Nonprofit · EIN 35-2061758
INDIANA STATE UNIVERSITY BENEFIT PLAN TR
Tax-exempt · TERRE HAUTE, IN 47808
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $2,642,459 | $4,437,578 | -$1,795,119 | $101,086,683 | $0 | $101,086,683 |
| June 30, 2025 | 990 | $12,688,741 | $3,509,965 | $9,178,776 | $100,618,224 | $0 | $100,618,224 |
| June 30, 2024 | 990 | $686,621 | $3,436,658 | -$2,750,037 | $98,483,935 | $0 | $98,483,935 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $2,642,459
- Net gain from sales of assets
- -$1,469,847
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,071,378
- Compensation of officers, directors and key employees
- $71,090
- Salaries, compensation and benefits (total)
- $71,090
- Professional fundraising fees
- $0
- Accounting fees
- $1,000
Balance sheet and other
- Total assets, start of year
- $100,618,224
- Total assets, end of year
- $101,086,683
- Total liabilities, end of year
- $0
- Net assets, end of year
- $101,086,683
- Publicly traded securities
- $100,421,415
- Gross receipts
- $45,975,779
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1998
- State of legal domicile
- IN
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First Financial Bank NA | Trustee Institutional trustee | 3 | $71,090 |
990 for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First Financial Bank NA | Trustee Institutional trustee | 3 | $72,434 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First Financial Bank NA | Trustee Institutional trustee | 3 | $73,014 |
Address and contacts
- Address (IRS master file)
- PO BOX 540, TERRE HAUTE, IN 47808-0540
- In care of
- % FIRST FINANCIAL BANK NA
- Principal officer (990 for 2025)
- Jacob Panagouleas, PO Box 540, Terre Haute, IN 478080540
- Signed the 990
- Jacob Panagouleas, Trust Tax Officer
- Phone
- (812) 238-6257
- Return prepared by
- SACKRIDER & COMPANY INC
Mission
The purpose of this trust fund is to provide life, sick, hospitalization, major medical, accident, disability and other welfare benefits to the eligible employees of Indiana State University and their eligible dependents under numerous employee welfare benefit plans adopted by the University.
Program accomplishments
- N/A
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 35-2061758
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $101,086,683
- Income (IRS master file)
- $45,975,779
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $2,642,459 | $4,437,578 | $101,086,683 | XML |
| 990 | June 2025 | $12,688,741 | $3,509,965 | $100,618,224 | XML |
| 990 | June 2024 | $686,621 | $3,436,658 | $98,483,935 | XML |
| 990 | June 2023 | -$69,079 | $4,074,158 | $96,124,764 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 35-2061758).
Questions about INDIANA STATE UNIVERSITY BENEFIT PLAN TR
- What is the EIN of INDIANA STATE UNIVERSITY BENEFIT PLAN TR?
- The employer identification number (EIN) of INDIANA STATE UNIVERSITY BENEFIT PLAN TR is 35-2061758.
- Is INDIANA STATE UNIVERSITY BENEFIT PLAN TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
- Are donations to INDIANA STATE UNIVERSITY BENEFIT PLAN TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDIANA STATE UNIVERSITY BENEFIT PLAN TR 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 INDIANA STATE UNIVERSITY BENEFIT PLAN TR due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDIANA STATE UNIVERSITY BENEFIT PLAN TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of INDIANA STATE UNIVERSITY BENEFIT PLAN TR?
- The 990 for the year ended June 30, 2026 names Jacob Panagouleas.
- Who are the officers and directors of INDIANA STATE UNIVERSITY BENEFIT PLAN TR?
- The 990 for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $71,090 (First Financial Bank NA, Trustee).
- How much revenue does INDIANA STATE UNIVERSITY BENEFIT PLAN TR have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $2,642,459, expenses of $4,437,578 and total assets of $101,086,683 at year end.
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All nonprofits in TERRE HAUTE · Indiana · Mutual and membership benefit