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Nonprofit · EIN 84-6781715

ICI BENEFITS CONSORTIUM TRUST

Tax-exempt · INDIANAPOLIS, IN 46225

Financials

$10.8M$10.6M2023$11.3M$12.7M2024$10.3M$9.9M2025
Revenue Expenses · by fiscal year end
Financials of ICI BENEFITS CONSORTIUM TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$10,270,419$9,865,686$404,733$6,835,664$2,140,420$4,695,244
December 31, 2024990$11,314,080$12,669,177-$1,355,097$5,954,232$1,679,718$4,274,514
December 31, 2023990$10,794,992$10,606,362$188,630$7,970,680$2,342,934$5,627,746
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$10,048,222
Investment income
$222,197
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$7,142,199
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$42,500
Accounting fees
$56,615

Balance sheet and other

Total assets, start of year
$5,954,232
Total assets, end of year
$6,835,664
Total liabilities, end of year
$2,140,420
Net assets, end of year
$4,695,244
Publicly traded securities
$4,169,641
Gross receipts
$10,270,419
Employees
0
Volunteers
8
Year formed
2019
State of legal domicile
IN

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
GINA SCOTTTRUSTEE
Trustee or director
1$0
LAURA BRIDGESPRESIDENT
Trustee or director, Officer
4$0
ZAIGEN HALCOMBVICE PRESIDENT
Trustee or director, Officer
1$0
HOLLY SIPETREASURER
Trustee or director, Officer
1$0
STEPHANIE KIRBYTRUSTEE
Trustee or director
1$0
SYDNEY BURTTRUSTEE
Trustee or director
1$0
CLINT WOOLSEYTRUSTEE
Trustee or director
1$0
PAULA SHREVESECRETARY
Trustee or director, Officer
1$0
990 for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
GINA SCOTTSECRETARY
Trustee or director, Officer
1$0
LAURA BRIDGESPRESIDENT
Trustee or director, Officer
4$0
ANDY MCKEETRUSTEE
Trustee or director
1$0
ZAIGEN HALCOMBVICE PRESIDENT
Trustee or director, Officer
1$0
HOLLY SIPETREASURER
Trustee or director, Officer
1$0
STEPHANIE KIRBYTRUSTEE
Trustee or director
1$0
PAULA SHREVETRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
TODD WAHLTREASURER
Trustee or director, Officer
1$0
HEATHER BUHRTRUSTEE
Trustee or director
1$0
GINA SCOTTSECRETARY
Trustee or director, Officer
1$0
LAURA BRIDGESPRESIDENT
Trustee or director, Officer
4$0
ANDY MCKEETRUSTEE
Trustee or director
1$0
CHRISANNE AUSTINTRUSTEE
Trustee or director
1$0
HEATHER BUHRTRUSTEE
Trustee or director
1$0
ZAIGEN HALCOMBTRUSTEE
Trustee or director
1$0
HOLLY SIPETRUSTEE
Trustee or director
1$0
STEPHANIE KIRBYTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
601 SOUTH MERIDIAN ST 2A, INDIANAPOLIS, IN 46225-1209
Principal officer (990 for 2025)
LAURA BRIDGES, 601 SOUTH MERIDIAN ST SUITE 2A, INDIANAPOLIS, IN 46225
Signed the 990
LAURA BRIDGES, TRUST PRESIDENT
Phone
(317) 236-6084
Return prepared by
BRADY WARE & SCHOENFELD INC

Mission

THE TRUST WAS ESTABLISHED TO PROVIDE FOR EMPLOYEE BENEFITS TO EMPLOYEES OF MEMBERS.

990 for the year ended December 31, 2025

Program accomplishments

  • THE SOLE PURPOSE AND ACTIVITY OF THE TRUST IS TO PROVIDE FOR EMPLOYEE BENEFITS TO THE EMPLOYEES OF ICI BENEFITS CONSORTIUM MEMBER INSTITUTIONS UNDER A MULTIPLE EMPLOYER WELFARE ARRANGEMENT.

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
84-6781715
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Exempt since
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,835,664
Income (IRS master file)
$10,270,419

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$10,270,419$9,865,686$6,835,664XML
990December 2024$11,314,080$12,669,177$5,954,232XML
990December 2023$10,794,992$10,606,362$7,970,680XML
990December 2022$11,126,910$9,345,126$7,390,161IRS
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 84-6781715).

Questions about ICI BENEFITS CONSORTIUM TRUST

What is the EIN of ICI BENEFITS CONSORTIUM TRUST?
The employer identification number (EIN) of ICI BENEFITS CONSORTIUM TRUST is 84-6781715.
Is ICI BENEFITS CONSORTIUM TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2020.
Which annual return does ICI BENEFITS CONSORTIUM 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 ICI BENEFITS CONSORTIUM TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ICI BENEFITS CONSORTIUM TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of ICI BENEFITS CONSORTIUM TRUST?
The 990 for the year ended December 31, 2025 names LAURA BRIDGES.
Who are the officers and directors of ICI BENEFITS CONSORTIUM TRUST?
The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does ICI BENEFITS CONSORTIUM TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $10,270,419, expenses of $9,865,686 and total assets of $6,835,664 at year end.

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