Nonprofit · EIN 33-6216448
GROUP BENEFIT PLAN AGREEMENT AND DECLARATION OF TRUST FOR ORANGE
Tax-exempt · TUSTIN, CA 92780
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 (amended) | $60,735,541 | $47,139,795 | $13,595,746 | $38,850,753 | $5,601,839 | $33,248,914 |
| June 30, 2024 | 990 | $39,994,639 | $45,750,496 | -$5,755,857 | $23,529,903 | $4,726,259 | $18,803,644 |
| June 30, 2023 | 990 | $39,203,747 | $42,143,405 | -$2,939,658 | $27,938,572 | $4,231,125 | $23,707,447 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $44,356,599
- Investment income
- $604,753
- Net gain from sales of assets
- -$929
- Other revenue
- $15,774,189
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $46,928,743
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $58,488
- Accounting fees
- $68,700
Balance sheet and other
- Total assets, start of year
- $23,529,903
- Total assets, end of year
- $38,850,753
- Total liabilities, end of year
- $5,601,839
- Net assets, end of year
- $33,248,914
- Publicly traded securities
- $14,165,460
- Gross receipts
- $62,513,663
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1999
- State of legal domicile
- CA
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 | From related orgs |
|---|---|---|---|---|
| CYNTHIA MONREAL | OFFICE MANAGER Highest-paid employee | 1 | $0 | $116,474 |
| CHRIS HAMM | TRUSTEE Trustee or director | 5 | $0 | $60,931 |
| TIMOTHY STEGING | TRUSTEE Trustee or director | 1 | $0 | $35,273 |
| JUSTIN DILLON | TRUSTEE Trustee or director | 2 | $0 | $35,273 |
| JOHN DEWEY BARANGER | TRUSTEE Trustee or director | 5 | $0 | $35,273 |
| BUDDY LEE BROWN | TRUSTEE Trustee or director | 1 | $0 | $26,013 |
| JEFFREY DAHLEN | TRUSTEE Trustee or director | 5 | $0 | $23,435 |
| KEVIN GORHAN | TRUSTEE Trustee or director | 1 | $0 | $23,435 |
| ERIC THORSON | TRUSTEE - PAST Trustee or director | 1 | $0 | $23,435 |
| JONATHAN WHITE | TRUSTEE Trustee or director | 1 | $0 | $23,435 |
| MATTHEW CARLSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HUNTER BEDROSIAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| CYNTHIA MONREAL | OFFICE MANAGER Highest-paid employee | 1 | $0 | $114,393 |
| CHRIS HAMM | TRUSTEE Trustee or director | 1 | $0 | $47,387 |
| JUSTIN DILLON | TRUSTEE Trustee or director | 1 | $0 | $32,233 |
| TIMOTHY STEGING | TRUSTEE Trustee or director | 1 | $0 | $29,617 |
| JASON FLEENOR | TRUSTEE - PAST Trustee or director | 1 | $0 | $29,617 |
| BRIAN ABNEY | TRUSTEE Trustee or director | 1 | $0 | $21,489 |
| BUDDY LEE BROWN | TRUSTEE Trustee or director | 1 | $0 | $21,489 |
| JEFFREY DAHLEN | TRUSTEE Trustee or director | 1 | $0 | $19,744 |
| KEVIN GORHAN | TRUSTEE Trustee or director | 1 | $0 | $19,744 |
| ERIC THORSON | TRUSTEE Trustee or director | 1 | $0 | $19,744 |
| JONATHAN WHITE | TRUSTEE Trustee or director | 1 | $0 | $19,744 |
| TODD BALDRIDGE | TRUSTEE - PAST Trustee or director | 0 | $0 | $4,186 |
| STEVEN KRIHA | TRUSTEE - PAST Trustee or director | 0 | $0 | $2,616 |
| SAM SEMINGSON | TRUSTEE - PAST Trustee or director | 0 | $0 | $2,616 |
| LEE CABRERA | TRUSTEE - PAST Trustee or director | 1 | $0 | $1,744 |
| SCOTT MARTIN | TRUSTEE - PAST Trustee or director | 1 | $0 | $1,744 |
| ANDREW BERGEN | TRUSTEE - PAST Trustee or director | 1 | $0 | $1,744 |
| Scott Nestor | TRUSTEE - PAST Trustee or director | 1 | $0 | $1,744 |
| JOHN DEWEY BARANGER | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| CYNTHIA MONREAL | OFFICE MANAGER Highest-paid employee | 1 | $0 | $107,143 |
| TODD BALDRIDGE | TRUSTEE - PAST Trustee or director | 1 | $0 | $50,231 |
| STEVEN KRIHA | TRUSTEE - PAST Trustee or director | 1 | $0 | $31,395 |
| SAM SEMINGSON | TRUSTEE - PAST Trustee or director | 1 | $0 | $31,395 |
| JUSTIN DILLON | TRUSTEE Trustee or director | 1 | $0 | $31,395 |
| LEE CABRERA | TRUSTEE - PAST Trustee or director | 1 | $0 | $20,930 |
| SCOTT MARTIN | TRUSTEE - PAST Trustee or director | 1 | $0 | $20,930 |
| BRIAN ABNEY | TRUSTEE Trustee or director | 1 | $0 | $20,930 |
| ANDREW BERGEN | TRUSTEE - PAST Trustee or director | 1 | $0 | $20,930 |
| BUDDY LEE BROWN | TRUSTEE Trustee or director | 1 | $0 | $20,930 |
| Scott Nestor | TRUSTEE - PAST Trustee or director | 1 | $0 | $20,930 |
| TIMOTHY STEGING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS HAMM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JASON FLEENOR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEFFREY DAHLEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEVIN GORHAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIC THORSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JONATHAN WHITE | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1342 BELL AVE STE 3A, TUSTIN, CA 92780-6440
- In care of
- % BROWN INSURANCE SERVICES IN
- Principal officer (990 for 2024)
- JOHN BARANGER, 1342 BELL AVE STE 3A, TUSTIN, CA 92780
- Signed the 990
- JOHN BARANGER, TREASURER
- Phone
- (949) 486-3631
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-6216448 or by the name GROUP BENEFIT PLAN AGREEMENT AND DECLARATION OF TRUST FOR ORANGE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE HOSPITAL, MEDICAL, PRESCRIPTION, DENTAL CARE, VISION CARE, LIFE INSURANCE AND DISABILITY BENEFITS AND A WELLNESS-FITNESS INITIATIVE PROGRAM FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- TO PROVIDE HOSPITAL, MEDICAL, PRESCRIPTION, DENTAL CARE, VISION CARE, LIFE INSURANCE AND DISABILITY BENEFITS AND A WELLNESS-FITNESS INITIATIVE PROGRAM FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
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 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
- 33-6216448
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $38,850,753
- Income (IRS master file)
- $62,513,663
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $60,735,541 | $47,139,795 | $38,850,753 | IRS |
| 990 | June 2024 | $39,994,639 | $45,750,496 | $23,529,903 | IRS |
| 990 | June 2023 | $39,203,747 | $42,143,405 | $27,938,572 | XML |
| 990 | June 2022 | $42,963,129 | $40,003,276 | $30,138,304 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 33-6216448).
Questions about GROUP BENEFIT PLAN AGREEMENT AND DECLARATION OF TRUST FOR ORANGE
- What is the EIN of GROUP BENEFIT PLAN AGREEMENT AND DECLARATION OF TRUST FOR ORANGE?
- The employer identification number (EIN) of GROUP BENEFIT PLAN AGREEMENT AND DECLARATION OF TRUST FOR ORANGE is 33-6216448.
- Is GROUP BENEFIT PLAN AGREEMENT AND DECLARATION OF TRUST FOR ORANGE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
- Are donations to GROUP BENEFIT PLAN AGREEMENT AND DECLARATION OF TRUST FOR ORANGE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does GROUP BENEFIT PLAN AGREEMENT AND DECLARATION OF TRUST FOR ORANGE 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 GROUP BENEFIT PLAN AGREEMENT AND DECLARATION OF TRUST FOR ORANGE 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 GROUP BENEFIT PLAN AGREEMENT AND DECLARATION OF TRUST FOR ORANGE 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 GROUP BENEFIT PLAN AGREEMENT AND DECLARATION OF TRUST FOR ORANGE?
- The 990 for the year ended June 30, 2025 names JOHN BARANGER.
- Who are the officers and directors of GROUP BENEFIT PLAN AGREEMENT AND DECLARATION OF TRUST FOR ORANGE?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does GROUP BENEFIT PLAN AGREEMENT AND DECLARATION OF TRUST FOR ORANGE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $60,735,541, expenses of $47,139,795 and total assets of $38,850,753 at year end.
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All nonprofits in TUSTIN · California · Mutual and membership benefit