2026-03-12T16:40:21+00:00 2025-04-30 581763439 WINDHAM BRANNON LLC 3630 PEACHTREE RD NE SUITE 600 ATLANTA GA 30326 990 2024-05-01 311741915 JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE JEWI 4048731661 6120 POWERS FERRY ROAD NW SUITE 200 ATLANTA GA 30339 TIMOTHY HEMPHILL CFO 4048731661 2026-03-12 true true CARLYE W DOOLEY P00292964 4048982000 2026-03-16 2024 2025-03-06 01:10:19Z X TIMOTHY HEMPHILL 6120 POWERS FERRY ROAD NW SUITE 200 ATLANTA GA 30339 7605181 false X NA X 1999 GA THE TRUST IS CREATED AND WILL BE MAINTAINED TO PROVIDE EMPLOYEE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS, IN WHOLE OR IN PART, THROUGH ONE OR MORE INSURANCE CONTRACTS, TO PAY SUCH REASONABLE ADMINISTRATIVE EXPENSES AS THE PLAN TRUSTEES DETERMINE TO BE NECESSARY FOR THE ESTABLISHMENT AND OPERATION OF PLAN AND TRUST, AND TO PROTECT AND CONSERVE THE TRUST ASSETS FOR THE BENEFIT OF THE PARTICIPANTS. 6 6 0 6 0 0 7791399 7195522 8490 11495 176831 398164 7976720 7605181 0 8117879 7951823 0 0 0 765702 785153 8883581 8736976 -906861 -1131795 271236 428089 1239202 2527850 -967966 -2099761 THE TRUST IS CREATED AND WILL BE MAINTAINED TO PROVIDE EMPLOYEE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS, IN WHOLE OR IN PART, THROUGH ONE OR MORE INSURANCE CONTRACTS, TO PAY SUCH REASONABLE ADMINISTRATIVE EXPENSES AS THE PLAN TRUSTEES DETERMINE TO BE NECESSARY FOR THE ESTABLISHMENT AND OPERATION OF PLAN AND TRUST, AND TO PROTECT AND CONSERVE THE TRUST ASSETS FOR THE BENEFIT OF THE PARTICIPANTS. false false 8707874 7593686 PROVIDE MEDICAL, DENTAL AND VISION BENEFITS TO 488 EMPLOYEES OF PARTICIPATING ORGANIZATION AND 71 OF THEIR DEPENDENTS. 8707874 false false false false false false false false false false false false false false true 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 false false false false false false false false true 0 0 0 false false false false false false false false false false false false X 6 6 false false false false true true false true true false false false false false false false false false false false false false GA X TIMOTHY HEMPHILL 4048731661 6120 POWERS FERRY ROAD NWSUITE 200 ATLANTA GA 30339 ANGELA WILLIAMS-FOUNTAIN TRUSTEE 1.0 X 0 0 0 DANA KARDON TRUSTEE 1.0 X 0 0 0 JANICE WOLF TRUSTEE 1.0 X 0 0 0 JEREMY PERLIN TRUSTEE 1.0 X 0 0 0 SHANNON MACARTHUR TRUSTEE 1.0 X 0 0 0 TIM HEMPHILL TRUSTEE 1.0 X 0 0 0 0 0 0 false false false 0 0 INSURANCE PREMIUMS 525100 7195522 7195522 0 0 0 0 7195522 11495 11495 0 0 0 0 REBATES 524292 312208 312208 MEMBERSHIP CHARGES 524292 85956 85956 0 0 0 0 398164 7605181 7593686 0 11495 7951823 7951823 29102 29102 0 0 0 0 543390 543390 RETENTION FEES 120967 120967 SUPPORT SERVICES 74279 74279 D&O INSURANCE 16632 16632 MISCELLANEOUS CHARGES 783 783 0 0 0 0 8736976 8707874 29102 0 105629 406954 159890 16124 0 0 0 0 5717 5011 0 0 0 0 0 0 0 0 271236 428089 1172930 2461578 0 0 66272 66272 1239202 2527850 X -967966 -2099761 -967966 -2099761 271236 428089 -1131795 0 X false true true false Federal Income Taxes SUBSCRIBING EMPLOYERS DEPOSITS AND PREPAYMENTS 66272 66272 X 7195522 -409659 -409659 7605181 0 0 7605181 8327317 0 0 8327317 409659 409659 8736976 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE PLAN HAS OBTAINED AN EXEMPTION LETTER DATED DECEMBER 15, 2000 FROM THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE AND THE PLAN HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX. THE PLAN'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES AND MAY CHANGE UPON EXAMINATION. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Reclass of interest income - -11495 RECLASS OF REBATES - -312208 RECLASS OF MEMBERSHIP CHARGES - -85956 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements RECLASS OF INTEREST INCOME - 11495 RECLASS OF REBATES - 312208 RECLASS OF MEMBERSHIP CHARGES - 85956 Form 990, Part VI, Line 6 Classes of members or stockholders PARTICIPATION IN THE TRUST IS OPEN TO ENTITIES THAT ARE TAX EXEMPT UNDER SECTION 501 (C)(3) OF THE CODE AND PROVIDE SERVICES TO THE JEWISH COMMUNITY WITHIN THE STATE OF GEORGIA OR WITHIN ANY POLITICAL JURISDICTION OR METROPOLITAN AREA OF THE STATE AT 4/30/24 THERE WERE 26 PARTICIPATING AGENCIES OF WHICH SIX WERE CONSTITUENT AGENCIES. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE SIX CONSTITUENT AGENCIES APPOINT ONE TRUSTEE EACH. Form 990, Part VI, Line 11b Review of form 990 by governing body DESIGNATED MEMBER(S) OF THE GOVERNING BODY REVIEW THE FORM 990. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS FOR THE TRUST ARE AVAILABLE TO THE PUBLIC UPON REQUEST.