Nonprofit · EIN 31-1407446
AMERITAS HOLDONG COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFIC
Tax-exempt · LINCOLN, NE 68510
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,894,053 | $1,607,311 | $286,742 | $8,514,134 | $0 | $8,514,134 |
| December 31, 2024 | 990 | $1,904,331 | $1,851,703 | $52,628 | $8,227,392 | $0 | $8,227,392 |
| December 31, 2023 | 990 | $1,601,875 | $1,251,581 | $350,294 | $8,174,764 | $0 | $8,174,764 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $501,342
- Investment income
- $1,392,597
- Net gain from sales of assets
- $1,157,379
- Other revenue
- $114
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,197,944
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $19,725
Balance sheet and other
- Total assets, start of year
- $8,227,392
- Total assets, end of year
- $8,514,134
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,514,134
- Publicly traded securities
- $5,233,760
- Gross unrelated business income
- $1,392,711
- Gross receipts
- $3,165,328
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1993
- State of legal domicile
- OH
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHELE WU | TRUSTEE Trustee or director | 1 | $0 | $882,439 | $67,732 |
| LINDA WHITMIRE | TRUSTEE Trustee or director | 1 | $0 | $513,571 | $28,056 |
| KELLY HALVERSON | TRUSTEE Trustee or director | 1 | $0 | $461,630 | $57,819 |
| GERALD HERBERT 11-331 | TRUSTEE Trustee or director | 1 | $0 | $397,291 | $48,232 |
| JENNIFER WOOSTER | TRUSTEE Trustee or director | 1 | $0 | $380,356 | $42,167 |
| CRAIG SCHOMMER 41-1231 | TRUSTEE Trustee or director | 1 | $0 | $360,019 | $52,162 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHELE WU | TRUSTEE Trustee or director | 1 | $0 | $790,618 | $103,123 |
| LINDA WHITMIRE | TRUSTEE Trustee or director | 1 | $0 | $612,186 | $62,037 |
| GERALD HERBERT | TRUSTEE Trustee or director | 1 | $0 | $427,609 | $68,548 |
| KELLY HALVERSON | TRUSTEE Trustee or director | 1 | $0 | $363,234 | $67,186 |
| JENNIFER WOOSTER | TRUSTEE Trustee or director | 1 | $0 | $368,713 | $57,533 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSAN WILKINSON | TRUSTEE Trustee or director | 1 | $0 | $1,128,714 | $145,258 |
| GERALD HERBERT | TRUSTEE Trustee or director | 1 | $0 | $363,259 | $64,881 |
| KELLY HALVERSON | TRUSTEE Trustee or director | 1 | $0 | $339,359 | $65,221 |
| JENNIFER WOOSTER | TRUSTEE Trustee or director | 1 | $0 | $316,732 | $52,814 |
| RICHARD STIENS | TRUSTEE Trustee or director | 1 | $0 | $281,190 | $43,980 |
Address and contacts
- Address (IRS master file)
- 5900 O ST, LINCOLN, NE 68510-2234
- Principal officer (990 for 2025)
- MICHELE WU, 5900 O STREET, LINCOLN, NE 68510
- Signed the 990
- MICHELE WU, TRUSTEE
- Phone
- (402) 467-7730
- Return prepared by
- MEADEN & MOORE LTD
Mission
PROVIDE MEDICAL INSURANCE BENEFITS TO ELIGIBLE RETIRED EMPLOYEES OF THE UNION CENTRAL LIFE INSURANCE COMPANY, THE MANHATTAN LIFE INSURANCE COMPANY, ACACIA LIFE INSURANCE COMPANY AND AMERITAS LIFE INSURANCE CORP.
Program accomplishments
- PROVIDE MEDICAL INSURANCE BENEFITS TO ELIGIBLE RETIRED EMPLOYEES OF THE UNION CENTRAL LIFE INSURANCE COMPANY, THE MANHATTAN LIFE INSURANCE COMPANY, ACACIA LIFE INSURANCE COMPANY AND AMERITAS LIFE INSURANCE CORP.
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
- 31-1407446
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $8,514,134
- Income (IRS master file)
- $3,165,328
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,894,053 | $1,607,311 | $8,514,134 | IRS |
| 990 | December 2024 | $1,904,331 | $1,851,703 | $8,227,392 | IRS |
| 990 | December 2023 | $1,601,875 | $1,251,581 | $8,174,764 | XML |
| 990 | December 2022 | $855,352 | $1,139,703 | $7,824,470 | 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 31-1407446).
Questions about AMERITAS HOLDONG COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFIC
- What is the EIN of AMERITAS HOLDONG COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFIC?
- The employer identification number (EIN) of AMERITAS HOLDONG COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFIC is 31-1407446.
- Is AMERITAS HOLDONG COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFIC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
- Are donations to AMERITAS HOLDONG COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFIC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AMERITAS HOLDONG COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFIC 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 AMERITAS HOLDONG COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFIC 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 AMERITAS HOLDONG COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFIC 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 AMERITAS HOLDONG COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFIC?
- The 990 for the year ended December 31, 2025 names MICHELE WU.
- Who are the officers and directors of AMERITAS HOLDONG COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFIC?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does AMERITAS HOLDONG COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFIC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,894,053, expenses of $1,607,311 and total assets of $8,514,134 at year end.
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