Nonprofit · EIN 27-6955554
SECURITY BENEFIT HRA INDIANA VEBA TR
Tax-exempt · TOPEKA, KS 66636
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $31,751,087 | $24,379,804 | $7,371,283 | $321,231,412 | $0 | $321,231,412 |
| December 31, 2023 | 990 | $22,767,251 | $22,036,875 | $730,376 | $289,587,349 | $0 | $289,587,349 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $13,289,453
- Investment income
- $18,461,634
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $22,757,430
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $24,379,804
Balance sheet and other
- Total assets, start of year
- $289,587,349
- Total assets, end of year
- $321,231,412
- Total liabilities, end of year
- $0
- Net assets, end of year
- $321,231,412
- Gross receipts
- $31,751,087
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2011
- State of legal domicile
- KS
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 |
|---|---|---|---|
| UMB BANK NA | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UMB BANK NA | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1 SW SECURITY BENEFIT PL, TOPEKA, KS 66636-1000
- In care of
- % SECURITY FINANCIAL RESOURCES INC
- Principal officer (990 for 2024)
- UMB BANK NA, 1010 GRAND BLVD, KANSAS CITY, MO 64106
- Signed the 990
- AMY L COMER, VP - SECURITY FINANCIAL
- Phone
- (785) 438-3000
- Return prepared by
- MARKSNELSON ADVISORY LLC
Mission
PROVIDE BENEFITS TO HEALTH REIMBURSEMENT ACCOUNT MEMBERS
Program accomplishments
- PROVIDE BENEFITS FROM HEALTH REIMBURSEMENT ACCOUNTSExpenses $24,379,804 · revenue $13,289,453
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
- 27-6955554
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $321,231,412
- Income (IRS master file)
- $31,751,087
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $31,751,087 | $24,379,804 | $321,231,412 | XML |
| 990 | December 2023 | $22,767,251 | $22,036,875 | $289,587,349 | XML |
| 990 | December 2022 | $22,969,313 | $22,902,869 | $257,036,692 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 27-6955554).
Questions about SECURITY BENEFIT HRA INDIANA VEBA TR
- What is the EIN of SECURITY BENEFIT HRA INDIANA VEBA TR?
- The employer identification number (EIN) of SECURITY BENEFIT HRA INDIANA VEBA TR is 27-6955554.
- Is SECURITY BENEFIT HRA INDIANA VEBA TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2013.
- Are donations to SECURITY BENEFIT HRA INDIANA VEBA TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SECURITY BENEFIT HRA INDIANA VEBA 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 SECURITY BENEFIT HRA INDIANA VEBA 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 SECURITY BENEFIT HRA INDIANA VEBA 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 SECURITY BENEFIT HRA INDIANA VEBA TR?
- The 990 for the year ended December 31, 2024 names UMB BANK NA.
- Who are the officers and directors of SECURITY BENEFIT HRA INDIANA VEBA TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does SECURITY BENEFIT HRA INDIANA VEBA TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $31,751,087, expenses of $24,379,804 and total assets of $321,231,412 at year end.
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