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← RETIREE MEDICAL SAVINGS ACCOUNT PLAN

Form 990 for tax year 2022

Filed by RETIREE MEDICAL SAVINGS ACCOUNT PLAN.

Totals

Total revenue
$1,121,497
Total expenses
$310,113
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,012,366
Investment income
$109,131
Other revenue
$0
Total assets, end of year
$9,428,648
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$9,428,648
Program services expenses (Part IX)
$310,113
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 100.0% 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: EMPLOYEE CONTRIBUTION

    total $735,014 · related or exempt $735,014

  • 2b · Program service revenue: EMPLOYER CONTRIBUTION

    total $277,352 · related or exempt $277,352

  • 3 · Investment income

    total $109,131 · excluded $109,131

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $310,113 · program services $310,113

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,316 · end of year $1

  • 2 · Savings and temporary cash investments

    beginning of year $8,606,948 · end of year $9,428,647

  • 29 · Capital stock, trust principal or current funds

    beginning of year $8,617,264 · end of year $9,428,648

Mission and programs · 2022

Mission

PROVISION OF BENEFITS

  • PROVISION OF BENEFITS

As filed on the 2022 return.

Listed in Part VII

  • The Bank Of New York Mellon

    TRUSTEE (SEE SCHEDULE O)

    Total calculated
    $0
    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.

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
30 August 2023
IRS schema version
2022v5.0
Source object
202333149349305403

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