2024-11-12T09:57:02-00:00 2023-12-31 411799234 Michael L Anderson & Associates 2 N Cascade Ave Suite 420 Colorado Springs CO 80903 990 2023-01-01 832026712 St Francis Health Services Employee Medical Plan Trust STFR 3205892004 801 Nevada Avenue Morris MN 56267 Curtis Bach CFOVP of Finance 3205892004 2024-11-12 true Pamela J Anderson CPA P00239063 7192607760 2024-11-12 2023 2024-10-15 13:58:12Z Curtis Bach 801 Nevada Avenue Morris MN 56267 9896021 false X sfhs.org X 2018 MN To provide a source of funds to pay medical benefits. 2 0 0 0 0 10944624 9736198 8538 159823 0 10953162 9896021 0 8955282 6088296 0 0 0 1209583 1238736 10164865 7327032 788297 2568989 2727648 4923224 1077411 560279 1650237 4362945 To provide a source of funds to pay medical benefits and administrative expenses under the Plan for the benefit of eligible employees, family members, and dependents. false false 7327032 To provide a source of funds to pay medical benefits and administrative expenses under the Plan for the benefit of eligible employees, family members, and dependents. 7327032 false false false false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false false X 2 0 false false false false false false false true false false false true true true true true true false false false X Curtis Bach 3205894910 801 Nevada Avenue Morris MN 56267 Mari Chambers Plan Trustee 004.00 040.00 X 0 181167 0 Sherry Wagner Controller 1 004.00 040.00 X 0 136105 0 Megan Caspers Employment Systems Director 004.00 040.00 X 0 106482 0 423754 3 false false false Contributions 623000 9670703 Insurance Reimbursement 623000 6214 Contributions - Cobra 623000 59281 9736198 159823 159823 9896021 159823 0 0 0 6088296 6088296 0 0 0 0 0 0 0 0 0 0 6077 6077 0 0 0 0 0 0 0 0 0 0 0 0 0 Stop Loss Premiums 743650 743650 Administrative Fees 355729 355729 Commissions Paid 133280 133280 0 7327032 7327032 2391837 1790455 110300 719947 225511 301109 2111713 2727648 4923224 1077411 560279 1077411 560279 X 1650237 4362945 1650237 4362945 2727648 4923224 2568989 143719 X false true X true false false Financial derivatives and other financial products Closely-held equity interests Mutual Funds and ETFs 2111713 F 2111713 Federal income taxes X X 2 Accounting principles generally accepted in the United States of America require the Plan Administrator to evaluate tax positions taken by the Plan and recognize a tax liability for any uncertain position that more likely than not would not be sustained upon examination by the IRS. The Plan is subject to routine audits by tax authorities however, there are currently no audits for any tax periods in progress. Form 990, Part VI, Section A, Line 8b N/A - The Trust does not have separate committees set up to act on behalf of the governing body. Form 990, Part VI, Section B, Line 11 A draft copy of the Form 990 is provided to the Trustee for their review before it is filed with the Internal Revenue Service. Form 990, Part VI, Section B, Line 12 Section B - Policies, Lines 12, 13, and 14 The Medical Plan Trust also uses the Policies Conflict of Interest Policy, Whistleblower Policy, and Document Retention and Destruction Policy that were set up by the Related Organization - St Francis Health Services of Morris, Inc. Form 990, Part VI, Section B, Line 12c When employees are hired by the Related Organization - St Francis Health Services of Morris, Inc they review the Conflict of Interest Policy and sign a statement saying that they have reviewed the Policy. Form 990, Part VI, Section C, Line 19 The Medical Plan Trust makes its governing documents and financial statements available to the public upon request. St Francis Health Services of Morris 801 North Nevada Avenue Morris MN 56267 411484416 Promote health, religious, and social welfare MN 501c3 N/A false false false false false false false false false false false false false false false false false false false false