Nonprofit · EIN 20-5658480
WASHINGTON UNIVERSITY RMSA PLAN UNIVERSITY CONTRIBUTION TR
Tax-exempt · CHARLOTTE, NC 28262
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $912,645 | $616,606 | $296,039 | $17,411,180 | $0 | $17,411,180 |
| December 31, 2023 | 990 | $388,517 | $523,595 | -$135,078 | $15,943,834 | $0 | $15,943,834 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- -$13,154
- Investment income
- $925,799
- Net gain from sales of assets
- $149,849
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $606,108
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $606,108
- Management and general (functional)
- $10,498
Balance sheet and other
- Total assets, start of year
- $15,943,834
- Total assets, end of year
- $17,411,180
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,411,180
- Publicly traded securities
- $16,221,298
- Gross receipts
- $2,431,104
- Employees
- 0
- Year formed
- 2007
- State of legal domicile
- MO
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE Institutional trustee | 1 | $750 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE Institutional trustee | 1 | $750 |
Address and contacts
- Address (IRS master file)
- 8625 ANDREW CARNEGIE BLVD, CHARLOTTE, NC 28262-8551
- In care of
- % WASHINGTON UNIVERSITY
- Principal officer (990 for 2024)
- SCOT BEMIS, 621 N SKINKER BLVD STE 300, ST LOUIS, MO 63130
- Signed the 990
- DENISE BECHARD, VICE PRESIDENT
- Phone
- (877) 535-3910
- Website
- hr.wustl.edu
- Return prepared by
- DELOITTE TAX LLP
Mission
THIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKETRETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANNER.
Program accomplishments
- THIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKETRETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANNER.
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 | Not 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
- 20-5658480
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $17,411,180
- Income (IRS master file)
- $2,431,104
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $912,645 | $616,606 | $17,411,180 | IRS |
| 990 | December 2023 | $388,517 | $523,595 | $15,943,834 | XML |
| 990 | December 2022 | $645,053 | $435,281 | $13,979,728 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 20-5658480).
Questions about WASHINGTON UNIVERSITY RMSA PLAN UNIVERSITY CONTRIBUTION TR
- What is the EIN of WASHINGTON UNIVERSITY RMSA PLAN UNIVERSITY CONTRIBUTION TR?
- The employer identification number (EIN) of WASHINGTON UNIVERSITY RMSA PLAN UNIVERSITY CONTRIBUTION TR is 20-5658480.
- Is WASHINGTON UNIVERSITY RMSA PLAN UNIVERSITY CONTRIBUTION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to WASHINGTON UNIVERSITY RMSA PLAN UNIVERSITY CONTRIBUTION TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WASHINGTON UNIVERSITY RMSA PLAN UNIVERSITY CONTRIBUTION TR 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 WASHINGTON UNIVERSITY RMSA PLAN UNIVERSITY CONTRIBUTION TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WASHINGTON UNIVERSITY RMSA PLAN UNIVERSITY CONTRIBUTION TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WASHINGTON UNIVERSITY RMSA PLAN UNIVERSITY CONTRIBUTION TR?
- The 990 for the year ended December 31, 2024 names SCOT BEMIS.
- Who are the officers and directors of WASHINGTON UNIVERSITY RMSA PLAN UNIVERSITY CONTRIBUTION TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $750 (TIAA TRUST NA, TRUSTEE).
- How much revenue does WASHINGTON UNIVERSITY RMSA PLAN UNIVERSITY CONTRIBUTION TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $912,645, expenses of $616,606 and total assets of $17,411,180 at year end.
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