2026-05-13T13:30:04-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 263118644 SHARED SERVICES HEALTH PLAN TRUST SHAR 7177234600 201 E OREGON ROAD SUITE 100 LITITZ PA 17543 JEFF SCACCIA CHAIR 7177234600 2026-05-04 1 1 KERRI N BOGDA P00760402 7177404863 2026-05-04 2024 2025-03-06 01:10:19Z JEFF SCACCIA 201 E OREGON ROAD SUITE 100 LITITZ PA 17543 58035605 0 X N/A X 2008 PA PROVIDE HEALTH, VISION, AND PRESCRIPTION BENEFITS TO COVERED PARTICIPANTS. 16 16 0 16 0 0 0 0 56879328 57094307 475328 454393 0 486905 57354656 58035605 0 0 57814929 53231541 0 0 0 0 0 1711208 812940 59526137 54044481 -2171481 3991124 17540945 20971203 1706777 1145911 15834168 19825292 THE SHARED SERVICES HEALTH PLAN PROVIDES HEALTH, VISION, AND PRESCRIPTION BENEFITS TO EMPLOYEES AND CERTAIN FORMER EMPLOYEES OF PARTICIPATING EMPLOYERS - ALL OF WHICH ARE NON-PROFIT COLLEGES AND UNIVERSITIES LOCATED IN THE COMMONWEALTH OF PENNSYLVANIA. 0 0 EMPLOYER AND PARTICIPANT CONTRIBUTIONS AND REIMBURSEMENTS FROM A REINSURANCE POLICY ARE USED FOR THE PAYMENT OF HEALTH, VISION, AND PRESCRIPTION CLAIMS, AS WELL AS ADMINISTRATIVE EXPENSES. 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 0 0 0 1 0 0 1 2 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X BENECON 7177234600 201 E OREGON ROAD SUITE 100 LITITZ PA 17543 X X JEFF SCACCIA CHAIR 1.00 X X 0 0 0 GLENN NATALI VICE CHAIR (FROM 07/24) 1.00 X X 0 0 0 GERALD SILBERMAN VICE CHAIR (UNTIL 07/24) 1.00 X X 0 0 0 BRENDA BALONIS SECRETARY 1.00 X X 0 0 0 ANN ECKERT TREASURER (FROM 07/24) 1.00 X X 0 0 0 BRIAN ECKER TREASURER (UNTIL 07/24) 1.00 X X 0 0 0 ADAM WASZKIEWICZ BOARD MEMBER 1.00 X 0 0 0 KRISTEN ANDERSON BOARD MEMBER 1.00 X 0 0 0 MELANIE DESANTIS BOARD MEMBER 1.00 X 0 0 0 JEFFREY LISTWAK BOARD MEMBER 1.00 X 0 0 0 JOSEPH HOUSENICK BOARD MEMBER 1.00 X 0 0 0 AMANDA STAHL BOARD MEMBER 1.00 X 0 0 0 SEAN AUSTIN BOARD MEMBER 1.00 X 0 0 0 KENDRA HILL BOARD MEMBER 1.00 X 0 0 0 LACHELLE WILFONG BOARD MEMBER 1.00 X 0 0 0 TERRI ALBERTSON BOARD MEMBER 1.00 X 0 0 0 CRYSTAL COLLIER-WALKER BOARD MEMBER 1.00 X 0 0 0 JOSEPH RYAN BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 THE BENECON GROUP THE BENECON GROUP LLC 201 E OREGO LITITZ PA 17543 CONTRACT ADMIN. 605606 GEISINGER HEALTH PLAN 100 NORTH ACADEMY AVE DANVILLE PA 17822 CLAIMS ADMIN. 201028 HIGHMARK BCBS NEPA 1800 CENTER ST SP/6-W CAMP HILL PA 17089 CLAIMS ADMIN. 101339 3 EMPLOYER CONTRIBUTIONS 525100 40783803 40783803 EMPLOYEE CONTRIBUTIONS 525100 9177451 9177451 EXCESS LOSS INS. REIMBURSEMENTS 525100 6864114 6864114 RETIREE CONTRIBUTIONS 525100 143449 143449 COBRA DEPOSITS 525100 125490 125490 57094307 454393 454393 ASO FEE REBATE 900099 486905 486905 486905 58035605 57094307 0 941298 53231541 605606 207334 54044481 14750190 19881154 2790755 1090049 17540945 20971203 1244391 721716 462386 424195 1706777 1145911 X 0 0 0 0 15834168 19825292 15834168 19825292 17540945 20971203 3991124 0 X X 0 1 X 1 0 0 X 57548700 0 57548700 486905 486905 58035605 53557576 -486905 -486905 54044481 0 54044481 PART X, LINE 2: PLAN MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: ASO FEE REBATE 486,905. PART XII, LINE 2D - OTHER ADJUSTMENTS: ASO FEE REBATE -486,905. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATIONS' TRUSTEES HAVE ENGAGED A THIRD-PARTY ADMINISTRATOR (TPA) TO PERFORM THE DAY-TO-DAY MANAGEMENT FUNCTIONS OF THE TRUST AND THE UNDERLYING EMPLOYEE BENEFIT PLANS. THE TRUSTEES MONITOR THE ACTIVITIES OF THE TPA AS PART OF FOUR (MINIMUM) BOARD MEETINGS PER YEAR AND ALSO THROUGH FINANCIAL REPORTING IN THE INTERIM. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A TRUST FOR FEDERAL INCOME TAX PURPOSES. ITS APPLICATION FOR TAX EXEMPT STATUS UNDER SECTION 501 (C)(9) OF THE INTERNAL REVENUE CODE WAS APPROVED ON MAY 17, 2011, EFFECTIVE NOVEMBER 1, 2008. THE TRUST WAS ESTABLISHED BY THREE PARTICIPATING MEMBER COLLEGES (MEMBERS) AND SHARED SERVICES CONSORTIUM, LLC (SSC), AN EMPLOYER ORGANIZATION. THE RIGHTS AND OBLIGATIONS OF EACH MEMBER AND SSC ARE OUTLINED IN THE SHARED SERVICES HEALTH PLAN TRUST AGREEMENT. FIVE ADDITIONAL MEMBER COLLEGES JOINED IN JANUARY 2012, JANUARY 2015, FEBRUARY 2015, JUNE 2015, AND AUGUST 2015. ONE MEMBER COLLEGE JOINED IN JULY 2018. ONE MEMBER COLLEGE JOINED IN JULY 2019 AND ANOTHER ONE IN JUNE 2020. ONE MEMBER TERMINATED IN DECEMBER 2019. ONE MEMBER COLLEGE JOINED IN DECEMBER 2020. TWO MEMBERS TERMINATED IN JUNE 2024. ONE MEMBER COLLEGE JOINED IN NOVEMBER 2024 AND ONE TERMINATED IN JUNE 2025. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS COMPRISED OF ONE REPRESENTATIVE FOR EACH PARTICIPATING EMPLOYER. THE PARTICIPATING EMPLOYERS APPOINT THEIR RESPECTIVE BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD CURRENTLY DOES NOT HAVE ANY COMMITTEES, THEREFORE, NO MINUTES WERE PREPARED. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 WAS EMAILED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS MUST SIGN AN ANNUAL DISCLOSURE FORM STATING WHETHER OR NOT HE/SHE HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE CHARITABLE NATURE OF THE ORGANIZATION. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY STATED IN THE CONFLICT OF INTEREST POLICY AS BEING POSSIBLE SOURCES OF CONFLICTS. THE BOARD AS A WHOLE MONITORS THE POLICY ALTHOUGH THE POLICY STATES THAT OUTSIDE ADVISORS MAY ALSO CONDUCT PERIODIC REVIEWS. ANY BOARD MEMBER WHO HAS A CONFLICT OR THE APPEARANCE OF A CONFLICT WILL NOT VOTE ON MATTERS RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART VII: THE SHARED SERVICES HEALTH PLAN TRUST (SSHPT) TRUSTEES ARE EMPLOYEES OF THE ORGANIZATIONS PARTICIPATING IN THE SHARED SERVICES HEALTH PLAN. THE TRUSTEES' COMPENSATION PAID BY THESE RELATED ORGANIZATIONS IS ATTRIBUTABLE TO THEIR EMPLOYMENT AT THESE ORGANIZATIONS AND IS NOT CONSIDERED COMPENSATION RELATED TO THEIR SSHPT TRUSTEE FUNCTION. EACH OF THE PARTICIPATING ORGANIZATIONS ARE INSTITUTIONS FILING THEIR OWN FORM 990. THE COMPENSATION OF THE TRUSTEES IS SUBJECT TO THE REQUIREMENTS OF THE PARTICIPATING ORGANIZATIONS. FORM 990, PART XII, LINE 1: THE MODIFIED CASH BASIS OF ACCOUNTING IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. UNDER THE MODIFIED CASH BASIS OF ACCOUNTING, ONLY REVENUES COLLECTED, COSTS AND EXPENSES PAID, AND ASSETS AND LIABILITIES ARISING AS A RESULT OF CASH TRANSACTIONS OR FROM THE RECOGNITION OF INCOME DUE FROM INSURANCE COMPANIES FOR CLAIMS ARE RECOGNIZED. ALBRIGHT COLLEGE 1621 N THIRTEENTH STREET READING PA 19604 231352615 EDUCATION PA 501(C)(3) LINE 2 N/A 0 ALVERNIA UNVERSITY 400 SAINT BERNARDINE STREET READING PA 19607 231522643 EDUCATION PA 501(C)(3) LINE 2 N/A 0 CLARK SUMMIT UNIVERSITY 538 VARNARD ROAD CLARKS SUMMIT PA 18411 150543962 EDUCATION PA 501(C)(3) LINE 2 N/A 0 ELIZABETHTOWN COLLEGE ONE ALPHA DRIVE ELIZABETHTOWN PA 170222298 231352632 EDUCATION PA 501(C)(3) LINE 2 N/A 0 FRANKLIN AND MARSHALL COLLEGE PO BOX 3003 LANCASTER PA 176043003 231352635 EDUCATION PA 501(C)(3) LINE 2 N/A 0 JUNIATA COLLEGE 1700 MOORE STREET HUNTINGDON PA 16652 231352652 EDUCATION PA 501(C)(3) LINE 2 N/A 0 LA ROCHE UNIVERSITY 900 BABCOCK BLVD PITTSBURGH PA 15237 251125048 EDUCATION PA 501(C)(3) LINE 2 N/A 0 ROSEMONT COLLEGE OF THE HOLY CHILD OF JESUS 1400 MONTGOMERY AVE ROSEMONT PA 190101631 231365966 EDUCATION PA 501(C)(3) LINE 2 N/A 0 SUSQUEHANNA UNIVERSITY 514 UNIVERSITY AVE SELINSGROVE PA 178701164 231353385 EDUCATION PA 501(C)(3) LINE 2 N/A 0 WILKES UNIVERSITY 84 W SOUTH STREET WILKESBARRE PA 18766 240795506 EDUCATION PA 501(C)(3) LINE 2 N/A 0 WILSON COLLEGE 1015 PHILADELPHIA AVE CHAMBERSBURG PA 17201 231352692 EDUCATION PA 501(C)(3) LINE 2 N/A 0 URSINUS COLLEGE 601 EAST MAIN STREET COLLEGEVILLE PA 19426 231177930 EDUCATION PA 501(C)(3) LINE 2 N/A 0 SHARED SERVICES CONSORTIUM LLC 201 E OREGON ROAD SUITE 100 LITITZ PA 17543 251882792 PLAN SPONSOR PA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 SCHEDULE R, PART V, LINE 1L AND 1S: THE TRUST RECEIVES CONTRIBUTIONS FROM PARTICIPATING EMPLOYERS AS LISTED IN SCHEDULE R, PART II AND THEIR CURRENT AND/OR FORMER EMPLOYEES FOR THE PURPOSE OF PAYING SELF-INSURED EMPLOYEE BENEFITS AS WELL AS THE COSTS ASSOCIATED WITH ADMINISTERING THOSE BENEFITS.