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Nonprofit · EIN 42-1487090

EMPLOYERS MUTUAL CASUALTY COMPANY VEBA RETIREE MEDICAL BENEFIT TRUST

Tax-exempt · DES MOINES, IA 50309

Financials

$4.4M$4.2M2023$4.1M$3.7M2024
Revenue Expenses · by fiscal year end
Financials of EMPLOYERS MUTUAL CASUALTY COMPANY VEBA RETIREE MEDICAL BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$4,069,737$3,735,234$334,503$42,907,970$33,122,510$9,785,460
December 31, 2023990$4,412,079$4,156,822$255,257$41,992,880$35,113,926$6,878,954
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$4,069,737
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,140,083
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$2,140,083
Management and general (functional)
$1,595,151

Balance sheet and other

Total assets, start of year
$41,992,880
Total assets, end of year
$42,907,970
Total liabilities, end of year
$33,122,510
Net assets, end of year
$9,785,460
Gross unrelated business income
$1,180,452
Gross receipts
$4,069,737
Employees
0
Volunteers
0
Year formed
1998
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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Bankers Trust CompanyInstitutional Trustee
Institutional trustee
0$7,821
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Bankers Trust CompanyInstitutional Trustee
Institutional trustee
0$7,581

Address and contacts

Address (IRS master file)
717 MULBERRY ST, DES MOINES, IA 50309-3872
In care of
% EMPLOYERS MUTUAL CASUALTY COMPANY
Principal officer (990 for 2024)
Ron Herman, 717 Mulberry St, Des Moines, IA 503093872
Signed the 990
Ron Herman, VP-Director of Tax
Phone
(515) 345-2788

Mission

Provide health care and life insurance benefits to the qualified retirees of Employers Mutual Casualty Company, its subsidiaries, and qualified retirees of EMC National Life Company

990 for the year ended December 31, 2024

Program accomplishments

  • Provide health care and life insurance benefits to the qualified retirees of Employers Mutual Casualty Company, its subsidiaries, and qualified retirees of EMC National Life Company

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
42-1487090
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2000
Accounting year ends
December
Files
Form 990 or 990-EZ

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$4,069,737$3,735,234$42,907,970XML
990December 2023$4,412,079$4,156,822$41,992,880XML
990December 2022$4,771,053$5,903,334$40,821,035IRS
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 42-1487090).

Questions about EMPLOYERS MUTUAL CASUALTY COMPANY VEBA RETIREE MEDICAL BENEFIT TRUST

What is the EIN of EMPLOYERS MUTUAL CASUALTY COMPANY VEBA RETIREE MEDICAL BENEFIT TRUST?
The employer identification number (EIN) of EMPLOYERS MUTUAL CASUALTY COMPANY VEBA RETIREE MEDICAL BENEFIT TRUST is 42-1487090.
Is EMPLOYERS MUTUAL CASUALTY COMPANY VEBA RETIREE MEDICAL BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2000.
Are donations to EMPLOYERS MUTUAL CASUALTY COMPANY VEBA RETIREE MEDICAL BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does EMPLOYERS MUTUAL CASUALTY COMPANY VEBA RETIREE MEDICAL 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 EMPLOYERS MUTUAL CASUALTY COMPANY VEBA RETIREE MEDICAL 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 EMPLOYERS MUTUAL CASUALTY COMPANY VEBA RETIREE MEDICAL 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 EMPLOYERS MUTUAL CASUALTY COMPANY VEBA RETIREE MEDICAL BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names Ron Herman.
Who are the officers and directors of EMPLOYERS MUTUAL CASUALTY COMPANY VEBA RETIREE MEDICAL BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $7,821 (Bankers Trust Company, Institutional Trustee).
How much revenue does EMPLOYERS MUTUAL CASUALTY COMPANY VEBA RETIREE MEDICAL BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $4,069,737, expenses of $3,735,234 and total assets of $42,907,970 at year end.

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