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← GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST

Form 990 for tax year 2024

Filed by GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST.

Totals

Total revenue
$265,789,149
Total expenses
$44,793,309
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$240,975,769
Investment income
$30,525,683
Other revenue
-$5,712,303
Total assets, end of year
$1,081,192,233
Total liabilities, end of year
$17,154,658
Net assets or fund balances, end of year
$1,064,037,575
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$44,793,309

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $240,975,769 · related or exempt $240,975,769

  • 3 · Investment income

    total $30,525,683 · related or exempt $30,525,683

  • 11a · Other revenue: REALIZED GAIN / LOSS

    total -$5,712,303 · related or exempt -$5,712,303

  • 11e · Other revenue, total

    -$5,712,303

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $40,933,013

  • 11f · Fees: investment management

    total $381,818

  • 24a · Other expenses: ADMINISTRATIVE EXPENSES

    total $3,478,478

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,303 · end of year $100,517

  • 2 · Savings and temporary cash investments

    beginning of year $91,008,358 · end of year $226,449,627

  • 11 · Investments: publicly traded securities

    beginning of year $729,185,388 · end of year $848,966,935

  • 15 · Other assets

    beginning of year $4,576,702 · end of year $5,675,154

  • 17 · Accounts payable and accrued expenses

    beginning of year $847,583 · end of year $17,154,658

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $823,926,168 · end of year $1,064,037,575

Mission and programs · 2024

Mission

TO HELP FORMER ELIGIBLE PLAYERS OF THE NATIONAL FOOTBALL LEAGUE PAY MEDICAL EXPENSES IN ACCORDANCE WITH THE TERMS OF THE GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN.

Activities or mission (Part I)

SEE ORGANIZATION'S MISSION ON FORM 990, PART III, QUESTION 1.

  • TO HELP FORMER ELIGIBLE PLAYERS OF THE NATIONAL FOOTBAL LEAGUE PAY MEDICAL EXPENSES INCURRED BY THEMSELVES AND THEIR ELIGIBLE FAMILY MEMBERS.

    Expenses $44,793,309

As filed on the 2024 return.

Listed in Part VII

  • Katie Blackburn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Spanos

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Hymie Elhai

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sam McCullum

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Hoby Brenner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • BERT BELLPETE ROZELLE NFL RETIREMENT

    501(A) · RETIREMENT PLAN · MD

Provenance

Return type
form_990
Tax year
2024
Filed
13 December 2025
IRS schema version
2024v5.2
Source object
202543479349300104

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