Aegon Usa Employee Group Trust in Cedar Rapids, Iowa (IA)

Aegon Usa Employee Group Trust
Employer Identification Number (EIN)	510211290
Name of Organization	Aegon Usa Employee Group Trust
Address	Cedar Rapids, IA 52499
Tax Period	2005
Asset Amount	$13,933,871
Amount of Income	$110,358,055
Form 990 Revenue Amount	$110,358,055
National Taxonomy of Exempt Entities (NTEE)	Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Non-Government)

Non-representatives - add comments:

Amount of income in 2005: $110,358,055

Aegon Usa Employee Group Trust:	$110,358,055
Other organizations performing similar types of work:	$15,763,180

Assets in 2005: $13,933,871

Aegon Usa Employee Group Trust:	$13,933,871
Other organizations performing similar types of work:	$11,878,897

Expenses in 2005: $110,356,199

This organization:	$110,356,199
Other organizations performing similar types of work:	$9,981,586

Income to expenses ratio in 2005: 1.0

Aegon Usa Employee Group Trust:	1.0
Other organizations performing similar types of work:	1.2

Financial snapshot ($)

Revenue for 2005

Assets at end of 2005

Income-Producing Activities for 2005

	2000	2001	2002	2003	2004	2005
Revenue, Expenses, and Changes in Net Assets or Fund Balances
Total revenue	$58,772,781	$109,908,004	$117,995,878	$120,842,769	$109,389,943	$110,358,055
Contributions, gifts, grants, and similar amounts received	$0	$0	$0	$0	$0	$0
Contributions to donor advised funds
Direct public support	$0	$0	$0	$0	$0	$0
Indirect public support	$0	$0	$0	$0	$0	$0
Government contributions (grants)	$0	$0	$0	$0	$0	$0
Program service revenue including government fees and contracts	$54,336,180	$106,441,772	$117,645,082	$120,684,858	$109,187,977	$110,087,742
Membership dues and assessments	$0	$0	$0	$0	$0	$0
Interest on savings and temporary cash investments	$0	$0	$350,796	$157,911	$0	$0
Dividends and interest from securities	$411,775	$341,927	$0	$0	$201,966	$270,313
Net rental income or (loss)	$0	$0	$0	$0	$0	$0
Gross rents	$0	$0	$0	$0	$0	$0
Less: rental expenses	$0	$0	$0	$0	$0	$0
Other investment income	$0	$0	$0	$0	$0	$0
Gain or (loss) from sales of assets other than inventory	$0	$0	$0	$0	$0	$0
Gross amount from sales of assets other than inventory	$0	$0	$0	$0	$0	$0
Less: cost or other basis and sales expenses	$0	$0	$0	$0	$0	$0
Net income or (loss) from special events and activities	$0	$0	$0	$0	$0	$0
Gross revenue	$0	$0	$0	$0	$0	$0
Less: direct expenses other than fundraising expenses	$0	$0	$0	$0	$0	$0
Gross profit or (loss) from sales of inventory	$0	$0	$0	$0	$0	$0
Gross sales of inventory, less returns and allowances	$0	$0	$0	$0	$0	$0
Less: cost of goods sold	$0	$0	$0	$0	$0	$0
Other revenue	$4,024,826	$3,124,305	$0	$0	$0	$0
Total expenses	$53,327,886	$102,988,916	$116,963,127	$121,304,531	$114,533,229	$110,356,199
Program services	$0	$0	$0	$0	$0	$0
Management and general	$0	$0	$0	$0	$0	$0
Fundraising	$0	$0	$0	$0	$0	$0
Payments to affiliates	$0	$0	$0	$0	$0	$0
Net assets or fund balances at end of year	$11,585,225	$18,504,312	$19,537,063	$19,075,301	$13,932,015	$13,933,871
Excess or (deficit) for the year	$5,444,895	$6,919,088	$1,032,751	$-461,762	$-5,143,286	$1,856
Net assets or fund balances at beginning of year	$6,018,947	$11,585,224	$18,504,312	$19,537,063	$19,075,301	$13,932,015
Other changes in net assets or fund balances	$121,383	$0	$0	$0	$0	$0

	Total	Program services	Management and general	Fundraising
Statement of Functional Expenses (for 2005)
Total functional expenses	$110,356,199	$0	$0	$0
Grants paid from donor advised funds
Other grants and allocations		$0
Specific assistance to individuals		$0
Benefits paid to or for members		$103,456,405
Compensation of current officers, directors, key employees, etc.	$0	$0	$0	$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above	$0	$0	$0	$0
Pension plan contributions not included above	$0	$0	$0	$0
Employee benefits not included above	$0	$0	$0	$0
Payroll taxes	$0	$0	$0	$0
Professional fundraising fees	$0	$0	$0	$0
Accounting fees	$0	$0	$0	$0
Legal fees	$0	$0	$0	$0
Supplies	$0	$0	$0	$0
Telephone	$0	$0	$0	$0
Postage and shipping	$0	$0	$0	$0
Occupancy	$0	$0	$0	$0
Equipment rental and maintenance	$0	$0	$0	$0
Printing and publications	$0	$0	$0	$0
Travel	$0	$0	$0	$0
Conferences, conventions, and meetings	$0	$0	$0	$0
Interest	$0	$0	$0	$0
Depreciation, depletion, etc.	$0	$0	$0	$0
Other expenses not covered above	$6,899,794	$0	$0	$0

	2000	2001	2002	2003	2004	2005
Balance Sheets
Total assets	$12,199,886	$19,365,252	$20,822,093	$19,373,112	$19,925,261	$17,136,632
Cash - non-interest-bearing	$311,508	$0	$6,462,195	$4,684,762	$6,978,448	$9,164,451
Savings and temporary cash investments	$0	$590,140	$0	$0	$0	$0
Accounts receivable less allowance for doubtful accounts	$618,828	$5,785,667	$1,367,995	$1,176,480	$0	$0
Pledges receivable less allowance for doubtful accounts	$0	$0	$0	$0	$0	$0
Grants receivable	$0	$0	$0	$0	$0	$0
Receivables from current and former officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts	$5,276,563	$0	$0	$0	$0	$0
Inventories for sale or use	$0	$0	$0	$0	$0	$0
Prepaid expenses and deferred charges	$0	$0	$0	$0	$0	$0
Investments - publicly-traded securities
Investments - other securities	$5,977,992	$12,963,861	$12,977,251	$12,980,359	$12,920,296	$7,931,613
Investments - land, buildings, and equipment less accumulated depreciation	$0	$0	$0	$0	$0	$0
Investments - other	$0	$0	$0	$0	$0	$0
Land, buildings, and equipment less accumulated depreciation	$0	$0	$0	$0	$0	$0
Other assets, including program-related investments	$14,995	$25,584	$14,652	$531,511	$26,517	$40,568
Total liabilities	$614,662	$860,940	$1,285,030	$297,811	$5,993,246	$3,202,761
Accounts payable and accrued expenses	$614,662	$860,940	$1,285,030	$297,811	$5,993,246	$3,202,761
Grants payable	$0	$0	$0	$0	$0	$0
Deferred revenue	$0	$0	$0	$0	$0	$0
Loans from officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0
Tax-exempt bond liabilities	$0	$0	$0	$0	$0	$0
Mortgages and other notes payable	$0	$0	$0	$0	$0	$0
Other liabilities	$0	$0	$0	$0	$0	$0
Total liabilities and net assets/fund balances	$12,199,886	$19,365,252	$20,822,093	$19,373,112	$19,925,261	$17,136,632
Total net assets or fund balances	$11,585,224	$18,504,312	$19,537,063	$19,075,301	$13,932,015	$13,933,871

	2000	2001	2002	2003	2004	2005
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue	$58,772,781	$109,908,004	$117,995,878	$120,842,769	$109,389,943	$110,358,055
Total revenue, gains, and other support per audited financial statements	$58,772,781	$109,908,004	$117,995,878	$120,842,769	$109,389,943	$110,358,055
Other expenses	$0	$0	$0	$0	$0	$0
Net unrealized gains on investments	$0	$0	$0	$0	$0	$0
Donated services and use of facilities	$0	$0	$0	$0	$0	$0
Recoveries of prior year grants	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0
Other revenue	$0	$0	$0	$0	$0	$0
Investment expenses	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0

	2000	2001	2002	2003	2004	2005
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
Total expenses	$53,327,886	$102,988,916	$116,963,127	$121,304,531	$114,533,229	$110,356,199
Total expenses and losses per audited financial statements	$53,327,886	$102,988,916	$116,963,127	$121,304,531	$114,533,229	$110,356,199
Other revenue	$0	$0	$0	$0	$0	$0
Donated services and use of facilities	$0	$0	$0	$0	$0	$0
Prior year adjustments	$0	$0	$0	$0	$0	$0
Losses	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0
Other expenses	$0	$0	$0	$0	$0	$0
Investment expenses	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0

Current Officers, Directors, Trustees, and Key Employees

Total number of officers, directors, and trustees permitted to vote on organization business at board meetings	3
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?	No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?	No
Does the organization have a written conflict of interest policy?	No

Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?	No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?	No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?	No
Direct and indirect political expenditures	$0
Did the organization file Form 1120-POL for this year?	No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members	$0
Section 162(e) lobbying and political expenditures	$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices	$0
Taxable amount of lobbying and political expenditures	$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911	$0
Amount of tax imposed on the organization during the year under: section 4912	$0
Amount of tax imposed on the organization during the year under: section 4955	$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958	$0
Amount of tax above, reimbursed by the organization	$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 2006	0

	Unrelated business income		Excluded by section 512, 513, or 514		Related or exempt function income
Analysis of Income-Producing Activities (for 2005)
	Business code	Amount	Exclusion code	Amount	Related or exempt function income
Total		$0		$270,313	$110,087,742
Program service revenue
Program service revenue 1	000000	$0	00	$0	$80,000,385
Program service revenue 2	000000	$0	00	$0	$30,087,357
Program service revenue 3	000000	$0	00	$0	$0
Program service revenue 4	000000	$0	00	$0	$0
Program service revenue 5	000000	$0	00	$0	$0
Medicare/Medicaid payments	000000	$0	00	$0	$0
Fees and contracts from government agencies	000000	$0	00	$0	$0
Membership dues and assessments	000000	$0	00	$0	$0
Interest on savings and temporary cash investments	000000	$0	00	$0	$0
Dividends and interest from securities	000000	$0	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$270,313	$0
Net rental income or (loss) from real estate
debt-financed property	000000	$0	00	$0	$0
not debt-financed property	000000	$0	00	$0	$0
Net rental income or (loss) from personal property	000000	$0	00	$0	$0
Other investment income	000000	$0	00	$0	$0
Gain or (loss) from sales of assets other than inventory	000000	$0	00	$0	$0
Net income or (loss) from special events	000000	$0	00	$0	$0
Gross profit or (loss) from sales of inventory	000000	$0	00	$0	$0
Other revenue	000000	$0	00	$0	$0

EIN of corporation, partnership, or disregarded entity	Percentage of ownership interest	Total income	End-of-year assets
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2005)
	0%	$0	$0
	0%	$0	$0
	0%	$0	$0
	0%	$0	$0

Compensation	Contributions to employee benefit plans & deferred compensation	Expense account and other allowances
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2005)
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0

Total number of other employees paid over $50,000	0

Total number of other employees paid over $50,000

Statements About Activities (for 2005)
Expenses paid or incurred in connection with the lobbying activities	$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year
The aggregate value of assets held in all donor advised funds owned at the end of the tax year
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
The aggregate value of assets held in all funds or accounts included above at the end of the tax year

Reason for Non-Private Foundation Status
The organization is not a private foundation because it is

	1999	2000	2001	2002	2003	2004
Support Schedule
Total	$0	$0	$0	$0	$0	$0
Gifts, grants, and contributions received	$0	$0	$0	$0	$0	$0
Membership fees received	$0	$0	$0	$0	$0	$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose	$0	$0	$0	$0	$0	$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975	$0	$0	$0	$0	$0	$0
Net income from unrelated business activities not included above	$0	$0	$0	$0	$0	$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf	$0	$0	$0	$0	$0	$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge	$0	$0	$0	$0	$0	$0
Other income	$0	$0	$0	$0	$0	$0

Lobbying Expenditures by Electing Public Charities (for 2005)
Total exempt purpose expenditures	$0
Total lobbying expenditures	$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)	$0
Total lobbying expenditures to influence a legislative body (direct lobbying)	$0
Other exempt purpose expenditures	$0
Lobbying nontaxable amount	$0
Grassroots nontaxable amount	$0

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Hy-Vee Employee Benefit Plan Tr	5820 Westown Pkwy, Wdm, IA 50266-8223	IA	1982-05	$139,877,352
2	Iowa Bankers Benefit Plan	PO BOX 6210, Johnston, IA 50131-6210	IA	1979-04	$119,368,655
3	Aegon Usa Employee Group Trust	Cedar Rapids, IA 52499	IA		$110,358,055
4	Principal Trust For Health Benefits For Employees, Narber G R Ttee	711 High St, Des Moines, IA 50392-0001	IA	1992-03	$104,829,750
5	Principal Trust For Health Benefits For Employees	Des Moines, IA 50392	IA		$77,633,153
6	Wells Fargo Financial Health Trust	Des Moines, IA 50309	IA		$62,491,768
7	Teamsters Managed Health Care Trust, Blasquez Ray Ttee	PO BOX 757, Pleasanton, CA 94566-0075	CA	1991-10	$58,641,034
8	United Food & Commercial Workers Local 1000 & Kroger Dallas Health	2010 Nw 150th Ave Ste 100, Pembroke Pnes, FL 33028-2888	FL	1998-06	$42,032,340
9	Iowa Laborers District Council Health And Welfare Plan	150 1st Ave Ne Ste 450, Cedar Rapids, IA 52401-1115	IA	1977-08	$38,722,676
10	Iada Insurance Trust	1111 Office Park Rd, Wdm, IA 50265-2507	IA	1977-01	$29,966,586
11	Ironworkers District Council Of New England Health & Welfare Fund	1647 Ne 55th Ave, Des Moines, IA 50313-1600	IA	1987-07	$29,517,113
12	The Sealy Flexible Benefit Plan	1 Office Parkway Rd, Trinity, NC 27370-9449	NC	1979-09	$29,284,783
13	Teamsters Retiree Trust	PO BOX 2330, Stockton, CA 95201-2330	CA	1994-08	$27,152,357
14	Principal Tr Health Benefits For Agents Gen Managers & Mgt	Des Moines, IA 50392	IA		$26,534,242
15	Sheet Metal Workers 16 Health And Welfare Fund	PO BOX 4148, Portland, OR 97208-4148	OR	1955-12	$20,130,012
16	Ufcw & Employers Health & Welfare T Rust Fund	3100 Broadway, Kansas City, MO 64111-2658	MO	1960-12	$19,309,932
17	Usw District 10 Local 286 Welfare Trust Fund	410 N 8th St, Philadelphia, PA 19123-3903	PA	1968-02	$16,102,246
18	United Assn Of Journeymen & Apprntc, 198 Hlth & Welfr Fund	PO BOX 52749, Baton Rouge, LA 70892-2749	LA	1961-03	$8,415,921
19	The Nml Benefit Plans Trust	PO BOX 3171, Milwaukee, WI 53201-3171	WI	2007-09	$3,344,810
20	Teamsters Union No 142 Health & Welfare Trust Fund	1300 Clark Rd, Gary, IN 46404-1644	IN	1954-11	$2,391,317

Number of organizations performing similar types of work

Alaska	4
Alabama	13
Arkansas	6
Arizona	19
California	214
Colorado	19
Connecticut	44
District of Columbia	23
Delaware	6
Florida	40
Georgia	41
Hawaii	21
Iowa	25
Idaho	5
Illinois	226
Indiana	45
Kansas	18
Kentucky	22
Louisiana	10
Massachusetts	79
Maryland	58
Maine	4
Michigan	100
Minnesota	79
Missouri	75
Mississippi	6

Montana	7
North Carolina	46
North Dakota	6
Nebraska	12
New Hampshire	5
New Jersey	130
New Mexico	3
Nevada	17
New York	321
Ohio	133
Oklahoma	13
Oregon	39
Pennsylvania	198
Rhode Island	19
South Carolina	6
South Dakota	2
Tennessee	45
Texas	112
Utah	16
Virginia	31
Vermont	1
Washington	66
Wisconsin	62
West Virginia	13
Wyoming	1
International	1

Total

2,507

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