Nonprofit · EIN 42-6167033
HEALTHALLIANCE BENEFIT PLAN
Tax-exempt · URBANDALE, IA 50322
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,231,125 | $16,082,578 | $148,547 | $4,854,866 | $260,395 | $4,594,471 |
| June 30, 2024 | 990 | $16,745,273 | $17,044,553 | -$299,280 | $4,448,239 | $153,293 | $4,294,946 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $16,098,834
- Investment income
- $132,291
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $13,734,060
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $30,685
- Accounting fees
- $68,490
Balance sheet and other
- Total assets, start of year
- $4,448,239
- Total assets, end of year
- $4,854,866
- Total liabilities, end of year
- $260,395
- Net assets, end of year
- $4,594,471
- Publicly traded securities
- $3,300,030
- Gross receipts
- $16,231,125
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1950
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BROOKE LILLEY | TRUSTEE Trustee or director | 0.5 | $0 |
| LISA ABENS | TRUSTEE Trustee or director | 0.5 | $0 |
| RAELYN BARKLEY | TRUSTEE Trustee or director | 0.5 | $0 |
| ADRIAN DICKEY | TRUSTEE Trustee or director | 0.5 | $0 |
| TERA PETERSEN | TRUSTEE Trustee or director | 0.5 | $0 |
| LORI THIELEN LEFT SEPT 2024 | TRUSTEE Trustee or director | 0.5 | $0 |
| VALEREE MUHLENBURG LEFT SEPT 2024 | TRUSTEE Trustee or director | 0.5 | $0 |
| ANDREW WOODARD | TRUSTEE CHAI Trustee or director, Officer | 0.5 | $0 |
| BRYAN BANDSTRA | IMMEDIATE PA Officer | 0.5 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BROOKE LILLEY | TRUSTEE Trustee or director | 0.5 | $0 |
| LISA ABENS | TRUSTEE Trustee or director | 0.5 | $0 |
| LORI THIELEN | TRUSTEE Trustee or director | 0.5 | $0 |
| VALEREE MUHLENBURG | TRUSTEE Trustee or director | 0.5 | $0 |
| ANDREW WOODARD | TRUSTEE CHAI Trustee or director, Officer | 0.5 | $0 |
| BRYAN BANDSTRA | IMMEDIATE PA Trustee or director, Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 10430 NEW YORK AVE STE F, URBANDALE, IA 50322-3773
- Principal officer (990 for 2024)
- ANDREW WOODARD
- Signed the 990
- GARY KOERNER, AUTHORIZED AGENT
- Phone
- (515) 224-7545
- Return prepared by
- MHCS PC
Mission
NONE
Program accomplishments
- THE PLAN PROVIDES HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES AND COVERED DEPENDENTS OF MEMBERS OF THE FUELIOWA TRADE ASSOCIATION, THE PLAN SPONSOR. PREMIUMS ARE PAID TO THE PLAN BY THE PARTICIPATING PLAN MEMBERS. THE PLAN IS A DEFINED BENEFIT HEALTH AND WELFARE PLAN ESTABLISHED AS A MULTI-EMPLOYER WELFARE ARRANGEMENT (MEWA) TO PROVIDE GROUP HEALTH, DENTAL, AND VISION INSURANCE, AND PRESCRIPTION DRUGS AND LIFE INSURANCE BENEFITS.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-6167033
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y20Z)
- Assets (IRS master file)
- $4,854,866
- Income (IRS master file)
- $16,231,125
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,231,125 | $16,082,578 | $4,854,866 | XML |
| 990 | June 2024 | $16,745,273 | $17,044,553 | $4,448,239 | XML |
| 990 | June 2023 | $14,987,897 | $14,890,402 | $4,542,417 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 42-6167033).
Questions about HEALTHALLIANCE BENEFIT PLAN
- What is the EIN of HEALTHALLIANCE BENEFIT PLAN?
- The employer identification number (EIN) of HEALTHALLIANCE BENEFIT PLAN is 42-6167033.
- Is HEALTHALLIANCE BENEFIT PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
- Are donations to HEALTHALLIANCE BENEFIT PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEALTHALLIANCE BENEFIT PLAN 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 HEALTHALLIANCE BENEFIT PLAN due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEALTHALLIANCE BENEFIT PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HEALTHALLIANCE BENEFIT PLAN?
- The 990 for the year ended June 30, 2025 names ANDREW WOODARD.
- Who are the officers and directors of HEALTHALLIANCE BENEFIT PLAN?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does HEALTHALLIANCE BENEFIT PLAN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,231,125, expenses of $16,082,578 and total assets of $4,854,866 at year end.
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