Nonprofit · EIN 85-2370921
UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST
Tax-exempt · WDM, IA 50266
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $45,907,383 | $39,643,265 | $6,264,118 | $19,017,359 | $9,356 | $19,008,003 |
| December 31, 2024 | 990 | $29,580,721 | $26,587,148 | $2,993,573 | $12,698,527 | $9,170 | $12,689,357 |
| December 31, 2023 | 990 | $27,775,046 | $24,536,908 | $3,238,138 | $8,247,125 | $8,281 | $8,238,844 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $45,255,094
- Investment income
- $652,289
- Net gain from sales of assets
- $250,199
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $33,208,127
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $39,143
- Accounting fees
- $84,768
Balance sheet and other
- Total assets, start of year
- $12,698,527
- Total assets, end of year
- $19,017,359
- Total liabilities, end of year
- $9,356
- Net assets, end of year
- $19,008,003
- Publicly traded securities
- $9,156,037
- Gross receipts
- $51,139,978
- Employees
- 0
- Volunteers
- 12
- Year formed
- 2020
- State of legal domicile
- IA
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WADE WEIS | TRUSTEE Trustee or director | 1 | $0 | $295,137 | $49,652 |
| MATT MCCUTCHAN | TRUSTEE Trustee or director | 1 | $0 | $244,937 | $56,771 |
| MATT JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE SLEITER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MONTE HAMILTON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN SIMS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES ROETMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS STIPE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAY CHRISTENSEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHAD BUTTERFIELD | TRUSTEE CHAI Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROB COLERICK | TRUSTEE SECR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GARY JORDAN | TRUSTEE TREA Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WADE WEIS | TRUSTEE Trustee or director | 1 | $0 | $265,021 | $44,872 |
| MATT JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE SLEITER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN EVANS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES ROETMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS STIPE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHAD BUTTERFIELD | TRUSTEE CHAI Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROB COLERICK | TRUSTEE SECR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GARY JORDAN | TRUSTEE TREA Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WADE WEIS | TRUSTEE Trustee or director | 1 | $0 | $243,900 | $26,339 |
| JIM HENKENIUS | TRUSTEE Trustee or director | 1 | $0 | $176,165 | $30,104 |
| ROB COLERICK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GARY JORDAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHAD BUTTERFIELD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MATT JOHNSON JOINED 3723 | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE SLEITER | TRUSTEE TREA Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRIAN EVANS | TRUSTEE SECR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES ROETMAN | TRUSTEE CHAI Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1776 WESTLAKES PKWY STE 400, WDM, IA 50266-8393
- Mailing address (990-N for 2020)
- 1776 West Lakes Pkwy Ste 400, West Des Moines IA 50266
- Principal officer (990 for 2025)
- CHAD BUTTERFIELD
- Principal officer (990-N for 2020)
- James Roetman, 1776 West Lakes Pkwy Ste 400, West Des Moines IA 50266
- Signed the 990
- GARY JORDAN, TRUSTEE TREASURER
- Phone
- (515) 241-6161
- Return prepared by
- MHCS PC
Mission
NONE
Program accomplishments
- UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST FUNDS THE BENEFITS OF THE PLAN WHICH PROVIDES VARIOUS TYPES OF GROUP INSURANCE COVERAGE FOR PARTICIPATING EMPLOYEES AND OTHER PARTICIPANTS. THE TRUST RECEIVES, CARES FOR, MANAGES AND INVESTS THE FUNDS CONTRIBUTED BY THE PARTICIPATING EMPLOYERS AND PAYMENTS MADE BY PARTICIPATING EMPLOYEES.
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 | 990 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
- 85-2370921
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $19,017,359
- Income (IRS master file)
- $51,139,978
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $45,907,383 | $39,643,265 | $19,017,359 | XML |
| 990 | December 2024 | $29,580,721 | $26,587,148 | $12,698,527 | XML |
| 990 | December 2023 | $27,775,046 | $24,536,908 | $8,247,125 | XML |
| 990 | December 2022 | $23,900,177 | $24,894,676 | $3,084,455 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: James Roetman | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 85-2370921).
Questions about UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST
- What is the EIN of UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST?
- The employer identification number (EIN) of UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST is 85-2370921.
- Is UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2021.
- Are donations to UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS 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 UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS 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 UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS 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 UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST?
- The 990 for the year ended December 31, 2025 names CHAD BUTTERFIELD.
- Who are the officers and directors of UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $45,907,383, expenses of $39,643,265 and total assets of $19,017,359 at year end.
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