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Nonprofit · EIN 36-3831874

MOSAIC EMPLOYEE WELFARE BENEFIT PLAN TRUST

Tax-exempt · OMAHA, NE 68137

Financials

$11.2M$10.3M2023$10.5M$8.4M2024
Revenue Expenses · by fiscal year end
Financials of MOSAIC EMPLOYEE WELFARE BENEFIT PLAN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$10,458,131$8,409,272$2,048,859$10,896,874$573,537$10,323,337
December 31, 2023990$11,179,248$10,251,111$928,137$9,970,962$1,558,578$8,412,384
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$10,005,259
Investment income
$452,872
Net gain from sales of assets
$165
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$7,237,594
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$18,028

Balance sheet and other

Total assets, start of year
$9,970,962
Total assets, end of year
$10,896,874
Total liabilities, end of year
$573,537
Net assets, end of year
$10,323,337
Publicly traded securities
$9,119,837
Gross unrelated business income
$452,707
Gross receipts
$10,502,008
Employees
0
Volunteers
0
Year formed
1991
State of legal domicile
NE

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 / weekCompensationFrom related orgsOther / benefits
LINDA TIMMONSCHIEF EXECUTIVE OFFICER
Trustee or director, Officer
0.1$0$980,676$177,178
SCOTT HOFFMANCHIEF FINANCIAL OFFICER
Trustee or director, Officer
0.1$0$662,258$13,272
SECURITY NATIONAL BANKTRUSTEE
Institutional trustee
0.1$0$0$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
LINDA TIMMONSCHIEF EXECUTIVE OFFICER
Trustee or director, Officer
0.1$0$673,617$217,312
SCOTT HOFFMANCHIEF FINANCIAL OFFICER
Trustee or director, Officer
0.1$0$464,048$49,092
SECURITY NATIONAL BANKTRUSTEE
Institutional trustee
0.1$0$0$0

Address and contacts

Address (IRS master file)
4980 SOUTH 118TH STREET A, OMAHA, NE 68137-2200
In care of
% CYNTHIA SCHROEDER
Principal officer (990 for 2024)
SCOTT HOFFMAN, 4980 SOUTH 118TH STREET A, OMAHA, NE 68137
Signed the 990
SCOTT HOFFMAN, CHIEF FINANCIAL OFFICER
Phone
(402) 896-3884
Return prepared by
EIDE BAILLY LLP

Mission

TO PROVIDE SELF-FUNDED HEALTH CARE, DENTAL CARE AND EDUCATION COMPENSATION BENEFITS TO PARTICIPANTS WHO ARE ELIGIBLE EMPLOYEES OR TO A COVERED DEPENDENT OF AN ELIGIBLE EMPLOYEE OF MOSAIC AND ITS AFFILIATES.

990 for the year ended December 31, 2024

Program accomplishments

  • COMPREHENSIVE MEDICAL AND DENTAL CARE, EMPLOYEE ASSISTANCE WITH MENTAL AND NERVOUS DISORDERS AND EDUCATION COMPENSATION BENEFITS FOR ELIGIBLE EMPLOYEES AND DEPENDENTS. THERE WERE 2,626 ELIGIBLE EMPLOYEES, OF WHICH 1,280 WERE PARTICIPATING IN THE PLAN DURING THIS CALENDAR YEAR.

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
36-3831874
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$10,896,874
Income (IRS master file)
$10,502,008

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$10,458,131$8,409,272$10,896,874IRS
990December 2023$11,179,248$10,251,111$9,970,962XML
990December 2022$18,432,880$16,287,908$9,269,524IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 36-3831874).

Questions about MOSAIC EMPLOYEE WELFARE BENEFIT PLAN TRUST

What is the EIN of MOSAIC EMPLOYEE WELFARE BENEFIT PLAN TRUST?
The employer identification number (EIN) of MOSAIC EMPLOYEE WELFARE BENEFIT PLAN TRUST is 36-3831874.
Is MOSAIC EMPLOYEE WELFARE BENEFIT PLAN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9).
Which annual return does MOSAIC EMPLOYEE WELFARE BENEFIT 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 MOSAIC EMPLOYEE WELFARE BENEFIT 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 MOSAIC EMPLOYEE WELFARE BENEFIT 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 MOSAIC EMPLOYEE WELFARE BENEFIT PLAN TRUST?
The 990 for the year ended December 31, 2024 names SCOTT HOFFMAN.
Who are the officers and directors of MOSAIC EMPLOYEE WELFARE BENEFIT PLAN TRUST?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does MOSAIC EMPLOYEE WELFARE BENEFIT PLAN TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $10,458,131, expenses of $8,409,272 and total assets of $10,896,874 at year end.

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