Skip to content
Nonprofiteer
← HY-VEE EMPLOYEE BENEFIT PLAN TR

Form 990 for tax year 2023

Filed by HY-VEE EMPLOYEE BENEFIT PLAN TR.

Totals

Total revenue
$213,249,431
Total expenses
$217,804,467
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$212,696,263
Investment income
$553,168
Other revenue
$0
Total assets, end of year
$27,178,762
Total liabilities, end of year
$27,588,292
Net assets or fund balances, end of year
-$409,530
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 CONTRIBUTIONS

    total $160,585,641 · related or exempt $160,585,641

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $52,110,622 · related or exempt $52,110,622

  • 3 · Investment income

    total $553,168 · excluded $553,168

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $205,517,301

  • 11a · Fees: management

    total $11,924,918

  • 11g · Fees: other

    total $317,947

  • 24a · Other expenses: INCOME TAXES

    total $41,667

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $2,634

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $138,022

  • 2 · Savings and temporary cash investments

    beginning of year $23,743,000 · end of year $14,141,000

  • 4 · Accounts receivable

    beginning of year $7,674,157 · end of year $12,058,746

  • 9 · Prepaid expenses and deferred charges

    beginning of year $772,211 · end of year $840,994

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,162,777 · end of year $1,707,207

  • 25 · Other liabilities

    beginning of year $22,180,370 · end of year $25,881,085

  • 29 · Capital stock, trust principal or current funds

    beginning of year $7,846,221 · end of year -$409,530

  • 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 · 2023

Mission

TO PROVIDE QUALITY, COST-EFFECTIVE AND COMPREHENSIVE MEDICAL, DENTAL, LIFE AND DISABILITY BENEFITS; TO PROVIDE MEANINGFUL INFORMATION, RESOURCES, AND ASSISTANCE; AND TO PROVIDE PREVENTIVE AND WELLNESS-RELATED INTERVENTIONS AND PROGRAMS.

Activities or mission (Part I)

IT IS THE MISSION OF THE HY-VEE AND AFFILIATES BENEFIT PLAN TO MAKE EMPLOYEE'S LIVES EASIER, HEALTHIER, AND HAPPIER BY PROVIDING FOR THE HEALTH AND RELATED BENEFIT NEEDS OF THE ADOPTING COMPANIES' EMPLOYEES AND THEIR DEPENDENTS.

  • THIS TRUST IS ESTABLISHED TO PROVIDE FOR THE HEALTH AND RELATED BENEFIT NEEDS OF THE ADOPTING COMPANIES' EMPLOYEES AND THEIR DEPENDENTS. DURING THE YEAR, THE PLAN PROVIDED BENEFITS TO ABOUT 16,000 EMPLOYEES.

As filed on the 2023 return.

Listed in Part VII

  • Kristine Jones

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Andrew Schreiner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Michael Jurgens

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

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.

  • HY-VEE INC

    C · RETAIL SALES · IA

Provenance

Return type
form_990
Tax year
2023
Filed
31 July 2025
IRS schema version
2023v6.0
Source object
202532179349302008

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.