Nonprofit · EIN 47-1277622
SOUTHERN OHIO CHAMBER ALLIANCE BENEFIT PLAN
Also known as SOCA BENEFIT PLAN
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $556,360,532 | $553,735,479 | $2,625,053 | $61,355,514 | $44,495,757 | $16,859,757 |
| December 31, 2023 | 990 | $546,217,775 | $542,114,572 | $4,103,203 | $67,612,656 | $53,377,952 | $14,234,704 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $553,526,643
- Investment income
- $2,833,889
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $523,429,651
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $84,433
Balance sheet and other
- Total assets, start of year
- $67,612,656
- Total assets, end of year
- $61,355,514
- Total liabilities, end of year
- $44,495,757
- Net assets, end of year
- $16,859,757
- Publicly traded securities
- $28,325,978
- Net assets without donor restrictions
- $16,859,757
- Gross unrelated business income
- $2,833,889
- Gross receipts
- $556,360,532
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2016
- State of legal domicile
- OH
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 |
|---|---|---|---|
| JED ERIC METZGER | TRUSTEE Trustee or director | 1 | $0 |
| CYNTHIA MARGARET HOLZHEIMER | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW PATRICK OWEN | TRUSTEE/CHAIRPERSON Trustee or director | 1 | $0 |
| JANET LEE DAVIS | TRUSTEE/TREASURER Trustee or director | 1 | $0 |
| RICHARD MICHAEL PEARCE | TRUSTEE/CHAIRPERSON Trustee or director | 1 | $0 |
| MATTHEW JAMES APPENZELLER | PLAN ADMINISTRATOR Officer | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JED ERIC METZGER | TRUSTEE Trustee or director | 1 | $0 |
| CYNTHIA MARGARET HOLZHEIMER | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW PATRICK OWEN | TRUSTEE-CHAIRPERSON Trustee or director | 1 | $0 |
| JANET LEE DAVIS | TRUSTEE-TREASURER Trustee or director | 1 | $0 |
| RICHARD MICHAEL PEARCE | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW JAMES APPENZELLER | PLAN ADMINISTRATOR Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1435 VINE ST 2ND FLOOR, CINCINNATI, OH 45202-7017
- In care of
- % SOCA BENEFIT PLAN
- Principal officer (990 for 2024)
- MATTHEW APPENZELLER, 1435 VINE ST 2ND FLOOR, CINCINNATI, OH 45202
- Signed the 990
- MATTHEW APPENZELLER, PLAN ADMINISTRATOR
- Phone
- (513) 452-5103
- Return prepared by
- MALONEY NOVOTNY LLC
Mission
THE ORGANIZATION IS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT (MEWA) WHICH PROVIDES MEDICAL AND PRESCRIPTION DRUG BENEFITS FOR AND TO ITS MEMBERS.
Program accomplishments
- THE SOUTHERN OHIO CHAMBER ALLIANCE BENEFIT PLAN TRUST PROVIDED SELF-FUNDED HEALTH AND WELFARE BENEFITS TO PARTICIPATING EMPLOYERS AND THEIR ELIGIBLE EMPLOYEES. PARTICIPATING EMPLOYERS ARE REQUIRED TO BE MEMBERS IN GOOD STANDING WITH A CHAMBER OF COMMERCE THAT IS AUTHORIZED TO OFFER THE SOCA BENEFIT PLAN. EACH PARTICIPATING EMPLOYER SPONSORS THEIR BENEFIT PLAN.
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
- 47-1277622
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $61,355,514
- Income (IRS master file)
- $556,360,532
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $556,360,532 | $553,735,479 | $61,355,514 | IRS |
| 990 | December 2023 | $546,217,775 | $542,114,572 | $67,612,656 | XML |
| 990 | December 2022 | $497,734,023 | $496,674,447 | $78,834,639 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 47-1277622).
Questions about SOUTHERN OHIO CHAMBER ALLIANCE BENEFIT PLAN
- What is the EIN of SOUTHERN OHIO CHAMBER ALLIANCE BENEFIT PLAN?
- The employer identification number (EIN) of SOUTHERN OHIO CHAMBER ALLIANCE BENEFIT PLAN is 47-1277622.
- Is SOUTHERN OHIO CHAMBER ALLIANCE BENEFIT PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
- Are donations to SOUTHERN OHIO CHAMBER ALLIANCE BENEFIT PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN OHIO CHAMBER ALLIANCE 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 SOUTHERN OHIO CHAMBER ALLIANCE 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 SOUTHERN OHIO CHAMBER ALLIANCE 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 SOUTHERN OHIO CHAMBER ALLIANCE BENEFIT PLAN?
- The 990 for the year ended December 31, 2024 names MATTHEW APPENZELLER.
- Who are the officers and directors of SOUTHERN OHIO CHAMBER ALLIANCE BENEFIT PLAN?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does SOUTHERN OHIO CHAMBER ALLIANCE BENEFIT PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $556,360,532, expenses of $553,735,479 and total assets of $61,355,514 at year end.
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