROGRAM 19045 MEMBERSHIP DUES 2635 3597044 868136 516044 743277 780570 181990 133942 1145 1195 733421 890377 373289 0 2901258 2322128 1975 462 233168 0 235143 462 X 0 0 0 0 2666115 2321666 2666115 2321666 2901258 2322128 -497602 153153 0 X 0 1 X 1 0 0 X 3252595 153153 153153 3099442 0 3099442 3597044 0 3597044 0 3597044 PART X, LINE 2: THE TRUST FUNDING THE BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") DATED JUNE 30, 2014 STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2023 FOR UNRELATED BUSINESS INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 MALCOLM COSTA TRUSTEE 0 197755 0 8000 0 5498 0 13359 0 22822 0 247434 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT. THE RETURN IS THEN REVIEWED BY THE CFO OF A RELATED ORGANIZATION AND THE TRUSTEE OF THE PLAN. THE CFO THEN MAKES RECOMMENDATIONS TO THE TRUSTEE RELATED TO THE RETURN. THE AUDIT COMMITTEE OF THE RELATED ORGANIZATION ALSO REVIEWS THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEE WILL ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT WHICH WILL BE KEPT ON FILE BY THE ORGANIZATION. IF A CONFLICT OF INTEREST ARISES, THE INTERESTED PARTY SHALL NOT PARTICIPATE IN ANY MEETING OR PORTION OF A MEETING CONCERNING THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. AKRON SUMMIT COMMUNITY ACTION INC 55 E MILL STREET AKRON OH 44308 340965339 PROVIDE A WIDE RANGE OF SERVICES TO LOW INCOME RESIDENTS OF SUMMIT COUNTY. OH 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0