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Shared Services Health Plan Trust

Not tax-deductible

Lititz, PAMutual-benefit / member-servingSince 2008Mutual/Membership EIN 26-3118644Revenue $58.0M in FY2025

On file with the IRS201 E Oregon Rd Ste 100, 17543-7440 · Lititz, PATax-exempt since May 2011

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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.

Run by 16 volunteers.
Mission: Form 990 Part I, line 1 · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $2.0M a year · 4% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Cash reserves
4 mo
of spending, in cash
Looks good: 4.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.1M
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$58.0M
+1% vs prior year
Spent
$54.0M
Net assets
$19.8M
By yearFY2020–FY2025
Revenue
$58.0M
FY2025▲ +1%
Tap a bar for its year
Revenue by fiscal year
FY2020$44.8M
FY2021$54.2M
FY2022$54.2M
FY2023$52.5M
FY2024$57.4M
FY2025$58.0M
Expenses
$54.0M
FY2025▼ -9%
Tap a bar for its year
Expenses by fiscal year
FY2020$44.9M
FY2021$51.2M
FY2022$50.0M
FY2023$49.4M
FY2024$59.5M
FY2025$54.0M
Net assets
$19.8M
FY2025▲ +25%
Tap a bar for its year
Net assets by fiscal year
FY2020$10.6M
FY2021$13.5M
FY2022$17.7M
FY2023$20.8M
FY2024$15.8M
FY2025$19.8M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2011.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

18 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Glenn Natali
Vice Chair (from 07/24)
$0Pt VII · Sec A
Gerald Silberman
Vice Chair (until 07/24)
$0Pt VII · Sec A
$0Pt VII · Sec A
Ann Eckert
Treasurer (from 07/24)
$0Pt VII · Sec A
Brian Ecker
Treasurer (until 07/24)
$0Pt VII · Sec A
Adam Waszkiewicz
Board Member
$0Pt VII · Sec A
Kristen Anderson
Board Member
$0Pt VII · Sec A
See Shared Services Health Plan Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers health, vision, and prescription benefits to eligible participants.

Questions for Shared Services Health Plan Trust

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Provided by the organization

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1 program · in their own filed words · FY2024
01

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.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$58.0M
Ln 12
Fees for servicesLn 2g$57.1M
Other incomeLn 4–11$487K
Investment incomeLn 3$454K
Money outPt IX
$54.0M
Ln 25
Owns and owesPt X
$19.8M
net assets · Ln 32
Cash and savingsLn 1–2$19.9M
Total assetsLn 16$21.0M
LiabilitiesLn 26$1.1M
PeoplePt VI, VII
18
listed · VII A
PaidVII A0
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$57.1M
Investment incomeLn 3$454K
Other incomeLn 4–11$487K
Total revenueLn 12$58.0M
Assets in detailPt X, end of year
SavingsLn 2$19.9M
Cash and savings togetherLn 1–2$19.9M
Total assetsLn 16$21.0M
LiabilitiesLn 26$1.1M
Net assetsLn 32$19.8M
OperationsPt I, VI
EmployeesI 50
VolunteersI 616
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$14.8M$19.9M
Total assetsLn 16$17.5M$21.0M
LiabilitiesLn 26$1.7M$1.1M
Net assetsLn 32$15.8M$19.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$53.2M
Management feesLn 11a$606K
Investment management feesLn 11f$207K
Total functional expensesLn 25$54.0M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $58.0M$54.0M$4.0M$19.8M 990 PDF
FY2024 $57.4M$59.5M−$2.2M$15.8M 990 PDF
FY2023 $52.5M$49.4M$3.1M$20.8M 990 PDF
FY2022 $54.2M$50.0M$4.2M$17.7M 990 PDF
FY2021 $54.2M$51.2M$3.0M$13.5M 990 PDF
FY2020 $44.8M$44.9M−$168K$10.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $58,035,605 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $56,879,328$57,094,307
I-10 Investment incomePrior year $475,328$454,393
I-11 Other revenuePrior year $0$486,905
I-12 Total revenuePrior year $57,354,656$58,035,605
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $57,814,929$53,231,541
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,711,208$812,940
I-18 Total expensesPrior year $59,526,137$54,044,481
I-19 Revenue less expensesPrior year −$2,171,481$3,991,124
Part VI · Governance 16 of 16 board members independent, 1 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $58,035,605 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $57,094,307$57,094,307
VIII-3 Investment incomeExcluded from tax $454,393$454,393
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $486,905$486,905
VIII-12 Total revenueRelated to mission $57,094,307 · Unrelated business $0 · Excluded from tax $941,298$58,035,605
Part IX · Statement of functional expenses $54,044,481 across 3 lines filed
IX-4 Benefits paid to or for members$53,231,541
IX-11a Management fees$605,606
IX-11f Investment management fees$207,334
IX-25 Total functional expenses$54,044,481
Part X · Balance sheet $20,971,203 assets, 8 lines filed
X-2 Savings and temporary cash investmentsStart of year $14,750,190$19,881,154
X-4 Accounts receivableStart of year $2,790,755$1,090,049
X-16 Total assetsStart of year $17,540,945$20,971,203
X-17 Accounts payable and accrued expensesStart of year $1,244,391$721,716
X-19 Deferred revenueStart of year $462,386$424,195
X-26 Total liabilitiesStart of year $1,706,777$1,145,911
X-32 Total net assets or fund balancesStart of year $15,834,168$19,825,292
X-33 Total liabilities and net assetsStart of year $17,540,945$20,971,203
Part XI · Reconciliation of net assets $19,825,292 net assets at year end
XI-1 Total revenue$58,035,605
XI-2 Total expenses$54,044,481
XI-3 Revenue less expenses$3,991,124
XI-4 Net assets at start of year$15,834,168
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$19,825,292

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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