Nonprofit · EIN 23-2110865
LINCOLN BENEFIT TRUST
Tax-exempt · NEW OXFORD, PA 17350
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $205,619,465 | $203,527,436 | $2,092,029 | $87,640,568 | $12,073,148 | $75,567,420 |
| June 30, 2024 | 990 | $174,073,526 | $175,131,522 | -$1,057,996 | $86,740,133 | $13,264,742 | $73,475,391 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $185,787,185
- Membership dues
- $185,787,185
- Program service revenue
- $0
- Investment income
- $2,575,090
- Other revenue
- $17,257,190
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $167,800,975
- Compensation of officers, directors and key employees
- $92,187
- Salaries, compensation and benefits (total)
- $92,187
- Professional fundraising fees
- $0
- Accounting fees
- $32,500
Balance sheet and other
- Total assets, start of year
- $86,740,133
- Total assets, end of year
- $87,640,568
- Total liabilities, end of year
- $12,073,148
- Net assets, end of year
- $75,567,420
- Gross unrelated business income
- $2,575,090
- Gross receipts
- $205,619,465
- Employees
- 0
- Year formed
- 1979
- State of legal domicile
- PA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN ALVARNAZ | TRUST MANAGE Officer | 40 | $112,610 | $29,832 |
| KELLY MARTIN | CENTRAL - TR Trustee or director | 1 | $0 | $0 |
| LAURA STINE | CENTRAL - TR Trustee or director | 1 | $0 | $0 |
| GREG ALLOWAY | CENTRAL - TR Trustee or director | 1 | $0 | $0 |
| JILL BOHANNON | CENTRAL - AL Trustee or director | 1 | $0 | $0 |
| MIRANDA WEAVER | DOVER - TRUS Trustee or director | 1 | $0 | $0 |
| DAVE MARASCIO | DOVER - TRUS Trustee or director | 1 | $0 | $0 |
| KRISTINA JACOBY | DOVER - ALTE Trustee or director | 1 | $0 | $0 |
| KEN MARKS | EASTERN - TR Trustee or director | 1 | $0 | $0 |
| CARLA MYERS | EASTERN - TR Trustee or director | 1 | $0 | $0 |
| KRISTEE REICHARD | EPHRATA - TR Trustee or director | 1 | $0 | $0 |
| HEIDI KUSKA | EPHRATA - TR Trustee or director | 1 | $0 | $0 |
| JUSTIN SHOWALTER | EPHRATA - TR Trustee or director | 1 | $0 | $0 |
| DR BRIAN TROOP | EPHRATA - AL Trustee or director | 1 | $0 | $0 |
| STEPHANIE MILLER | EPHRATA - AL Trustee or director | 1 | $0 | $0 |
74 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS WEBER | EPHRATA - AL Trustee or director | 1 | $0 |
| SCOTT WILT | FAIRFIELD - Trustee or director | 1 | $0 |
| JENNIFER KANE | FAIRFIELD - Trustee or director | 1 | $0 |
| NEIL ROTZ | FRANKLIN - T Trustee or director | 1 | $0 |
| TERRY MILLER | FRANKLIN - A Trustee or director | 1 | $0 |
| BELINDA WALLEN | GETTYSBURG - Trustee or director | 1 | $0 |
| TOM FORTNUM | GETTYSBURG - Trustee or director | 1 | $0 |
| SHARON SMITH | GETTYSBURG - Trustee or director | 1 | $0 |
| DR JASON PERRIN | GETTYSBURG-A Trustee or director | 1 | $0 |
| MORGAN MILLERE | GETTYSBURG-A Trustee or director | 1 | $0 |
| BOBBI WEAVER | GETTYSBURG-A Trustee or director | 1 | $0 |
| CAROLINE ROYER | GREENCASTLE- Trustee or director | 1 | $0 |
| HEATHER ALVEY | GREENCASTLE- Trustee or director | 1 | $0 |
| TROY WENTZ | HANOVER - TR Trustee or director | 1 | $0 |
| AMY GOTWALS | HANOVER - TR Trustee or director | 1 | $0 |
| KATHY FORBES | HANOVER - AL Trustee or director | 1 | $0 |
| MARCIA STOKES | HARRISBURG - Trustee or director | 1 | $0 |
| LATOYA ELBY-NEWMAN | HARRISBURG - Trustee or director | 1 | $0 |
| RICHARD BENDER | HARRISBURG - Trustee or director | 1 | $0 |
| MARLENA LANG | HARRISBURG-A Trustee or director | 1 | $0 |
| TIM O'LEARY | HARRISBURG-A Trustee or director | 1 | $0 |
| DR M CHRISTOPER MARCHESE | LIU - CHAIRM Trustee or director, Officer | 1 | $0 |
| DR JEFFREY WEST | LIU - CHAIRM Trustee or director, Officer | 1 | $0 |
| BRENT KESSLER | LIU - TREASU Trustee or director, Officer | 1 | $0 |
| LAURA KUHN | LIU - TRUSTE Trustee or director | 1 | $0 |
| KIM ANSELL | LIU - ALTERN Trustee or director | 1 | $0 |
| LEAH PRITCHETT | NORTHEASTERN Trustee or director | 1 | $0 |
| DR JASON BOTTIGLIERI | NORTHEASTERN Trustee or director | 1 | $0 |
| BRIAN GELLER | NORTHEASTERN Trustee or director | 1 | $0 |
| SAMANTHA SCHRYVER | NORTHEASTERN Trustee or director | 1 | $0 |
| DELLA ARCHER | NORTHEASTERN Trustee or director | 1 | $0 |
| JASON YOUNG | NORTHERN - T Trustee or director | 1 | $0 |
| KENNETH SECHRIST | NORTHERN - T Trustee or director | 1 | $0 |
| CHARLES GRISCAVAGE | NORTHERN - T Trustee or director | 1 | $0 |
| DR STEVEN KIRKPATRICK | NORTHERN - A Trustee or director | 1 | $0 |
| ANN HOVERTER | NORTHERN - A Trustee or director | 1 | $0 |
| LAUREL FUHRMAN | SOUTH EASTER Trustee or director | 1 | $0 |
| TRACEY KERR | SOUTH EASTER Trustee or director | 1 | $0 |
| RICHARD MEINL | SOUTH EASTER Trustee or director | 1 | $0 |
| MARY CHILDRESS | SOUTH EASTER Trustee or director | 1 | $0 |
| JEFFREY MUMMERT | SOUTH WEST-S Trustee or director, Officer | 1 | $0 |
| CHRISTINE LEASE | SOUTH WESTER Trustee or director | 1 | $0 |
| DOUGLAS FUHRMAN | SOUTH WESTER Trustee or director | 1 | $0 |
| TREVOR CARRINGTON | SOUTHERN YOR Trustee or director | 1 | $0 |
| JONATHAN LEWIS | SOUTHERN YOR Trustee or director | 1 | $0 |
| NATHAN HENKEL | SOUTHERN YOR Trustee or director | 1 | $0 |
| LORI WOOLDRIDGE | SOUTHERN YOR Trustee or director | 1 | $0 |
| SUSAN GREEN | SOUTHERN YOR Trustee or director | 1 | $0 |
| MARK CZAPP | SPRING GROVE Trustee or director | 1 | $0 |
| ANJIE DOLL | SPRING GROVE Trustee or director | 1 | $0 |
| KATHLEEN KRALL | SPRING GROVE Trustee or director | 1 | $0 |
| JENNIFER LEPPO | SPRING GROVE Trustee or director | 1 | $0 |
| AMY HERSHEY | TUSCARORA - Trustee or director | 1 | $0 |
| SHARON MILLER | TUSCARORA - Trustee or director | 1 | $0 |
| RODNEY BENEDICK | TUSCARORA -A Trustee or director | 1 | $0 |
| WENDY ETTER | TUSCARORA -A Trustee or director | 1 | $0 |
| SHELLEY HOBBS | UPPER ADAMS- Trustee or director | 1 | $0 |
| DEE CROWDER | UPPER ADAMS- Trustee or director | 1 | $0 |
| ERIC HOLTZMAN | WAYNESBORO - Trustee or director | 1 | $0 |
| COLLEEN GILDEE | WAYNESBORO - Trustee or director | 1 | $0 |
| CORI UREY | WAYNESBORO - Trustee or director | 1 | $0 |
| CHELSEA SANDERS | WAYNESBORO-A Trustee or director | 1 | $0 |
| SHARON LEVICK | WAYNESBORO-A Trustee or director | 1 | $0 |
| LAURA KIESSLING | WAYNESBORO-A Trustee or director | 1 | $0 |
| IVY GRUNERT | YORK ACADEMY Trustee or director | 1 | $0 |
| DR MICHAEL LOWE | YORK ACADEMY Trustee or director | 1 | $0 |
| CYNTHIA LOCKARD | YORK ACADEMY Trustee or director | 1 | $0 |
| TINA ZIEGLER | YORK ACADEMY Trustee or director | 1 | $0 |
| SHAWN HAIN | YORK CITY - Trustee or director | 1 | $0 |
| ELLIE ANN PUHALLA | YORK CITY - Trustee or director | 1 | $0 |
| JON BOYER | YORK COUNTY- Trustee or director | 1 | $0 |
| SHAWN HONTZ | YORK COUNTY- Trustee or director | 1 | $0 |
| BRENT KESSLER | ACTING TRUST Officer | 40 | $0 |
| MARK NEAL | TRUST MANAGE Officer | 40 | $0 |
990 for the year ended June 30, 2024: 88 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN ALVARNAZ | TRUST MANAGE Officer | 40 | $0 | $25,921 |
| KELLY MARTIN | CENTRAL - TR Trustee or director | 1 | $0 | $0 |
| GREG ALLOWAY | CENTRAL - TR Trustee or director | 1 | $0 | $0 |
| LAURA STINE | CENTRAL - AL Trustee or director | 1 | $0 | $0 |
| MIRANDA WEAVER | DOVER - TRUS Trustee or director | 1 | $0 | $0 |
| DAVE MARASCIO | DOVER - TRUS Trustee or director | 1 | $0 | $0 |
| NATHAN EIFERT | DOVER - TRUS Trustee or director | 1 | $0 | $0 |
| KRISTINA JACOBY | DOVER - ALTE Trustee or director | 1 | $0 | $0 |
| KEN MARKS | EASTERN - TR Trustee or director | 1 | $0 | $0 |
| TERESA WEAVER | EASTERN - TR Trustee or director | 1 | $0 | $0 |
| CARLA MYERS | EASTERN - TR Trustee or director | 1 | $0 | $0 |
| KRISTEE REICHARD | EPHRATA - TR Trustee or director | 1 | $0 | $0 |
| HEIDI KUSKA | EPHRATA - TR Trustee or director | 1 | $0 | $0 |
| JUSTIN SHOWALTER | EPHRATA - TR Trustee or director | 1 | $0 | $0 |
| DR BRIAN TROOP | EPHRATA - AL Trustee or director | 1 | $0 | $0 |
| STEPHANIE MILLER | EPHRATA - AL Trustee or director | 1 | $0 | $0 |
| CHRIS WEBER | EPHRATA - AL Trustee or director | 1 | $0 | $0 |
| SCOTT WILT | FAIRFIELD - Trustee or director | 1 | $0 | $0 |
| TIM STANTON | FAIRFIELD - Trustee or director | 1 | $0 | $0 |
| JENNIFER KANE | FAIRFIELD - Trustee or director | 1 | $0 | $0 |
| NEIL ROTZ | FRANKLIN - T Trustee or director | 1 | $0 | $0 |
| TERRY MILLER | FRANKLIN - A Trustee or director | 1 | $0 | $0 |
| BELINDA WALLEN | GETTYSBURG - Trustee or director | 1 | $0 | $0 |
| TOM FORTNUM | GETTYSBURG - Trustee or director | 1 | $0 | $0 |
| SHARON SMITH | GETTYSBURG - Trustee or director | 1 | $0 | $0 |
| DR JASON PERRIN | GETTYSBURG-A Trustee or director | 1 | $0 | $0 |
| TAMELA MCCONAGHY | GETTYSBURG-A Trustee or director | 1 | $0 | $0 |
| BOBBI WEAVER | GETTYSBURG-A Trustee or director | 1 | $0 | $0 |
| CAROLINE ROYER | GREENCASTLE- Trustee or director | 1 | $0 | $0 |
| HEATHER ALVEY | GREENCASTLE- Trustee or director | 1 | $0 | $0 |
| TROY WENTZ | HANOVER - TR Trustee or director | 1 | $0 | $0 |
| AMY GOTWALS | HANOVER - TR Trustee or director | 1 | $0 | $0 |
| KATHY FORBES | HANOVER - AL Trustee or director | 1 | $0 | $0 |
| DR JEFFREY WEST | LIU - CHAIRM Trustee or director, Officer | 1 | $0 | $0 |
| BRENT KESSLER | LIU - TREASU Trustee or director, Officer | 1 | $0 | $0 |
| CHARLENE D'AMORE | LIU - TRUSTE Trustee or director | 1 | $0 | $0 |
| LAURA KUHN | LIU - TRUSTE Trustee or director | 1 | $0 | $0 |
| KIM ANSELL | LIU - ALTERN Trustee or director | 1 | $0 | $0 |
| LEAH PRITCHETT | NORTHEASTERN Trustee or director | 1 | $0 | $0 |
| DR JASON BOTTIGLIERI | NORTHEASTERN Trustee or director | 1 | $0 | $0 |
| DUANE SWARTZ | NORTHEASTERN Trustee or director | 1 | $0 | $0 |
| BRIAN GELLER | NORTHEASTERN Trustee or director | 1 | $0 | $0 |
| SAMANTHA SCHRYVER | NORTHEASTERN Trustee or director | 1 | $0 | $0 |
| DELIA ARCHER | NORTHEASTERN Trustee or director | 1 | $0 | $0 |
| JASON YOUNG | NORTHERN - T Trustee or director | 1 | $0 | $0 |
| KENNETH SECHRIST | NORTHERN - T Trustee or director | 1 | $0 | $0 |
| CHARLES GRISCAVAGE | NORTHERN - T Trustee or director | 1 | $0 | $0 |
| DR STEVEN KIRKPATRICK | NORTHERN - A Trustee or director | 1 | $0 | $0 |
| ANN HOVERTER | NORTHERN - A Trustee or director | 1 | $0 | $0 |
| LAUREL FUHRMAN | SOUTH EASTER Trustee or director | 1 | $0 | $0 |
| TRACEY KERR | SOUTH EASTER Trustee or director | 1 | $0 | $0 |
| RICHARD MEINL | SOUTH EASTER Trustee or director | 1 | $0 | $0 |
| MARY CHILDRESS | SOUTH EASTER Trustee or director | 1 | $0 | $0 |
| JEFFREY MUMMERT | SOUTH WEST-S Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINE LEASE | SOUTH WESTER Trustee or director | 1 | $0 | $0 |
| DOUGLAS FUHRMAN | SOUTH WESTER Trustee or director | 1 | $0 | $0 |
| TREVOR CARRINGTON | SOUTHERN YOR Trustee or director | 1 | $0 | $0 |
| SHANE WATERS | SOUTHERN YOR Trustee or director | 1 | $0 | $0 |
| NATHAN HENKEL | SOUTHERN YOR Trustee or director | 1 | $0 | $0 |
| KELLY JARVIS | SOUTHERN YOR Trustee or director | 1 | $0 | $0 |
| LORI WOOLDRIDGE | SOUTHERN YOR Trustee or director | 1 | $0 | $0 |
| SUSAN GREEN | SOUTHERN YOR Trustee or director | 1 | $0 | $0 |
| MARK CZAPP | SPRING GROVE Trustee or director | 1 | $0 | $0 |
| GEORGE IOANNIDIS | SPRING GROVE Trustee or director | 1 | $0 | $0 |
| ANJIE DOLL | SPRING GROVE Trustee or director | 1 | $0 | $0 |
| KATHLEEN KRALL | SPRING GROVE Trustee or director | 1 | $0 | $0 |
| JENNIFER LEPPO | SPRING GROVE Trustee or director | 1 | $0 | $0 |
| AMY HERSHEY | TUSCARORA - Trustee or director | 1 | $0 | $0 |
| SHARON MILLER | TUSCARORA - Trustee or director | 1 | $0 | $0 |
| RODNEY BENEDICK | TUSCARORA -A Trustee or director | 1 | $0 | $0 |
| WENDY ETTER | TUSCARORA -A Trustee or director | 1 | $0 | $0 |
| SHELLEY HOBBS | UPPER ADAMS- Trustee or director | 1 | $0 | $0 |
| DEE CROWDER | UPPER ADAMS- Trustee or director | 1 | $0 | $0 |
| ERIC HOLTZMAN | WAYNESBORO - Trustee or director | 1 | $0 | $0 |
| COLLEEN GILDEE | WAYNESBORO - Trustee or director | 1 | $0 | $0 |
| CORI UREY | WAYNESBORO - Trustee or director | 1 | $0 | $0 |
| CHELSEA SANDERS | WAYNESBORO - Trustee or director | 1 | $0 | $0 |
| SHARON LEVICK | WAYNESBORO-A Trustee or director | 1 | $0 | $0 |
| LAURA KIESSLING | WAYNESBORO-A Trustee or director | 1 | $0 | $0 |
| IVY GRUNERT | YORK ACADEMY Trustee or director | 1 | $0 | $0 |
| DR MICHAEL LOWE | YORK ACADEMY Trustee or director | 1 | $0 | $0 |
| CYNTHIA LOCKARD | YORK ACADEMY Trustee or director | 1 | $0 | $0 |
| TINA ZIEGLER | YORK ACADEMY Trustee or director | 1 | $0 | $0 |
| SHAWN HAIN | YORK CITY - Trustee or director | 1 | $0 | $0 |
| ELLIE ANN PUHALLA | YORK CITY - Trustee or director | 1 | $0 | $0 |
| JON BOYER | YORK COUNTY- Trustee or director | 1 | $0 | $0 |
| SHAWN HONTZ | YORK COUNTY- Trustee or director | 1 | $0 | $0 |
| BRENT KESSLER | ACTING TRUST Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 70, NEW OXFORD, PA 17350-0070
- Principal officer (990 for 2024)
- MARK NEAL, PO BOX 70, NEW OXFORD, PA 17350
- Signed the 990
- MARK NEAL, TRUST MANAGER
- Phone
- (717) 624-6493
- Website
- WWW.IU12.ORG
- Return prepared by
- SMITH ELLIOTT KEARNS & COMPANY LLC
Mission
THE LINCOLN BENEFIT TRUST WAS ESTABLISHED WITH THE LINCOLN INTERMEDIATE AND SCHOOL DISTRICTS IN THE ADAMS, FRANKLIN, LANCASTER AND YORK COUNTIES OF PENNSYLVANIA TO COLLABORATE TO OFFER EMPLOYEE HEALTH BENEFITS COVERAGE FOR MEDICAL, PRESCRIPTION, DENTAL, VISION AND CERTAIN OTHER BENEFITS FOR ITS MEMBERS.
Program accomplishments
- EMPLOYEE BENEFITS PAID TO THE EMPLOYEES OF PARTICIPATING MEMBERS.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2110865
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $87,640,568
- Income (IRS master file)
- $205,619,465
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $205,619,465 | $203,527,436 | $87,640,568 | XML |
| 990 | June 2024 | $174,073,526 | $175,131,522 | $86,740,133 | XML |
| 990 | June 2023 | $164,495,092 | $167,098,725 | $86,102,848 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 23-2110865).
Questions about LINCOLN BENEFIT TRUST
- What is the EIN of LINCOLN BENEFIT TRUST?
- The employer identification number (EIN) of LINCOLN BENEFIT TRUST is 23-2110865.
- Is LINCOLN BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1980.
- Are donations to LINCOLN BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LINCOLN BENEFIT TRUST 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 LINCOLN BENEFIT TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LINCOLN BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LINCOLN BENEFIT TRUST?
- The 990 for the year ended June 30, 2025 names MARK NEAL.
- Who are the officers and directors of LINCOLN BENEFIT TRUST?
- The 990 for the year ended June 30, 2025 lists 89 people; 1 received compensation from the organization, the highest $112,610 (KEVIN ALVARNAZ, TRUST MANAGE).
- How much revenue does LINCOLN BENEFIT TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $205,619,465, expenses of $203,527,436 and total assets of $87,640,568 at year end.
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