Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 42-1207247

COTTINGHAM AND BUTLER INSURANCE SERVICE INC EMPLOYEE BENEFITS TRUS

Tax-exempt · DUBUQUE, IA 52001

Financials

$11.4M$11M2023$11.5M$12.4M2024$13.8M$14.5M2025
Revenue Expenses · by fiscal year end
Financials of COTTINGHAM AND BUTLER INSURANCE SERVICE INC EMPLOYEE BENEFITS TRUS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$13,816,039$14,457,529-$641,490$2,256,741$2,103,127$153,614
December 31, 2024990$11,458,172$12,393,119-$934,947$2,190,682$1,395,578$795,104
December 31, 2023990$11,401,167$11,004,216$396,951$2,133,375$6,647$2,126,728
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$13,816,039
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$12,598,346
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$2,190,682
Total assets, end of year
$2,256,741
Total liabilities, end of year
$2,103,127
Net assets, end of year
$153,614
Gross receipts
$13,816,039
Employees
0
Year formed
1983
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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN E BUTLERTrustee
Trustee or director
0$0
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
JOHN E BUTLERTrustee
Trustee or director
0$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JOHN E BUTLERTrustee
Trustee or director
–$0

Address and contacts

Address (IRS master file)
800 MAIN ST, DUBUQUE, IA 52001-6822
In care of
% TIMOTHY BERNS
Principal officer (990 for 2025)
Timothy L Berns, 800 Main St, Dubuque, IA 52001
Signed the 990
TIMOTHY BERNS, CFO
Phone
(563) 587-5301

Mission

The purpose of the Trust is to provide sickness & accidental benefits for employees of C&B Ins Services, Inc., Self Insured Services Co, C&B Claims, Butler Healthcorp, and Safety Mgmt Services and dependents.

990 for the year ended December 31, 2025

Program accomplishments

  • The trust provides sickness and accidental benefits for employees of Cottingham & Butler Insurance Services, Self Insured Services, Cottingham & Butler Claims Services, Butler Healthcorp, and Safety.
    Expenses $13,797,529

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
42-1207247
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1984
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,256,741
Income (IRS master file)
$13,816,039

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$13,816,039$14,457,529$2,256,741IRS
990December 2024$11,458,172$12,393,119$2,190,682IRS
990December 2023$11,401,167$11,004,216$2,133,375XML
990December 2022$10,356,912$10,673,182$1,289,840IRS
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 42-1207247).

Questions about COTTINGHAM AND BUTLER INSURANCE SERVICE INC EMPLOYEE BENEFITS TRUS

What is the EIN of COTTINGHAM AND BUTLER INSURANCE SERVICE INC EMPLOYEE BENEFITS TRUS?
The employer identification number (EIN) of COTTINGHAM AND BUTLER INSURANCE SERVICE INC EMPLOYEE BENEFITS TRUS is 42-1207247.
Is COTTINGHAM AND BUTLER INSURANCE SERVICE INC EMPLOYEE BENEFITS TRUS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
Are donations to COTTINGHAM AND BUTLER INSURANCE SERVICE INC EMPLOYEE BENEFITS TRUS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does COTTINGHAM AND BUTLER INSURANCE SERVICE INC EMPLOYEE BENEFITS TRUS 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 COTTINGHAM AND BUTLER INSURANCE SERVICE INC EMPLOYEE BENEFITS TRUS 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 COTTINGHAM AND BUTLER INSURANCE SERVICE INC EMPLOYEE BENEFITS TRUS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of COTTINGHAM AND BUTLER INSURANCE SERVICE INC EMPLOYEE BENEFITS TRUS?
The 990 for the year ended December 31, 2025 names Timothy L Berns.
Who are the officers and directors of COTTINGHAM AND BUTLER INSURANCE SERVICE INC EMPLOYEE BENEFITS TRUS?
The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does COTTINGHAM AND BUTLER INSURANCE SERVICE INC EMPLOYEE BENEFITS TRUS have?
On its 990 for the year ended December 31, 2025 it reported revenue of $13,816,039, expenses of $14,457,529 and total assets of $2,256,741 at year end.

Other nonprofits in DUBUQUE

All nonprofits in DUBUQUE · Iowa