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← TIAA INDIANA MULTIPLE EMPLOYER WELFARE ARRANGEMENT

Form 990 for tax year 2023

Filed by TIAA INDIANA MULTIPLE EMPLOYER WELFARE ARRANGEMENT.

Totals

Total revenue
$125,884
Total expenses
$224,892
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$8,841
Investment income
$117,043
Other revenue
$0
Total assets, end of year
$2,360,122
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,360,122
Program services expenses (Part IX)
$216,943
Management and general expenses
$7,949
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 96.5% 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: TIAA-CREF Transactions

    total $8,841 · related or exempt $8,841

  • 3 · Investment income

    total $119,502 · excluded $119,502

  • 7a · Gross sales of assets other than inventory

    securities $442,890

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

    securities $445,349

  • 7c · Gain or loss

    securities -$2,459

  • 7d · Net gain or loss

    total -$2,459 · excluded -$2,459

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $216,943 · program services $216,943

  • 11a · Fees: management

    total $7,949 · management and general $7,949

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $269,736 · end of year $279,911

  • 11 · Investments: publicly traded securities

    beginning of year $2,019,826 · end of year $2,080,211

  • 29 · Capital stock, trust principal or current funds

    beginning of year $2,289,562 · end of year $2,360,122

Mission and programs · 2023

Mission

TO FUND PLAN BENEFITS FOR EMPLOYEES AND FORMER EMPLOYEES ELIGIBLE TO RECEIVE RETIREE HEALTH BENEFITS UNDER THE PLAN.

  • HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.

As filed on the 2023 return.

Listed in Part VII

  • Tiaa Trust Na

    TRUSTEE

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    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.

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.

  • TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA

    C corp · FINANCIAL SERVICES · NY

Provenance

Return type
form_990
Tax year
2023
Filed
24 July 2024
IRS schema version
2023v5.1
Source object
202423029349300872

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