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POLICYHOLDERS' TRUST
NEW YORK, NY · EIN 137305782 · Form 990EZ · FY2024 · NTEE E19 · Health Care · Micro (<$100K)
revenue
$0
expenses
$2K
net assets
$6K
employees
—
mission · from form 990

TO HOLD 100% OF THE MEMBERSHIP INTERESTS OF AFFILIATES RISK MANAGEMENT SERVICES, INC. ("ARMS"), A 501(C)(3) TAX-EXEMPT ORGANIZATION FORMED PRIMARILY TO ACT IN SUPPORT AND FURTHERANCE OF THE RISK MANAGEMENT ACTIVITIES OF THE TRUST'S TAX-EXEMPT BENEFICIARIES. THE TRUST'S PRIMARY RESPONSIBILITIES ARE (1) TO ELECT THE BOARD OF ARMS AND OTHERWISE EXERCISE VOTING RIGHTS AS ARMS'S SOLE MEMBER, (2) TO DISTRIBUTE SUCH AMOUNTS UPON THE ISSUANCE OF A DIVIDEND OR UPON THE LIQUIDATION AND DISSOLUTION OF ARMS, AND (3) TO REPORT ANNUALLY TO THE TRUST'S BENEFICIARIES ABOUT THE FOREGOING.

profile · synthesized from sources

POLICYHOLDERS' TRUST is a New York-based nonprofit holding entity established to own 100% of the membership interests in Affiliates Risk Management Services, Inc. (ARMS), a 501(c)(3) organization. The Trust's primary role is to exercise voting rights as ARMS's sole member, oversee its board, and distribute funds from dividends or dissolution. It serves as a governance and fiduciary entity for tax-exempt beneficiaries in the health care sector.

named programs · 1 · from sources

What they call their work

Ownership and Governance of ARMS
Holds 100% of membership interests in Affiliates Risk Management Services, Inc. and exercises sole voting rights, including electing the board and receiving annual reporting for distribution to beneficiaries.
activities · 3 groups

What they do

  • Union and Association Benefit Funds 1 activity
    • Distributes financial returns from Affiliates Risk Management Services, Inc. (ARMS)
      Receives and distributes amounts derived from dividends or from the liquidation and dissolution of Affiliates Risk Management Services, Inc. (ARMS) to its beneficiaries.
  • Health System Parent Organization 1 activity
    • Exercises governance control over Affiliates Risk Management Services, Inc. (ARMS)
      As the sole member of Affiliates Risk Management Services, Inc. (ARMS), a 501(c)(3) organization, POLICYHOLDERS' TRUST elects its board and exercises full voting rights, maintaining direct oversight of its governance and operations.
  • Annual Financial and Activity Reporting 1 activity
    • Reports governance and financial activities to beneficiaries
      Provides annual reports to its beneficiaries detailing governance and financial activities related to Affiliates Risk Management Services, Inc. (ARMS).
financials · form 990EZ · fy2024
revenue
Total revenue$0
Contributions & grants$0—
Program service revenue——
Investment income——
Other revenue—
expenses
Total expenses$2K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits—
Grants paid out—
balance sheet
Total assets$9K
Cash—
Investments—
Liabilities—
Net assets$6K
5 years on record · 2020–2024 · YoY revenue -100.0%
leadership · form 990 part vii · fy2024

Who runs it

board members · 8
  • A MANDADO — TRUSTEE
  • D FENNER — TRUSTEE
  • D SILVER — TRUSTEE
  • H CARTER — BOARD CHAIR
  • J PETUCHOWSKI — TRUSTEE
  • M LINTON — TRUSTEE
  • S CROSS — TRUSTEE
  • S GREENBERG — TRUSTEE
relationships · 1

Who they work with

  • Affiliates Risk Management Services, Inc. Partner — Holds 100% membership interest and exercises sole voting rights over ARMS, a 501(c)(3) organization supporting risk management for tax-exempt beneficiaries.