Nonprofit · EIN 37-6495111
COUNTY OF SAN JOAQUIN CA RETIREE HEALTH REIMBURSEMENT ARRANGEMENT
Tax-exempt · COLUMBUS, OH 43215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $86,741 | $160,368 | -$73,627 | $3,575,888 | $0 | $3,575,888 |
| June 30, 2025 | 990 | $80,400 | $190,521 | -$110,121 | $3,510,818 | $0 | $3,510,818 |
| June 30, 2024 | 990 | $97,275 | $184,619 | -$87,344 | $3,498,191 | $0 | $3,498,191 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $86,741
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $128,329
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $160,368
Balance sheet and other
- Total assets, start of year
- $3,510,818
- Total assets, end of year
- $3,575,888
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,575,888
- Gross receipts
- $86,741
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2010
- State of legal domicile
- CA
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 |
|---|---|---|---|
| NATIONWIDE TRUST COMPANY FSB | TRUSTEE Institutional trustee | 0 | $0 |
| Frank Bertone | Chief Trust Officer Officer | 0 | $0 |
| Holly Jerig | Trust Officer Officer | 0 | $0 |
990 for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nationwide Trust Company FSB | Trustee Institutional trustee | 0 | $0 |
| Paula Miller | Chief Trust Officer Officer | 0 | $0 |
| Holly Jerig | Trust Officer Officer | 0 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nationwide Trust Company FSB | Trustee Institutional trustee | 0 | $0 |
| Paula Miller | Chief Trust Officer Officer | 0 | $0 |
| Holly Jerig | Trust Officer Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- THREE NATIONWIDE PLAZA STE 3-8-305, COLUMBUS, OH 43215-2410
- In care of
- % NATIONWIDE RETIREMENT SOLUTI
- Principal officer (990 for 2025)
- Frank Bertone, Three Nationwide Plaza3-8-305, Columbus, OH 43215
- Signed the 990
- Frank Bertone, Chief Trust Officer
- Phone
- (614) 435-8404
Mission
THE MISSION OF THE TRUST IS TO PROVIDE A MEANS FOR EMPLOYEES OF STATE AND/OR LOCAL GOVERNMENTS (AND THEIR POLITICAL SUBDIVISIONS) TO ADDRESS POST EMPLOYMENT MEDICAL EXPENSES. THE TRUST ACCUMULATES EMPLOYER CONTRIBUTIONS FOR THE REIMBURSEMENT OF HEALTH INSURANCE AND OTHER ELIGIBLE MEDICAL EXPENSES FOR PARTICIPANTS WHO SEPARATE FROM SERVICE FROM THEIR RESPECTIVE EMPLOYERS.
Program accomplishments
- The Trust reimburses eligible medical expenses incurred by those plan participants who have terminated service with their respective employers and are eligible to receive benefits according to the Trust's corresponding Plan. Medical insurance premiums paid on behalf of the eligible participants for the Plan year was $128,329. The Trust and Administrative expenses for the Plan year were $32,039.Expenses $160,368 · revenue $86,741
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
- 37-6495111
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2013
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $3,575,888
- Income (IRS master file)
- $86,741
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $86,741 | $160,368 | $3,575,888 | XML |
| 990 | June 2025 | $80,400 | $190,521 | $3,510,818 | XML |
| 990 | June 2024 | $97,275 | $184,619 | $3,498,191 | XML |
| 990 | June 2023 | $89,200 | $153,929 | $3,451,581 | IRS |
| 990 | June 2022 | $94,400 | $85,341 | $3,402,906 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 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 37-6495111).
Questions about COUNTY OF SAN JOAQUIN CA RETIREE HEALTH REIMBURSEMENT ARRANGEMENT
- What is the EIN of COUNTY OF SAN JOAQUIN CA RETIREE HEALTH REIMBURSEMENT ARRANGEMENT?
- The employer identification number (EIN) of COUNTY OF SAN JOAQUIN CA RETIREE HEALTH REIMBURSEMENT ARRANGEMENT is 37-6495111.
- Is COUNTY OF SAN JOAQUIN CA RETIREE HEALTH REIMBURSEMENT ARRANGEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2013.
- Are donations to COUNTY OF SAN JOAQUIN CA RETIREE HEALTH REIMBURSEMENT ARRANGEMENT tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does COUNTY OF SAN JOAQUIN CA RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 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 COUNTY OF SAN JOAQUIN CA RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 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 COUNTY OF SAN JOAQUIN CA RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 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 COUNTY OF SAN JOAQUIN CA RETIREE HEALTH REIMBURSEMENT ARRANGEMENT?
- The 990 for the year ended June 30, 2026 names Frank Bertone.
- Who are the officers and directors of COUNTY OF SAN JOAQUIN CA RETIREE HEALTH REIMBURSEMENT ARRANGEMENT?
- The 990 for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does COUNTY OF SAN JOAQUIN CA RETIREE HEALTH REIMBURSEMENT ARRANGEMENT have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $86,741, expenses of $160,368 and total assets of $3,575,888 at year end.
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