2018-05-10T07:36:39-05:00 2017-06-30 232108173 RKL LLP PO BOX 8408 LANCASTER PA 176048408 990 2016-07-01 263118644 SHARED SERVICES HEALTH PLAN TRUST SHAR 7177234600 514 UNIVERSITY AVe SELINSGROVE PA 17870 MICHAEL COYNE PRESIDENT 7177234600 2018-05-08 1 MOLLY L RAMOS CPA P00399762 7173945666 2018-05-08 2016 2022-09-23 18:48:47Z MICHAEL COYNE 514 UNIVERSITY AVe SELINSGROVE PA 17870 37181514 0 X N/A X 2008 PA Provide health, vision, and prescription benefits to covered participants. 8 0 0 8 0 0 0 0 34579537 37163037 16036 18477 0 0 34595573 37181514 0 0 29890829 34046972 0 0 0 0 0 1841323 1897178 31732152 35944150 2863421 1237364 9322535 10880474 669469 990044 8653066 9890430 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 35446005 37181514 Employer and participant contributions as well as reimbursements from a reinsurance policy are used for the payment of health, vision, and prescription claims, as well as administrative expenses. 35446005 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 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 0 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 MICHAEL COYNE PRESIDENT 2.00 65.00 X X 0 0 0 WENDY STARNER Vice President 1.00 45.00 X X 0 0 0 Randy Eldridge Secretary 1.00 45.00 X X 0 0 0 GREG FULMER treasurer 1.00 45.00 X X 0 0 0 THOMAS BEVAN BOARD MEMBER 1.00 45.00 X 0 0 0 CADY KYLE BOARD MEMBER 1.00 45.00 X 0 0 0 ROBERT WALLETT BOARD MEMBER 1.00 45.00 X 0 0 0 DAVID WOODFORD BOARD MEMBER 1.00 45.00 X 0 0 0 0 0 0 0 0 0 0 Highmark Blue Shield 1800 Center St SP/6-W CAMP HILL PA 17089 Claims Admin. 684100 Capital Blue Cross 2500 Elmerton Ave HARRISBURG PA 17110 Claims Admin. 420703 The Benecon Group Inc 201 E OREGON ROAD STE 100 LITITZ PA 17543 Contract Admin. 374607 INDEPENDENCE ADMINISTRATORS 1900 MARKET ST PHILADELPHIA PA 19103 Claims Admin. 148778 AETNA LIFE INSURANCE COMPANY 151 FARMINGTON AVENUE RT21 HARTFORD CT 06156 Claims Admin. 133014 5 EMPLOYER CONTRIBUTIONS 525100 25934715 25934715 EXCESS LOSS INS. REIMBURSEMENTS 525100 5642612 5642612 EMPLOYEE CONTRIBUTIONS 525100 5132293 5132293 RETIREE CONTRIBUTIONS 525100 339224 339224 COBRA DEPOSITS 525100 114193 114193 37163037 18477 18477 37181514 37181514 0 0 34046972 34046972 435192 435192 56243 56243 1399033 1399033 6710 6710 35944150 35446005 498145 0 882622 718296 7606237 9269398 833676 892780 9322535 10880474 669469 520778 469266 669469 990044 X 0 0 0 0 8653066 9890430 8653066 9890430 9322535 10880474 1237364 0 X X 0 1 X 1 0 0 X 37181514 0 37181514 0 37181514 35944150 0 35944150 0 35944150 Part X, Line 2: PLAN MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE 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. WITH FEW EXCEPTIONS, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR PLAN YEARS BEFORE JUNE 30, 2014. Form 990, Part VI, Section A, line 3 THE ORGANIZATION'S TRUSTEES HAVE ENGAGED A THIRD-PARTY ADMINISTRATOR (TPA) TO PERFORM THE DAY-TO-DAY MANAGEMENT FUNCTIONS OF THE TRUST AND THE UNDERLYING EMPLOYEE BENEFIT PLAN. 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. 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 THE ORGANIZATION ANNUALLY MONITORS AND ENFORCES COMPLIANCE FOR EXISTING MEMBERS. CONFLICTS OF INTEREST FOR NEW MEMBERS ARE MONITORED AT THE TIME THEY JOIN THE CONSORTIUM. Form 990, Part VI, Section C, line 18 THE FORM 990 IS AVAILABLE UPON REQUEST. Form 990, Part VI, Section C, line 19 PLAN PARTICIPANTS ARE INSTRUCTED VIA THE SHARED SERVICES HEALTH PLAN'S SUMMARY ANNUAL REPORT TO REQUEST INFORMATION BY CONTACTING THEIR RESPECTIVE EMPLOYER'S HUMAN RESOURCE OFFICE OR THE OFFICES OF THE TPA. 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 TRUSTEE'S 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. form 990, part xii, line 2c THE SHARED SERVICES HEALTH PLAN TRUST BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FRANKLIN AND MARSHALL COLLEGE PO Box 3003 LANCASTER PA 176043003 231352635 Education PA 501(C)(3) SCHOOL N/A 0 Rosemont College of the Holy Child Jesus 1400 Montgomery Ave ROSEMONT PA 190101631 231365966 Education PA 501(C)(3) SCHOOL N/A 0 Susquehanna University 514 University Ave SELINSGROVE PA 178701164 231353385 Education PA 501(C)(3) SCHOOL N/A 0 Elizabethtown College One Alpha Drive ELIZABETHTOWN PA 170222298 231352632 Education PA 501(C)(3) SCHOOL N/A 0 CHESTNUT HILL COLLEGE 9601 GERMANTOWN AVE PHILADELPHIA PA 19118 231352626 Education PA 501(C)(3) SCHOOL N/A 0 SUMMIT UNIVERSITY 538 VARNARD ROAD CLARKS SUMMIT PA 18411 150543962 Education PA 501(C)(3) SCHOOL N/A 0 ALBRIGHT COLLEGE 1621 N THIRTEENTH STREET READING PA 19604 231352615 Education PA 501(C)(3) SCHOOL N/A 0 JUNIATA COLLEGE 1700 MOORE STREET HUNTINGDON PA 16652 231352652 Education PA 501(C)(3) SCHOOL N/A 0 Shared Services Consortium LLC 201 E Oregon Road suite 100 LITITZ PA 17543 251882792 PLAN SPONSOR PA N/A 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.