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Nonprofit · EIN 35-6494459

BALL STATE UNIVERSITY HEALTH CARE PLAN

Tax-exempt · SAINT PAUL, MN 55164

Financials

$10.8M$2.2M2022$28.3M$615K2023$41.8M$555K2024
Revenue Expenses · by fiscal year end
Financials of BALL STATE UNIVERSITY HEALTH CARE PLAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$41,811,439$554,704$41,256,735$383,129,371$0$383,129,371
June 30, 2024990$28,305,388$615,239$27,690,149$343,978,539$0$343,978,539
June 30, 2023990$10,763,195$2,241,582$8,521,613$315,576,439$0$315,576,439
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$35,906,051
Net gain from sales of assets
$31,772,458
Other revenue
$5,905,388

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$63,631
Salaries, compensation and benefits (total)
$63,631
Professional fundraising fees
$0
Program services (functional)
$342,683
Management and general (functional)
$212,021

Balance sheet and other

Total assets, start of year
$343,978,539
Total assets, end of year
$383,129,371
Total liabilities, end of year
$0
Net assets, end of year
$383,129,371
Publicly traded securities
$383,129,371
Gross receipts
$126,732,350
Employees
0
Year formed
2016
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK NATRUSTEE
Institutional trustee
–$63,631
990 for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
US BANK NATRUSTEE
Institutional trustee
–$67,375
990 for the year ended June 30, 2023: 1 people
NameTitleHours / weekCompensation
US BANK NATRUSTEE
Institutional trustee
–$61,961

Address and contacts

Address (IRS master file)
PO BOX 64193, SAINT PAUL, MN 55164-0193
In care of
% JP MORGAN CHASE BANK NA
Principal officer (990 for 2024)
SAME AS ABOVE
Signed the 990
U S BANK N A BY, TRUSTEE
Phone
(503) 464-3680
Return prepared by
PWC US TAX LLP

Mission

TO PROVIDE FUNDING FOR CERTAIN MEDICAL BENEFITS

990 for the year ended June 30, 2025

Program accomplishments

  • TO PROVIDE FUNDING FOR CERTAIN MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR SPOUSES

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
35-6494459
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1990
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$383,129,371
Income (IRS master file)
$126,732,350

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$41,811,439$554,704$383,129,371IRS
990June 2024$28,305,388$615,239$343,978,539IRS
990June 2023$10,763,195$2,241,582$315,576,439XML
990June 2022$25,564,674$369,198$309,558,796IRS
990June 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 35-6494459).

Questions about BALL STATE UNIVERSITY HEALTH CARE PLAN

What is the EIN of BALL STATE UNIVERSITY HEALTH CARE PLAN?
The employer identification number (EIN) of BALL STATE UNIVERSITY HEALTH CARE PLAN is 35-6494459.
Is BALL STATE UNIVERSITY HEALTH CARE PLAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1990.
Are donations to BALL STATE UNIVERSITY HEALTH CARE PLAN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BALL STATE UNIVERSITY HEALTH CARE PLAN 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 BALL STATE UNIVERSITY HEALTH CARE PLAN due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BALL STATE UNIVERSITY HEALTH CARE PLAN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of BALL STATE UNIVERSITY HEALTH CARE PLAN?
The 990 for the year ended June 30, 2025 names SAME AS ABOVE.
Who are the officers and directors of BALL STATE UNIVERSITY HEALTH CARE PLAN?
The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $63,631 (US BANK NA, TRUSTEE).
How much revenue does BALL STATE UNIVERSITY HEALTH CARE PLAN have?
On its 990 for the year ended June 30, 2025 it reported revenue of $41,811,439, expenses of $554,704 and total assets of $383,129,371 at year end.

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