LINCOLN BENEFIT TRUST Charity Report

Public IRS 990 nonprofit record

LINCOLN BENEFIT TRUST

EIN 23-2110865 · Named Trusts N.E.C. (T90)

What they do

THE LINCOLN BENEFIT TRUST WAS ESTABLISHED WITH THE LINCOLN INTERMEDIATE and SCHOOL DISTRICTS IN THE ADAMS, FRANKLIN, LANCASTER and YORK COUNTIES of PENNSYLVANIA to COLLABORATE to OFFER EMPLOYEE HEALTH BENEFITS COVERAGE for MEDICAL, PRESCRIPTION, DENTAL, VISION and CERTAIN OTHER BENEFITS for ITS MEMBERS.

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Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders88 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$98.98spent for every $100 of revenueRevenue covered expenses this year.

$0.43in assets for every $1 spent this yearSome assets cannot be spent right away.

90.4%of its money came from giftsOther money may come from services or investments.

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Pay context: The highest compensation shown in this filing is $142,442 for KEVIN ALVARNAZ (TRUST MANAGE). Compare pay with organizations of similar size and complexity.

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Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$205,619,465

Expenses$203,527,436

Annual surplus $2,092,029 Revenue was higher than expenses for this filing year.

See all reported dollar amounts

Revenue$205,619,465

Expenses$203,527,436

Assets$87,640,568

Income$205,619,465

Contributions$185,787,185

Accounting fees$32,500

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KEVIN ALVARNAZTRUST MANAGE · 40 hrs/week $142,442Base $112,610 · Other $29,832

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (88)

KEVIN ALVARNAZTRUST MANAGE

LAUREL FUHRMANSOUTH EASTER

NATHAN HENKELSOUTHERN YOR

MORGAN MILLEREGETTYSBURG-A

MIRANDA WEAVERDOVER - TRUS

MARY CHILDRESSSOUTH EASTER

MARLENA LANGHARRISBURG-A

MARK NEALTRUST MANAGE

MARK CZAPPSPRING GROVE

MARCIA STOKESHARRISBURG -

LORI WOOLDRIDGESOUTHERN YOR

LEAH PRITCHETTNORTHEASTERN

NEIL ROTZFRANKLIN - T

LAURA STINECENTRAL - TR

LAURA KUHNLIU - TRUSTE

LAURA KIESSLINGWAYNESBORO-A

LATOYA ELBY-NEWMANHARRISBURG -

KRISTINA JACOBYDOVER - ALTE

KRISTEE REICHARDEPHRATA - TR

KIM ANSELLLIU - ALTERN

KENNETH SECHRISTNORTHERN - T

KEN MARKSEASTERN - TR

SHELLEY HOBBSUPPER ADAMS-

WENDY ETTERTUSCARORA -A

TROY WENTZHANOVER - TR

TREVOR CARRINGTONSOUTHERN YOR

TRACEY KERRSOUTH EASTER

TOM FORTNUMGETTYSBURG -

TINA ZIEGLERYORK ACADEMY

TIM OLEARYHARRISBURG-A

TERRY MILLERFRANKLIN - A

SUSAN GREENSOUTHERN YOR

STEPHANIE MILLEREPHRATA - AL

KELLY MARTINCENTRAL - TR

SHAWN HONTZYORK COUNTY-

SHAWN HAINYORK CITY -

SHARON SMITHGETTYSBURG -

SHARON MILLERTUSCARORA -

SHARON LEVICKWAYNESBORO-A

SCOTT WILTFAIRFIELD -

SAMANTHA SCHRYVERNORTHEASTERN

RODNEY BENEDICKTUSCARORA -A

RICHARD MEINLSOUTH EASTER

RICHARD BENDERHARRISBURG -

CHELSEA SANDERSWAYNESBORO-A

DR BRIAN TROOPEPHRATA - AL

DOUGLAS FUHRMANSOUTH WESTER

DELLA ARCHERNORTHEASTERN

DEE CROWDERUPPER ADAMS-

DAVE MARASCIODOVER - TRUS

CYNTHIA LOCKARDYORK ACADEMY

CORI UREYWAYNESBORO -

COLLEEN GILDEEWAYNESBORO -

CHRISTINE LEASESOUTH WESTER

CHRIS WEBEREPHRATA - AL

DR JASON BOTTIGLIERINORTHEASTERN

CHARLES GRISCAVAGENORTHERN - T

CAROLINE ROYERGREENCASTLE-

CARLA MYERSEASTERN - TR

BRIAN GELLERNORTHEASTERN

BRENT KESSLERACTING TRUST

BOBBI WEAVERGETTYSBURG-A

BELINDA WALLENGETTYSBURG -

ANN HOVERTERNORTHERN - A

ANJIE DOLLSPRING GROVE

AMY HERSHEYTUSCARORA -

IVY GRUNERTYORK ACADEMY

KATHY FORBESHANOVER - AL

KATHLEEN KRALLSPRING GROVE

JUSTIN SHOWALTEREPHRATA - TR

JONATHAN LEWISSOUTHERN YOR

JON BOYERYORK COUNTY-

JILL BOHANNONCENTRAL - AL

JENNIFER LEPPOSPRING GROVE

JENNIFER KANEFAIRFIELD -

JEFFREY MUMMERTSOUTH WEST-S

JASON YOUNGNORTHERN - T

AMY GOTWALSHANOVER - TR

HEIDI KUSKAEPHRATA - TR

HEATHER ALVEYGREENCASTLE-

GREG ALLOWAYCENTRAL - TR

ERIC HOLTZMANWAYNESBORO -

ELLIE ANN PUHALLAYORK CITY -

DR STEVEN KIRKPATRICKNORTHERN - A

DR MICHAEL LOWEYORK ACADEMY

DR M CHRISTOPER MARCHESELIU - CHAIRM

DR JEFFREY WESTLIU - CHAIRM

DR JASON PERRINGETTYSBURG-A

About this charity

Recognized since: January 1980
Location: PO BOX 70, NEW OXFORD, PA 17350
County: Adams
In care of: MARK NEAL
Primary officer: MARK NEAL, TRUST MANAGER

How to reach them

WebsiteVisit the charity’s website Emailnoreply@iu12.org Phone(717) 624-6493

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: SMITH ELLIOTT KEARNS & COMPANY LLC
NTEE classification: Named Trusts N.E.C. (T90)
IRS tax category: Named Trusts N.E.C.