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Nonprofit · EIN 31-1407448

AMERITAS HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIAR

Tax-exempt · LINCOLN, NE 68510

Financials

$117K$174K2023$119K$189K2024$115K$142K2025
Revenue Expenses · by fiscal year end
Financials of AMERITAS HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIAR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$114,517$141,675-$27,158$3,474,977$0$3,474,977
December 31, 2024990$119,009$189,367-$70,358$3,502,135$0$3,502,135
December 31, 2023990$117,306$174,280-$56,974$3,572,493$0$3,572,493
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$114,517
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$109,730
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$19,475

Balance sheet and other

Total assets, start of year
$3,502,135
Total assets, end of year
$3,474,977
Total liabilities, end of year
$0
Net assets, end of year
$3,474,977
Publicly traded securities
$2,791,146
Gross unrelated business income
$114,517
Gross receipts
$114,517
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
MICHELE WUTRUSTEE
Trustee or director
1$0$882,439$67,732
LINDA WHITMIRETRUSTEE
Trustee or director
1$0$513,571$28,056
KELLY HALVERSONTRUSTEE
Trustee or director
1$0$461,630$57,819
GERALD HERBERT 11-331TRUSTEE
Trustee or director
1$0$397,291$48,232
JENNIFER WOOSTERTRUSTEE
Trustee or director
1$0$380,356$42,167
CRAIG SCHOMMER 41-1231TRUSTEE
Trustee or director
1$0$360,019$52,162
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
MICHELE WUTRUSTEE
Trustee or director
1$0$790,618$103,123
LINDA WHITMIRETRUSTEE
Trustee or director
1$0$612,186$62,037
GERALD HERBERTTRUSTEE
Trustee or director
1$0$427,609$68,548
KELLY HALVERSONTRUSTEE
Trustee or director
1$0$363,234$67,186
JENNIFER WOOSTERTRUSTEE
Trustee or director
1$0$368,713$57,533
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
SUSAN WILKINSONTRUSTEE
Trustee or director
1$0$1,128,714$145,258
GERALD HERBERTTRUSTEE
Trustee or director
1$0$363,259$64,881
KELLY HALVERSONTRUSTEE
Trustee or director
1$0$339,359$65,221
JENNIFER WOOSTERTRUSTEE
Trustee or director
1$0$316,732$52,814
RICHARD STIENSTRUSTEE
Trustee or director
1$0$281,190$43,980

Address and contacts

Address (IRS master file)
5900 O ST, LINCOLN, NE 68510-2234
In care of
% UNION CENTRAL LIFE INSURANCE
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 TERM LIFE INSURANCE COVERAGE TO ELIGIBLE RETIRED EMPLOYEES OF THE UNION CENTRAL LIFE INSURANCE COMPANY, MANHATTAN LIFE INSURANCE COMPANY AND ACACIA LIFE INSURANCE COMPANY

990 for the year ended December 31, 2025

Program accomplishments

  • PROVIDE TERM LIFE INSURANCE COVERAGE TO ELIGIBLE RETIRED EMPLOYEES OF THE UNION CENTRAL LIFE INSURANCE COMPANY, MANHATTAN LIFE INSURANCE COMPANY AND ACACIA LIFE INSURANCE COMPANY

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
31-1407448
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)
$3,474,977
Income (IRS master file)
$114,517

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$114,517$141,675$3,474,977IRS
990December 2024$119,009$189,367$3,502,135IRS
990December 2023$117,306$174,280$3,572,493XML
990December 2022$65,501$282,714$3,629,467IRS
990December 2021–––IRS
990December 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 31-1407448).

Questions about AMERITAS HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIAR

What is the EIN of AMERITAS HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIAR?
The employer identification number (EIN) of AMERITAS HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIAR is 31-1407448.
Is AMERITAS HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIAR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
Are donations to AMERITAS HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIAR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does AMERITAS HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIAR 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 HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIAR 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 HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIAR 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 HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIAR?
The 990 for the year ended December 31, 2025 names MICHELE WU.
Who are the officers and directors of AMERITAS HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIAR?
The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does AMERITAS HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIAR have?
On its 990 for the year ended December 31, 2025 it reported revenue of $114,517, expenses of $141,675 and total assets of $3,474,977 at year end.

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