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Nonprofit · EIN 80-6038158

SERVCO-AER EMPLOYEES HEALTH AND WELFARE BENEFIT TR

Tax-exempt · MADISON, WI 53718

Financials

$1.9M$3.4M2023$3.2M$2.6M2024
Revenue Expenses · by fiscal year end
Financials of SERVCO-AER EMPLOYEES HEALTH AND WELFARE BENEFIT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,177,365$2,564,968$612,397$972,518$0$972,518
December 31, 2023990$1,914,007$3,370,072-$1,456,065$360,121$0$360,121
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$3,140,644
Investment income
$35,504
Other revenue
$1,217

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,489,872
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$75,096
Program services (functional)
$2,564,968

Balance sheet and other

Total assets, start of year
$360,121
Total assets, end of year
$972,518
Total liabilities, end of year
$0
Net assets, end of year
$972,518
Gross unrelated business income
$36,721
Gross receipts
$5,792,404
Employees
0
Year formed
2007
State of legal domicile
WI

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
Principle Custody SolutionsTrustee
Institutional trustee
0$5,190
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Principle Custody SolutionsTrustee
Institutional trustee
0$3,050

Address and contacts

Address (IRS master file)
4902 N BILTMORE LN ATTN TAX DEPT, MADISON, WI 53718-2148
In care of
% GREGORY SHUNK
Principal officer (990 for 2024)
Robert Durian, 4902 N Biltmore Ln Attn Tax De, Madison, WI 53718
Signed the 990
Robert Durian, EVP & CFO
Phone
(608) 458-0577

Mission

PROVIDE HEALTH CARE BENEFITS FOR THE RETIRED EMPLOYEES OF ALLIANT ENERGY CORPORATE SERVICES, INC., ALLIANT ENERGY RESOURCES, LLC., AND CEDAR RAPIDS AND IOWA CITY RAILWAY COMPANY

990 for the year ended December 31, 2024

Program accomplishments

  • Provide health care benefits for the retired employees of Alliant Energy Corporate Services, Inc., Alliant Energy Resources, LLC., and Cedar Rapids and Iowa City Railway Company
    Expenses $2,565,069

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
80-6038158
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2008
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$972,518
Income (IRS master file)
$5,792,404

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,177,365$2,564,968$972,518XML
990December 2023$1,914,007$3,370,072$360,121XML
990December 2022$869,788$2,426,194$1,816,186IRS
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 80-6038158).

Questions about SERVCO-AER EMPLOYEES HEALTH AND WELFARE BENEFIT TR

What is the EIN of SERVCO-AER EMPLOYEES HEALTH AND WELFARE BENEFIT TR?
The employer identification number (EIN) of SERVCO-AER EMPLOYEES HEALTH AND WELFARE BENEFIT TR is 80-6038158.
Is SERVCO-AER EMPLOYEES HEALTH AND WELFARE BENEFIT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
Are donations to SERVCO-AER EMPLOYEES HEALTH AND WELFARE BENEFIT TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SERVCO-AER EMPLOYEES HEALTH AND WELFARE BENEFIT 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 SERVCO-AER EMPLOYEES HEALTH AND WELFARE BENEFIT TR 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 SERVCO-AER EMPLOYEES HEALTH AND WELFARE BENEFIT TR 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 SERVCO-AER EMPLOYEES HEALTH AND WELFARE BENEFIT TR?
The 990 for the year ended December 31, 2024 names Robert Durian.
Who are the officers and directors of SERVCO-AER EMPLOYEES HEALTH AND WELFARE BENEFIT TR?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $5,190 (Principle Custody Solutions, Trustee).
How much revenue does SERVCO-AER EMPLOYEES HEALTH AND WELFARE BENEFIT TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,177,365, expenses of $2,564,968 and total assets of $972,518 at year end.

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