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Nonprofit · EIN 35-1498722

COOK GROUP HEALTH PLAN TRUST

Tax-exempt · BLOOMINGTON, IN 47402

Financials

$121.2M$129M2023$144.6M$136.5M2024
Revenue Expenses · by fiscal year end
Financials of COOK GROUP HEALTH PLAN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$144,556,695$136,478,219$8,078,476$7,614,423$6,988,811$625,612
December 31, 2023990$121,173,818$128,959,729-$7,785,911$9,669,772$17,122,636-$7,452,864
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$144,470,062
Investment income
$86,633
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$127,116,114
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$136,478,219

Balance sheet and other

Total assets, start of year
$9,669,772
Total assets, end of year
$7,614,423
Total liabilities, end of year
$6,988,811
Net assets, end of year
$625,612
Gross receipts
$144,556,695
Employees
0
Volunteers
4
Year formed
1981
State of legal domicile
IN

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.

NameTitleHours / weekCompensation
PETE YONKMANTRUSTEE; PRES COOK GROUP & CMH
Trustee or director
0$0
JOHN KAMSTRATRUSTEE; EVP & CFO
Trustee or director
0$0
GREG SMITHTRUSTEE; GLOBAL DIRECTOR, HR
Trustee or director
0$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JOHN KAMSTRAEVP & CFO
Trustee or director
0$0
GREG SMITHDIRECTOR OF HR
Trustee or director
0$0
PETE YONKMANPRESIDENT COOK GROUP
Trustee or director
0$0
KIM SULLIVANCLAIMS ADMINISTRATOR
Officer
0$0
ROB SANTABENEFITS COORDINATOR
Officer
10$0

Address and contacts

Address (IRS master file)
PO BOX 1608, BLOOMINGTON, IN 47402-1608
In care of
% COOK GROUP INCORPORATED
Principal officer (990 for 2024)
JOHN KAMSTRA, P O BOX 1608, BLOOMINGTON, IN 474021608
Signed the 990
JOHN KAMSTRA, EVP & CFO
Phone
(812) 331-1025
Return prepared by
Forvis Mazars LLP

Mission

PROVIDE HEALTH RELATED BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF THE COOK GROUP HEALTH PLAN

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDE HEALTH BENEFITS INCLUDING MEDICAL, DENTAL AND VISION TO ELIGBLE EMPLOYEES AND DEPENDENTS OF THE COOK GROUP HEALTH PLAN
    revenue $144,470,062

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
35-1498722
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1981
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,614,423
Income (IRS master file)
$144,556,695

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$144,556,695$136,478,219$7,614,423XML
990December 2023$121,173,818$128,959,729$9,669,772XML
990December 2022$123,361,194$117,134,057$7,591,114IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 35-1498722).

Questions about COOK GROUP HEALTH PLAN TRUST

What is the EIN of COOK GROUP HEALTH PLAN TRUST?
The employer identification number (EIN) of COOK GROUP HEALTH PLAN TRUST is 35-1498722.
Is COOK GROUP HEALTH PLAN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1981.
Are donations to COOK GROUP HEALTH PLAN TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does COOK GROUP HEALTH PLAN TRUST 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 COOK GROUP HEALTH PLAN TRUST 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 COOK GROUP HEALTH PLAN TRUST 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 COOK GROUP HEALTH PLAN TRUST?
The 990 for the year ended December 31, 2024 names JOHN KAMSTRA.
Who are the officers and directors of COOK GROUP HEALTH PLAN TRUST?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does COOK GROUP HEALTH PLAN TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $144,556,695, expenses of $136,478,219 and total assets of $7,614,423 at year end.

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