Nonprofit · EIN 20-2288018
MIDWEST TEAMSTERS HEALTH REIMBURSEMENT ARRANGEMENT TR FUND
Tax-exempt · MENDOTA HTS, MN 55120
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $902,036 | $842,663 | $59,373 | $9,585,127 | $29,947 | $9,555,180 |
| December 31, 2023 | 990 | $899,433 | $781,072 | $118,361 | $9,041,268 | $20,257 | $9,021,011 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $686,024
- Investment income
- $216,012
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $627,784
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $21,040
- Accounting fees
- $45,143
Balance sheet and other
- Total assets, start of year
- $9,041,268
- Total assets, end of year
- $9,585,127
- Total liabilities, end of year
- $29,947
- Net assets, end of year
- $9,555,180
- Publicly traded securities
- $6,238,638
- Gross receipts
- $902,036
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN ALDES | SECRETARY Trustee or director | 0.5 | $0 | $216,020 | $72,857 |
| KRISTOPHER KNIGHT | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 | $157,901 | $53,215 |
| TREVOR LAWRENCE | UNION TRUSTEE Trustee or director | 0.5 | $0 | $0 | $1,653 |
| FRANK KAZENSKE | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| DOUGLAS RUBBELKE | CHAIRMAN Trustee or director | 0.5 | $0 | $0 | $0 |
| PATRICK GLEASON | UNION TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN ALDES | SECRETARY Trustee or director | 0.5 | $0 | $206,476 | $70,989 |
| KRISTOPHER KNIGHT | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 | $141,127 | $49,308 |
| LAWRENCE YOSWA | EMPLOYER TRUSTEE - PAST Trustee or director | 0.5 | $0 | $84,715 | $45,444 |
| TREVOR LAWRENCE | UNION TRUSTEE Trustee or director | 0.5 | $0 | $24,035 | $4,704 |
| FRANK KAZENSKE | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| DOUGLAS RUBBELKE | CHAIRMAN Trustee or director | 0.5 | $0 | $0 | $0 |
| PATRICK GLEASON | UNION TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2520 PILOT KNOB RD STE 325, MENDOTA HTS, MN 55120-1369
- In care of
- % ZENITH AMER SOLUTIONS
- Principal officer (990 for 2024)
- BRIAN ALDES, 2520 PILOT KNOB ROAD 325, MENDOTA HEIGHTS, MN 55120
- Signed the 990
- BRIAN ALDES, SECRETARY
- Phone
- (651) 256-1804
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
THIS TRUST IS INTENDED TO PERMIT ELIGIBLE EMPLOYEES TO OBTAIN REIMBURSEMENT OF MEDICAL CARE EXPENSES ON A NONTAXABLE BASIS FROM THEIR HRA ACCOUNT.
Program accomplishments
- REIMBURSEMENT OF MEDICAL EXPENSES THAT QUALIFY UNDER SECTION 213 OF THE INTERNAL REVENUE CODE.
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 | Not 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
- 20-2288018
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $9,585,127
- Income (IRS master file)
- $902,036
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $902,036 | $842,663 | $9,585,127 | XML |
| 990 | December 2023 | $899,433 | $781,072 | $9,041,268 | XML |
| 990 | December 2022 | $997,944 | $751,803 | $8,364,528 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 20-2288018).
Questions about MIDWEST TEAMSTERS HEALTH REIMBURSEMENT ARRANGEMENT TR FUND
- What is the EIN of MIDWEST TEAMSTERS HEALTH REIMBURSEMENT ARRANGEMENT TR FUND?
- The employer identification number (EIN) of MIDWEST TEAMSTERS HEALTH REIMBURSEMENT ARRANGEMENT TR FUND is 20-2288018.
- Is MIDWEST TEAMSTERS HEALTH REIMBURSEMENT ARRANGEMENT TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
- Are donations to MIDWEST TEAMSTERS HEALTH REIMBURSEMENT ARRANGEMENT TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MIDWEST TEAMSTERS HEALTH REIMBURSEMENT ARRANGEMENT TR FUND 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 MIDWEST TEAMSTERS HEALTH REIMBURSEMENT ARRANGEMENT TR FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MIDWEST TEAMSTERS HEALTH REIMBURSEMENT ARRANGEMENT TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MIDWEST TEAMSTERS HEALTH REIMBURSEMENT ARRANGEMENT TR FUND?
- The 990 for the year ended December 31, 2024 names BRIAN ALDES.
- Who are the officers and directors of MIDWEST TEAMSTERS HEALTH REIMBURSEMENT ARRANGEMENT TR FUND?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does MIDWEST TEAMSTERS HEALTH REIMBURSEMENT ARRANGEMENT TR FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $902,036, expenses of $842,663 and total assets of $9,585,127 at year end.
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