2023-11-13T14:35:07-06:00 2022-12-31 390758449 WIPFLI LLP 7733 FORSYTH BLVD SUITE 1200 ST LOUIS MO 63105 990 2022-01-01 842482935 LEADINGAGE TEXAS HEALTH PLAN INC LEAD 5124672242 2205 HANCOCK DR AUSTIN TX 78756 GEORGE LINIAL EXECUTIVE TRUSTEE 5124672242 2023-11-09 1 GEORGE LINIAL 999009999 1 KARYN A NUNN P00958489 3148622070 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GEORGE LINIAL 2205 HANCOCK DR AUSTIN TX 78756 10258460 0 X WWW.LEADINGAGETEXAS.ORG X 2019 TX TO PROVIDE EXCELLENT, AFFORDABLE EMPLOYEE HEALTH INSURANCE AND ANCILLARY BENEFIT OPTIONS FOR LEADINGAGE TEXAS MEMBERS AND THEIR EMPLOYEES. 11 9 0 0 0 0 0 0 10041323 10258460 0 0 0 0 10041323 10258460 0 0 8269464 7883608 0 0 0 0 0 2730177 2652874 10999641 10536482 -958318 -278022 1475956 1182864 15070 0 1460886 1182864 TO PROVIDE EXCELLENT, AFFORDABLE EMPLOYEE HEALTH INSURANCE AND ANCILLARY BENEFIT OPTIONS FOR LEADINGAGE TEXAS MEMBERS AND THEIR EMPLOYEES. 0 0 THE PLAN PROVIDED AFFORDABLE HEALTH INSURANCE AND ANCILLARY BENEFIT OPTIONS TO ELIGIBLE EMPLOYEES AND COVERED DEPENDENTS OF LEADINGAGE TEXAS MEMBER EMPLOYERS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 TX X GEORGE LINIAL 5124672242 2205 HANCOCK DR AUSTIN TX 78756 GEORGE LINIAL EXECUTIVE TRUSTEE 1.00 40.00 X X 0 251007 30984 TINA BALLARD TREASURER 1.00 X X 0 0 0 PATRICK PHEIFER VICE CHAIR 1.00 X X 0 0 0 NICOLE GANN DIRECTOR 1.00 X X 0 0 0 JOHN RUSSELL CREWS CHAIR 1.00 X X 0 0 0 MARK LENHARD SECRETARY (THROUGH OCTOBER) 1.00 X X 0 0 0 WENDY GARRETT DIRECTOR (THROUGH JANUARY) 1.00 X 0 0 0 PATRICK CRUMP DIRECTOR 1.00 X 0 0 0 ROQUE CHRISTENSEN DIRECTOR 1.00 X 0 0 0 SHERYL CALLAHAN DIRECTOR 1.00 X 0 0 0 KRISTIE BOILES DIRECTOR 1.00 X 0 0 0 CRYSTAL LAZA DEPUTY EXECUTIVE TRUSTEE 1.00 40.00 X X 0 128508 7376 SABRINA PORTER DIRECTOR 1.00 X 0 0 0 0 379515 38360 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 7956838 7956838 EMPLOYEE CONTRIBUTIONS 900099 2301622 2301622 10258460 10258460 10258460 0 0 7883608 174710 38517 61981 634447 34424 REINSURANCE FEES 1480443 PPO FEES 162685 ASSOCIATION SPONSORSHIP 30000 NETWORK ACCESS FEE 23924 11743 10536482 1458255 1167500 4467 5598 13234 9766 1475956 1182864 15070 0 15070 0 X 0 0 0 0 1460886 1182864 1460886 1182864 1475956 1182864 -278022 0 X X 0 1 X 1 0 0 X 10258460 0 10258460 0 10258460 10536482 0 10536482 0 10536482 PART X, LINE 2: THE VEBA TRUST FUNDING BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED FEBRUARY 3, 2021, AND EFFECTIVE JUNE 12, 2019, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)9 OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2022 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. THE MODIFIED CASH BASIS OF ACCOUNTING REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 GEORGE LINIAL EXECUTIVE TRUSTEE 0 251007 0 0 0 0 0 23093 0 7891 0 281991 0 0 FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT AND OUR FINANCIAL CONSULTANT WILL REVIEW THE INITIAL FILING, FOLLOWED BY THE FINANCE AND AUDIT COMMITTEE CONSISTING OF THE EXECUTIVE OFFICERS FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 1: THE ORGANIZATION USES A MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT BY A COMMITTEE THAT OVERSEES THE SELECTION OF THE AUDITOR. LEADINGAGE TEXAS 2205 HANCOCK DR AUSTIN TX 78756 237032760 LEADS NOT-FOR-PROFIT MEMBERS IN EFFORTS TO BETTER SERVE SENIORS TX 501C6 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 LEADINGAGE TEXAS P 174710 COST