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Nonprofit · EIN 47-5094550

PRINCIPAL TR FOR MEDICARE-ELIGIBLE POST-RETIREMENT MEDICAL BENEFITS

Tax-exempt · DES MOINES, IA 50392

Financials

$1.1M$1.6M2023$1M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of PRINCIPAL TR FOR MEDICARE-ELIGIBLE POST-RETIREMENT MEDICAL BENEFITS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,045,544$1,643,922-$598,378$25,072,627$93$25,072,534
December 31, 2023990$1,063,280$1,606,536-$543,256$25,670,959$47$25,670,912
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$67,301
Investment income
$978,243
Net gain from sales of assets
$168,230
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,277,265
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$1,643,922

Balance sheet and other

Total assets, start of year
$25,670,959
Total assets, end of year
$25,072,627
Total liabilities, end of year
$93
Net assets, end of year
$25,072,534
Publicly traded securities
$24,866,319
Gross unrelated business income
$978,243
Gross receipts
$1,045,544
Employees
0
Volunteers
0
Year formed
2015
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Binay ChandgothiaInvestment Committee
Trustee or director
1$0
Jack BishopInvestment Committee
Trustee or director
1$0
Staci CunninghamInvestment Committee
Trustee or director
1$0
Kara HoogensenInvestment Committee
Trustee or director
1$0
Kenneth McCullumInvestment Committee
Trustee or director
1$0
Joel PitzInvestment Committee
Trustee or director
1$0
Dwight SoethoutInvestment Committee
Trustee or director
1$0
Janis BensonInvestment Committee
Trustee or director
1$0
Lisa CoulsonAdministration Committee
Trustee or director
1$0
Joseph McCartyAdministration Committee
Trustee or director
1$0
Andy SchaferAdministration Committee
Trustee or director
1$0
Jon CoutureAdministration Committee
Trustee or director
1$0
Brian NessAdministration Committee
Trustee or director
1$0
Kevin FarleyAdministration Committee
Trustee or director
1$0
Gina GrahamAdministration Committee
Trustee or director
1$0
3 more people on this return
NameTitleHours / weekCompensation
Dennis MenkenInvestment Committee
Former
1$0
Deanna StrableInvestment Committee
Former
1$0
Shea TreadwayAdministration Committee
Former
1$0
990 for the year ended December 31, 2023: 19 people
NameTitleHours / weekCompensation
Dennis MenkenInvestment Committee
Trustee or director
1$0
Jack BishopInvestment Committee
Trustee or director
1$0
Staci CunninghamInvestment Committee
Trustee or director
1$0
Kara HoogensenInvestment Committee
Trustee or director
1$0
Kenneth McCullumInvestment Committee
Trustee or director
1$0
Joel PitzInvestment Committee
Trustee or director
1$0
Dwight SoethoutInvestment Committee
Trustee or director
1$0
Deanna StrableInvestment Committee
Trustee or director
1$0
Janis WinterhofInvestment Committee
Trustee or director
1$0
Lisa CoulsonAdministration Committee
Trustee or director
1$0
Joseph McCartyAdministration Committee
Trustee or director
1$0
Shea TreadwayAdministration Committee
Trustee or director
1$0
Jon CoutureAdministration Committee
Trustee or director
1$0
Brian NessAdministration Committee
Trustee or director
1$0
Kevin FarleyAdministration Committee
Trustee or director
1$0
Gina GrahamAdministration Committee
Trustee or director
1$0
Lisa CoulsonInvestment Committee
Former
1$0
Nathan SchelhaasAdministration Committee
Former
1$0
Andrew DionAdministration Committee
Former
1$0

Address and contacts

Address (IRS master file)
711 HIGH ST, DES MOINES, IA 50392-0001
In care of
% RICH PULLEN 711-2D80
Principal officer (990 for 2024)
Mark Konrad, 711 High Street, Des Moines, IA 50392
Signed the 990
Mark Konrad, Trustee, on Behalf of the Trustees
Phone
(515) 247-5111

Mission

Provide Health Benefits to Members

990 for the year ended December 31, 2024

Program accomplishments

  • Benefits Paid to or for Members
    Expenses $1,277,265
  • Taxes Paid on Investment Income of the Trust
    Expenses $366,657

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
47-5094550
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2016
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$25,072,627
Income (IRS master file)
$1,045,544

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,045,544$1,643,922$25,072,627IRS
990December 2023$1,063,280$1,606,536$25,670,959XML
990December 2022$1,234,209$2,051,658$26,214,168IRS
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 47-5094550).

Questions about PRINCIPAL TR FOR MEDICARE-ELIGIBLE POST-RETIREMENT MEDICAL BENEFITS

What is the EIN of PRINCIPAL TR FOR MEDICARE-ELIGIBLE POST-RETIREMENT MEDICAL BENEFITS?
The employer identification number (EIN) of PRINCIPAL TR FOR MEDICARE-ELIGIBLE POST-RETIREMENT MEDICAL BENEFITS is 47-5094550.
Is PRINCIPAL TR FOR MEDICARE-ELIGIBLE POST-RETIREMENT MEDICAL BENEFITS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
Are donations to PRINCIPAL TR FOR MEDICARE-ELIGIBLE POST-RETIREMENT MEDICAL BENEFITS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PRINCIPAL TR FOR MEDICARE-ELIGIBLE POST-RETIREMENT MEDICAL BENEFITS 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 PRINCIPAL TR FOR MEDICARE-ELIGIBLE POST-RETIREMENT MEDICAL BENEFITS due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PRINCIPAL TR FOR MEDICARE-ELIGIBLE POST-RETIREMENT MEDICAL BENEFITS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of PRINCIPAL TR FOR MEDICARE-ELIGIBLE POST-RETIREMENT MEDICAL BENEFITS?
The 990 for the year ended December 31, 2024 names Mark Konrad.
Who are the officers and directors of PRINCIPAL TR FOR MEDICARE-ELIGIBLE POST-RETIREMENT MEDICAL BENEFITS?
The 990 for the year ended December 31, 2024 lists 18 people; 0 received compensation from the organization.
How much revenue does PRINCIPAL TR FOR MEDICARE-ELIGIBLE POST-RETIREMENT MEDICAL BENEFITS have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,045,544, expenses of $1,643,922 and total assets of $25,072,627 at year end.

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