2024-09-13T12:11:30-05:00 2023-10-31 231144520 TAIT WELLER & BAKER LLP 50 SOUTH 16TH STREET SUITE 2900 PHILADELPHIA PA 19102 990 2022-11-01 467526272 PHILA AREA INDPDNT SCHOOL BUSINESS PHIL 4845808844 301 IVEN AVENUE 315 WAYNE PA 19087 HEATHER GELTING EXECUTIVE DIRECTOR 4845808844 2024-09-13 1 0 HARRISON PEREIRA P00746867 2159798800 2024-09-13 2022 2024-08-08 14:25:15Z HEATHER GELTING 301 IVEN AVENUE 315 WAYNE PA 19087 130996160 0 X N/A X 2014 PA THE PAISBOA HEALTH BENEFIT TRUST IS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT (MEWA) TREATED AS A SINGLE EMPLOYEE BENEFIT PLAN UNDER ERISA. ITS SOLE PURPOSE IS TO PROVIDE THE BENEFITS UNDER THE PAISBOA HEALTH BENEFIT PLAN. 13 13 4 13 0 0 0 0 115694340 120802951 325559 1269992 73986 72889 116093885 122145832 0 0 0 0 612967 579277 0 0 0 111621690 121823174 112234657 122402451 3859228 -256619 60011542 62861958 20900346 24153565 39111196 38708393 THE PAISBOA HEALTH BENEFIT TRUST IS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT (MEWA) TREATED AS A SINGLE EMPLOYEE BENEFIT PLAN UNDER ERISA. ITS SOLE PURPOSE IS TO PROVIDE THE BENEFITS UNDER THE PAISBOA HEALTH BENEFIT PLAN. 0 0 113465091 120802951 BENEFITS UNDER THE PAISBOA HEALTH BENEFIT PLAN ARE CURRENTLY LIMITED TO MEDICAL, DENTAL, AND VISION BENEFITS. APPROXIMATELY 150 INDEPENDENT EDUCATIONAL INSTITUTIONS THAT ARE MEMBERS OF PAISBOA PARTICIPATE IN THE PAISBOA HEALTH BENEFIT PLAN, FUNDED BY THE PAISBOA HEALTH BENEFIT TRUST. 113465091 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 0 1 0 0 0 0 X JOAN BARONE 4845808844 301 IVEN AVENUE SUITE 315 WAYNE PA 19087 MARTHA SCACHE IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 DONALD KATES CHAIR 1.00 X X 0 0 0 HAL DAVIDOW SECRETARY 1.00 X X 0 0 0 MARK MURRAY TREASURER 1.00 X X 0 0 0 KRISTIN HEASLEY DIRECTOR 1.00 X 0 0 0 FRANK V ALOISE JR DIRECTOR 1.00 X 0 0 0 CHRISTINE M SCHAEFFER DIRECTOR 1.00 X 0 0 0 MICHELE B TODD DIRECTOR 1.00 X 0 0 0 HUNT BARTINE DIRECTOR 1.00 X 0 0 0 KACEY BERNARD DIRECTOR 1.00 X 0 0 0 MARK GIBBONS DIRECTOR 1.00 X 0 0 0 MITCH BILKER DIRECTOR 1.00 X 0 0 0 NICO WASHINGTON DIRECTOR 1.00 X 0 0 0 HEATHER GELTING EXECUTIVE DIRECTOR 40.00 X 67281 0 6331 JOAN M BARONE ASSOCIATE DIRECTOR 40.00 X 180605 0 19569 GUY GILPIN EXECUTIVE DIRECTOR - FORMER 40.00 X 183368 0 17713 431254 0 43613 1 1 1 0 ARMSTRONG DOYLE & CARROLL 1285 DRUMMERS LANE WAYNE PA 19087 BENEFITS CONSULTING 712584 PLANSOURCE 101 SOUTH GARLAND AVE ORLANDO FL 32801 BENEFITS ADMIN SOFTWARE 574583 PRUDENTRX 3820 NORTHDALE BLVD TAMPA FL 33624 RX BENEFITS CONSULTING 507781 CONNER STRONG BUCKELEW COMPANIES LLC TRIAD 1828 CENTER 2 COOPER ST CAMDEN NJ 08101 BENEFITS CONSULTING 240480 4 MEMBER CONTRIBUTIONS 525100 120802951 120802951 120802951 1295320 1295320 8825000 8850328 -25328 -25328 -25328 COMMISSIONS INCOME 812900 52268 52268 WELLNESS ALLOWANCE 812900 20621 20621 72889 122145832 120875840 0 1269992 251211 251211 249450 249450 14967 14967 27731 27731 35918 35918 4730 4730 134813 134813 19750 19750 48276 48276 1187497 1187497 12689 12689 43133 43133 365112 365112 24240 24240 6271 6271 6269 6269 114498 114498 CLAIMS PAID 109200640 109200640 CLAIMS PROCESSOR 6390705 6390705 INSURANCE PREMIUMS 3388132 3388132 ADMINISTRATOR 576664 576664 299755 297042 2713 122402451 113465091 8937360 0 35895 2155 21536100 24062159 8321687 7161081 3506 2778 28528354 29875785 1586000 1758000 60011542 62861958 27875 32021 9697968 11535683 11174503 12585861 20900346 24153565 X 39111196 38708393 39111196 38708393 60011542 62861958 X -256619 355777 -501961 X 0 1 X 1 0 0 CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED 12585861 12585861 X 122453333 355777 355777 122097556 48276 48276 122145832 122354175 0 122354175 48276 48276 122402451 PART X, LINE 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS TAKEN IN THE PLAN'S FISCAL YEAR 2020-2022 TAX RETURNS AND EXPECTED TO BE TAKEN IN THE PLAN'S FISCAL YEAR 2023 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. 0 0 0 GUY GILPIN EXECUTIVE DIRECTOR - FORMER 183368 0 0 0 0 0 11098 0 6615 0 201081 0 0 0 JOAN M BARONE ASSOCIATE DIRECTOR 180605 0 0 0 0 0 10763 0 8806 0 200174 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERSHIP IS COMPRISED OF PARTICIPATING SCHOOLS WHO BELONG TO THE PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BOARD OF TRUSTEES MUST BE EMPLOYEES OF PARTICIPATING MEMBER SCHOOLS AND ARE ELECTED BY PARTICIPATING MEMBERS. THE MEMBER SCHOOLS' CONTRIBUTIONS ARE BASED UPON RATES ESTABLISHED WITH INPUT FROM ACTUARIAL AND BENEFIT ADVISORY CONSULTANTS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS CIRCULATED AMONG THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET DECREASE IN BENEFIT OBLIGATIONS -501,961. ABINGTON FRIENDS SCHOOL ABRAMS HEBREW ACADEMY ACADEMY OF NOTRE DAME DE NAMUR ACADEMY OF THE NEW CHURCH AGNES IRWIN AIM ACADEMY ANCILLAE - ASSUMPTA ACADEMY AQUINAS ACADEMY ARMENIAN SISTERS ACADEMY ASSOCIATION OF DELAWARE VALLEY INDEPENDENT SCHOOLS (ADVIS) BALDWIN SCHOOL BENCHMARK SCHOOL BETHANY CHRISTIAN SCHOOL BUCKINGHAM FRIENDS SCHOOL CABRINI UNIVERSITY CASKEY TORAH ACADEMY CEDAR GROVE CHRISTIAN ACADEMY CENTER SCHOOL CHESTNUT HILL COLLEGE CHURCH FARM SCHOOL COMMUNITY PARTNERSHIP CORNERSTONE CHRISTIAN ACADEMY CRANALEITH SPIRITUAL CENTER CRISTO REY PHILADELPHIA HIGH SCHOOL CURTIS INSTITUTE OF MUSIC DELAWARE COUNTY CHRISTIAN SCHOOL DELAWARE VALLEY FRIENDS SCHOOL DELAWARE VALLEY UNIVERSITY EASTERN UNIVERSITY EPISCOPAL ACADEMY FLEISHER ART MEMORIAL FRANKFORD FRIENDS SCHOOL FRIENDS CENTRAL SCHOOL FRIENDS COUNCIL ON EDUCATION FRIENDS SCHOOL OF HAVERFORD FRIENDS SELECT SCHOOL GERMANTOWN ACADEMY GERMANTOWN FRIENDS SCHOOL GLADWYNE MONTESSORI SCHOOL GOSHEN FRIENDS SCHOOL GRATZ COLLEGE GREENE STREET FRIENDS SCHOOL GREENE TOWNE SCHOOL INC GWYNEDD MERCY ACADEMY ELEMENTARY SCHOOL GWYNEDD MERCY ACADEMY HIGH SCHOOL GWYNEDD MERCY UNIVERSITY HARCUM COLLEGE HARRISBURG ACADEMY HMS SCHOOL FOR CHILDREN WITH CEREBRAL PALSY HOLY CHILD ACADEMY HOLY CHILD SCHOOL AT ROSEMONT HOLY FAMILY UNIVERSITY HOLY GHOST PREPARATORY SCHOOL HOPE LUTHERAN SCHOOL HOPE PARTNERSHIP FOR EDUCATION IMMACULATA UNIVERSITY INTERNATIONAL CHRISTIAN HIGH SCHOOL JACK M BARRACK HEBREW ACADEMY KIMBERTON WALDORF SCHOOL KOHELET YESHIVA HIGH SCHOOL INC KOSLOFF TORAH ACADEMY LA SALLE COLLEGE HIGH SCHOOL LA SALLE UNIVERSITY LANCASTER COUNTRY DAY SCHOOL LANSDOWNE FRIENDS SCHOOL LINDEN HALL SCHOOL FOR GIRLS LITITZ AREA MENNONITE SCHOOL LOGAN HOPE SCHOOL MALVERN PREPARATORY SCHOOL MANHEIM CHRISTIAN DAY SCHOOL MANOR COLLEGE MEDIA-PROVIDENCE FRIENDS SCHOOL MERCERSBURG ACADEMY MERCY CAREER & TECHNICAL HIGH SCHOOL MERION MERCY ACADEMY MESSIAH UNIVERSITY MONTESSORI CHILDRENS HOUSE OF VALLEY FORGE MONTGOMERY SCHOOL MOORE COLLEGE OF ART & DESIGN MORAVIAN ACADEMY NEW SCHOOL OF LANCASTER NEWTOWN FRIENDS SCHOOL NORWOOD-FONTBONNE ACADEMY OLNEY CHRISTIAN SCHOOL OVERBROOK SCHOOL FOR THE BLIND PA ASSOCIATION OF INDEPENDENT SCHOOLS PAISBOA HEALTH BENEFIT TRUST PEN RYN SCHOOL PENNSYLVANIA ACADEMY OF FINE ARTS PENNSYLVANIA COLLEGE OF ART & DESIGN PENNSYLVANIA INSTITUTE OF TECHNOLOGY PENNSYLVANIA SCHOOL FOR THE DEAF PERELMAN JEWISH DAY SCHOOL PHIL-MONT CHRISTIAN ACADEMY PLUMSTEAD CHRISTIAN SCHOOL PLYMOUTH MEETING FRIENDS SCHOOL QUAKER SCHOOL AT HORSHAM RECONSTRUCTIONIST RABBINICAL COLLEGE RED HILL SCHOOL REGINA ANGELORUM ACADEMY REGINA COELI ACADEMY REVOLUTION SCHOOL SACRED HEART ACADEMY BRYN MAWR SAINT ALOYSIUS ACADEMY FOR BOYS SAINT JAMES SCHOOL SALUS UNIVERSITY SCHOOL OF ROSE VALLEY SEWICKLEY ACADEMY SILVER SPRINGS MARTIN LUTHER SCHOOLS DBA GEMMA SERVICES SOLEBURY SCHOOL SPRINGSIDE CHESTNUT HILL ACADEMY ST EDMUND'S ACADEMY ST JOSEPH'S PREPARATORY SCHOOL ST PETER'S SCHOOL STRATFORD FRIENDS SCHOOL SUSQUEHANNA WALDORF SCHOOL THE CHILDREN'S SCHOOL AT SAINT JOHN'S THE CONCEPT SCHOOL THE CREFELD SCHOOL THE FRENCH INTERNATIONAL SCHOOL THE GESU SCHOOL THE GRIER SCHOOL THE HAVERFORD SCHOOL THE HILL SCHOOL THE HILL TOP PREPARATORY SCHOOL THE INSTITUTES THE JANUS SCHOOL THE KISKI SCHOOL THE MEADOWBROOK SCHOOL THE MIQUON SCHOOL THE MONTESSORI SCHOOL OF DRESHER THE PHELPS SCHOOL THE PHILADELPHIA SCHOOL THE TIMOTHY SCHOOL THE UNIVERSITY OF THE ARTS THE WALDEN SCHOOL THE WALDORF SCHOOL OF PHILADELPHIA UNITED FRIENDS SCHOOL UPLAND COUNTRY DAY SCHOOL URSINUS COLLEGE VALLEY DAY SCHOOL VALLEY FORGE MILITARY ACADEMY VALLEY FORGE MILITARY ACADEMY & COLLEGE VALLEY SCHOOL OF LIGONIER VILLA JOSEPH MARIE HIGH SCHOOL VILLA MARIA ACADEMY (LOWER SCHOOL) VILLA MARIA HIGH SCHOOL VILLA MARIA HOUSE OF STUDIES WALDORF SCHOOL ASSOCIATION OF THE DELAWARE WALDRON MERCY ACADEMY WEST CHESTER FRIENDS SCHOOL WESTTOWN SCHOOL WILLIAM PENN CHARTER SCHOOL WILLIAMSON COLLEGE OF THE TRADES WINDSOR CHRISTIAN ACADEMY WON INSTITUTE OF GRADUATE STUDIES WOODLYNDE SCHOOL WYNDCROFT SCHOOL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0