Nonprofit · EIN 31-1076165
SCHOTTENSTEIN-EMPLOYEE BENEFIT PLAN NO 552
Tax-exempt · COLUMBUS, OH 43219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990 | $30,942,196 | $31,169,822 | -$227,626 | $2,930,326 | $2,014,250 | $916,076 |
| January 31, 2024 | 990 | $31,904,763 | $30,312,751 | $1,592,012 | $3,376,952 | $2,233,250 | $1,143,702 |
Financial details: 990 for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $30,863,407
- Investment income
- $78,789
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $30,823,618
- Compensation of officers, directors and key employees
- $505
- Salaries, compensation and benefits (total)
- $505
- Professional fundraising fees
- $0
- Legal fees
- $43,067
- Accounting fees
- $20,800
- Program services (functional)
- $31,169,822
Balance sheet and other
- Total assets, start of year
- $3,376,952
- Total assets, end of year
- $2,930,326
- Total liabilities, end of year
- $2,014,250
- Net assets, end of year
- $916,076
- Gross receipts
- $30,942,196
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1983
- 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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK | TRUSTEE Institutional trustee | 1 | $505 |
990 for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK | TRUSTEE Institutional trustee | 1 | $500 |
Address and contacts
- Address (IRS master file)
- 4300 E 5TH AVE, COLUMBUS, OH 43219-1816
- In care of
- % SCHOTTENSTEIN STORES CORPORATION
- Principal officer (990 for 2024)
- JASON GOSSETT, 4300 EAST FIFTH AVENUE, COLUMBUS, OH 43219
- Signed the 990
- JASON GOSSETT, PLAN ADMINISTRATOR
- Phone
- (614) 449-4238
- Return prepared by
- T&T ASSOCIATES INC
Mission
THE TRUST RECEIVES CONTRIBUTIONS FROM EMPLOYEES AND EMPLOYERS TO PAY MEDICAL, VISION AND DENTAL BENEFITS FOR ELIGIBLE EMPLOYEES, THEIR FAMILIES OR DEPENDENTS.
Program accomplishments
- EMPLOYEES AND THEIR EMPLOYERS MAKE CONTRIBUTIONS TO THE TRUST TO PAY CERTAIN HEALTH BENEFITS.Expenses $31,169,822 · revenue $30,942,196
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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 31-1076165
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1984
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,930,326
- Income (IRS master file)
- $30,942,196
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2025 | $30,942,196 | $31,169,822 | $2,930,326 | XML |
| 990 | January 2024 | $31,904,763 | $30,312,751 | $3,376,952 | XML |
| 990 | January 2023 | $29,194,691 | $30,023,653 | $2,849,940 | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | IRS |
| 990 | January 2019 | – | – | – | IRS |
| 990 | January 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 31-1076165).
Questions about SCHOTTENSTEIN-EMPLOYEE BENEFIT PLAN NO 552
- What is the EIN of SCHOTTENSTEIN-EMPLOYEE BENEFIT PLAN NO 552?
- The employer identification number (EIN) of SCHOTTENSTEIN-EMPLOYEE BENEFIT PLAN NO 552 is 31-1076165.
- Is SCHOTTENSTEIN-EMPLOYEE BENEFIT PLAN NO 552 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
- Are donations to SCHOTTENSTEIN-EMPLOYEE BENEFIT PLAN NO 552 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SCHOTTENSTEIN-EMPLOYEE BENEFIT PLAN NO 552 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 SCHOTTENSTEIN-EMPLOYEE BENEFIT PLAN NO 552 due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCHOTTENSTEIN-EMPLOYEE BENEFIT PLAN NO 552 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2025.
- Who is the principal officer of SCHOTTENSTEIN-EMPLOYEE BENEFIT PLAN NO 552?
- The 990 for the year ended January 31, 2025 names JASON GOSSETT.
- Who are the officers and directors of SCHOTTENSTEIN-EMPLOYEE BENEFIT PLAN NO 552?
- The 990 for the year ended January 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $505 (PNC BANK, TRUSTEE).
- How much revenue does SCHOTTENSTEIN-EMPLOYEE BENEFIT PLAN NO 552 have?
- On its 990 for the year ended January 31, 2025 it reported revenue of $30,942,196, expenses of $31,169,822 and total assets of $2,930,326 at year end.
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