2024-11-14T08:36:26-06:00 2023-12-31 390758449 WIPFLI LLP 7733 FORSYTH BLVD SUITE 1200 ST LOUIS MO 63105 990 2023-01-01 842482935 LEADINGAGE TEXAS HEALTH PLAN INC LEAD 5124672242 2205 HANCOCK DR AUSTIN TX 78756 GEORGE LINIAL EXECUTIVE TRUSTEE 5124672242 2024-11-13 1 1 KARYN A NUNN P00958489 3148622070 2024-11-13 2023 2024-10-15 13:58:12Z GEORGE LINIAL 2205 HANCOCK DR AUSTIN TX 78756 8959862 0 X WWW.LEADINGAGETEXAS.ORG X 2019 TX TO PROVIDE EXCELLENT, AFFORDABLE EMPLOYEE HEALTH INSURANCE AND ANCILLARY BENEFIT OPTIONS FOR LEADINGAGE TEXAS MEMBERS AND THEIR EMPLOYEES. 13 11 0 0 0 0 0 0 10258460 8953543 0 6319 0 0 10258460 8959862 0 0 7883608 7503910 0 0 0 0 0 2652874 2103425 10536482 9607335 -278022 -647473 1182864 997520 0 433458 1182864 564062 TO PROVIDE EXCELLENT, AFFORDABLE EMPLOYEE HEALTH INSURANCE AND ANCILLARY BENEFIT OPTIONS FOR LEADINGAGE TEXAS MEMBERS AND THEIR EMPLOYEES. 0 0 0 THE PLAN PROVIDED AFFORDABLE HEALTH INSURANCE AND ANCILLARY BENEFIT OPTIONS TO ELIGIBLE EMPLOYEES AND COVERED DEPENDENTS OF LEADINGAGE TEXAS MEMBER EMPLOYERS. 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 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 TX X GEORGE LINIAL 5124672242 2205 HANCOCK DR AUSTIN TX 78756 GEORGE LINIAL EXECUTIVE TRUSTEE 1.00 40.00 X X 0 258369 38293 CRYSTAL LAZA DEPUTY EXECUTIVE TRUSTEE 1.00 40.00 X X 0 146420 19830 JOHN RUSSELL CREWS CHAIR 1.00 X X 0 0 0 PATRICK PHEIFER VICE CHAIR 1.00 X X 0 0 0 NICOLE GANN SECRETARY 1.00 X X 0 0 0 TINA BALLARD TREASURER 1.00 X X 0 0 0 KRISTIE BOILES DIRECTOR 1.00 X 0 0 0 SHERYL CALLAHAN DIRECTOR 1.00 X 0 0 0 ROQUE CHRISTENSEN DIRECTOR 1.00 X 0 0 0 PATRICK CRUMP DIRECTOR 1.00 X 0 0 0 DEBORAH GOODMAN DIRECTOR 1.00 X 0 0 0 GRADY MULLINS DIRECTOR 1.00 X 0 0 0 BETHANY SISNEROZ DIRECTOR 1.00 X 0 0 0 0 404789 58123 2 0 1 0 I360 LLC 12770 MERIT DRIVE STE 200 PARK CE DALLAS TX 75251 ADMINISTRATIVE SERVICES 306526 LEADINGAGE TEXAS 2205 HANCOCK DRIVE AUSTIN TX 78756 MANAGEMENT SERVICES 197751 USI INC 1300 SUMMIT AVE STE 200 FORT WORTH TX 76102 BROKER CONSULTANT 161577 LEWIS AND ELLIS INC 6600 CHASE OAK BLVD STE 150 PLANO TX 750232383 ACTURIAL SERVICES 122023 4 EMPLOYER CONTRIBUTIONS 900099 6751605 6751605 EMPLOYEE CONTRIBUTIONS 900099 2201938 2201938 8953543 6319 6319 8959862 8953543 0 6319 7503910 197751 32052 73702 675099 9766 REINSURANCE FEES 1042979 PPO FEES 62145 INTERLINK CANCER CARE 5289 PCORI EXPENSE 4319 323 9607335 1167500 200769 5598 787178 9766 9573 1182864 997520 0 433458 0 433458 X 0 0 0 0 1182864 564062 1182864 564062 1182864 997520 X -647473 28671 X X 0 1 X 1 0 0 X 8953543 0 8953543 6319 6319 8959862 9601016 0 9601016 6319 6319 9607335 PART X, LINE 2: THE VEBA TRUST FUNDING BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED FEBRUARY 3, 2021, AND EFFECTIVE JUNE 12, 2019, 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 TAXABLE 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. THE ACCRUAL BASIS OF ACCOUNTING REQUIRES 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 NOT 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST INCOME NETTED WITH CLAIMS PAID ON THE FINANCIAL STATEMENTS 6,319. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST INCOME NETTED WITH CLAIMS PAID ON FINANCIAL STATEMENTS 6,319. 0 0 0 GEORGE LINIAL EXECUTIVE TRUSTEE 0 251169 0 0 0 7200 0 23093 0 15200 0 296662 0 0 CRYSTAL LAZA DEPUTY EXECUTIVE TRUSTEE 0 145420 0 1000 0 0 0 11675 0 8155 0 166250 0 0 FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT AND OUR FINANCIAL CONSULTANT WILL REVIEW THE INITIAL FILING, FOLLOWED BY THE FINANCE AND AUDIT COMMITTEE CONSISTING OF THE EXECUTIVE OFFICERS FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BASIS OF ACCOUNTING 28,671. FORM 990, PART XII, LINE 1: THE ORGANIZATION CHANGED ITS METHOD OF ACCOUNTING FROM MODIFIED CASH TO ACCRUAL EFFECTIVE 01/01/2023. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT BY A COMMITTEE THAT OVERSEES THE SELECTION OF THE AUDITOR. LEADINGAGE TEXAS 2205 HANCOCK DR AUSTIN TX 78756 237032760 LEADS NOT-FOR-PROFIT MEMBERS IN EFFORTS TO BETTER SERVE SENIORS TX 501C6 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 LEADINGAGE TEXAS P 197751 CASH