Nonprofit · EIN 20-8573132
RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TRUST III
Tax-exempt · MINNEAPOLIS, MN 55402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $23,259 | $78,698 | -$55,439 | $588,349 | $0 | $588,349 |
| June 30, 2024 | 990 | $45,222 | $82,632 | -$37,410 | $638,538 | $0 | $638,538 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $20,409
- Investment income
- $2,850
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $73,523
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,184
Balance sheet and other
- Total assets, start of year
- $638,538
- Total assets, end of year
- $588,349
- Total liabilities, end of year
- $0
- Net assets, end of year
- $588,349
- Publicly traded securities
- $69,679
- Gross receipts
- $23,259
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2007
- State of legal domicile
- MN
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VOYA INSTITUTIONAL TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $500 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VOYA INSTITUTIONAL TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $500 |
Address and contacts
- Address (IRS master file)
- CO CBIZ 222 SOUTH 9TH ST, MINNEAPOLIS, MN 55402-0000
- In care of
- % CBIZ
- Principal officer (990 for 2024)
- VOYA INSTITUTIONAL TRUST, ONE ORANGE WAY, WINDSOR, CT 06095
- Signed the 990
- VOYA INSTITUTIONAL TRUST COMPANY, TRUSTEE
- Phone
- (612) 436-4600
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
Program accomplishments
- HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 106 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $73,523.
What it must file and when
IRS records say it files Not required (state instrumentality). Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-8573132
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Not required (state instrumentality)
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $588,349
- Income (IRS master file)
- $23,259
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $23,259 | $78,698 | $588,349 | XML |
| 990 | June 2024 | $45,222 | $82,632 | $638,538 | XML |
| 990 | June 2023 | $132,328 | $119,132 | $667,553 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 20-8573132).
Questions about RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TRUST III
- What is the EIN of RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TRUST III?
- The employer identification number (EIN) of RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TRUST III is 20-8573132.
- Is RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TRUST III tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TRUST III tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TRUST III file?
- Form Not required (state instrumentality).
- When is the next return of RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TRUST III due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TRUST III last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TRUST III?
- The 990 for the year ended June 30, 2025 names VOYA INSTITUTIONAL TRUST.
- Who are the officers and directors of RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TRUST III?
- The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $500 (VOYA INSTITUTIONAL TRUST COMPANY, TRUSTEE).
- How much revenue does RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TRUST III have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $23,259, expenses of $78,698 and total assets of $588,349 at year end.
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