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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 30-6679465

TR FOR THE CITY OF TEMPE ARIZONA POST EMPLOYMENT HEALTH PLAN

Tax-exempt · COLUMBUS, OH 43215

Financials

$11.7M$7.7M2025
Revenue Expenses · by fiscal year end
Financials of TR FOR THE CITY OF TEMPE ARIZONA POST EMPLOYMENT HEALTH PLAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$11,743,994$7,747,897$3,996,097$70,790,917$0$70,790,917
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$11,743,994
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$7,682,237
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$7,747,897

Balance sheet and other

Total assets, start of year
$60,168,701
Total assets, end of year
$70,790,917
Total liabilities, end of year
$0
Net assets, end of year
$70,790,917
Gross receipts
$11,743,994
Employees
0
Volunteers
0
Year formed
2019
State of legal domicile
OH

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.

NameTitleHours / weekCompensation
Frank BertoneChief Trust Officer
Institutional trustee
1$0
Holly JerigTrust Officer
Institutional trustee
1$0

Address and contacts

Address (IRS master file)
THREE NATIONWIDE PLAZA STE 3-8-305, COLUMBUS, OH 43215-2410
In care of
% NATIONWIDE RETIREMENT SOLUTI
Principal officer (990 for 2025)
Frank Bertone, Three Nationwide Plaza 3-8-305, Columbus, OH 43215
Signed the 990
Frank Bertone, Chief Trust Officer
Phone
(614) 435-2652

Mission

THE MISSION OF THE TRUST IS TO PROVIDE A MEANS FOR PUBLIC EMPLOYERS OF STATE AND/OR LOCAL GOVERNMENTS (AND THEIR POLITICAL SUB-DIVISIONS) TO ADDRESS POST EMPLOYMENT MEDICAL EXPENSES. THE TRUST ACCUMULATES EMPLOYER CONTRIBUTIONS FOR THE REIMBURSEMENT OF HEALTH INSURANCE AND OTHER ELIGIBLE MEDICAL EXPENSES FOR PARTICIPANTS WHO SEPARATE FROM SERVICE FROM THEIR RESPECTIVE EMPLOYERS.

990 for the year ended December 31, 2025

Program accomplishments

  • The Trust reimburses eligible medical expenses incurred by those plan participants who have terminated service with their respective employers and are eligible to receive benefits according to the Trust's corresponding Plan. Medical insurance premiums paid on behalf of the eligible participants in 2025 was $7,682,237. The Trust and Administrative expenses for the Plan year were $65,660.
    Expenses $7,747,897 · revenue $11,743,994

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
30-6679465
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2026
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Employment (J99)
Assets (IRS master file)
$70,790,917
Income (IRS master file)
$11,743,994

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$11,743,994$7,747,897$70,790,917XML
990December 2022–––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 30-6679465).

Questions about TR FOR THE CITY OF TEMPE ARIZONA POST EMPLOYMENT HEALTH PLAN

What is the EIN of TR FOR THE CITY OF TEMPE ARIZONA POST EMPLOYMENT HEALTH PLAN?
The employer identification number (EIN) of TR FOR THE CITY OF TEMPE ARIZONA POST EMPLOYMENT HEALTH PLAN is 30-6679465.
Is TR FOR THE CITY OF TEMPE ARIZONA POST EMPLOYMENT HEALTH PLAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2026.
Are donations to TR FOR THE CITY OF TEMPE ARIZONA POST EMPLOYMENT HEALTH PLAN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TR FOR THE CITY OF TEMPE ARIZONA POST EMPLOYMENT HEALTH PLAN 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 TR FOR THE CITY OF TEMPE ARIZONA POST EMPLOYMENT HEALTH PLAN 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 TR FOR THE CITY OF TEMPE ARIZONA POST EMPLOYMENT HEALTH PLAN 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 TR FOR THE CITY OF TEMPE ARIZONA POST EMPLOYMENT HEALTH PLAN?
The 990 for the year ended December 31, 2025 names Frank Bertone.
Who are the officers and directors of TR FOR THE CITY OF TEMPE ARIZONA POST EMPLOYMENT HEALTH PLAN?
The 990 for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does TR FOR THE CITY OF TEMPE ARIZONA POST EMPLOYMENT HEALTH PLAN have?
On its 990 for the year ended December 31, 2025 it reported revenue of $11,743,994, expenses of $7,747,897 and total assets of $70,790,917 at year end.

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