2026-04-03T08:18:25-05:00 2025-12-31 061667465 PRAGER METIS CPAS LLC 510 HAIGHT AVENUE POUGHKEEPSIE NY 12603 990 2025-01-01 571194227 THE EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS EMER 8452456603 10800 BISCAYNE BOULEVARD MIAMI FL 33161 TIMOTHY E LANE PRESIDENT AND CEO 8452456603 2026-03-27 1 HIN CHIU LO P00968200 8454737774 2026-03-27 2025 2025-03-06 01:10:19Z TIMOTHY E LANE 10800 BISCAYNE BOULEVARD MIAMI FL 33161 3373009 0 X WWW.EMERITIHEALTH.ORG X 2003 IL THE ORGANIZATION PROVIDES A TAX-ADVANTAGED METHOD OF PROVIDING FOR RETIREE HEALTH BENEFITS TO EMPLOYEES OF COLLEGES, UNIVERSITIES AND OTHER EDUCATION-RELATED TAX EXEMPT ORGANIZATIONS. 10 10 3 0 0 0 0 0 2764806 3323031 95958 49978 0 0 2860764 3373009 0 0 0 0 1027587 827637 0 0 0 2350015 3029680 3377602 3857317 -516838 -484308 2354005 1726716 430345 286578 1923660 1440138 X EMERITI IS A NON-PROFIT CONSORTIUM THAT WORKS WITH PUBLIC AND PRIVATE NON-PROFIT INSTITUTIONS TO PROVIDE HEALTHCARE SECURITY IN RETIREMENT. EMERITI OFFERS CUSTOMIZED PLAN DESIGNS FOR MEMBER INSTITUTIONS TO PROVIDE THEIR EMPLOYEES WITH SUSTAINABLE PROGRAMS FOR RETIREE HEALTH BENEFITS.CONSORTIUM MEMBERS INCLUDE ACADEMIC, CULTURAL, PUBLIC SECTOR, RESEARCH, PHILANTHROPIC, SCIENTIFIC, MEDICAL, AND EDUCATIONAL INSTITUTIONS. 0 0 3709557 3323031 ASSIST EDUCATION INSTITUTIONS SECURE TIMELY RETIREMENT OF THEIR FACULTIES AND STAFF BY PROVIDING A TAX-ADVANTAGED METHOD OF PROVIDING FOR RETIREE HEALTH BENEFITS. 3709557 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 12 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROGER L MONTGOMERY VP FOR FINANCE 8455676666 10800 BISCAYNE BOULEVARD SUITE 740 MIAMI FL 33161 DAVID ANDERSON CHAIR 5.00 X 10000 0 0 CARRIE ABILDGAARD SECRETARY 5.00 X 0 0 0 PAUL FRONSTIN TREASURER 5.00 X 10000 0 0 ROBERT BURKE TRUSTEE 5.00 X 10000 0 0 CRISTLE COLLINS-JUDD TRUSTEE 5.00 X 0 0 0 RICHARD EKMAN TRUSTEE 5.00 X 10000 0 0 DANIEL T KONSTALID TRUSTEE 5.00 X 0 0 0 MICHAEL S NOETZEL TRUSTEE 5.00 X 10000 0 0 TAMARA M SIMON TRUSTEE 5.00 X 10000 0 0 MICHAEL SIGMUND TRUSTEE 5.00 X 10000 0 0 TIMOTHY E LANE PRESIDENT & CEO 40.00 X 292256 0 54813 ROGER MONTGOMERY VP FOR FINANCE 40.00 X 270141 0 48674 632397 0 103487 2 0 1 0 JEREMIAH HANRAHAN 2806 HARRINGTON PL WAXHAW NC 29173 LEGAL FEES 150000 BRUCE SHEINHAUS CONSULTANCY GROUP 10725 POMERANE PLACE CHARLOTTE NC 28277 RELATIONSHIP MANAGEMENT 120000 2 PARTICIPANT ACCOUNT FE 541900 3323031 3323031 3323031 49978 49978 3373009 3323031 0 49978 669629 602666 66963 73180 65862 7318 9898 8908 990 38524 34672 3852 36406 32765 3641 316725 285052 31673 30640 30640 30650 30650 838 838 44319 43605 714 7450 7450 19693 17724 1969 57618 57618 1829 1829 52539 52539 RECORDKEEPING FEES 2224345 2224345 RECORDKEEPING TRANSITIO 237000 237000 MISCELLANEOUS 6034 6034 3857317 3709557 147760 0 784265 108541 1228136 1229246 231228 349628 73798 19510 10093 7745 4177 2348 32401 17443 2354005 1726716 397862 268971 32483 17607 430345 286578 X 1923660 1440138 1923660 1440138 2354005 1726716 -484308 786 0 X 0 1 X 1 0 X 2615832 2724226 2904270 2764806 3323031 14332165 2615832 2724226 2904270 2764806 3323031 14332165 0 0 0 14332165 1424 27029 89197 95958 49978 263586 1424 27029 89197 95958 49978 263586 2617256 2751255 2993467 2860764 3373009 14595751 0.98190 0.98380 0.01810 0.01620 X 10093 7745 2348 2348 GRANTOR TRUST LIABILITY 6497 OPERATING LEASE LIABILITY 11110 17607 X 3373795 786 786 3373009 0 3373009 3857317 0 3857317 0 3857317 PART X, LINE 2: MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY EMERITI AND RECOGNIZES A TAX LIABILITY IF EMERITI HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WILL NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS CONCLUDED THAT AS OF YEAR END, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X 0 0 0 0 0 0 0 0 0 TIMOTHY E LANE PRESIDENT & CEO 212256 0 80000 0 0 0 23433 0 31380 0 347069 0 0 0 ROGER MONTGOMERY VP FOR FINANCE 220141 0 50000 0 0 0 24933 0 23741 0 318815 0 0 0 ROGER MONTGOMERY VP FOR FINANCE 16933 OFFICE LEASE 0 SCHEDULE L, PART V - ADDITIONAL INFORMATION THE ORGANIZATION HAS A NON-CANCELLABLE LEASE AGREEMENT WITH MONTGOMERY & FORE TRAVEL CONSULTING SERVICES, INC., A COMPANY IN WHICH EMERITI'S VP FOR FINANCE IS A PRINCIPAL. THE LEASE HAS A TWO-YEAR TERM THAT IS DUE TO EXPIRE IN AUGUST 2026. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PRESENTED TO AND APPROVED BY THE AUDIT COMMITTEE AND THEN PASSED ON TO THE FULL BOARD OF TRUSTEES FOR THEIR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY FORMS ARE REVIEWED AND UPDATED ANNUALLY. EACH OFFICER, ADVISORY COUNCIL MEMBER, AND BOARD TRUSTEE IS REQUIRED TO SIGN THE UPDATED FORM ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS THE PRESIDENT/CEO'S COMPENSATION AND PERFORMANCE. THE BOARD CONSIDERS THE GUIDESTAR NONPROFIT COMPENSATION REPORT WHEN DETERMINING COMPENSATION. IF PERFORMANCE IS SATISFACTORY, THE PRESIDENT/CEO WILL RECEIVE A SALARY IN THE 75TH-90TH PERCENTILE RANGE FOR COMPARABLE-SIZED INSTITUTIONS. THIS REVIEW OF THE PRESIDENT/CEO'S SALARY WAS MOST RECENTLY PERFORMED FOR THE CALENDAR YEAR ENDING DECEMBER 31, 2023. THE BOARD APPROVES THE PRESIDENT/CEO'S COMPENSATION AT THE DECEMBER BOARD MEETING. THE PRESIDENT/CEO DETERMINES THE SALARY OF THE CFO AND COO, ACTING UNDER GUIDELINES SET BY THE BOARD. THE BOARD REVIEWS THE PRESIDENT/CEO'S PERFORMANCE AT LEAST ANNUALLY AT THE DECEMBER BOARD MEETING, AND THE PRESIDENT/CEO REVIEWS THE CFO/COO'S PERFORMANCE AT LEAST ANNUALLY. 15B - SENIOR MANAGEMENT EMPLOYEES AND RELATED BENEFIT SCHEDULES ARE PREPARED BY THE PRESIDENT AND PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. EMERITI RETIREE HEALTH PLAN 10800 BISCAYNE BOULEVARD SUITE 740 MIAMI FL 33161 043838450 RETIREMENT NY 501(C)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0