Nonprofit · EIN 36-3930160
TELEPHONE AND DATA SYSTEMS INC EMPLOYEES BENEFIT TRUST
Tax-exempt · MADISON, WI 53717
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $125,479,750 | $127,805,050 | -$2,325,300 | $13,097,672 | $11,793,425 | $1,304,247 |
| December 31, 2023 | 990 | $127,251,374 | $128,622,245 | -$1,370,871 | $14,810,238 | $9,173,236 | $5,637,002 |
| December 31, 2021 | 990 | $112,643,370 | $122,157,613 | -$9,514,243 | $30,805,922 | $9,830,977 | $20,974,945 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $124,974,178
- Investment income
- $505,572
- Net gain from sales of assets
- $213,604
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $123,088,167
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $14,810,238
- Total assets, end of year
- $13,097,672
- Total liabilities, end of year
- $11,793,425
- Net assets, end of year
- $1,304,247
- Publicly traded securities
- $8,839,108
- Gross unrelated business income
- $505,572
- Gross receipts
- $125,655,258
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1993
- State of legal domicile
- IL
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANITA KROLL | IMC MEMBER Trustee or director | 0.1 | $0 |
| JOHN GREENE | IMC MEMBER (AS OF 03/2024) Trustee or director | 0.1 | $0 |
| JOHN TOOMEY | IMC MEMBER Trustee or director | 0.1 | $0 |
| LEROY T CARLSON | IMC MEMBER Trustee or director | 0.1 | $0 |
| STEVEN CARROLL | IMC MEMBER (THRU 03/2024) Trustee or director | 0.1 | $0 |
| VICKI VILLACREZ | IMC MEMBER Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEROY T CARLSON | IMC MEMBER Trustee or director | 0.1 | $0 |
| Steven Carroll | IMC MEMBER Trustee or director | 0.1 | $0 |
| JOHN TOOMEY | IMC MEMBER Trustee or director | 0.1 | $0 |
| ANITA KROLL | IMC MEMBER Trustee or director | 0.1 | $0 |
| VICKI VILLACREZ | IMC MEMBER Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2021: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEROY T CARLSON | IMC member Trustee or director | – | $0 |
| PETER SEREDA | IMC member Trustee or director | – | $0 |
| MICHELLE BRUKWICKI | IMC member Trustee or director | – | $0 |
| JOHN TOOMEY | IMC member Trustee or director | – | $0 |
| DANIEL DEWITT | IMC member Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 525 JUNCTION ROAD, MADISON, WI 53717-2152
- In care of
- % TELEPHONE AND DATA SYSTEMSI
- Principal officer (990 for 2024)
- ANNMARIE KREITZER, 525 JUNCTION ROAD, MADISON, WI 53719
- Signed the 990
- JOHN GREENE, DESIGNATED OFFICER
- Phone
- (608) 664-8600
- Return prepared by
- BDO USA
Mission
TO PROVIDE HEALTH AND WELFARE GROUP INSURANCE COVERAGE FOR PARTICIPATING EMPLOYERS AND EMPLOYEES.
Program accomplishments
- COLLECTED BOTH EMPLOYER AND EMPLOYEE CONTRIBUTIONS FOR HEALTH AND WELL-BEING GROUP INSURANCE COVERAGE.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3930160
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $13,097,672
- Income (IRS master file)
- $125,655,258
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $125,479,750 | $127,805,050 | $13,097,672 | XML |
| 990 | December 2023 | $127,251,374 | $128,622,245 | $14,810,238 | XML |
| 990 | December 2022 | $114,764,855 | $128,714,293 | $15,307,674 | IRS |
| 990 | December 2021 | $112,643,370 | $122,157,613 | $30,805,922 | XML |
| 990 | December 2020 | $115,061,706 | $110,089,546 | $39,968,276 | 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 36-3930160).
Questions about TELEPHONE AND DATA SYSTEMS INC EMPLOYEES BENEFIT TRUST
- What is the EIN of TELEPHONE AND DATA SYSTEMS INC EMPLOYEES BENEFIT TRUST?
- The employer identification number (EIN) of TELEPHONE AND DATA SYSTEMS INC EMPLOYEES BENEFIT TRUST is 36-3930160.
- Is TELEPHONE AND DATA SYSTEMS INC EMPLOYEES BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
- Are donations to TELEPHONE AND DATA SYSTEMS INC EMPLOYEES BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TELEPHONE AND DATA SYSTEMS INC EMPLOYEES 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 TELEPHONE AND DATA SYSTEMS INC EMPLOYEES 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 TELEPHONE AND DATA SYSTEMS INC EMPLOYEES 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 TELEPHONE AND DATA SYSTEMS INC EMPLOYEES BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 names ANNMARIE KREITZER.
- Who are the officers and directors of TELEPHONE AND DATA SYSTEMS INC EMPLOYEES BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does TELEPHONE AND DATA SYSTEMS INC EMPLOYEES BENEFIT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $125,479,750, expenses of $127,805,050 and total assets of $13,097,672 at year end.
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