Kerry Health Care Reimbursement Trust in Beloit, Wisconsin (WI)
Table of contents:
| Kerry Health Care Reimbursement Trust | |
| Employer Identification Number (EIN) | 271106100 |
| Name of Organization | Kerry Health Care Reimbursement Trust |
| In Care of Name | Kerry Inc |
| Address | 3330 Millington Rd, Beloit, WI 53511-9542 |
| Subsection | Voluntary Employees' Beneficiary Association (Non-Govt. Emps.) |
| Ruling Date | 04/2011 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $3,188,602 |
| Amount of Income | $4,026,609 |
| Form 990 Revenue Amount | $660,623 |
| 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 2013: $4,026,609 (it was $939,862 in 2012)
| Kerry Health Care Reimbursement Trust: | $4,026,609 |
| Other organizations performing similar types of work: | $1,245,981 |
Assets in 2013: $3,188,602 (it was $2,751,227 in 2012)
| This organization: | $3,188,602 |
| Other organizations performing similar types of work: | $1,083,450 |
Expenses in 2012: $141,828
| This organization: | $141,828 |
| Other organizations performing similar types of work: | $729,445 |
Income to expenses ratio in 2012: 28.4
| Kerry Health Care Reimbursement Trust: | 28.4 |
| Other organizations performing similar types of work: | 1.1 |
Revenue for 2012
Functional expenses for 2012
| Statements Regarding Other IRS Filings and Tax Compliance (for 2012) | |
| Did the organization have unrelated business gross income of $1,000 or more during the year? | Yes |
| Initiation fees and capital contributions | $0 |
| Gross receipts for public use of club facilities | $0 |
| Gross income from members or shareholders | $0 |
| Gross income from other sources | $0 |
| Statement of Revenue (for 2012) | |
| Total revenue | $626,665 |
| Contributions, Gifts, Grants and Other Similar Amounts | $0 |
| Program Service Revenue | $584,486 |
| Other Revenue | |
| Investment income (including dividends, interest, and other similar amounts) | $18,482 |
| Income from investment of tax-exempt bond proceeds | $0 |
| Royalties | $0 |
| Net rental income | $0 |
| Net gain from sales of assets other than inventory | $23,697 |
| Gross amount from sales of assets other than inventory (Securities / Other) | $336,894 / $0 |
| Less: cost or other basis and sales expenses (Securities / Other) | $313,197 / $0 |
| Gain or (loss) (Securities / Other) | $23,697 / $0 |
| Net income from fundraising events | $0 |
| Net income from gaming activities | $0 |
| Net income from sales of inventory | $0 |
| Miscellaneous Revenue | $0 |
| Statement of Functional Expenses (for 2012) | |
| Total functional expenses | $141,828 |
| Compensation of current officers, directors, trustees, and key employees | $1,731 |
| Other salaries and wages | $0 |
| Payroll taxes | $0 |
| Professional fundraising services | $0 |
| Other | $140,097 |
| Balance Sheet (for 2012) | |
| Total assets | $2,751,227 |
| Total liabilities | $0 |
| Total net assets or fund balances | $2,751,227 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Reason for Public Charity Status (for 2012) | |
| The organization is not a private foundation because it is: | Not provided |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Washington Software Alliance Employee Benefit Trust | PO BOX 6, Mukilteo, WA 98275-0006 | WA | 2009-03 | $25,705,628 |
| 2 | Titan Tire Corporation Voluntary Retiree Benefit Trust, Emily Newport Ttee | 60 Boulevard Of The Allies 5th Fl, Pittsburgh, PA 15222-1209 | PA | 2009-01 | $16,824,317 |
| 3 | Southern Operators Health Fund, Brassell H Lynn Ttee | PO BOX 1449, Goodlettsvlle, TN 37070-1449 | TN | 2006-09 | $15,264,585 |
| 4 | San Bernardino County Retirement Medical Tr, Hoover Crystal Ttee | 157 W 5th St First Fl, San Bernardino, CA 92415-0225 | CA | 2002-04 | $13,312,822 |
| 5 | Trinity Health Welfare Benefit Tr, Paul Swanson Ttee | 20555 Victor Parkway, Livonia, MI 48152-7031 | MI | 2007-11 | $8,409,345 |
| 6 | Vng-Nonunion Management Retiree Veba | PO BOX 535007, Pittsburgh, PA 15253-5007 | PA | 2002-01 | $5,196,035 |
| 7 | Thunderbird Mining Co Retiree Health & Welfare Benefits Pl & Tr | 250 Marquette Ave Ste 540, Minneapolis, MN 55401-2387 | MN | 2008-06 | $3,413,882 |
| 8 | Robbinsdale Area School Health Reimbursement Arrangement Basic Pl | 230 Front St N, La Crosse, WI 54601-3219 | WI | 2004-12 | $873,286 |
| 9 | The Turner Corporation Veba Trust | 375 Hudson St, New York, NY 10014-3658 | NY | 2008-01 | $8,540 |
| 10 | Waicu Benefits Consortium Inc | 122 W Washington Ave Ste 700, Madison, WI 53703-2723 | WI | 2004-11 | $30,050,949 |
| 11 | Voith Group Medical Plan Tr, Hoberg David Ttee | 2200 N Roemer Rd, Appleton, WI 54911-8616 | WI | 2005-12 | $19,386,085 |
| 12 | Johnson Controls Inc Union Retiree Medical Tr | 5757 N Green Bay Ave, Milwaukee, WI 53209-4408 | WI | 2014-04 | $11,141,800 |
| 13 | Johnson Controls Inc Non-Union Retiree Medical Tr | 5757 N Green Bay Ave, Milwaukee, WI 53209-4408 | WI | 2014-04 | $9,274,105 |
| 14 | Joy Global Retiree Medical Savings Account Employer Pay All | PO BOX 554, Milwaukee, WI 53201-0554 | WI | 2012-03 | $7,385,042 |
| 15 | Ecw Health Benefit Trust & Plan Electric Coalition Of Wisconsin | 401 E Lake St, Friendship, WI 53934-8050 | WI | 2014-06 | $5,154,326 |
| 16 | Wppi Benefit Plan Trust | 1425 Corporate Center Dr, Sun Prairie, WI 53590-9109 | WI | 1996-03 | $5,005,142 |
| 17 | Kerry Health Care Reimbursement Trust | 3330 Millington Rd, Beloit, WI 53511-9542 | WI | 2011-04 | $4,026,609 |
| 18 | S C Johnson Commercial Markets Inc Retiree Medical Savings Account | 8310 16th St, Sturtevant, WI 53177-1964 | WI | 2006-06 | $2,982,340 |
| 19 | Ibew Veba Health Savings Trust | N56w13777 Silver Spring Dr, Menomonee Fls, WI 53051-6127 | WI | 2011-11 | $1,760,854 |
| 20 | Wayzata Public Schools Veba 60-8561-00 | 230 Front St N, La Crosse, WI 54601-3219 | WI | 2006-10 | $1,084,168 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,174 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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