Nonprofit · EIN 20-1902342
RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TR II
Tax-exempt · MINNEAPOLIS, MN 55402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,244,309 | $873,858 | $370,451 | $8,199,120 | $0 | $8,199,120 |
| December 31, 2024 | 990 | $1,252,543 | $874,762 | $377,781 | $7,828,669 | $0 | $7,828,669 |
| December 31, 2023 | 990 | $1,273,715 | $850,505 | $423,210 | $7,450,888 | $0 | $7,450,888 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,042,942
- Investment income
- $201,367
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $861,097
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $12,761
Balance sheet and other
- Total assets, start of year
- $7,828,669
- Total assets, end of year
- $8,199,120
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,199,120
- Gross receipts
- $1,244,309
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2005
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VOYA INSTITUTIONAL TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VOYA INSTITUTIONAL TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VOYA INSTITUTIONAL TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 222 SOUTH 9TH STREET, MINNEAPOLIS, MN 55402-3389
- In care of
- % CBIZ
- Principal officer (990 for 2025)
- VOYA INSTITUTIONAL TRUST, ONE ORANGE WAY, WINDSOR, CT 06095
- Signed the 990
- VOYA INSTITUTIONAL TRUST COMPANY, TRUSTEE
- Phone
- (612) 436-4600
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
Program accomplishments
- HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 581 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $861,097.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1902342
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $8,199,120
- Income (IRS master file)
- $1,244,309
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,244,309 | $873,858 | $8,199,120 | XML |
| 990 | December 2024 | $1,252,543 | $874,762 | $7,828,669 | IRS |
| 990 | December 2023 | $1,273,715 | $850,505 | $7,450,888 | XML |
| 990 | December 2022 | $1,125,391 | $802,305 | $7,027,678 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1902342).
Questions about RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TR II
- What is the EIN of RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TR II?
- The employer identification number (EIN) of RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TR II is 20-1902342.
- Is RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TR II tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
- Are donations to RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TR II tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TR II file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TR II due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TR II last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TR II?
- The 990 for the year ended December 31, 2025 names VOYA INSTITUTIONAL TRUST.
- Who are the officers and directors of RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TR II?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TR II have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,244,309, expenses of $873,858 and total assets of $8,199,120 at year end.
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