Nonprofit · EIN 42-1210714
PEPSI COLA BOTTLING COMPANY EMPLOYEES HEALTH PLAN TRUST
Tax-exempt · OSKALOOSA, IA 52577
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $2,756,908 | $2,737,866 | $19,042 | $175,916 | $40,653 | $135,263 |
| October 31, 2024 | 990 | $2,279,908 | $2,436,027 | -$156,119 | $164,189 | $47,968 | $116,221 |
| October 31, 2023 | 990 | $2,114,850 | $2,035,713 | $79,137 | $277,433 | $5,093 | $272,340 |
| October 31, 2021 | 990 | $1,645,213 | $1,894,126 | -$248,913 | $71,375 | $114,416 | -$43,041 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,395,965
- Investment income
- $0
- Other revenue
- $360,943
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,886,966
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $2,737,866
Balance sheet and other
- Total assets, start of year
- $164,189
- Total assets, end of year
- $175,916
- Total liabilities, end of year
- $40,653
- Net assets, end of year
- $135,263
- Gross receipts
- $2,756,908
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1984
- State of legal domicile
- IA
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRANDEN MUHL | TRUSTEE Trustee or director | 0.1 | $0 |
990 for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRANDEN MUHL | TRUSTEE Trustee or director | 0.1 | $0 |
990 for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRANDEN MUHL | TRUSTEE Trustee or director | 0.1 | $0 |
990 for the year ended October 31, 2021: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRADLEY MUHL | TRUSTEE Trustee or director | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 50, OSKALOOSA, IA 52577-0050
- In care of
- % HEALTH PLAN ADMINISTRATOR
- Principal officer (990 for 2024)
- BRANDEN MUHL, PO BOX 50, OSKALOOSA, IA 52577
- Signed the 990
- BRANDEN MUHL, TRUSTEE
- Phone
- (515) 673-3481
- Return prepared by
- MARKSNELSON LLC
Mission
VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TO PROVIDE HEALTH AND SHORT TERM DISABILITY BENEFITS
Program accomplishments
- PROVIDES SHORT TERM DISABILITY AND HEALTH CARE BENEFITS TO AN AVERAGE OF 167 COVERED EMPLOYEES AND THEIR DEPENDENTSExpenses $2,737,866
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 42-1210714
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1984
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $175,916
- Income (IRS master file)
- $2,756,908
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $2,756,908 | $2,737,866 | $175,916 | XML |
| 990 | October 2024 | $2,279,908 | $2,436,027 | $164,189 | XML |
| 990 | October 2023 | $2,114,850 | $2,035,713 | $277,433 | XML |
| 990 | October 2022 | $2,086,981 | $1,850,737 | $194,293 | IRS |
| 990 | October 2021 | $1,645,213 | $1,894,126 | $71,375 | XML |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 2018 | – | – | – | 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 42-1210714).
Questions about PEPSI COLA BOTTLING COMPANY EMPLOYEES HEALTH PLAN TRUST
- What is the EIN of PEPSI COLA BOTTLING COMPANY EMPLOYEES HEALTH PLAN TRUST?
- The employer identification number (EIN) of PEPSI COLA BOTTLING COMPANY EMPLOYEES HEALTH PLAN TRUST is 42-1210714.
- Is PEPSI COLA BOTTLING COMPANY EMPLOYEES HEALTH PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
- Are donations to PEPSI COLA BOTTLING COMPANY EMPLOYEES HEALTH PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PEPSI COLA BOTTLING COMPANY EMPLOYEES HEALTH PLAN TRUST 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 PEPSI COLA BOTTLING COMPANY EMPLOYEES HEALTH PLAN TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PEPSI COLA BOTTLING COMPANY EMPLOYEES HEALTH PLAN TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of PEPSI COLA BOTTLING COMPANY EMPLOYEES HEALTH PLAN TRUST?
- The 990 for the year ended October 31, 2025 names BRANDEN MUHL.
- Who are the officers and directors of PEPSI COLA BOTTLING COMPANY EMPLOYEES HEALTH PLAN TRUST?
- The 990 for the year ended October 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does PEPSI COLA BOTTLING COMPANY EMPLOYEES HEALTH PLAN TRUST have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $2,756,908, expenses of $2,737,866 and total assets of $175,916 at year end.
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