Nonprofit · EIN 61-6328954
WASHINGTON UNIVERSITY RMSA PLAN EMPLOYEE AFTER TAX CONTRIBUTION TR
Also known as THOMAS W LAUMAN TTEE
Tax-exempt · CHARLOTTE, NC 28262
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,852,349 | $2,010,583 | $4,841,766 | $69,974,582 | $0 | $69,974,582 |
| December 31, 2023 | 990 | $5,193,611 | $1,702,832 | $3,490,779 | $60,656,106 | $0 | $60,656,106 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,658,594
- Investment income
- $3,193,755
- Net gain from sales of assets
- $474,614
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,991,728
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,991,728
- Management and general (functional)
- $18,855
Balance sheet and other
- Total assets, start of year
- $60,656,106
- Total assets, end of year
- $69,974,582
- Total liabilities, end of year
- $0
- Net assets, end of year
- $69,974,582
- Publicly traded securities
- $66,131,477
- Gross receipts
- $12,685,417
- Employees
- 0
- Year formed
- 2007
- State of legal domicile
- MO
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE Institutional trustee | 1 | $750 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE Institutional trustee | 1 | $750 |
Address and contacts
- Address (IRS master file)
- 8625 ANDREW CARNEGIE BLVD, CHARLOTTE, NC 28262-8551
- In care of
- % WASHINGTON UNIVERSITY
- Principal officer (990 for 2024)
- SCOT BEMIS, 621 N SKINKER BLVD STE 300, ST LOUIS, MO 63130
- Signed the 990
- DENISE BECHARD, VICE PRESIDENT
- Phone
- (877) 535-3910
- Website
- hr.wustl.edu
- Return prepared by
- DELOITTE TAX LLP
Mission
THIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKET RETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANNER.
Program accomplishments
- THIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKET RETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANNER.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 61-6328954
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $69,974,582
- Income (IRS master file)
- $12,685,417
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $6,852,349 | $2,010,583 | $69,974,582 | XML |
| 990 | December 2023 | $5,193,611 | $1,702,832 | $60,656,106 | XML |
| 990 | December 2022 | $5,966,171 | $1,189,879 | $49,938,293 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 61-6328954).
Questions about WASHINGTON UNIVERSITY RMSA PLAN EMPLOYEE AFTER TAX CONTRIBUTION TR
- What is the EIN of WASHINGTON UNIVERSITY RMSA PLAN EMPLOYEE AFTER TAX CONTRIBUTION TR?
- The employer identification number (EIN) of WASHINGTON UNIVERSITY RMSA PLAN EMPLOYEE AFTER TAX CONTRIBUTION TR is 61-6328954.
- Is WASHINGTON UNIVERSITY RMSA PLAN EMPLOYEE AFTER TAX CONTRIBUTION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to WASHINGTON UNIVERSITY RMSA PLAN EMPLOYEE AFTER TAX CONTRIBUTION TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WASHINGTON UNIVERSITY RMSA PLAN EMPLOYEE AFTER TAX CONTRIBUTION 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 WASHINGTON UNIVERSITY RMSA PLAN EMPLOYEE AFTER TAX CONTRIBUTION TR 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 WASHINGTON UNIVERSITY RMSA PLAN EMPLOYEE AFTER TAX CONTRIBUTION TR 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 WASHINGTON UNIVERSITY RMSA PLAN EMPLOYEE AFTER TAX CONTRIBUTION TR?
- The 990 for the year ended December 31, 2024 names SCOT BEMIS.
- Who are the officers and directors of WASHINGTON UNIVERSITY RMSA PLAN EMPLOYEE AFTER TAX CONTRIBUTION TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $750 (TIAA TRUST NA, TRUSTEE).
- How much revenue does WASHINGTON UNIVERSITY RMSA PLAN EMPLOYEE AFTER TAX CONTRIBUTION TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,852,349, expenses of $2,010,583 and total assets of $69,974,582 at year end.
Other nonprofits in CHARLOTTE
- NEW YORK UNIVERSITY HOSPITALS CENTER VEBA TRUST EIN 46-6250356 · last filed 990 for 2024
- EMPLOYER CONTRIBUTION VEBA TRUST FOR THE UNIVERSITY OF THE EIN 04-7024791 · last filed 990 for 2024
- EMPLOYER-CONTRIBUTION VEBA TRUST FOR UNIVERSITY OF SAN FRANCISCO EIN 04-7024785 · last filed 990 for 2024
- SUNSET PARK HEALTH COUNCIL RETIREE MEDICAL ACCOUNT PLAN EIN 38-7184331 · last filed 990 for 2024
- EMPLOYER-CONTRIBUTION VEBA TRUST FOR CONNECTICUT COLLEGE EIN 04-7025787 · last filed 990 for 2024
- TEXAS CHRISTIAN UNIVERSITY EMPLOYER VEBA TRUST EIN 88-3782225 · last filed 990 for 2024
- WASHINGTON UNIVERSITY RMSA PLAN UNIVERSITY CONTRIBUTION TR EIN 20-5658480 · last filed 990 for 2024
- HAMPDEN-SYDNEY COLLEGE EMPLOYER VEBA TR EIN 90-0332842 · last filed 990 for 2024
All nonprofits in CHARLOTTE · North Carolina · Mutual and membership benefit