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EIN 27-1106100

Kerry Healthcare Reimbursement Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Beloit
State
Wisconsin
Year formed
2009
Most recent tax filings
2022-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Kerry Healthcare Reimbursement Trust's mission is to fund the reimbursement of medical expenses and provide benefits under a Health Reimbursement Arrangement. The organization funds a Health Reimbursement arrangement for approximately 200 participants, with 73 still active and accruing an annual benefit, which includes reimbursement for medical care in the amount of $238,487.
Total revenues
$134,291
2022
Total expenses
$249,145
2022
Total assets
$3,241,098
2022
Num. employees
0
2022

Program areas at Kerry Healthcare Reimbursement Trust

Health Reimbursement arrangement funded by organization had approximately 200 participants (active or termed), of which 73 were active and still accruing an annual benefit including receipt of medical care Reimbursement in the amount of $238,487.

Personnel at Kerry Healthcare Reimbursement Trust

NameTitle
Anthony M SauroDirected Trustee / Directed Trustee / Assistant Vice President
Nichole HerDirected Trustee

Financials for Kerry Healthcare Reimbursement Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$102,730
Investment income and dividends$31,557
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$4
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$134,291

Form 990s for Kerry Healthcare Reimbursement Trust

Fiscal year endingDate received by IRSFormPDF link
2022-122023-10-11990View PDF
2021-122022-11-14990View PDF
2020-122021-11-15990View PDF
2018-122020-01-14990View PDF
2017-122018-12-22990View PDF
...and 9 more Form 990s
Data update history
November 28, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 28, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 6, 2023
Updated personnel
Identified 2 new personnel
April 28, 2021
Posted financials
Added Form 990 for fiscal year 2018
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
3330 Millington Rd
Beloit, WI 53511
Metro area
Janesville-Beloit, WI
County
Rock County, WI
Phone
(608) 363-1200
IRS details
EIN
27-1106100
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2009
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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