Form 990 for tax year 2024
Filed by MEIJER INC WORKERS COMPENSATION BENEFIT TRUST.
Totals
- Total revenue
- $5,231,991
- Total expenses
- $7,280,478
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $4,500,000
- Investment income
- $731,991
- Other revenue
- $0
- Total assets, end of year
- $14,539,082
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $14,539,082
- Program services expenses (Part IX)
- $7,262,012
- Management and general expenses
- $18,466
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $7,262,012
Program services were 99.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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 $4,500,000 · excluded $4,500,000
-
3 · Investment income
total $622,097 · excluded $622,097
-
7a · Gross sales of assets other than inventory
securities $5,682,280
-
7b · Less cost or other basis and sales expenses
securities $5,572,386
-
7c · Gain or loss
securities $109,894
-
7d · Net gain or loss
total $109,894 · excluded $109,894
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $7,262,012 · program services $7,262,012
-
11g · Fees: other
total $18,466 · management and general $18,466
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $1,087,991 · end of year $2,187,683
-
11 · Investments: publicly traded securities
beginning of year $14,858,905 · end of year $12,283,483
-
15 · Other assets
beginning of year $68,840 · end of year $67,916
-
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 $16,015,736 · end of year $14,539,082
Mission and programs · 2024
Mission
PROVIDE WORKERS COMPENSATION BENEFITS
-
WORKERS COMPENSATION TRUST BENEFITSPERSONS BENEFITED: 70,470CLAIMS WITH TREATMENT: 2,458CLAIMS WITH LOST TIME: 172
Expenses $7,262,012
As filed on the 2024 return.
Listed in Part VII
-
Wendy BrummelWENDY BRUMMEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Michelle HallMICHELLE HALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Brad FreiburgerBRAD FREIBURGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jamie LarsonJAMIE LARSON
CHIEF TAX OFFICER
- Total calculated
- $0
- Hours/week
- 0.5
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.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
MEIJER INC ITS SUBS AND AFFILIATES
C · RETAIL · MI
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 9 December 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503439349300835
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