Nonprofit · EIN 26-3118644
SHARED SERVICES HEALTH PLAN TRUST
Tax-exempt · LITITZ, PA 17543
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $58,035,605 | $54,044,481 | $3,991,124 | $20,971,203 | $1,145,911 | $19,825,292 |
| June 30, 2024 | 990 | $57,354,656 | $59,526,137 | -$2,171,481 | $17,540,945 | $1,706,777 | $15,834,168 |
| June 30, 2023 | 990 | $52,493,278 | $49,402,272 | $3,091,006 | $23,142,263 | $2,303,560 | $20,838,703 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $57,094,307
- Investment income
- $454,393
- Other revenue
- $486,905
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $53,231,541
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $17,540,945
- Total assets, end of year
- $20,971,203
- Total liabilities, end of year
- $1,145,911
- Net assets, end of year
- $19,825,292
- Gross receipts
- $58,035,605
- Employees
- 0
- Volunteers
- 16
- Year formed
- 2008
- State of legal domicile
- PA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF SCACCIA | CHAIR Trustee or director, Officer | 1 | $0 |
| GLENN NATALI | VICE CHAIR (FROM 07/24) Trustee or director, Officer | 1 | $0 |
| GERALD SILBERMAN | VICE CHAIR (UNTIL 07/24) Trustee or director, Officer | 1 | $0 |
| BRENDA BALONIS | SECRETARY Trustee or director, Officer | 1 | $0 |
| ANN ECKERT | TREASURER (FROM 07/24) Trustee or director, Officer | 1 | $0 |
| BRIAN ECKER | TREASURER (UNTIL 07/24) Trustee or director, Officer | 1 | $0 |
| ADAM WASZKIEWICZ | BOARD MEMBER Trustee or director | 1 | $0 |
| KRISTEN ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| MELANIE DESANTIS | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFFREY LISTWAK | BOARD MEMBER Trustee or director | 1 | $0 |
| JOSEPH HOUSENICK | BOARD MEMBER Trustee or director | 1 | $0 |
| AMANDA STAHL | BOARD MEMBER Trustee or director | 1 | $0 |
| SEAN AUSTIN | BOARD MEMBER Trustee or director | 1 | $0 |
| KENDRA HILL | BOARD MEMBER Trustee or director | 1 | $0 |
| LACHELLE WILFONG | BOARD MEMBER Trustee or director | 1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRI ALBERTSON | BOARD MEMBER Trustee or director | 1 | $0 |
| CRYSTAL COLLIER-WALKER | BOARD MEMBER Trustee or director | 1 | $0 |
| JOSEPH RYAN | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF SCACCIA | CHAIR Trustee or director | 1 | $0 |
| GERALD SILBERMAN | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| BRIAN ECKER | TREASURER Trustee or director, Officer | 1 | $0 |
| ADAM WASZKIEWICZ | BOARD MEMBER Trustee or director | 1 | $0 |
| ANN ECKERT | BOARD MEMBER Trustee or director | 1 | $0 |
| KRISTEN ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| MELANIE DESANTIS | BOARD MEMBER Trustee or director | 1 | $0 |
| GLENN NATALI | BOARD MEMBER Trustee or director | 1 | $0 |
| CHUCK STEINMETZ | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFFREY LISTWAK | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNIFER BUCHER | BOARD MEMBER Trustee or director | 1 | $0 |
| JOSEPH HOUSENICK | BOARD MEMBER Trustee or director | 1 | $0 |
| BRENDA BALONIS | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFF STRADER | CHAIR (UNTIL 01/2024) Trustee or director, Officer | 2 | $0 |
| BRAD HAHN | BOARD MEMBER (UNTIL 03/2024) Trustee or director | 1 | $0 |
| DR JAMES LYTLE | BOARD MEMBER (UNTIL 06/2024) Trustee or director | 1 | $0 |
| CATHERINE MOYNIHAN | BOARD MEMBER (UNTIL 04/2024) Trustee or director | 1 | $0 |
| TRACY GRAJEWSKI | BOARD MEMBER (UNTIL 08/2023) Trustee or director | 1 | $0 |
| KARLA WISER | BOARD MEMBER (UNTIL 10/2023) Trustee or director | 1 | $0 |
| CATHERINE MATLACK | BOARD MEMBER (UNTIL 07/2023) Trustee or director | 1 | $0 |
| WILLIAM WILKINSON | BOARD MEMBER (UNTIL 03/2024) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF STRADER | CHAIR Trustee or director, Officer | 2 | $0 |
| GERALD SILBERMAN | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| BRIAN ECKER | TREASURER Trustee or director, Officer | 1 | $0 |
| BRAD HAHN | BOARD MEMBER Trustee or director | 1 | $0 |
| ADAM WASZKIEWICZ | BOARD MEMBER Trustee or director | 1 | $0 |
| DR JAMES LYTLE | BOARD MEMBER Trustee or director | 1 | $0 |
| CATHERINE MOYNIHAN | BOARD MEMBER Trustee or director | 1 | $0 |
| ANN ECKERT | BOARD MEMBER Trustee or director | 1 | $0 |
| KRISTEN ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| MELANIE DESANTIS | BOARD MEMBER Trustee or director | 1 | $0 |
| TRACY GRAJEWSKI | BOARD MEMBER Trustee or director | 1 | $0 |
| KARLA WISER | BOARD MEMBER Trustee or director | 1 | $0 |
| CATHERINE MATLACK | BOARD MEMBER Trustee or director | 1 | $0 |
| WILLIAM WILKINSON | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFFREY LISTWAK | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNIFER BUCHER | BOARD MEMBER Trustee or director | 1 | $0 |
| JOSEPH HOUSENICK | BOARD MEMBER Trustee or director | 1 | $0 |
| MARTY MEHRINGER | VICE CHAIR (UNTIL 11/2022) Trustee or director | 1 | $0 |
| LARRY SHAUB | BOARD MEMBER (UNTIL 11/2022) Trustee or director | 1 | $0 |
| JOHNSON EAPEN | BOARD MEMBER (UNTIL 01/2023) Trustee or director | 1 | $0 |
| STEPHEN LIPPIELLO | BOARD MEMBER (UNTIL 11/2022) Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 201 E OREGON RD STE 100, LITITZ, PA 17543-7440
- In care of
- % SUSQUEHANNA UNIVERSITY
- Principal officer (990 for 2024)
- JEFF SCACCIA, 201 E OREGON ROAD SUITE 100, LITITZ, PA 17543
- Signed the 990
- JEFF SCACCIA, CHAIR
- Phone
- (717) 723-4600
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE SHARED SERVICES HEALTH PLAN PROVIDES HEALTH, VISION, AND PRESCRIPTION BENEFITS TO EMPLOYEES AND CERTAIN FORMER EMPLOYEES OF PARTICIPATING EMPLOYERS - ALL OF WHICH ARE NON-PROFIT COLLEGES AND UNIVERSITIES LOCATED IN THE COMMONWEALTH OF PENNSYLVANIA.
Program accomplishments
- EMPLOYER AND PARTICIPANT CONTRIBUTIONS AND REIMBURSEMENTS FROM A REINSURANCE POLICY ARE USED FOR THE PAYMENT OF HEALTH, VISION, AND PRESCRIPTION CLAIMS, AS WELL AS ADMINISTRATIVE EXPENSES.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-3118644
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $20,971,203
- Income (IRS master file)
- $58,035,605
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $58,035,605 | $54,044,481 | $20,971,203 | IRS |
| 990 | June 2024 | $57,354,656 | $59,526,137 | $17,540,945 | IRS |
| 990 | June 2023 | $52,493,278 | $49,402,272 | $23,142,263 | IRS |
| 990 | June 2022 | $54,150,631 | $49,950,761 | $20,020,263 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 26-3118644).
Questions about SHARED SERVICES HEALTH PLAN TRUST
- What is the EIN of SHARED SERVICES HEALTH PLAN TRUST?
- The employer identification number (EIN) of SHARED SERVICES HEALTH PLAN TRUST is 26-3118644.
- Is SHARED SERVICES HEALTH PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
- Are donations to SHARED SERVICES HEALTH PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHARED SERVICES HEALTH PLAN TRUST 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 SHARED SERVICES HEALTH PLAN TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHARED SERVICES HEALTH PLAN TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SHARED SERVICES HEALTH PLAN TRUST?
- The 990 for the year ended June 30, 2025 names JEFF SCACCIA.
- Who are the officers and directors of SHARED SERVICES HEALTH PLAN TRUST?
- The 990 for the year ended June 30, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does SHARED SERVICES HEALTH PLAN TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $58,035,605, expenses of $54,044,481 and total assets of $20,971,203 at year end.
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