Nonprofit · EIN 36-7742028
PLAN A HEALTH CARE PLAN TR
Also known as RONALD WILSON TTEE
Tax-exempt · GALESBURG, IL 61401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $11,177,348 | $13,365,490 | -$2,188,142 | $495,229 | $2,398,027 | -$1,902,798 |
| October 31, 2024 | 990 | $10,175,137 | $10,732,970 | -$557,833 | $1,738,417 | $1,453,073 | $285,344 |
| October 31, 2023 | 990 | $7,720,479 | $9,951,581 | -$2,231,102 | $2,738,825 | $1,905,063 | $833,762 |
| October 31, 2022 | 990 (amended) | $7,793,117 | $8,383,884 | -$590,767 | $4,134,120 | $1,083,158 | $3,050,962 |
| October 31, 2021 | 990 | $9,148,084 | $8,704,392 | $443,692 | $4,594,498 | $901,485 | $3,693,013 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $11,168,426
- Investment income
- $8,922
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $11,379,618
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $143,430
Balance sheet and other
- Total assets, start of year
- $1,738,417
- Total assets, end of year
- $495,229
- Total liabilities, end of year
- $2,398,027
- Net assets, end of year
- -$1,902,798
- Gross receipts
- $11,177,348
- Employees
- 0
- Volunteers
- 2
- Year formed
- 2019
- 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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD WILSON | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN BURGER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended October 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD WILSON | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN BURGER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended October 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD WILSON | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN BURGER | TRUSTEE AS OF 7/24/23 Trustee or director | 1 | $0 |
990 for the year ended October 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD WILSON | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended October 31, 2021: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD WILSON | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 285 S FARNHAM ST, GALESBURG, IL 61401-5323
- In care of
- % RONALD WILSON
- Principal officer (990 for 2024)
- BRIAN BURGER, 285 S FARNHAM ST, GALESBURG, IL 61401
- Signed the 990
- BRIAN BURGER, TRUSTEE
- Phone
- (309) 343-1550
- Return prepared by
- RSM US LLP
Mission
THE PLAN IS A SELF-INSURED BENEFIT PROGRAM FUNDED BY THE EMPLOYERS AND PARTICIPANTS WITHIN THE PLAN. PARTICIPANTS IN THE PLAN ARE CURRENT AND FORMER EMPLOYEES OF THE FOLLOWING SPONSORS: COMMUNITY LIVING OPTIONS, INC., FRANCES HOUSE, INC., UNLIMITED DEVELOPMENT, INC., ACHIEVEMENT UNLIMITED, INC., PINNACLE OPPORTUNITIES, INC., PIONEER CONCEPTS, INC., RESIDENTIAL ALTERNATIVES OF ILLINOIS, INC., AND LTC SUPPORT SERVICES, LLC. PLAN ASSETS ARE HELD IN A VOLUNTARY EMPLOYEES' BENEFIT ASSOCIATION (VEBA) TRUST. THE PLAN IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), AS AMENDED.
Program accomplishments
- THE PURPOSE OF THE PLAN IS TO PROVIDE MEDICAL, SHORT-TERM DISABILITY, AND DEATH BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS THAT VOLUNTARILY ELECT TO PARTICIPATE IN THE PLAN.
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990 on file |
IRS record
- EIN
- 36-7742028
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2020
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $495,229
- Income (IRS master file)
- $11,177,348
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $11,177,348 | $13,365,490 | $495,229 | XML |
| 990 | October 2024 | $10,175,137 | $10,732,970 | $1,738,417 | XML |
| 990 | October 2023 | $7,720,479 | $9,951,581 | $2,738,825 | XML |
| 990 | October 2022 | $7,793,117 | $8,383,884 | $4,134,120 | XML |
| 990 | October 2021 | $9,148,084 | $8,704,392 | $4,594,498 | XML |
| 990 | October 2020 | – | – | – | 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 36-7742028).
Questions about PLAN A HEALTH CARE PLAN TR
- What is the EIN of PLAN A HEALTH CARE PLAN TR?
- The employer identification number (EIN) of PLAN A HEALTH CARE PLAN TR is 36-7742028.
- Is PLAN A HEALTH CARE PLAN TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2020.
- Are donations to PLAN A HEALTH CARE PLAN TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PLAN A HEALTH CARE PLAN TR 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 PLAN A HEALTH CARE PLAN TR due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLAN A HEALTH CARE PLAN TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of PLAN A HEALTH CARE PLAN TR?
- The 990 for the year ended October 31, 2025 names BRIAN BURGER.
- Who are the officers and directors of PLAN A HEALTH CARE PLAN TR?
- The 990 for the year ended October 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does PLAN A HEALTH CARE PLAN TR have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $11,177,348, expenses of $13,365,490 and total assets of $495,229 at year end.
Other nonprofits in GALESBURG
- HEBRON CEMETERY ASSOCIATION EIN 87-2621988 · last filed 990-N for 2024
- UNLIMITED DEVELOPMENT INC EIN 36-4094409 · last filed 990 for 2025
- KNOX COLLEGE EIN 37-0673513 · last filed 990 for 2025
- NATIONAL ASSOCIATION FOR THE EXCHANGE OF INDUSTRIAL RESOURCES I EIN 36-2906866 · last filed 990 for 2025
- RESIDENTIAL ALTERNATIVES OF ILLINOIS INC EIN 37-1223846 · last filed 990 for 2025
- COMMUNITY LIVING OPTIONS INC EIN 37-1079626 · last filed 990 for 2025
- ACHIEVEMENT UNLIMITED INC EIN 36-4143598 · last filed 990 for 2025
- BRIDGEWAY INC EIN 37-0984175 · last filed 990 for 2025
All nonprofits in GALESBURG · Illinois · Mutual and membership benefit