Nonprofit · EIN 62-1216426
CO-OP HEALTH & WEALTHFARE PLAN AND TRUST
Tax-exempt · LA VERGNE, TN 37086
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $24,227,847 | $22,653,601 | $1,574,246 | $19,797,851 | $2,235,820 | $17,562,031 |
| June 30, 2024 | 990 | $23,702,330 | $23,317,094 | $385,236 | $18,090,172 | $2,705,861 | $15,384,311 |
| June 30, 2023 | 990 | $22,656,282 | $21,391,201 | $1,265,081 | $17,662,760 | $2,706,583 | $14,956,177 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $23,172,408
- Investment income
- $1,055,439
- Net gain from sales of assets
- $84,623
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $21,419,418
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $18,090,172
- Total assets, end of year
- $19,797,851
- Total liabilities, end of year
- $2,235,820
- Net assets, end of year
- $17,562,031
- Publicly traded securities
- $16,785,509
- Gross unrelated business income
- $1,055,439
- Gross receipts
- $25,463,046
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1984
- State of legal domicile
- TN
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 |
|---|---|---|---|
| Shannon Huff | Chair of The Trustees Trustee or director, Officer | 1 | $0 |
| Brian Gillam | Trustee Trustee or director | 1 | $0 |
| Kirk Fischer | Trustee Trustee or director | 1 | $0 |
| Randy Sutherland | Trustee Trustee or director | 1 | $0 |
| Rick Keck | Trustee Trustee or director | 1 | $0 |
| Sloan Stewart | TRUSTEE Trustee or director | 1 | $0 |
| Tommy Townsend | Trustee Trustee or director | 1 | $0 |
| Elizabeth Foss | Secretary Officer | 5 | $0 |
| John Cain | Treasurer / Plan Administrator Officer | 6 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shannon Huff | Chair of The Trustees Trustee or director, Officer | 1 | $0 |
| Donald Sutherland | Trustee Trustee or director | 1 | $0 |
| Keith Fowler | Trustee Trustee or director | 1 | $0 |
| Kirk Fischer | Trustee Trustee or director | 1 | $0 |
| Rick Keck | Trustee Trustee or director | 1 | $0 |
| Tommy Townsend | Trustee Trustee or director | 1 | $0 |
| Vincent Gillam | Trustee Trustee or director | 1 | $0 |
| Elizabeth Foss | Secretary Officer | 5 | $0 |
| John Cain | Treasurer / Plan Administrator Officer | 6 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shannon Huff | Chair of The Trustees Trustee or director, Officer | 1 | $0 |
| David Sarten | Trustee (through July 2022) Trustee or director | 1 | $0 |
| Donald Sutherland | Trustee Trustee or director | 1 | $0 |
| Jeffrey Hasty | Trustee (through Dec 2022) Trustee or director | 1 | $0 |
| Keith Fowler | Trustee Trustee or director | 1 | $0 |
| Kirk Fischer | Trustee (Beginning Jan 2023) Trustee or director | 1 | $0 |
| Rick Keck | Trustee Trustee or director | 1 | $0 |
| Tommy Townsend | Trustee Trustee or director | 1 | $0 |
| Vincent Gillam | Trustee Trustee or director | 1 | $0 |
| Elizabeth Foss | Secretary Officer | 5 | $0 |
| John Cain | Treasurer / Plan Administrator Officer | 6 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3003, LA VERGNE, TN 37086-1983
- Principal officer (990 for 2024)
- John Cain, PO Box 3003, Lavergne, TN 37086
- Signed the 990
- John Cain, plan administrator
- Phone
- (615) 793-8317
- Return prepared by
- CROWE LLP
Mission
To provide health, life and disability insurance to employees of Farmer COOPS in the State of Tennessee and Benefits to eligible Employees OF Tennessee FARMERS COOP, SUBSIDIARIES & PARTICIPATING MEMBER COOPS.
Program accomplishments
- EMPLOYEE HEALTH INSURANCE PROVIDES INDIVIDUAL AND FAMILY COVERAGE WITH CERTAIN CO-PAYS TO PROTECT EMPLOYEES AGAINST MAJOR MEDICAL EXPENSES.
- EMPLOYEE LIFE INSURANCE PROVIDES INDIVIDUAL AND FAMILY COVERAGE FOR QUALIFIED INDIVIDUALS IN ORDER TO PROTECT THE EMPLOYEE AND THEIR FAMILY AGAINST FUNERAL EXPENSES AND THE LOSS OF AN EMPLOYEES EARNINGS.
- DISABILITY INSURANCE PROVIDES COVERAGE FOR QUALIFIED EMPLOYEES IN ORDER TO PROTECT THE EMPLOYEE FROM LOSS OF WAGES IF HE/SHE WERE TO BECOME DISABLED.
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
- 62-1216426
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $19,797,851
- Income (IRS master file)
- $25,463,046
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $24,227,847 | $22,653,601 | $19,797,851 | IRS |
| 990 | June 2024 | $23,702,330 | $23,317,094 | $18,090,172 | XML |
| 990 | June 2023 | $22,656,282 | $21,391,201 | $17,662,760 | XML |
| 990 | June 2022 | $21,322,536 | $20,711,396 | $16,259,334 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 62-1216426).
Questions about CO-OP HEALTH & WEALTHFARE PLAN AND TRUST
- What is the EIN of CO-OP HEALTH & WEALTHFARE PLAN AND TRUST?
- The employer identification number (EIN) of CO-OP HEALTH & WEALTHFARE PLAN AND TRUST is 62-1216426.
- Is CO-OP HEALTH & WEALTHFARE PLAN AND TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1989.
- Are donations to CO-OP HEALTH & WEALTHFARE PLAN AND TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CO-OP HEALTH & WEALTHFARE PLAN AND 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 CO-OP HEALTH & WEALTHFARE PLAN AND TRUST 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 CO-OP HEALTH & WEALTHFARE PLAN AND TRUST 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 CO-OP HEALTH & WEALTHFARE PLAN AND TRUST?
- The 990 for the year ended June 30, 2025 names John Cain.
- Who are the officers and directors of CO-OP HEALTH & WEALTHFARE PLAN AND TRUST?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does CO-OP HEALTH & WEALTHFARE PLAN AND TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $24,227,847, expenses of $22,653,601 and total assets of $19,797,851 at year end.
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