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Nonprofiteer
← NRLCA VEBA TRUST

Form 990 for tax year 2022

Filed by NRLCA VEBA TRUST.

Totals

Total revenue
$422,302,896
Total expenses
$448,117,548
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$422,263,583
Investment income
$39,313
Other revenue
$0
Total assets, end of year
$131,608,191
Total liabilities, end of year
$3,940,954
Net assets or fund balances, end of year
$127,667,237
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: INSURANCE PREMIUM REVENUE

    total $422,263,583 · related or exempt $422,263,583

  • 3 · Investment income

    total $39,313 · related or exempt $39,313

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $418,265,667

  • 5 · Compensation of officers, directors and key employees

    total $160,443

  • 7 · Other salaries and wages

    total $241,818

  • 9 · Other employee benefits

    total $144,112

  • 11a · Fees: management

    total $19,350,091

  • 11b · Fees: legal

    total $292,913

  • 11c · Fees: accounting

    total $112,000

  • 11g · Fees: other

    total $1,033,109

  • 13 · Office expenses

    total $551,014

  • 14 · Information technology

    total $10,370

  • 16 · Occupancy

    total $83,414

  • 17 · Travel

    total $11,682

  • 23 · Insurance

    total $1,533,756

  • 24a · Other expenses: PRESCRIPTION DRUG ADMIN

    total $2,902,697

  • 24b · Other expenses: VENDOR CONTAINMENT FEES

    total $1,209,332

  • 24c · Other expenses: TAXES AND FEES

    total $157,276

  • 24e · All other expenses

    total $2,057,854

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,942,577 · end of year $1,930,212

  • 4 · Accounts receivable

    beginning of year $33,985,678 · end of year $33,837,814

  • 15 · Other assets

    beginning of year $78,324,693 · end of year $95,840,165

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,556,572 · end of year $2,146,182

  • 25 · Other liabilities

    beginning of year $2,968,838 · end of year $1,794,772

  • 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 $104,727,538 · end of year $127,667,237

Mission and programs · 2022

Mission

THE NRLCA VEBA TRUST FUNDS ALL NRLCA HEALTH PLAN AND BENEFITS.

  • HEALTH BENEFIT PLAN COSTS

As filed on the 2022 return.

Listed in Part VII

  • Thomas Turner

    TRUSTEE

    Total calculated
    $59,275
    From this org
    $0
    From related orgs
    $46,998
    Other
    $12,277
    Hours/week
    1 + 60 related

  • Clifford Dailing

    OUTGOING TRUSTEE

    Total calculated
    $219,192
    From this org
    $0
    From related orgs
    $156,960
    Other
    $62,232
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,960 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,468 related
    Nontaxable benefits
    $0 + $49,764 related
    Filer's total
    $0 + $219,192 related

  • Cameron Deml

    DIRECTOR OF INSURANCE PROG

    Total calculated
    $160,443
    From this org
    $145,408
    From related orgs
    $0
    Other
    $15,035
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $105,665
    Bonus
    $0
    Other
    $39,743
    Deferred
    $3,131
    Nontaxable benefits
    $11,904
    Filer's total
    $160,443

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202333199349322393

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