Nonprofit · EIN 84-0765764
SINCLAIR EMPLOYEES BENEFIT PLAN TRUST
Tax-exempt · SALT LAKE CTY, UT 84130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $17,319,018 | $16,118,317 | $1,200,701 | $9,709,187 | $0 | $9,709,187 |
| December 31, 2023 | 990 (amended) | $15,250,584 | $15,652,029 | -$401,445 | $8,508,486 | $0 | $8,508,486 |
| December 31, 2022 | 990 (amended) | $20,338,164 | $19,657,837 | $680,327 | $8,909,931 | $0 | $8,909,931 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $16,819,010
- Investment income
- $500,008
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $15,368,712
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $15,368,712
- Management and general (functional)
- $749,605
Balance sheet and other
- Total assets, start of year
- $8,508,486
- Total assets, end of year
- $9,709,187
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,709,187
- Publicly traded securities
- $9,425,741
- Gross unrelated business income
- $362,273
- Gross receipts
- $17,319,018
- Employees
- 3
- Volunteers
- 0
- Year formed
- 1977
- State of legal domicile
- WY
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 |
|---|---|---|---|
| Julie Spencer | Chief Tax Officer Officer | 0 | $0 |
| Andrea Carey | Vice President Officer | 2 | $0 |
| Dennis Ellis | Vice President Officer | 4 | $0 |
| Scott Mayeda | President Officer | 2 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christine Holding | Director Trustee or director | 0 | $0 |
| Jennie Peterson | Director Trustee or director | 0 | $0 |
| Jamie Benard | Director Trustee or director | 0 | $0 |
| Kathleen Holding | Director Trustee or director | 0 | $0 |
| Bruce Fery | Director Trustee or director | 0 | $0 |
| Scott Mayeda | Chairman and CEO Trustee or director, Officer | 2 | $0 |
| Lynn Hart | Secretary Officer | 0 | $0 |
| Julie Spencer | Chief Tax Officer Officer | 0 | $0 |
| Andrea Carey | Vice President Officer | 2 | $0 |
| Dennis Ellis | Vice President Officer | 4 | $0 |
990 for the year ended December 31, 2022: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Scott Mayeda | Chairman and CEO Trustee or director, Officer | 2 | $0 |
| Bruce Fery | Director Trustee or director | 0 | $0 |
| David Donegan | Director Trustee or director | 0 | $0 |
| Jason Van Tassell | Director Trustee or director | 0 | $0 |
| Jennie Peterson | Director Trustee or director | 0 | $0 |
| Christine Holding | Director Trustee or director | 0 | $0 |
| Brittany Clelan | Vice President Officer | 2 | $0 |
| Dennis Ellis | Vice President Officer | 4 | $0 |
| Andrea Carey | Vice President Officer | 2 | $0 |
| Julie Spencer | Chief Tax Officer Officer | 0 | $0 |
| Lynn Hart | Secretary Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 30825, SALT LAKE CTY, UT 84130-0825
- In care of
- % REH SERVICES COMPANY
- Principal officer (990 for 2024)
- Julie Spencer, 550 E South Temple, Salt Lake City, UT 84102
- Signed the 990
- Julie Spencer, Chief Tax Officer
- Phone
- (801) 524-2962
Mission
Health Benefit Services for Employees
Program accomplishments
- Health Benefit Services for EmployeesExpenses $15,368,712
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
- 84-0765764
- 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)
- $9,709,187
- Income (IRS master file)
- $17,319,018
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $17,319,018 | $16,118,317 | $9,709,187 | XML |
| 990 | December 2023 | $15,250,584 | $15,652,029 | $8,508,486 | XML |
| 990 | December 2022 | $20,338,164 | $19,657,837 | $8,909,931 | XML |
| 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 84-0765764).
Questions about SINCLAIR EMPLOYEES BENEFIT PLAN TRUST
- What is the EIN of SINCLAIR EMPLOYEES BENEFIT PLAN TRUST?
- The employer identification number (EIN) of SINCLAIR EMPLOYEES BENEFIT PLAN TRUST is 84-0765764.
- Is SINCLAIR EMPLOYEES BENEFIT PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to SINCLAIR EMPLOYEES BENEFIT PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SINCLAIR EMPLOYEES BENEFIT PLAN 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 SINCLAIR EMPLOYEES BENEFIT PLAN TRUST 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 SINCLAIR EMPLOYEES BENEFIT PLAN TRUST 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 SINCLAIR EMPLOYEES BENEFIT PLAN TRUST?
- The 990 for the year ended December 31, 2024 names Julie Spencer.
- Who are the officers and directors of SINCLAIR EMPLOYEES BENEFIT PLAN TRUST?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does SINCLAIR EMPLOYEES BENEFIT PLAN TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $17,319,018, expenses of $16,118,317 and total assets of $9,709,187 at year end.
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