Nonprofit · EIN 42-1170511
HY-VEE EMPLOYEE BENEFIT PLAN TR
Tax-exempt · WDM, IA 50266
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 28, 2025 | 990 | $236,991,902 | $235,368,148 | $1,623,754 | $28,506,552 | $28,331,022 | $175,530 |
| September 29, 2024 | 990 | $213,249,431 | $217,804,467 | -$4,555,036 | $27,178,762 | $27,588,292 | -$409,530 |
| September 30, 2023 | 990 | $217,149,390 | $206,035,365 | $11,114,025 | $32,189,368 | $24,343,147 | $7,846,221 |
Financial details: 990 for the year ended September 28, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $236,681,915
- Investment income
- $309,987
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $223,376,771
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $27,178,762
- Total assets, end of year
- $28,506,552
- Total liabilities, end of year
- $28,331,022
- Net assets, end of year
- $175,530
- Gross receipts
- $236,991,902
- Employees
- 0
- Volunteers
- 3
- Year formed
- 1981
- State of legal domicile
- IA
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 September 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINE JONES | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW SCHREINER | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL JURGENS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended September 29, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINE JONES | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW SCHREINER | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL JURGENS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINE JONES | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW SCHREINER | TRUSTEE Trustee or director | 1 | $0 |
| GEORGIA VAN GUNDY | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5820 WESTOWN PKWY, WDM, IA 50266-8223
- Principal officer (990 for 2024)
- ANDREW SCHREINER, 5820 WESTOWN PARKWAY, WEST DES MOINES, IA 50266
- Signed the 990
- ANDREW SCHREINER, TRUSTEE
- Phone
- (515) 267-2800
- Return prepared by
- RSM US LLP
Mission
TO PROVIDE QUALITY, COST-EFFECTIVE AND COMPREHENSIVE MEDICAL, DENTAL, LIFE AND DISABILITY BENEFITS; TO PROVIDE MEANINGFUL INFORMATION, RESOURCES, AND ASSISTANCE; AND TO PROVIDE PREVENTIVE AND WELLNESS-RELATED INTERVENTIONS AND PROGRAMS.
Program accomplishments
- THE HY-VEE AND AFFILIATES' BENEFIT PLAN AND TRUST IS ESTABLISHED TO PROVIDE FOR THE HEALTH AND RELATED BENEFIT NEEDS OF THE ADOPTING COMPANIES' EMPLOYEES AND THEIR DEPENDENTS. DURING THE YEAR, THE PLAN PROVIDED BENEFITS TO ABOUT 16,000 EMPLOYEES.
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 42-1170511
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1982
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $28,506,552
- Income (IRS master file)
- $236,991,902
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $236,991,902 | $235,368,148 | $28,506,552 | XML |
| 990 | September 2024 | $213,249,431 | $217,804,467 | $27,178,762 | XML |
| 990 | September 2023 | $217,149,390 | $206,035,365 | $32,189,368 | XML |
| 990 | September 2022 | $205,365,119 | $210,689,163 | $23,465,030 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | September 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 42-1170511).
Questions about HY-VEE EMPLOYEE BENEFIT PLAN TR
- What is the EIN of HY-VEE EMPLOYEE BENEFIT PLAN TR?
- The employer identification number (EIN) of HY-VEE EMPLOYEE BENEFIT PLAN TR is 42-1170511.
- Is HY-VEE EMPLOYEE BENEFIT PLAN TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1982.
- Are donations to HY-VEE EMPLOYEE BENEFIT PLAN TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HY-VEE EMPLOYEE BENEFIT 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 HY-VEE EMPLOYEE BENEFIT PLAN TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HY-VEE EMPLOYEE BENEFIT PLAN TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of HY-VEE EMPLOYEE BENEFIT PLAN TR?
- The 990 for the year ended September 28, 2025 names ANDREW SCHREINER.
- Who are the officers and directors of HY-VEE EMPLOYEE BENEFIT PLAN TR?
- The 990 for the year ended September 28, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HY-VEE EMPLOYEE BENEFIT PLAN TR have?
- On its 990 for the year ended September 28, 2025 it reported revenue of $236,991,902, expenses of $235,368,148 and total assets of $28,506,552 at year end.
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