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EIN 35-1799877

Heritage Group Employee Benefit Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Indianapolis
State
Indiana
Year formed
1990
Most recent tax filings
2024-05-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Heritage Group Employee Benefit Trust is a fraternal beneficiary society and voluntary employees association located in Indianapolis, IN. Its mission is to pay health, dental, and vision claims.
Also known as...
Davis Lewis L
Total revenues
$68,227,859
2024
Total expenses
$68,227,859
2024
Total assets
$8,179,803
2024
Num. employees
0
2024

Program areas at Heritage Group Employee Benefit Trust

Payment of insurance premiums and health, dental, and vision claims

Personnel at Heritage Group Employee Benefit Trust

NameTitleCompensation
David L FranzPlanning Admin.$0
R Douglas FeltonPlanning Admin. / / Planning Administration$0
David L Franz PlanningAdministration

Financials for Heritage Group Employee Benefit Trust

RevenuesFYE 05/2024
Total grants, contributions, etc.$0
Program services$67,789,534
Investment income and dividends$438,325
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$68,227,859

Form 990s for Heritage Group Employee Benefit Trust

Fiscal year endingDate received by IRSFormPDF link
2024-052024-10-03990View PDF
2023-052023-11-01990View PDF
2022-052022-10-12990View PDF
2021-052022-01-11990View PDF
2020-052021-06-08990View PDF
...and 9 more Form 990s
Data update history
January 10, 2024
Posted financials
Added Form 990 for fiscal year 2023
January 9, 2024
Updated personnel
Identified 1 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
May 18, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
PO Box 68123
Indianapolis, IN 46268
Metro area
Indianapolis-Carmel-Anderson, IN
County
Marion County, IN
Phone
(317) 872-6010
IRS details
EIN
35-1799877
Fiscal year end
May
Taxreturn type
Form 990
Year formed
1990
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
Independent
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