2014-10-06T08:31:18-05:00 2013-12-31 581729751 Metcalf Davis CPAs 3340 Peachtree Road NE Suite 2600 Atlanta GA 303261089 990 2013-01-01 621217327 Housing Benefits Plan c/o John Pope Housing Solutions Alliance HOUS 8002887623 8610 King George Drive Dallas TX 75235 Don Alexander Board Chair 8002887623 2014-10-06 1 Susan Hill P00846200 4042641700 2014-10-06 2013 2015-11-30 17:44:51Z Don Alexander 8610 King George Drive Dallas TX 75235 13657197 0 X N/A X 1984 GA Provide health benefits, life insurance coverage, long-term disability benefits, vision care and death benefits to participants, their beneficiaries and covered dependents. 9 0 0 0 0 0 0 0 13410367 13457254 157154 199643 165229 300 13732750 13657197 0 0 0 0 0 0 0 0 0 10267481 11369434 10267481 11369434 3465269 2287763 14457368 16438808 3476748 3321955 10980620 13116853 X The Purpose of the Plan shall be to provide medical and other benefits permissable under Section 501(c)(9) of the Internal Revenue Code of 1986, as amended ("Code") to those employees (and their dependents and beneficiaries) of member local housing authorities, redevelopment agencies and of the Plan ("Employer") which voluntarily elect to participate in the Plan. 0 0 Provision of health benefits (medical, hospital, surgical, major medical and dental), life insurance coverage, long-term disability benefits, vision care and dental benefits to participants, their beneficiaries and covered dependents. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 0 0 1 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 GA X John Pope Housing Solutions Alliance 2143587551 8610 King George Drive Dallas TX 75235 X Mike Proffitt Board Member 0.00 X 0 0 0 Laura Hinchey Board Member 0.00 X 0 0 0 Dan McCarthy Board Member 0.00 X 0 0 0 Marilyn Phillips Board Chair 0.00 X 0 0 0 Patsy Noland Board Member 0.00 X 0 0 0 Don Alexander Board Member 0.00 X 0 0 0 Jack McCord Board Member 0.00 X 0 0 0 Steve Villar Board Member 0.00 X 0 0 0 Belinda Snow Board Member 0.00 X 0 0 0 0 0 0 0 0 0 0 Professional Benefits Administrators PO Box 4687 Oak Brook IL 60522 Administration 300191 Mercer 10 South Wacker Drive Suite 1700 Chicago IL 60606 Administration & Consulting 167378 2 Premium Income 524292 12749026 12749026 Premium Income Dental 524292 451408 451408 Premium Income LTD 524292 124036 124036 Premium Vision Income 524292 81009 81009 Premium Income Life 524292 51775 51775 13457254 199643 199643 Subrogation settlements 524298 300 300 300 13657197 13657197 0 0 53750 46400 30513 19540 11578 Direct Claims from Part 9828657 Insurance Premuims paid 668973 Administrative Fees 535628 Professional and Consul 167368 7027 11369434 2701078 2699029 633515 486274 11010142 13205358 112633 48147 14457368 16438808 1176389 885062 1088797 1162013 1211562 1274880 3476748 3321955 X 0 0 0 0 10980620 13116853 10980620 13116853 14457368 16438808 2287763 -151530 0 X 0 1 X 1 0 0 Agency bonds 9548645 F Certificates of deposit 1992584 F Treasury notes 1664129 F 13205358 Reserve for claims incurred but not reported 1274880 1274880 X 13474853 -151531 -151531 13626384 30513 300 30813 13657197 11276576 -300 -300 11276876 30513 62045 92558 11369434 Part X, Line 2: Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and to recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The plan administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2013 and 2012, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, as of the date of this report there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2010. Part XI, Line 4b - Other Adjustments: Subrogation settlements 300. Part XII, Line 2d - Other Adjustments: Subrogation settlements -300. Part XII, Line 4b - Other Adjustments: Change in benefit obligation 62,045. Form 990, Part VI, Section A, line 3 The organization delegates 3rd party claims administration duties to: Mercer Administration 2610 Northgate Drive Iowa City, Iowa 52245 Mercer's duties include: billings, premium collections, and claim payments. Form 990, Part VI, Section A, line 7a Board members are appointed by the presidents of SERC-NAHRO and SWRC-NAHRO, subject to confirmation by a majority of the members of the Executive Committees of the SERC & SWRC NAHRO organizations. Form 990, Part VI, Section B, line 11 The Form 990 is reviewed by the Board Chair and other members of the Audit Committee before the final copy is filed. Form 990, Part VI, Section C, line 19 The Organization makes its documents available upon request. Southwest Regional Council of NAHRO 2375 Rodgers Road Olney TX 76374 521610151 Training and educational activities for PHA's TX 501 (c)(3) 9 0 Southeast Regional Council of NAHRO P O Box 220 Fort Mill SC 29716 521629630 Training and educational activities for PHA's SC 501 (c)(3) 9 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0