2025-04-24T13:57:35-05:00 2024-06-30 474526160 EFPR GROUP CPAS PLLC 6390 MAIN STREET SUITE 200 WILLIAMSVILLE NY 14221 990 2023-07-01 223077367 DUTCHESS EDUCATIONAL HEALTH INSURANCE CONSORTIUM DUTC 8454864800 5 BOCES ROAD POUGHKEEPSIE NY 12601 CHRISTOPHER PRILL CHAIRPERSON 8454864800 2025-04-24 1 0 DAVID A URBAN CPA P00630018 7166340700 2025-04-24 2023 2025-03-06 01:10:19Z CHRISTOPHER PRILL 5 BOCES ROAD POUGHKEEPSIE NY 12601 306160915 0 X WWW.DCBOCES.ORG/DEHIC X 1988 NY TO CONTROL HEALTH INSURANCE COSTS AND MAINTAIN THE QUALITY OF BENEFITS VIA COLLABORATION BETWEEN LABOR AND MANAGEMENT. THUS PROVIDING HEALTH INSURANCE TO MEMBER SCHOOL DISTRICTS AT A COST LOWER THAN THEY COULD OBTAIN INDIVIDUALLY. TO CONTROL HEALTH INSURANCE COSTS AND MAINTAIN THE QUALITY OF BENEFITS VIA COLLABORATION BETWEEN LABOR AND MANAGEMENT. THUS PROVIDING HEALTH INSURANCE TO MEMBER SCHOOL DISTRICTS AT A COST LOWER THAN THEY COULD OBTAIN INDIVIDUALLY. 27 0 0 0 0 0 0 0 260605525 281422652 3863417 6758660 0 0 264468942 288181312 0 0 283387050 299693092 0 0 0 0 0 884097 931039 284271147 300624131 -19802205 -12442819 168823588 162509455 55028116 60337369 113795472 102172086 TO CONTROL HEALTH INSURANCE COSTS AND MAINTAIN THE QUALITY OF BENEFITS VIA COLLABORATION BETWEEN LABOR AND MANAGEMENT. THUS PROVIDING HEALTH INSURANCE TO MEMBER SCHOOL DISTRICTS AT A COST LOWER THAN THEY COULD OBTAIN INDIVIDUALLY. 0 0 299182487 281422652 TO PROVIDE HEALTH INSURANCE TO PARTICIPATING MEMBERS AT A REDUCED COST. 299182487 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 27 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 X DUTCHESS COUNTY BOCES 8454864800 5 BOCES ROAD POUGHKEEPSIE NY 12601 X KEVIN SHELDON TRUSTEE 0.10 X 0 0 0 CHRISTOPHER PRILL CHAIRPERSON 0.10 X X 0 0 0 MATT METZGER TRUSTEE 0.10 X 0 0 0 LINDA STEINBERG TRUSTEE 0.10 X 0 0 0 ELLIOT GARCIA TRUSTEE 0.10 X 0 0 0 BRUCE MARTIN TRUSTEE 0.10 X 0 0 0 TOM BURNELL SECRETARY 0.10 X X 0 0 0 KRISTEN DAINTY TRUSTEE 0.10 X 0 0 0 ROBERT FARRIER TRUSTEE 0.10 X 0 0 0 PHILIP GERTLER TRUSTEE 0.10 X 0 0 0 ROBERT MAIER VICE CHAIR 0.10 X X 0 0 0 ADAM DEANS TRUSTEE 0.10 X 0 0 0 CATHY ROBINSON TRUSTEE 0.10 X 0 0 0 STACY STOLIKER TRUSTEE 0.10 X 0 0 0 TOMILYNN GAMACHE TRUSTEE 0.10 X 0 0 0 BRENDA DORMAN TRUSTEE 0.10 X 0 0 0 RICHARD SHANDS TRUSTEE 0.10 X 0 0 0 JUSTIN MEYER TRUSTEE 0.10 X 0 0 0 DAVID FINE TRUSTEE 0.10 X 0 0 0 PAUL FANUELE TRUSTEE 0.10 X 0 0 0 ADAM RATHBUN TRUSTEE 0.10 X 0 0 0 SUSAN A SCHMIDT TRUSTEE 0.10 X 0 0 0 LORRAINE POSTON TRUSTEE 0.10 X 0 0 0 JENNIFER DEFRANK TRUSTEE 0.10 X 0 0 0 AMANDA STOKES TRUSTEE 0.10 X 0 0 0 BRIAN DEVINCENZI TRUSTEE 0.10 X 0 0 0 MONICA LACLAIR TRUSTEE 0.10 X 0 0 0 0 0 0 0 0 0 0 ROSE & KIERAN INC 99 TROY ROAD EAST GREENBUSH NY 12061 BILL-ENROLLMENT 507389 DUTCHESS COUNTY BOCES 5 BOCES ROAD POUGHKEEPSIE NY 12601 MANAGEMENT-ADMI 154875 GLEASON DUNN WALSH & O'SHEA 300 GREAT OAKS BLVD STE 321 ALBANY NY 12203 LEGAL FEES 102501 3 PROGRAM SERVICE REVENUE 900099 281422652 281422652 281422652 7094047 7094047 17644216 17979603 -335387 -335387 -335387 288181312 281422652 0 6758660 299693092 154875 102501 51545 97854 44625 BILLING/ENROLLMENT 447389 EMPIRE ADMIN FEES 32250 300624131 121096809 110612033 9189357 11811218 85890 87950 38451532 39998254 168823588 162509455 371082 197682 31406382 34286623 23250652 25853064 55028116 60337369 X 113795472 102172086 113795472 102172086 168823588 162509455 -12442819 819433 0 X X 0 1 X 1 0 0 ESCROW LIABILITY RESERVE 20311000 PREMIUMS PAYABLE 5542064 25853064 X 289000745 819433 819433 288181312 0 288181312 300624131 0 300624131 0 300624131 PART X, LINE 2: THE COOPERATIVE FILES AN ANNUAL 990 AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501 (C)(9) OF THE INTERNAL REVENUE CODE. AS SUCH, NO FEDERAL OR NEW YORK STATE TAXES ARE PAID BY THE FUND. THE COOPERATIVE HAS ADOPTED THE PROVISIONS OF ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REGARDING ACCOUNTING FOR UNCERTAIN TAX POSITIONS. MANAGEMENT EVALUATED THE COOPERATIVE'S TAX POSITIONS AND CONDUCTED THAT THE COOPERATIVE HAD TAKEN NO UNCERTAIN TAX POSITION THAT WOULD REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS IN ORDER TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE COOPERATIVE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAXING AUTHORITIES FOR YEARS PRIOR TO 2020. FORM 990, PART VI, SECTION A, LINE 3 WHEREAS, THE DUTCHESS COUNTY BOARD OF COOPERATIVE EDUCATIONAL SERVICES (DC BOCES) IS IN THE BUSINESS OF PROVIDING EDUCATIONAL SUPPORT SERVICES, IN ADDITION TO ADMINISTRATIVE, FISCAL, ACCOUNTING AND ASSET MANAGEMENT SERVICES TO SCHOOL DISTRICTS WITHIN ITS REGION AND WHEREAS THE ORGANIZATION IS FORMED TO PURCHASE GROUP HEALTH INSURANCE FOR SCHOOL DISTRICTS AND OTHER BOCES PURSUANT TO NEW YORK STATE INSURANCE LAW AS A TAX EXEMPT TRUST, AND WHEREAS THE ORGANIZATION DOES NOT EMPLOY ANY DIRECT STAFF, THE ORGANIZATION HAS ENTERED INTO A CONTRACT WITH DC DOCES TO PROVIDE ADMINISTRATIVE AND OPERATIONAL ASSITANCE. THE AGREEMENT PROVIDES THAT ALL MANAGEMENT DECISIONS REMAIN WITH THE ORGANIZATIONS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS COMPOSED OF ORIGINAL PARTICIPANT TRUSTEES, COLLECTIVE BARGAINING ORGANIZATION TRUSTEES (CBO'S) AND AT-LARGE TRUSTEES. ORIGINAL PARTICIPANT TRUSTEES ARE APPOINTED BY THE SCHOOL DISTRICT OR BOCES THEY REPRESENT. COLLECTIVE BARGAINING ORGANIZATION TRUSTEES ARE APPOINTED BY THE COLLECTIVE BARGAINING ORGANIZATION THEY REPRESENT. AT LARGE TRUSTEES ARE DESIGNATED BY A MAJORITY OF THE SUPERINTENDENTS FROM A BOCES DISTRICT THAT THEY REPRESENT. THE TRUST AGREEMENT REQUIRES THAT THE COMPOSITION OF THE BOARD BE COMPRISED AS NEARLY AS POSSIBLE BY ONE-THIRD OF CBO'S AND TWO-THIRDS OF THE COMBINATION OF ORIGINAL PARTICIPANT TRUSTEES AND AT LARGE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B BOARD PRESIDENT REVIEWS BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.