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← THE EMPIRE DISTRICT ELECTRIC COMPANY EMPLOYEE BENEFIT PLAN

Form 990 for tax year 2022

Filed by THE EMPIRE DISTRICT ELECTRIC COMPANY EMPLOYEE BENEFIT PLAN.

Totals

Total revenue
$6,451,405
Total expenses
$4,174,679
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$5,117,299
Investment income
$1,334,106
Other revenue
$0
Total assets, end of year
$60,969,525
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$60,969,525
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: EMPLOYER CONTRIBUTION

    total $4,371,764 · related or exempt $4,371,764

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTION

    total $745,535 · related or exempt $745,535

  • 3 · Investment income

    total $2,082,237 · related or exempt $2,082,237

  • 7a · Gross sales of assets other than inventory

    securities $7,354,276

  • 7b · Less cost or other basis and sales expenses

    securities $8,102,407

  • 7c · Gain or loss

    securities -$748,131

  • 7d · Net gain or loss

    total -$748,131 · unrelated business -$748,131

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $1,892,959

  • 11a · Fees: management

    total $329,380

  • 24a · Other expenses: 990T TAX PAYMENT

    total $1,797,247

  • 24b · Other expenses: INSURANCE

    total $155,093

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $858,170 · end of year $752,557

  • 11 · Investments: publicly traded securities

    beginning of year $70,091,556 · end of year $60,216,968

  • 29 · Capital stock, trust principal or current funds

    beginning of year $70,949,726 · end of year $60,969,525

  • 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 $0 · end of year $0

Mission and programs · 2022

Mission

TO PROVIDE EMPLOYEE HEALTH AND WELFARE BENEFITS.

Activities or mission (Part I)

TO PROVIDE EMPLOYEE HEALTH AND WELFARE BENEFITS

  • PROVIDING MEDICAL AND LIFE INSURANCE BENEFITS FOR RETIRED EMPLOYEES OF THE EMPIRE DISTRICT ELECTRIC COMPANY

As filed on the 2022 return.

Listed in Part VII

  • Benefit Trust Company

    TRUSTEE

    Total calculated
    $21,227
    From this org
    $0
    From related orgs
    $0
    Other
    $21,227
    Hours/week
    0

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.

  • EMPIRE DISTRICT ELECTRIC COMPANY

    C · SPONSOR · MO

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202303179349311810

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