EIN 80-6097315

University Medical Associates Retiree Benefit Trust

Name: University Medical Associates Retiree Benefit Trust financials for 2023
Creator: Cause IQ
License: https://creativecommons.org/licenses/by-nc-nd/4.0/

Programs|Personnel|Financials|Form 990s|Peers

IRS 501(c) type

501(c)(9)

Num. employees

City

Charleston

State

South Carolina

Year formed

2008

Most recent tax filings

2023-06-01

NTEE code, primary

Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations

Description

The University Medical Associates Retiree Benefit Trust is a voluntary employee beneficiary association trust that has been established to provide health and dental benefits to qualified retirees of University Medical Associates and its affiliates. Its mission is to provide these benefits to retired former employees of University Medical Associates, Carolina Primary Care Physicians, Pa, Musc Health Partners, and Carolina Health Manage. The trust is located in Charleston, SC.

Also known as...

Retirement Benefit Plan Trust for Employees of University Medical

Total revenues

$915,811

2023

Total expenses

$838,640

2023

Total assets

$4,816,865

2023

Num. employees

2023

Program areas at University Medical Associates Retiree Benefit Trust

Voluntary employee Benefit association Trust has been established to provide health and dental benefits to the retired former employees of University Medical Associates, carolina primary care physicians, pa, musc health partners, and carolina health management services in accordance with the plan provisions.

Personnel at University Medical Associates Retiree Benefit Trust

Name	Title	Date of data
Eva Greenwood	Chief Financial Officer	2022-05-09
Jonathan Boone	Interim Chief Financial Officer and Controller	2023-05-13
Farrell Jensen	Director of Tax and Treasury	2019-08-09
Michael Keels	Controller	2017-08-01

Financials for University Medical Associates Retiree Benefit Trust

Revenues	FYE 06/2023	FYE 06/2022	% Change
Total grants, contributions, etc.	$0	$0	-
Program services	$699,234	$176,533	296.1%
Investment income and dividends	$92,415	$73,933	25%
Tax-exempt bond proceeds	$0	$0	-
Royalty revenue	$0	$0	-
Net rental income	$0	$0	-
Net gain from sale of non-inventory assets	$121,788	$449,820	-72.9%
Net income from fundraising events	$0	$0	-
Net income from gaming activities	$0	$0	-
Net income from sales of inventory	$0	$0	-
Miscellaneous revenues	$2,374	$2,660	-10.8%
Total revenues	$915,811	$702,946	30.3%

Form 990s for University Medical Associates Retiree Benefit Trust

Fiscal year ending	Date received by IRS	Form	PDF link
2023-06	2024-05-14	990	View PDF
2022-06	2023-05-13	990	View PDF
2021-06	2022-05-09	990	View PDF
2020-06	2021-05-10	990	View PDF
2019-06	2021-06-07	990	View PDF
...and 9 more Form 990s

Organizations like University Medical Associates Retiree Benefit Trust

Organization	Type	Location	Revenue
Employee Benefit Trust Account	501(c)(9)	Wytheville, VA	$331,395
Chandler USA Group Medical Plan Trust	501(c)(9)	Chandler, OK	$2,068,286
Seiu Local 1 Cleveland Welfare Fund	501(c)(9)	Cleveland, OH	$2,366,654
Logansport Municipal Utilities Employee Health and Benefit Plan	501(c)(9)	Logansport, IN	$2,013,876
Harrison Association of Teachers Benefit Trust Fund	501(c)(9)	Harrison, NY	$950,152
Atlanta Metro Hospitals Veba Trust	501(c)(9)	Atlanta, GA	$490,161
North River Collaborative Other Post-Employ Benefits Liab Trust Fund	501(c)(9)	Rockland, MA	$391,566
Susan B Allen Memorial Hospital Employee Group Benefit Trust	501(c)(9)	El Dorado, KS	$2,795,770
Santa Monica Firefighters Health Benefit Trust	501(c)(9)	Mukilteo, WA	$1,080,655
National Conference of Firemen and Oilers Local 1201 Legal Service Plan	501(c)(9)	Philadelphia, PA	$412,889

Data update history

November 25, 2023

Posted financials

Added Form 990 for fiscal year 2021

August 8, 2023

Posted financials

Added Form 990 for fiscal year 2020

July 19, 2023

Posted financials

Added Form 990 for fiscal year 2022

July 3, 2023

Updated personnel

Identified 1 new personnel

June 29, 2023

Used new vendors

Identified 1 new vendor, including

Nonprofit Types

Fraternal societiesMutual assistance organizationsHeadquarter / parent organizations

Issues

Health

Characteristics

State / local levelNo full-time employees

General information

Address: 1 Poston Rd 350; Charleston, SC 29407
Metro area: Charleston-North Charleston, SC
County: Charleston County, SC
Website URL: musc.edu/
Phone: (843) 876-1357

IRS details

EIN: 80-6097315
Fiscal year end: June
Taxreturn type: Form 990
Year formed: 2008
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

Blog articles

Free account sign-up

Want updates when University Medical Associates Retiree Benefit Trust has new information, or want to find more organizations like University Medical Associates Retiree Benefit Trust?

Create free Cause IQ account

University Medical Associates Retiree Benefit Trust

Program areas at University Medical Associates Retiree Benefit Trust

Personnel at University Medical Associates Retiree Benefit Trust

Financials for University Medical Associates Retiree Benefit Trust

Form 990s for University Medical Associates Retiree Benefit Trust

Organizations like University Medical Associates Retiree Benefit Trust

Nonprofits

Product

Customers

About