Nonprofit · EIN 80-6097315
RETIREMENT BENEFIT PLAN TRUST FOR EMPLOYEES OF UNIVERSITY MEDICAL
Tax-exempt · CHARLESTON, SC 29417
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $561,910 | $876,582 | -$314,672 | $3,808,660 | $372,122 | $3,436,538 |
| June 30, 2024 | 990 | $620,986 | $976,198 | -$355,212 | $3,977,787 | $246,387 | $3,731,400 |
| June 30, 2023 | 990 | $915,811 | $838,640 | $77,171 | $4,816,865 | $781,074 | $4,035,791 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $179,469
- Investment income
- $380,720
- Net gain from sales of assets
- $287,684
- Other revenue
- $1,721
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $853,653
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $3,977,787
- Total assets, end of year
- $3,808,660
- Total liabilities, end of year
- $372,122
- Net assets, end of year
- $3,436,538
- Publicly traded securities
- $3,693,620
- Gross receipts
- $1,953,406
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2008
- State of legal domicile
- SC
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 |
|---|---|---|---|
| Wells Fargo NA | Trustee Institutional trustee | 1 | $22,929 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Wells Fargo NA | Trustee Institutional trustee | 1 | $23,983 |
990 for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO NA | TRUSTEE Institutional trustee | 1 | $21,488 |
Address and contacts
- Address (IRS master file)
- PO BOX 30037, CHARLESTON, SC 29417-0037
- In care of
- % MICHAEL C KEELS
- Principal officer (990 for 2024)
- JONATHAN BOONE, 1 POSTON RD SUITE 350, CHARLESTON, SC 29407
- Signed the 990
- JONATHAN BOONE, Interim CFO/Controller
- Phone
- (843) 876-1357
- Website
- HTTP://WWW.MUSC.EDU
- Return prepared by
- Forvis Mazars LLP
Mission
THE VOLUNTARY EMPLOYMENT BENEFIT ASSOCIATION TRUST HAS BEEN ESTABLISHED TO PROVIDE HEALTH AND DENTAL BENEFITS TO THE RETIRED FORMER EMPLOYEES OF UNIVERSITY MEDICAL ASSOCIATES, CAROLINA PRIMARY CARE PHYSICIANS, PA, MUSC HEALTH PARTNERS, AND CAROLINA HEALTH MANAGEMENT SERVICES IN ACCORDANCE WITH THE PLAN PROVISIONS.
Program accomplishments
- VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST HAS BEEN ESTABLISHED TO PROVIDE HEALTH AND DENTAL BENEFITS TO THE RETIRED FORMER EMPLOYEES OF UNIVERSITY MEDICAL ASSOCIATES, CAROLINA PRIMARY CARE PHYSICIANS, PA, MUSC HEALTH PARTNERS, AND CAROLINA HEALTH MANAGEMENT SERVICES IN ACCORDANCE WITH THE PLAN PROVISIONS.Expenses $739,951 · revenue $179,469
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
- 80-6097315
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $3,808,660
- Income (IRS master file)
- $1,953,406
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $561,910 | $876,582 | $3,808,660 | IRS |
| 990 | June 2024 | $620,986 | $976,198 | $3,977,787 | IRS |
| 990 | June 2023 | $915,811 | $838,640 | $4,816,865 | XML |
| 990 | June 2022 | $702,946 | $1,157,688 | $3,912,644 | 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 80-6097315).
Questions about RETIREMENT BENEFIT PLAN TRUST FOR EMPLOYEES OF UNIVERSITY MEDICAL
- What is the EIN of RETIREMENT BENEFIT PLAN TRUST FOR EMPLOYEES OF UNIVERSITY MEDICAL?
- The employer identification number (EIN) of RETIREMENT BENEFIT PLAN TRUST FOR EMPLOYEES OF UNIVERSITY MEDICAL is 80-6097315.
- Is RETIREMENT BENEFIT PLAN TRUST FOR EMPLOYEES OF UNIVERSITY MEDICAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2010.
- Are donations to RETIREMENT BENEFIT PLAN TRUST FOR EMPLOYEES OF UNIVERSITY MEDICAL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RETIREMENT BENEFIT PLAN TRUST FOR EMPLOYEES OF UNIVERSITY MEDICAL 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 RETIREMENT BENEFIT PLAN TRUST FOR EMPLOYEES OF UNIVERSITY MEDICAL 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 RETIREMENT BENEFIT PLAN TRUST FOR EMPLOYEES OF UNIVERSITY MEDICAL 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 RETIREMENT BENEFIT PLAN TRUST FOR EMPLOYEES OF UNIVERSITY MEDICAL?
- The 990 for the year ended June 30, 2025 names JONATHAN BOONE.
- Who are the officers and directors of RETIREMENT BENEFIT PLAN TRUST FOR EMPLOYEES OF UNIVERSITY MEDICAL?
- The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $22,929 (Wells Fargo NA, Trustee).
- How much revenue does RETIREMENT BENEFIT PLAN TRUST FOR EMPLOYEES OF UNIVERSITY MEDICAL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $561,910, expenses of $876,582 and total assets of $3,808,660 at year end.
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