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Nonprofit · EIN 87-0630516

A-PLUS BENEFITS INC EMPLOYEE BENEFIT TRUST

Tax-exempt · AMERICAN FORK, UT 84003

Financials

$58.1M$55.5M2023$58M$59.2M2024
Revenue Expenses · by fiscal year end
Financials of A-PLUS BENEFITS INC EMPLOYEE BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$57,960,207$59,216,633-$1,256,426$14,460,263$10,340,634$4,119,629
December 31, 2023990$58,094,634$55,521,483$2,573,151$13,507,418$8,131,363$5,376,055
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$57,960,207
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$53,701,109
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$53,701,109
Management and general (functional)
$5,515,524

Balance sheet and other

Total assets, start of year
$13,507,418
Total assets, end of year
$14,460,263
Total liabilities, end of year
$10,340,634
Net assets, end of year
$4,119,629
Net assets without donor restrictions
$4,119,629
Gross receipts
$57,960,207
Employees
0
State of legal domicile
UT

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
JOHN BARTHOLOMEWTRUSTEE
Trustee or director, Officer
–$0
RICK BARTHOLOMEWTRUSTEE
Trustee or director, Officer
–$0
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JOHN BARTHOLOMEWTRUSTEE
Trustee or director, Officer
–$0
RICK BARTHOLOMEWTRUSTEE
Trustee or director, Officer
–$0

Address and contacts

Address (IRS master file)
PO BOX 308, AMERICAN FORK, UT 84003-0308
In care of
% JOHN BARTHOLOMEW
Principal officer (990 for 2024)
RICK BARTHOLOMEW, 395 W 600 N, LINDON, UT 84042
Signed the 990
RICK BARTHOLOMEW, TRUSTEE
Phone
(801) 443-1090
Return prepared by
MICHAEL S BARTHOLOMEW CPA LLC

Mission

EMPLOYEE HEALTH & WELFARE BENEFITS

990 for the year ended December 31, 2024

Program accomplishments

  • EMPLOYEE MEDICAL & WELFARE COSTS
    Expenses $53,701,109 · revenue $57,960,207

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
87-0630516
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1999
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$14,460,263
Income (IRS master file)
$57,960,207

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$57,960,207$59,216,633$14,460,263XML
990December 2023$58,094,634$55,521,483$13,507,418XML
990December 2022$57,777,693$55,545,890$11,019,822IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 87-0630516).

Questions about A-PLUS BENEFITS INC EMPLOYEE BENEFIT TRUST

What is the EIN of A-PLUS BENEFITS INC EMPLOYEE BENEFIT TRUST?
The employer identification number (EIN) of A-PLUS BENEFITS INC EMPLOYEE BENEFIT TRUST is 87-0630516.
Is A-PLUS BENEFITS INC EMPLOYEE BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
Are donations to A-PLUS BENEFITS INC EMPLOYEE BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does A-PLUS BENEFITS INC EMPLOYEE BENEFIT 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 A-PLUS BENEFITS INC EMPLOYEE BENEFIT TRUST 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 A-PLUS BENEFITS INC EMPLOYEE BENEFIT TRUST 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 A-PLUS BENEFITS INC EMPLOYEE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names RICK BARTHOLOMEW.
Who are the officers and directors of A-PLUS BENEFITS INC EMPLOYEE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does A-PLUS BENEFITS INC EMPLOYEE BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $57,960,207, expenses of $59,216,633 and total assets of $14,460,263 at year end.

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