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Nonprofiteer
← HEALTHINVEST HRA VEBA TRST-TRACE INCORPORATED

Form 990 for tax year 2023

Filed by HEALTHINVEST HRA VEBA TRST-TRACE INCORPORATED.

Totals

Total revenue
$541,204
Total expenses
$91,798
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$468,326
Investment income
$72,878
Other revenue
$0
Total assets, end of year
$1,054,407
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,054,407
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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: Plan contributions

    total $468,326 · related or exempt $468,326

  • 3 · Investment income

    total $72,878 · excluded $72,878

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $36,318

  • 11a · Fees: management

    total $55,480

Balance sheet

Part X, book values.

  • 12 · Investments: other securities

    beginning of year $605,001 · end of year $1,054,407

  • 28 · Net assets with donor restrictions

    beginning of year $605,001 · end of year $1,054,407

Mission and programs · 2023

Mission

To provide employees and their dependents with reimbursement for or payment of qualified medical care expenses as set forth in the Plan, to the extent such employees are eligible to receive such benefits.

Activities or mission (Part I)

To provide qualified health and welfare benefits through a health reimbursement arrangement (HRA).

  • This trust holds the assets of the HealthInvest HRA VEBA Trust for Employees of Trace, Inc. The Plan provides a method of funding qualified health and welfare costs to its participants and their dependents. The payments or reimbursements may not be made for items paid or payable by any other insurance contract or plan, or for expenses that are deducted by the participant under any Section of the Internal Revenue Code. The aforementioned expenses must be expenses of the participants, the spouses of the participants and/or the dependents of the participants.

As filed on the 2023 return.

Listed in Part VII

  • Washington Trust Bank

    Trustee

    Total calculated
    $335
    From this org
    $0
    From related orgs
    $335
    Other
    $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.

  • Trace Inc

    501(c)(3) · Hires disabled ind. for stocking & custodial svcs at govmt commissary sites · ID

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202423209349320707

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