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Nonprofit · EIN 81-0589117

SIERRA CEDAR COMPANIES LLC WELFARE BENEFIT 501 PLAN TR

Also known as FEES BRIAN E TTEE

Tax-exempt · ALPHARETTA, GA 30005

Financials

$2.8M$3.2M2023$2.8M$3.7M2024
Revenue Expenses · by fiscal year end
Financials of SIERRA CEDAR COMPANIES LLC WELFARE BENEFIT 501 PLAN TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,793,403$3,671,743-$878,340$3,984,852$413,350$3,571,502
December 31, 2023990$2,838,714$3,190,044-$351,330$4,743,792$293,950$4,449,842
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,042,910
Investment income
$165,870
Other revenue
$584,623

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,900,279
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$3,671,743

Balance sheet and other

Total assets, start of year
$4,743,792
Total assets, end of year
$3,984,852
Total liabilities, end of year
$413,350
Net assets, end of year
$3,571,502
Gross unrelated business income
$165,870
Gross receipts
$2,793,403
Employees
0
Volunteers
0
Year formed
2000
State of legal domicile
GA

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
BRIAN FEESCFO/EXECUTIVE VP
Officer
0$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BRIAN FEESCFO/EXECUTIVE VP
Officer
0$0

Address and contacts

Address (IRS master file)
1255 ALDERMAN DR, ALPHARETTA, GA 30005-4156
In care of
% CEDARCRESTONE INC
Principal officer (990 for 2024)
BRIAN FEES, 1255 ALDERMAN DRIVE, ALPHARETTA, GA 30005
Signed the 990
BRIAN FEES, CFO/EXECUTIVE VP
Phone
(678) 385-7553
Return prepared by
CBIZ ADVISORS LLC

Mission

TO PROVIDE HEALTH CARE BENEFITS TO COMPANY EMPLOYEES AND THEIR DEPENDENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE PLAN IS A SELF-FUNDED VEBA, EMPLOYEE BENEFIT HEALTHPLAN PROVIDING FOR THE PAYMENT OF SPECIFIED MEDICALEXPENSES INCURRED BY ELIGIBLE PARTICIPANTS AND THEIRCOVERED DEPENDENTS.
    Expenses $3,671,743

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
81-0589117
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2004
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,984,852
Income (IRS master file)
$2,793,403

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,793,403$3,671,743$3,984,852IRS
990December 2023$2,838,714$3,190,044$4,743,792XML
990December 2022$3,072,542$2,906,122$5,080,122IRS
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 81-0589117).

Questions about SIERRA CEDAR COMPANIES LLC WELFARE BENEFIT 501 PLAN TR

What is the EIN of SIERRA CEDAR COMPANIES LLC WELFARE BENEFIT 501 PLAN TR?
The employer identification number (EIN) of SIERRA CEDAR COMPANIES LLC WELFARE BENEFIT 501 PLAN TR is 81-0589117.
Is SIERRA CEDAR COMPANIES LLC WELFARE BENEFIT 501 PLAN TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
Are donations to SIERRA CEDAR COMPANIES LLC WELFARE BENEFIT 501 PLAN TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SIERRA CEDAR COMPANIES LLC WELFARE BENEFIT 501 PLAN 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 SIERRA CEDAR COMPANIES LLC WELFARE BENEFIT 501 PLAN 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 SIERRA CEDAR COMPANIES LLC WELFARE BENEFIT 501 PLAN 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 SIERRA CEDAR COMPANIES LLC WELFARE BENEFIT 501 PLAN TR?
The 990 for the year ended December 31, 2024 names BRIAN FEES.
Who are the officers and directors of SIERRA CEDAR COMPANIES LLC WELFARE BENEFIT 501 PLAN TR?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does SIERRA CEDAR COMPANIES LLC WELFARE BENEFIT 501 PLAN TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,793,403, expenses of $3,671,743 and total assets of $3,984,852 at year end.

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