Nonprofit · EIN 04-3838449
EMPLOYER CONTRIBUTION VEBA TRUST PEPPERDINE UNIVERSITY
Tax-exempt · MALIBU, CA 90263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $956,711 | $829,129 | $127,582 | $17,681,584 | $0 | $17,681,584 |
| December 31, 2024 | 990 | $815,467 | $736,156 | $79,311 | $16,346,104 | $0 | $16,346,104 |
| December 31, 2023 | 990 | $525,253 | $547,090 | -$21,837 | $15,506,742 | $0 | $15,506,742 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $956,711
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $709,347
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $709,347
- Management and general (functional)
- $119,782
Balance sheet and other
- Total assets, start of year
- $16,346,104
- Total assets, end of year
- $17,681,584
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,681,584
- Publicly traded securities
- $17,681,584
- Gross receipts
- $956,711
- Employees
- 0
- Year formed
- 2005
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Greg Ramirez | CFO of Pepperdine University Officer | 1 | $0 | $451,845 | $37,736 |
| Hand Benefits and Trust | Trustee Institutional trustee | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Greg Ramirez | CFO of Pepperdine University Officer | 1 | $0 | $427,277 | $36,961 |
| Hand Benefits and Trust | Trustee Institutional trustee | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Greg Ramirez | CFO of Pepperdine University Officer | 1 | $0 | $383,929 | $36,892 |
| Hand Benefits and Trust | Trustee Institutional trustee | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 24255 PACIFIC COAST HWY, MALIBU, CA 90263-3999
- In care of
- % HAND BENEFITS AND TRUST
- Principal officer (990 for 2025)
- GREG G RAMIREZ, 24255 Pacific Coast Hwy, Malibu, CA 90263
- Signed the 990
- GREG G RAMIREZ, CFO of Pepperdine U.
- Phone
- (310) 506-4397
California records
California keeps its own records of charities and corporations. Search them by EIN 04-3838449 or by the name EMPLOYER CONTRIBUTION VEBA TRUST PEPPERDINE UNIVERSITY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE RETIREE HEALTH BENEFITS TO THE EMPLOYER'S FORMER EMPLOYEES AND THEIR SPOUSES AND DEPENDENTS, ALTHOUGH OTHER BENEFITS MAY BE PROVIDED AS DESCRIBED IN THE PLAN DOCUMENT.
Program accomplishments
- This trust is a voluntary employees beneficiary association that was established for the purpose of providing active and post retirement health benefitting participants throughout the plan year 2025.Expenses $709,347
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3838449
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $17,681,584
- Income (IRS master file)
- $956,711
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $956,711 | $829,129 | $17,681,584 | XML |
| 990 | December 2024 | $815,467 | $736,156 | $16,346,104 | XML |
| 990 | December 2023 | $525,253 | $547,090 | $15,506,742 | XML |
| 990 | December 2022 | $1,005,769 | $552,043 | $14,014,851 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3838449).
Questions about EMPLOYER CONTRIBUTION VEBA TRUST PEPPERDINE UNIVERSITY
- What is the EIN of EMPLOYER CONTRIBUTION VEBA TRUST PEPPERDINE UNIVERSITY?
- The employer identification number (EIN) of EMPLOYER CONTRIBUTION VEBA TRUST PEPPERDINE UNIVERSITY is 04-3838449.
- Is EMPLOYER CONTRIBUTION VEBA TRUST PEPPERDINE UNIVERSITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
- Are donations to EMPLOYER CONTRIBUTION VEBA TRUST PEPPERDINE UNIVERSITY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does EMPLOYER CONTRIBUTION VEBA TRUST PEPPERDINE UNIVERSITY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EMPLOYER CONTRIBUTION VEBA TRUST PEPPERDINE UNIVERSITY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EMPLOYER CONTRIBUTION VEBA TRUST PEPPERDINE UNIVERSITY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of EMPLOYER CONTRIBUTION VEBA TRUST PEPPERDINE UNIVERSITY?
- The 990 for the year ended December 31, 2025 names GREG G RAMIREZ.
- Who are the officers and directors of EMPLOYER CONTRIBUTION VEBA TRUST PEPPERDINE UNIVERSITY?
- The 990 for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does EMPLOYER CONTRIBUTION VEBA TRUST PEPPERDINE UNIVERSITY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $956,711, expenses of $829,129 and total assets of $17,681,584 at year end.
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