2025-11-14T13:19:00-06:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 7733 FORSYTH BLVD SUITE 1200 ST LOUIS MO 63105 990 2024-01-01 842482935 LEADINGAGE TEXAS HEALTH PLAN INC LEAD 5124672242 2205 HANCOCK DR AUSTIN TX 78756 GEORGE LINIAL EXECUTIVE TRUSTEE 5124672242 2025-11-13 1 1 KARYN A NUNN P00958489 3148622070 2025-11-13 2024 2025-03-06 01:10:19Z GEORGE LINIAL 2205 HANCOCK DR AUSTIN TX 78756 8960632 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. 12 10 0 10 0 0 0 0 8953543 8854605 6319 6027 0 100000 8959862 8960632 0 0 7503910 7135232 0 0 0 0 0 2103425 1975451 9607335 9110683 -647473 -150051 997520 1100708 433458 31652 564062 1069056 TO PROVIDE EXCELLENT, AFFORDABLE EMPLOYEE HEALTH INSURANCE AND ANCILLARY BENEFIT OPTIONS FOR LEADINGAGE TEXAS MEMBERS AND THEIR EMPLOYEES. 0 0 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 1 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 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 1 1 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 280290 38293 CRYSTAL LAZA DEPUTY EXECUTIVE TRUSTEE 1.00 40.00 X X 0 156035 16204 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 (TERMED 8/2024) 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 436325 54497 0 0 1 0 I360 LLC 12770 MERIT DRIVE STE 200 PARK CE DALLAS TX 75251 ADMINISTRATIVE SERVICES 332849 LEADINGAGE TEXAS 2205 HANCOCK DRIVE AUSTIN TX 78756 MANAGEMENT SERVICES 227179 USI INC 1300 SUMMIT AVE STE 200 FORT WORTH TX 76102 BROKER CONSULTANT 146679 LEWIS AND ELLIS INC 6600 CHASE OAK BLVD STE 150 PLANO TX 750232383 ACTURIAL SERVICES 138908 4 EMPLOYER CONTRIBUTIONS 900099 6558367 6558367 EMPLOYEE CONTRIBUTIONS 900099 2296238 2296238 8854605 6027 6027 VENDOR CREDIT 900099 100000 100000 100000 8960632 8954605 0 6027 7135232 227179 41035 74962 618436 10923 REINSURANCE FEES 942777 PPO FEES 56415 PCORI EXPENSE 3624 BANK FEES 100 9110683 200769 240118 15007 787178 836439 9573 9144 997520 1100708 433458 11667 0 19985 433458 31652 X 0 0 0 0 564062 1069056 564062 1069056 997520 1100708 X -150051 252704 402341 X X 0 1 X 1 0 0 RELATED PARTY PAYABLE 19985 19985 X 8954605 0 8954605 6027 6027 8960632 9104656 0 9104656 6027 6027 9110683 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 2024 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. PLAN MANAGEMENT IS REQUIRED 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 6,027. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST INCOME NETTED WITH CLAIMS PAID ON FINANCIAL STATEMENTS 6,027. 0 0 0 GEORGE LINIAL EXECUTIVE TRUSTEE 0 280290 0 0 0 0 0 23093 0 15200 0 318583 0 0 CRYSTAL LAZA DEPUTY EXECUTIVE TRUSTEE 0 150035 0 6000 0 0 0 15604 0 600 0 172239 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS, DEFINED AS EMPLOYER ENTITIES THAT ARE ACTIVE VOTING MEMBERS OF LEADINGAGE TEXAS (THE ASSOCIATION). FORM 990, PART VI, SECTION A, LINE 7A THE ELECTED TRUSTEES SHALL BE ELECTED BY THE MEMBERS. 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 ON THE AUDIT 402,341. FORM 990, PART XII, LINE 1: DURING 2024, THE ORGANIZATION CHANGED ITS BASIS OF ACCOUNTING FROM MODIFIED DOL BASIS OF ACCOUNTING TO GAAP. THIS CHANGE RESULTED IN AN OVERALL INCREASE IN NET ASSETS AVAILABLE FOR BENEFIT OF $402,341. 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. FORM 990, PART V, 3A: THE TRUST'S INVESTMENT INCOME WAS EARNED ON FUNDS SET ASIDE FOR THE PAYMENT OF HEALTH AND OTHER RELATED BENEFITS. THE FUNDS SET ASIDE DO NOT EXCEED THE LIMITS IN REGULATION 1.512(A) 5T AND CODE SECTION 419A. AS SUCH THE INVESTMENT INCOME QUALIFIES AS EXEMPT FUNCTION INCOME (SECTION 512) AND IS NOT SUBJECT TO UNRELATED BUSINESS TAXATION. 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 BRAZOS PRESBYTERIAN HOMES INC 4141 SOUTH BRAESWOOD BLVD HOUSTON TX 77025 741472640 CONTINUING CARE RETIREMENT COMMUNITY TX 501C3 10 N/A 0 CC YOUNG MEMORIAL HOME 4847 WEST LAWTHER DRIVE 100 DALLAS TX 75214 750800694 FOSTER PREMIER ENVIRONMENTS WHERE LIVE IS TX 501C3 10 N/A 0 CLAREWOOD HOUSE INC 7400 CLAREWOOD DRIVE HOUSTON TX 77036 741468123 PROVIDES RESIDENTIAL RETIREMENT FOR ELDERLY TX 501C3 10 N/A 0 HOSPICE OF MIDLAND INC 911 W TEXAS AVE MIDLAND TX 79701 751736007 PROVIDES CARE FOR THE NEEDS OF PATIENTS AND FAMILIES TX 501C3 7 N/A 0 JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER 1111 SUMMIT AVENUE FORT WORTH TX 76102 752404011 PROVISES SUPPORT TO ASLHEIMER AND DEMENTIA PATIENTS AND THEIR FAMILIES TX 501C3 7 N/A 0 JULIETTE FOWLER COMMUNITIES 1234 ABRAMS ROAD DALLAS TX 75214 750800655 CARE FOR THOSE UNABLE TO CARE FOR THEMSELVES TX 501C3 1 N/A 0 MANOR PARK INC 2208 N LOOP 250 W MIDLAND TX 79707 751227882 CONTINUING CARE RETIREMENT COMMUNITY TX 501C3 10 N/A 0 MORNINGSIDE MINISTRIES 137 W FRENCH PLACE SAN ANTONIO TX 78212 741388420 PERSONAL CARE FOR THE ELDERLY TX 501C3 10 N/A 0 PLANO COMMUNITY HOME 1612 AVE L PLANO TX 75074 751889550 PROVIDE HOUSING AND SERVICES TO LOWER INCOME ELDERLY AND DISABLED TX 501C3 10 N/A 0 ST DOMINIC VILLAGE 2401 HOLCOMBE BOULEVARD HOUSTON TX 77021 760139802 CARING FOR ELDERS TX 501C3 10 N/A 0 TWIN OAKS NURSING (BOOKER HOSPITAL DISTRICT) 112 PIONEER DR BOOKER TX 79005 SENIOR LIVING COMMUNITY TX HOSPITAL DISTRICT N/A 0 WESLEYAN HOMES INC 139 ESTRELLA XING GEORGETOWN TX 78628 741459599 CARING FOR AGING INDIVIDUALS TX 501C3 10 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 227179 CASH