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Nonprofit · EIN 39-6500860

SBV HEALTH PLAN TRUST

Tax-exempt · GREEN BAY, WI 54307

Financials

$4.9M$5.5M2023$6M$5.4M2024$6.3M$6.3M2025
Revenue Expenses · by fiscal year end
Financials of SBV HEALTH PLAN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$6,296,722$6,277,376$19,346$725,396$0$725,396
December 31, 2024990$6,034,584$5,386,286$648,298$706,063$0$706,063
December 31, 2023990$4,933,307$5,496,160-$562,853$58,144$0$58,144
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$6,291,911
Investment income
$4,811
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$6,275,000
Compensation of officers, directors and key employees
$1,381
Salaries, compensation and benefits (total)
$1,381
Professional fundraising fees
$0
Program services (functional)
$6,275,995
Management and general (functional)
$1,381

Balance sheet and other

Total assets, start of year
$706,063
Total assets, end of year
$725,396
Total liabilities, end of year
$0
Net assets, end of year
$725,396
Gross receipts
$6,296,722
Employees
1,067
Year formed
1989
State of legal domicile
WI

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
ASSOCIATED TRUST CO NATRUSTEE
Institutional trustee
–$1,381
JAMES A KELLAMCORPORATE SECRETARY
Officer
–$0
Timothy Martin Van Den HeuvelPRESIDENT/DIRECTOR
Officer
–$0
Steven E KussowVice President
Officer
–$0
Delvin R JohnsonVice President
Officer
–$0
Ronald A Van Den HeuvelVice President
Officer
–$0
Guy Patrick PiontekSecretary / Director
Officer
–$0
Raymond Theodore Van Den Heuvel IITreasurer / Director
Officer
–$0
Ronald W LentzPresident / Director
Officer
–$0
Alex R Van Den HeuvelSecretary / Director
Officer
–$0
Brian J Van Den HeuvelTreasurer / Director
Officer
–$0
James D BoyeaPresident / Director
Officer
–$0
Chandler C KassnerVice President / Treasurer
Officer
–$0
Courtney M JanssenSecretary / Director
Officer
–$0
Jeffrey R BraschPresident / Director
Officer
–$0
6 more people on this return
NameTitleHours / weekCompensation
Matthew D MundtVice President / Director
Officer
–$0
Tonya O TaylorTreasurer
Officer
–$0
Valerie L TaylorSecretary / Director
Officer
–$0
Todd D Van Den HeuvelPresident / Director
Officer
–$0
Scott J SudaSecretary/Treasurer
Officer
–$0
CRAIG ALBERT KASSNERPRESIDENT
Officer
–$0
990 for the year ended December 31, 2024: 21 people
NameTitleHours / weekCompensation
ASSOCIATED TRUST CO NATRUSTEE
Institutional trustee
–$1,286
JAMES A KELLAMCORPORATE SECRETARY
Officer
–$0
Timothy Martin Van Den HeuvelPRESIDENT/DIRECTOR
Officer
–$0
Steven E KussowVice President
Officer
–$0
Delvin R JohnsonVice President
Officer
–$0
Ronald A Van Den HeuvelVice President
Officer
–$0
Guy Patrick PiontekSecretary / Director
Officer
–$0
Raymond Theodore Van Den Heuvel IITreasurer / Director
Officer
–$0
Ronald W LentzPresident / Director
Officer
–$0
Alex R Van Den HeuvelSecretary / Director
Officer
–$0
Brian J Van Den HeuvelTreasurer / Director
Officer
–$0
James D BoyeaPresident / Director
Officer
–$0
Chandler C KassnerVice President / Treasurer
Officer
–$0
Courtney M JanssenSecretary / Director
Officer
–$0
Jeffrey R BraschPresident / Director
Officer
–$0
Matthew D MundtVice President / Director
Officer
–$0
Tonya O TaylorTreasurer
Officer
–$0
Valerie L TaylorSecretary / Director
Officer
–$0
Todd D Van Den Heuvel2047 Green Acres Court
Officer
–$0
Scott J SudaSecretary/Treasurer
Officer
–$0
CRAIG ALBERT KASSNERPRESIDENT
Officer
–$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
ASSOCIATED TRUST CO NATRUSTEE
Institutional trustee
–$1,160
JAMES A KELLAMCORPORATE SECRETARY
Officer
–$0
BRIAN J VAN DNE HEUVELTREASURER
Officer
–$0
CRAIG ALBERT KASSNERPRESIDENT
Officer
–$0

Address and contacts

Address (IRS master file)
PO BOX 12800, GREEN BAY, WI 54307-2800
In care of
% ASSOCIATED KELLOGG BANK TTEE
Signed the 990
KATHERINE M RONDEAU, TRUSTEE
Phone
(920) 327-5610
Return prepared by
ERNST & YOUNG US LLP

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS

990 for the year ended December 31, 2025

Program accomplishments

  • TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-6500860
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Exempt since
1992
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$725,396
Income (IRS master file)
$6,296,722

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$6,296,722$6,277,376$725,396IRS
990December 2024$6,034,584$5,386,286$706,063IRS
990December 2023$4,933,307$5,496,160$58,144XML
990December 2022$5,545,384$5,451,112$620,820IRS
990December 2021–––IRS
990December 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 39-6500860).

Questions about SBV HEALTH PLAN TRUST

What is the EIN of SBV HEALTH PLAN TRUST?
The employer identification number (EIN) of SBV HEALTH PLAN TRUST is 39-6500860.
Is SBV HEALTH PLAN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1992.
Which annual return does SBV 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 SBV HEALTH PLAN TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SBV HEALTH PLAN TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of SBV HEALTH PLAN TRUST?
The 990 for the year ended December 31, 2025 lists 21 people; 1 received compensation from the organization, the highest $1,381 (ASSOCIATED TRUST CO NA, TRUSTEE).
How much revenue does SBV HEALTH PLAN TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $6,296,722, expenses of $6,277,376 and total assets of $725,396 at year end.

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