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EIN 46-4728761

San Diego County Public Safety Retiree Medical Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Clinton
State
Iowa
Year formed
2014
Most recent tax filings
2023-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The primary purpose of the Trust is to pay a portion or all of the cost associated with health insurance premiums or Medical expenses incurred by approximately 5,700 retirees, their dependents and or their beneficiaries.
Total revenues
$3,523,017
2023
Total expenses
$977,554
2023
Total assets
$28,909,264
2023
Num. employees
0
2023

Program areas at San Diego County Public Safety Retiree Medical Trust

Reimbursement of retirees health insurance premiums or Medical expenses.

Personnel at San Diego County Public Safety Retiree Medical Trust

NameTitleCompensation
Jose GutierrezPresident
Dave LeonhardiChair$0
Richard KingTrustee$0
Dave SchallerChairman$0

Financials for San Diego County Public Safety Retiree Medical Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$2,767,864
Investment income and dividends$755,153
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$3,523,017

Form 990s for San Diego County Public Safety Retiree Medical Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-12990View PDF
2022-122023-11-04990View PDF
2021-122022-11-10990View PDF
2020-122021-11-11990View PDF
2019-122021-06-08990View PDF
...and 5 more Form 990s
Data update history
December 31, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 31, 2023
Updated personnel
Identified 2 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 13, 2023
Used new vendors
Identified 1 new vendor, including
July 7, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
No full-time employees
General information
Address
PO Box 4390
Clinton, IA 52733
County
Clinton County, IA
Phone
(844) 342-5505
IRS details
EIN
46-4728761
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2014
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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