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Nonprofit · EIN 35-1799877

HERITAGE GROUP EMPLOYEE BENEFIT TRUST

Also known as DAVIS LEWIS L

Tax-exempt · INDIANAPOLIS, IN 46278

Financials

$68.2M$68.2M2023$27.6M$27.6M2024
Revenue Expenses · by fiscal year end
Financials of HERITAGE GROUP EMPLOYEE BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$27,573,224$27,573,224$0$5,491,501$5,491,501$0
May 31, 2024990$68,227,859$68,227,859$0$8,179,803$8,179,803$0
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$27,407,543
Investment income
$165,681
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$27,200,380
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Depreciation
$6,294

Balance sheet and other

Total assets, start of year
$8,179,803
Total assets, end of year
$5,491,501
Total liabilities, end of year
$5,491,501
Net assets, end of year
$0
Land, buildings and equipment
$43,155
Gross receipts
$27,573,224
Employees
0
Volunteers
0
Year formed
1990
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
ASPHALT MATERIALS INCTRUSTEE
Institutional trustee
2$0
DAVID L FRANZPLAN ADMIN.
Officer
2$0
990 for the year ended May 31, 2024: 2 people
NameTitleHours / weekCompensation
ASPHALT MATERIALS INCTRUSTEE
Institutional trustee
2$0
DAVID L FRANZPLAN ADMIN.
Officer
2$0

Address and contacts

Address (IRS master file)
6640 INTECH BLVD STE 200, INDIANAPOLIS, IN 46278-2037
In care of
% TOM DOHERTY
Principal officer (990 for 2024)
DAVID L FRANZ, 6640 INTECH BLVD STE 200, INDPLS, IN 46278
Signed the 990
DAVID L FRANZ, PLAN ADMIN.
Phone
(317) 303-0408
Return prepared by
PILE CPA'S

Mission

PAYMENT OF INSURANCE PREMIUMS AND HEALTH, DENTAL, AND VISION CLAIMS.

990 for the year ended December 31, 2024

Program accomplishments

  • PAYMENT OF INSURANCE PREMIUMS AND HEALTH, DENTAL, AND VISION CLAIMS

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, 2024Check at the IRS

IRS record

EIN
35-1799877
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1992
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,491,501
Income (IRS master file)
$27,573,224

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$27,573,224$27,573,224$5,491,501IRS
990May 2024$68,227,859$68,227,859$8,179,803XML
990May 2023$53,321,497$53,321,497$5,727,049IRS
990May 2022–––IRS
990May 2021–––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 35-1799877).

Questions about HERITAGE GROUP EMPLOYEE BENEFIT TRUST

What is the EIN of HERITAGE GROUP EMPLOYEE BENEFIT TRUST?
The employer identification number (EIN) of HERITAGE GROUP EMPLOYEE BENEFIT TRUST is 35-1799877.
Is HERITAGE GROUP EMPLOYEE BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1992.
Are donations to HERITAGE GROUP EMPLOYEE BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does HERITAGE GROUP EMPLOYEE BENEFIT 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 HERITAGE GROUP EMPLOYEE BENEFIT 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 HERITAGE GROUP EMPLOYEE BENEFIT 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 HERITAGE GROUP EMPLOYEE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names DAVID L FRANZ.
Who are the officers and directors of HERITAGE GROUP EMPLOYEE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does HERITAGE GROUP EMPLOYEE BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $27,573,224, expenses of $27,573,224 and total assets of $5,491,501 at year end.

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