Nonprofit · EIN 23-7258552
INSURANCE COMPANY SUPPORTED ORGANIZATIONS GROUP BENEFIT PLAN
Also known as HEALTH & WELFARE PLAN
Tax-exempt · INDIANAPOLIS, IN 46268
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $13,861,731 | $13,590,099 | $271,632 | $4,361,629 | $2,359,706 | $2,001,923 |
| December 31, 2023 | 990 | $12,938,652 | $12,603,169 | $335,483 | $4,610,769 | $2,880,478 | $1,730,291 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $13,766,928
- Investment income
- $94,803
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $13,039,001
- Compensation of officers, directors and key employees
- $20,000
- Salaries, compensation and benefits (total)
- $20,000
- Professional fundraising fees
- $0
- Legal fees
- $20,160
- Accounting fees
- $21,800
- Travel
- $1,862
Balance sheet and other
- Total assets, start of year
- $4,610,769
- Total assets, end of year
- $4,361,629
- Total liabilities, end of year
- $2,359,706
- Net assets, end of year
- $2,001,923
- Net assets without donor restrictions
- $2,001,923
- Gross unrelated business income
- $276,011
- Gross receipts
- $13,861,731
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1966
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RON CASSESSO | CHAIRMAN Trustee or director, Officer | 2 | $20,000 |
| HEIDI WEBER | VICE CHAIRMA Trustee or director, Officer | 1 | $0 |
| DAVID MIDDLETON | TREASURER Trustee or director, Officer | 1 | $0 |
| GREGG DYKSTRA | SECRETARY Trustee or director, Officer | 1 | $0 |
| SHAWN BRACE | TRUSTEE Trustee or director | 1 | $0 |
| SUSAN ERNEY-GLEASON | TRUSTEE Trustee or director | 1 | $0 |
| LATOYA HINES | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUGLAS JENSEN TERM DATE 122023 | CHAIRMAN Trustee or director, Officer | 1 | $25,000 |
| RON CASSESSO | VICE CHAIRMA Trustee or director, Officer | 1 | $0 |
| SHAWN BRACE | TRUSTEE Trustee or director | 1 | $0 |
| TIM SCHOTKE | TRUSTEE Trustee or director | 1 | $0 |
| HEIDI WEBER | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3601 VINCENNES RD, INDIANAPOLIS, IN 46268-1154
- In care of
- % GREGG DYKSTRA
- Principal officer (990 for 2024)
- RON CASSESSO, 3601 VINCENNES ROAD, INDIANAPOLIS, IN 46268
- Signed the 990
- RON CASSESSO, CHAIRMAN
- Phone
- (317) 875-5250
- Return prepared by
- L M HENDERSON & COMPANY LLP
Mission
ICSO H&W PROVIDES SIMPLIFIED ADMINISTRATION, EXPERT ADVICE, AND ACCESS TO A UNIQUE MIX OF EMPLOYEE BENEFITS PRODUCTS FOR INSURANCE COMPANY SUPPORTED ORGANIZATIONS, THEIR EMPLOYEES, AND RETIREES.
Program accomplishments
- TO PROVIDE LIFE, DENTAL, VISION, AND DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES OF MEMBER COMPANIES OF THE ICSO HEALTH & WELFARE TRUST UNDER GROUP INSURANCE CONTRACTS WITH INSURANCE COMPANIES, TO ADMINISTER AND SERVICE MEDICAL HEALTH INSURANCE PLANS, SPONSORED BY THE MEMBER COMPANY, AND PROCURED THROUGH A BROKER OF RECORD FOR THE MEMBER COMPANY, AND TO ADMINISTER AND SERVICE FLEXIBLE SPENDING ACCOUNTS SPONSORED BY THE MEMBER COMPANY BY PROCESSING FUNDS OF THE MEMBER COMPANY TO PAY FSA BENEFITS THAT ARE LIMITED TO HEALTH CARE AND DEPENDENT CARE BENEFITS.
- TO ADMINISTER AND SERVICE PRE-AND POST-RETIREMENT HEALTH REIMBURSEMENT ACCOUNTS SPONSORED BY THE MEMBER COMPANY BY PROCESSING PREMIUM ONLY REIMBURSEMENTS AND WORKING WITH AN INDEPENDENT BENEFIT PROVIDER.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7258552
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $4,361,629
- Income (IRS master file)
- $13,861,731
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $13,861,731 | $13,590,099 | $4,361,629 | XML |
| 990 | December 2023 | $12,938,652 | $12,603,169 | $4,610,769 | XML |
| 990 | December 2022 | $12,790,785 | $12,692,906 | $4,060,285 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7258552).
Questions about INSURANCE COMPANY SUPPORTED ORGANIZATIONS GROUP BENEFIT PLAN
- What is the EIN of INSURANCE COMPANY SUPPORTED ORGANIZATIONS GROUP BENEFIT PLAN?
- The employer identification number (EIN) of INSURANCE COMPANY SUPPORTED ORGANIZATIONS GROUP BENEFIT PLAN is 23-7258552.
- Is INSURANCE COMPANY SUPPORTED ORGANIZATIONS GROUP BENEFIT PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2019.
- Are donations to INSURANCE COMPANY SUPPORTED ORGANIZATIONS GROUP BENEFIT PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INSURANCE COMPANY SUPPORTED ORGANIZATIONS GROUP BENEFIT PLAN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INSURANCE COMPANY SUPPORTED ORGANIZATIONS GROUP BENEFIT PLAN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSURANCE COMPANY SUPPORTED ORGANIZATIONS GROUP BENEFIT PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INSURANCE COMPANY SUPPORTED ORGANIZATIONS GROUP BENEFIT PLAN?
- The 990 for the year ended December 31, 2024 names RON CASSESSO.
- Who are the officers and directors of INSURANCE COMPANY SUPPORTED ORGANIZATIONS GROUP BENEFIT PLAN?
- The 990 for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $20,000 (RON CASSESSO, CHAIRMAN).
- How much revenue does INSURANCE COMPANY SUPPORTED ORGANIZATIONS GROUP BENEFIT PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $13,861,731, expenses of $13,590,099 and total assets of $4,361,629 at year end.
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