2024-10-02T09:38:29-07:00 2023-12-31 582574075 WHEELER HIRSCH & ASSOCIATES INC 1848 MOORES MILL RD NW ATLANTA GA 30318 990 2023-01-01 621217327 HOUSING BENEFITS PLAN CO JOHN POPE HOUSING SOLUTIONS ALLIANCE HOUS 8002887623 8610 KING GEORGE DRIVE DALLAS TX 75235 L THOMAS ROWE BOARD CHAIR 8002887623 2024-08-21 true true Susan Hill P00846200 6784297020 2024-09-24 2023 2024-10-15 13:58:12Z X L THOMAS ROWE MURFREESBORO HOUSING AUTHORITY 415 MURFREESBORO TN 37130 22465812 false X N/A X 1984 TX SEE SCHEDULE O 8 0 0 0 0 0 0 20334755 21983351 268020 340062 8133 142399 20610908 22465812 0 0 0 0 0 21677821 22500378 21677821 22500378 -1066913 -34566 17584880 16552145 3963763 2290200 13621117 14261945 X SEE SCHEDULE O false false SEE SCHEDULE O false false false false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 3 0 true 0 false false false false false false false false false false false false X 8 0 false true false false false true false true true false false true false false false false false false X JOHN POPE HOUSING SOLUTIONS ALLIANC 2143587551 8610 KING GEORGE DRIVE DALLAS TX 75235 X L THOMAS ROWE BOARD CHAIR 0.00 X 0 0 0 SHAUNDRA CLARK BOARD VICE-CHAIR 0.00 X 0 0 0 JACOB OGLESBY BOARD MEMBER 0.00 X 0 0 0 EBBY GREEN BOARD MEMBER 0.00 X 0 0 0 RHONDA ABBOTT - TERMINATED 2023 BOARD MEMBER 0.00 X 0 0 0 MICHAEL SWEET BOARD MEMBER 0.00 X 0 0 0 PATTI PRESTON BOARD MEMBER 0.00 X 0 0 0 SHELIA BARNETT BOARD MEMBER 0.00 X 0 0 0 PAULA SCRUGGS BOARD MEMBER 0.00 X 0 0 0 false false false VIMLY BENEFIT SOLUTIONS INC PO BOX 6 MUKILTEO WA 98275 ADMINISTRATION 340669 HALL BENEFIT LAW LLC 339 JOHNSON FERRY RD ATLANTA GA 30328 ADMINISTRATION 265701 HOUSING SOLUTIONS ALLIANCE LLC 330 MARSHALL STREET SUITE 900 SHREVEPORT LA 71101 ADMINISTRATION 109749 3 MEDICAL PREMIUMS 524292 21110274 0 0 PREMIUM INCOME DENTAL 524292 544110 0 0 PREMIUM INCOME LTD 524292 122605 0 0 PREMIUM VISION INCOME 524292 107841 0 0 PREMIUM INCOME LIFE 524292 98521 0 0 21983351 340062 0 0 OTHER INCOME 524292 17399 17399 0 0 UHC ANNUAL CR FOR OPERATING EXP 524292 125000 125000 0 0 142399 22465812 22465812 0 0 265701 0 0 0 51861 0 0 0 27161 0 0 0 9484 0 0 0 2895 0 0 0 848 0 0 0 64174 0 0 0 12964 0 0 0 12238 0 0 0 INSURANCE PREMIUMS PAID 21438939 0 0 0 ADMINISTRATIVE FEES 471928 0 0 0 VARIOUS MARKETING FEES 97708 0 0 0 CLAIMS EXPENSE MEDICAL 0 0 0 0 44477 0 0 0 22500378 0 0 0 20378 1291039 173965 401172 3962071 1192094 13356149 13573697 72317 94143 17584880 16552145 2220190 328009 1743573 1962191 3963763 2290200 X 13621117 14261945 13621117 14261945 17584880 16552145 -34566 675394 X false true X true false AGENCY BONDS 2451723 F CERTIFICATES OF DEPOSIT 2391022 F TREASURY NOTES 1506020 F CORPORATE BONDS 5712278 F EXCHANGE-TRADED FUND 1512654 F 13573697 23101081 675394 -12964 662430 22438651 27161 27161 22465812 22460253 22460253 27161 12964 40125 22500378 Pt XI, Line 2d Interest Expense Pt XII, Line 4b Interest Expense Other FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: PROVIDE HEALTH BENEFITS, LIFE INSURANCE COVERAGE, LONG-TERM DISABILITY BENEFITS, VISION CARE AND DEATH BENEFITS TO PARTICIPANTS, THEIR BENEFICIARIES AND COVERED DEPENDENTS. Other FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE PURPOSE OF THE PLAN SHALL BE TO PROVIDE MEDICAL AND OTHER BENEFITS PERMISSABLE UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (CODE) TO THOSE EMPLOYEES (AND THEIR DEPENDENTS AND BENEFICIARIES) OF MEMBER LOCAL HOUSING AUTHORITIES, REDEVELOPMENT AGENCIES AND OF THE PLAN (EMPLOYER) WHICH VOLUNTARILY ELECT TO PARTICIPATE IN THE PLAN. Other FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: PROVISION OF HEALTH BENEFITS (MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL AND DENTAL), LIFE INSURANCE COVERAGE, LONG-TERM DISABILITY BENEFITS, VISION CARE AND DENTAL BENEFITS TO PARTICIPANTS, THEIR BENEFICIARIES AND COVERED DEPENDENTS. Pt VI, Line 3 FORM 990, PART VI, SECTION A, LINE 3: THE ORGANIZATION DELEGATES 3RD PARTY CLAIMS ADMINISTRATION DUTIES TO: VIMLY BENEFITS SOLUTIONS, INC., P.O. BOX 6, MUKILTEO, WA 98275. VIMLYS DUTIES INCLUDE: BILLINGS AND PREMIUM COLLECTIONS. Pt VI, Line 7a FORM 990, PART VI, SECTION A, LINE 7A: BOARD MEMBERS ARE APPOINTED BY THE PRESIDENTS OF SERC-NAHRO AND SWRC-NAHRO, SUBJECT TO CONFIRMATION BY A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEES OF THE SERC & SWRC NAHRO ORGANIZATIONS. Pt VI, Line 11b FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS REVIEWED BY THE BOARD CHAIR AND OTHER MEMBERS OF THE AUDIT COMMITTEE BEFORE THE FINAL COPY IS FILED. Pt VI, Line 19 FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST. SOUTHWEST REGIONAL COUNCIL OF NAHRO 2375 RODGERS ROAD OLNEY TX 76374 521610151 TRAINING AND EDUCATIONAL ACTIVITIES FOR PHAS TX 501(C)(3) 9 false SOUTHEAST REGIONAL COUNCIL OF NAHRO P O BOX 220 FORT MILL SC 29716 521629630 TRAINING AND EDUCATIONAL ACTIVITIES FOR PHAS SC 501(C)(3) 9 false false false false false false false false false false false false false false false false false false false false