2025-04-22T07:49:34-05:00 2024-06-30 232415973 HERBEIN COMPANY INC 2763 CENTURY BOULEVARD READING PA 19610 990 2023-07-01 276465755 BERKS COUNTY SCHOOL DISTRICTS HEALTH TRUST BERK 6109878609 PO BOX 16050 READING PA 19612 HEIDI ORTH TREASURER 6109878609 2025-04-22 1 1 JUSTINE N BAUER CPA P01283101 6103781175 2025-04-14 2023 2025-03-06 01:10:19Z DR PAUL EAKEN 1111 COMMONS BLVD READING PA 19612 104877926 0 X HTTPS://WWW.BERKSHEALTHTRUST.ORG/ X 2010 PA TO SERVE AS A PLAN SPONSOR TO PROVIDE FOR ITS PARTICIPANTS OR THEIR BENEFICIARIES 38 38 1 38 0 0 0 0 94211883 103722460 928883 1155466 0 0 95140766 104877926 0 0 103925096 116169891 36839 40058 0 0 0 998471 809947 104960406 117019896 -9819640 -12141970 25713530 15290393 12399382 14118215 13314148 1172178 TO SERVE AS A PLAN SPONSOR TO PROVIDE FOR ITS PARTICIPANTS OR THEIR BENEFICIARIES ON A SELF-FUNDED BASIS THROUGH THE PURCHASE OF INSURANCE OTHERWISE, MEDICAL, SURGICAL, HOSPITAL CARE, OR BENEFITS IN THE EVENT OF SICKNESS, ACCIDENT, DISABILITY, OR DEATH. 0 0 117019896 103722460 SERVED AS A PLAN SPONSOR TO PROVIDE FOR ITS PARTICIPANTS OR THEIR BENEFICIARIES ON A SELF-FUNDED BASIS THROUGH THE PURCHASE OF INSURANCE OTHERWISE, MEDICAL, SURGICAL OR HOSPITAL CARE OR BENEFITS IN THE EVENT OF SICKNESS, ACCIDENT, DISABILITY, OR DEATH. 117019896 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 X 38 38 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X BERKS COUNTY INTERMEDIATE UNIT 6109878609 1111 COMMONS BLVD READING PA 196126050 TRACY DETWILER MGT TRUSTEE 0.20 X 0 0 0 BETSY FAIR LABOR TRUSTEE 0.20 X 0 0 0 JASON FEIERTAG MGT TRUSTEE 0.20 X 0 0 0 HEIDI MOLL LABOR TRUSTEE 0.20 X 0 0 0 ROB ROSENBERRY MGT TRUSTEE 1.00 X 0 0 0 JOHN FORD LABOR TRUSTEE 0.20 X 0 0 0 NICOLE DELGUERICO MGT TRUSTEE 0.20 X 0 0 0 CHRISTA HEAGERTY LABOR TRUSTEE 1.00 X 0 0 0 DR RYAN GIFFING MGT TRUSTEE 0.20 X 0 0 0 BEVERLY YODER LABOR TRUSTEE 0.20 X 0 0 0 KATHLENE HAINES MGT TRUSTEE 0.20 X 0 0 0 JOE BOYLE LABOR TRUSTEE 0.20 X 0 0 0 DIANE SCORNAVACCHI MGT TRUSTEE 0.20 X 0 0 0 LOWELL KEEBLER LABOR TRUSTEE 1.00 X 0 0 0 HEIDI ORTH MGT TRUSTEE, TREASURER 1.00 X X 0 0 0 SHARI WAPINSKY LABOR TRUSTEE 0.20 X 0 0 0 STEPHANIE SEIFRIT MGT TRUSTEE 0.20 X 0 0 0 MATTHEW DAVIS LABOR TRUSTEE 1.00 X 0 0 0 MICHELE ZIMMERMAN MGT TRUSTEE 1.00 X 0 0 0 BYRNELL STEVENS LABOR TRUSTEE 0.20 X 0 0 0 CHRISTIAN TEMCHATIN MGT TRUSTEE 0.20 X 0 0 0 ANDREA STERN LABOR TRUSTEE 0.20 X 0 0 0 DR JESSICA HEFFNER MGT TRUSTEE 0.20 X 0 0 0 DOUG OLEXY LABOR TRUSTEE 1.00 X 0 0 0 DEBRA BERNECKER MGT TRUSTEE 0.20 X 0 0 0 DAWN ROMAN LABOR TRUSTEE 0.20 X 0 0 0 JODIE DERMO MGT TRUSTEE 0.20 X 0 0 0 GERALD SALEN LABOR TRUSTEE 1.00 X 0 0 0 DR DANIEL MARKS MGT TRUSTEE 0.20 X 0 0 0 RICHARD TYLKA LABOR TRUSTEE 0.20 X 0 0 0 DR CATHY TASCHNER MGT TRUSTEE 1.00 X 0 0 0 STEPHANIE ERB LABOR TRUSTEE 0.20 X 0 0 0 DR ANDREW NETZNIK MGT TRUSTEE 1.00 X 0 0 0 EMILY THOMPSON LABOR TRUSTEE 0.20 X 0 0 0 MATT BENDER MGT TRUSTEE 0.20 X 0 0 0 ELLEN GROSSMAN LABOR TRUSTEE 0.20 X 0 0 0 MARK BOYER MGT TRUSTEE 1.00 X 0 0 0 TOM RITTER LABOR TRUSTEE 1.00 X 0 0 0 DR PAUL EAKEN EXECUTIVE DIRECTOR 10.00 X 37000 0 0 37000 0 0 0 0 0 0 0 HEALTH & WELFARE CONTRIBUTIONS 900099 103722460 103722460 103722460 1155466 1155466 104877926 103722460 0 1155466 116169891 37000 3058 88098 862 18000 51656 ADMIN EXPENSES 498638 ACTUARIAL FEE 123925 PCORI FEE 28768 117019896 25469155 14864975 87699 270025 156676 155393 25713530 15290393 12397545 14116577 1837 1638 12399382 14118215 X 0 0 0 0 -13526623 -25668593 13314148 1172178 25713530 15290393 -12141970 0 X 0 1 X 1 0 0 PAYROLL TAXES PAYABLE 1638 1638 X 105855196 977270 977270 104877926 0 104877926 117997166 977270 977270 117019896 0 117019896 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE TRUST MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COVID AND WELLNESS CREDITS 99,538. STOP LOSS INSURANCE PREMIUMS, NET 877,732. PART XII, LINE 2D - OTHER ADJUSTMENTS: COVID AND WELLNESS EXPENSES 99,538. STOP LOSS INSURANCE PREMIUMS, NET 877,732. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 AND RELATED SCHEDULES ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND THE EXECUTIVE BOARD. AFTER THE REVIEWS ARE COMPLETE, THE FORM IS FILED WITH THE IRS AND A COPY IS MADE AVAILABLE TO THE FULL TRUST BOARD. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 4 - PRIOR PERIOD CLAIMS INCURRED BUT NOT REPORTED TRUST OBLIGATIONS AT JUNE 30, 2024 FOR CLAIMS INCURRED BUT NOT REPORTED ARE ESTIMATED BY THE TRUST'S ACTUARY IN ACCORDANCE WITH ACTUARIAL PRINCIPLES BASED ON CLAIMS PROVIDED BY THE TRUST'S THIRD-PARTY CLAIMS ADMINISTRATORS. THESE AMOUNTS ARE PAID BY THE TRUST ONLY IF CLAIMS ARE SUBMITTED AND APPROVED FOR PAYMENT. A PRIOR PERIOD ADJUSTMENT OF $874,355 WAS MADE ON THE TRUST'S AUDITED FINANCIAL STATEMENT AS OF 6/30/2024 IN ORDER TO PROPERLY INLCUDE THE IBNR LIABILITY OF $10,200,077.