EIN 95-4704003

City of Burbank Welfare Benefit Plan Tr

IRS 501(c) type
501(c)(9)
Num. employees
0
Year formed
1997
Most recent tax filings
2023-06-01
Description
To provide participants and their dependents with medical benefits not provided by Social Security, Medicare, Medicaid, or any other medical insurance contract or plan. To provide qualified health and welfare benefits through a health reimbursement arrangement (HRA).
Total revenues
$770,515
2023
Total expenses
$574,655
2023
Total assets
$11,400,316
2023
Num. employees
0
2023

Program areas at City of Burbank Welfare Benefit Plan Tr

This trust holds the assets of the City of Burbank Welfare Benefit Plan (the Plan). The Plan was established on November 25, 1997. The Plan is a defined contribution, health and welfare benefit plan commonly referred to as a "health reimbursement arrangement" plan. The Plan is designed to be a tax-free account for participants to pay medical benefits not provided by Social Security, Medicare, or any other medical insurance contract or plan. The payments or reimbursements may not be made for items paid or payable by any other insurance contract or plan, or for expenses that are deducted by the participant under any Section of the Internal Revenue Code. The aforementioned expenses must be expenses of the participants, the spouses of the participants and/or the dependents of the participants.

Personnel at City of Burbank Welfare Benefit Plan Tr

NameTitle
Steven R ShermanTrustee Representative

Financials for City of Burbank Welfare Benefit Plan Tr

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$657,878
Investment income and dividends$195,807
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-83,170
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$770,515

Form 990s for City of Burbank Welfare Benefit Plan Tr

Fiscal year endingDate received by IRSFormPDF link
2023-062024-02-02990View PDF
2022-062023-01-18990View PDF
2021-062022-05-11990View PDF
2020-062021-06-30990View PDF
2019-062021-06-07990View PDF
...and 9 more Form 990s
Data update history
June 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 20, 2023
Posted financials
Added Form 990 for fiscal year 2022
October 13, 2021
Posted financials
Added Form 990 for fiscal year 2020
October 9, 2021
Posted financials
Added Form 990 for fiscal year 2019
September 30, 2020
Posted financials
Added Form 990 for fiscal year 2018
Nonprofit Types
Fraternal societiesMutual assistance organizationsHeadquarter / parent organizations
Issues
No issues found
Characteristics
No full-time employees
General information
Address
PO Box 5433
Spokane, WA 99205
Metro area
Spokane-Spokane Valley, WA
County
Spokane County, WA
Phone
(509) 534-0600
IRS details
EIN
95-4704003
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1997
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Central organization
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