2023-11-09T15:23:38-06:00 2022-12-31 141442607 BST & CO CPAS LLP 10 BRITISH AMERICAN BLVD LATHAM NY 12110 990 2022-01-01 475447831 CDCHOICES AND PARTICIPATING EMPLOYING CONSUMERS HEALTH PLAN CDCH 5184640810 7 WASHINGTON SQUARE 6 ALBANY NY 12205 CHRISTOPHER GRABER CEO/PLAN ADMINISTRATOR 5184640810 2023-11-09 1 CHRISTOPHER GRABER 999009999 0 JEREMY COLE P00436330 5184596700 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X CHRISTOPHER GRABER 7 WASHINGTON SQUARE 6 ALBANY NY 12205 1999612 0 X CDCHOICES.ORG X 2015 NY THE PLAN IS A MULTIPLE EMPLOYER WELFARE BENEFITS PLAN PROVIDING CERTAIN INSURED MEDICAL, DENTAL, AND VISION BENEFITS TO EMPLOYEES AND THEIR ELIGIBLE DEPENDANTS, AND WORKERS COMPENSATION AND DISABILITY TO ALL EMPLOYEES. X 1 1 0 0 0 0 0 0 2279984 1999612 3 0 0 0 2279987 1999612 0 0 2279984 1999730 0 0 0 0 0 0 0 2279984 1999730 3 -118 376246 0 376128 0 118 0 X THE PLAN IS A MULTIPLE EMPLOYER WELFARE BENEFITS PLAN PROVIDING CERTAIN INSURED MEDICAL, DENTAL, AND VISION BENEFITS TO EMPLOYEES AND THEIR ELIGIBLE DEPENDANTS, AND WORKERS COMPENSATION AND DISABILITY TO ALL EMPLOYEES. 0 1 CDCHOICES AND PARTICIPATING EMPLOYING CONSUMERS HEALTH PLAN IS A VEBA TRUST ESTABLISHED FOR THE PURPOSE OF PROVIDING HEALTH, DENTAL, VISION, WORKERS COMPENSATION AND DISABILITY BENEFITS UNDER A FULLY-INSURED MULTIPLE EMPLOYER WELFARE ARRANGEMENT. PARTICIPATING EMPLOYERS INCLUDE CONSUMER DIRECTED CHOICES, INC. AND CONSUMERS OF NYS CONSUMER DIRECTED PERSONAL ASSISTANCE WHO CONTRACT WITH CONSUMER DIRECTED CHOICES FOR FISCAL INTERMEDIARY SERVICES. THE PLAN IS AVAILABLE TO THE EMPLOYEES OF CONSUMER DIRECTED CHOICES AND THE INDIVIDUAL EMPLOYING CONSUMERS WHO USE CONSUMER DIRECTED CHOICES. THE PLAN WAS TERMINATED AS OF DECEMBER 31, 2022. 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 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BRIAN FRASIER 5184640810 7 WASHINGTON SQUARE ALBANY NY 12205 ADIRONDACK TRUST COMPANY TRUSTEE 2.00 X 0 4000 0 0 4000 0 0 0 0 0 0 EMPLOYERS CONTRIBUTION 525100 1389501 1389501 PARTICIPANTS CONTRIBUT 525100 610111 610111 1999612 1999612 1999612 0 0 1999730 1999730 376246 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 376246 0 376128 376128 0 X 118 118 0 0 0 -118 118 0 376246 0 -118 0 X 0 1 X 1 0 0 X 1999612 0 1999612 0 1999612 1999730 0 1999730 0 1999730 PART X, LINE 2: THE PLAN'S MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZES A TAX LIABILITY OR ASSET IF AN UNCERTAIN TAX POSITION WAS TAKEN AND IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. CASH - INVOICE PAYMENT 2022-12-31 118 BOOK VALUE EMPIRE BLUE CROSS BLUE SHIELD 11 CORPORATE WOODS BOULEVARD ALBANY NY 12211 0 0 0 0 1 0 0 1 0 FORM 990, PART III, LINE 3 ON NOVEMBER 9, 2022, THE COMPANY'S BOARD OF DIRECTORS ADOPTED A RESOLUTION TO TERMINATE THE PLAN AND THE RELATED TRUST, EFFECTIVE AS OF DECEMBER 31, 2022. AS A RESULT, MANAGEMENT DETERMINED THAT LIQUIDATION WAS IMMINENT AS OF NOVEMBER 9, 2022. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD DIRECTORS ARE EDUCATED ON THE CONFLICT OF INTEREST POLICY AND THEIR RESPONSIBILITIES TO DISCLOSE WHEN THEY ARE FIRST ELECTED. FOR THE ANNUAL DISCLOSURE PROCESS, BOARD DIRECTORS RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY FOR THEIR REVIEW AND TO REFRESH THEIR KNOWLEDGE ON THE CONFLICT OF INTEREST POLICY. ALL DISCLOSURE FORMS COMPLETED BY BOARD DIRECTORS ARE REVIEWED FOR ANY POSSIBLE CONFLICTS. KEY EMPLOYEES (CEO, CFO AND CORPORATE COMPLIANCE OFFICER) ARE ALSO REQUIRED TO BE FAMILIAR WITH THE CONFLICT OF INTEREST POLICY AND TO SIGN AN ANNUAL DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CONSUMER DIRECTED CHOICES INC 7 WASHINGTON SQUARE ALBANY NY 12205 161516618 SUPPORT FOR SENIORS, PEOPLE WITH DISABILITIES, AND THEIR FAMILIES. NY 501(C)(3) 509(A)(2) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0