Civic Intelligence

Gmp-Employers Retiree Trust

EIN 23-6411794 • 501(c)9 • Fort Myers, FL

View Organization Page

Profile

The g.m.p. Employers retiree trust was created in collective bargaining negotiations to provide post-retirement health care coverage to eligible retirees and their spouses. It also provides a $2,000 death benefit to eligible retirees.

5245 Big Pine Way SEFort Myers, FL 33907

www.gmptrust.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.10x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

87th percentile

40%

Higher net margin than 87% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

65th percentile

$152,804

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

69th percentile

9.5%

Faster asset growth than 69% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

10%

Faster revenue growth than 56% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$597,598,177

Up $51,916,601 (+9.5%) from 2023

Liabilities

Up

$4,818,493

Up $374,025 (+8.4%) from 2023

Net Assets

Up

$592,779,684

Up $51,542,576 (+9.5%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin87th percentile

Revenue

Up

$48,346,239

Up $4,559,067 (+10%) from 2023

Expenses

Down

$28,840,110

Down $2,362,019 (-7.6%) from 2023

Net Income

Up

$19,506,129

Up $6,921,086 (+55%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600M$400M$200M$0Assets 2010: $261,503,225Liabilities 2010: $1,038,837Net Assets 2010: $260,464,3882010Assets 2011: $276,547,188Liabilities 2011: $14,506,761Net Assets 2011: $262,040,4272011Assets 2012: $313,289,723Liabilities 2012: $20,527,449Net Assets 2012: $292,762,2742012Assets 2013: $354,064,863Liabilities 2013: $7,446,282Net Assets 2013: $346,618,5812013Assets 2014: $366,240,343Liabilities 2014: $4,884,757Net Assets 2014: $361,355,5862014Assets 2015: $353,191,408Liabilities 2015: $6,983,634Net Assets 2015: $346,207,7742015Assets 2016: $376,075,813Liabilities 2016: $11,864,699Net Assets 2016: $364,211,1142016Assets 2017: $414,298,024Liabilities 2017: $10,548,555Net Assets 2017: $403,749,4692017Assets 2018: $381,155,222Liabilities 2018: $5,234,954Net Assets 2018: $375,920,2682018Assets 2019: $448,755,492Liabilities 2019: $8,413,112Net Assets 2019: $440,342,3802019Assets 2020: $495,659,060Liabilities 2020: $7,686,766Net Assets 2020: $487,972,2942020Assets 2021: $580,904,885Liabilities 2021: $6,905,320Net Assets 2021: $573,999,5652021Assets 2022: $532,292,322Liabilities 2022: $55,277,016Net Assets 2022: $477,015,3062022Assets 2023: $545,681,576Liabilities 2023: $4,444,468Net Assets 2023: $541,237,1082023Assets 2024: $597,598,177Liabilities 2024: $4,818,493Net Assets 2024: $592,779,6842024

Highlighted filing

2024

Assets$597,598,177
Liabilities$4,818,493
Net Assets$592,779,684
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MExpenses 2010: $43,783,4022010Expenses 2011: $44,078,7892011Expenses 2012: $40,312,8832012Revenue 2013: $51,558,545Expenses 2013: $38,633,777Net Income 2013: $12,924,7682013Revenue 2014: $38,096,539Expenses 2014: $37,050,179Net Income 2014: $1,046,3602014Revenue 2015: $25,272,647Expenses 2015: $38,019,098Net Income 2015: -$12,746,4512015Revenue 2016: $40,574,179Expenses 2016: $39,529,771Net Income 2016: $1,044,4082016Revenue 2017: $43,412,513Expenses 2017: $37,309,332Net Income 2017: $6,103,1812017Revenue 2018: $39,985,737Expenses 2018: $36,158,747Net Income 2018: $3,826,9902018Revenue 2019: $44,425,743Expenses 2019: $38,648,801Net Income 2019: $5,776,9422019Revenue 2020: $35,899,452Expenses 2020: $33,025,068Net Income 2020: $2,874,3842020Revenue 2021: $59,519,883Expenses 2021: $33,227,543Net Income 2021: $26,292,3402021Revenue 2022: $9,825,333Expenses 2022: $30,779,467Net Income 2022: -$20,954,1342022Revenue 2023: $43,787,172Expenses 2023: $31,202,129Net Income 2023: $12,585,0432023Revenue 2024: $48,346,239Expenses 2024: $28,840,110Net Income 2024: $19,506,1292024

Highlighted filing

2024

Revenue$48,346,239
Expenses$28,840,110
Net Income$19,506,129
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$597,598,177
Liabilities
$4,818,493
Net assets
$592,779,684
Revenue
$48,346,239
Expenses
$28,840,110
Net income
$19,506,129
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$598$4.82$593$48.3$28.8$19.5
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$546$4.44$541$43.8$31.2$12.6
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$532$55.3$477$9.83$30.8$21.0
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$581$6.91$574$59.5$33.2$26.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$496$7.69$488$35.9$33.0$2.87
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$449$8.41$440$44.4$38.6$5.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$381$5.23$376$40.0$36.2$3.83
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$414$10.5$404$43.4$37.3$6.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$376$11.9$364$40.6$39.5$1.04
2015Detailed filing. Detailed filing data is available for this year.$353$6.98$346$25.3$38.0$12.7
2014Detailed filing. Detailed filing data is available for this year.$366$4.88$361$38.1$37.1$1.05
2013Detailed filing. Detailed filing data is available for this year.$354$7.45$347$51.6$38.6$12.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$313$20.5$293$40.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$277$14.5$262$44.1
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$262$1.04$260$43.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$118,441,838
Mission and Program Overview

Mission

The g.m.p. Employers retiree trust was created in collective bargaining negotiations to provide post-retirement health care coverage to eligible retirees and their spouses. It also provides a $2,000 death benefit to eligible retirees.

Hold funds to provide benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$541,237,108$592,779,684▲ $51,542,576
Investments Other Securities$416,972,400$460,247,085▲ $43,274,685
Investments in Publicly Traded Securities$117,492,504$133,352,785▲ $15,860,281
Savings and Temporary Cash Investments$7,869,367$0▼ $7,869,367
Land, Buildings, and Equipment, Net$591,905$834,780▲ $242,875
Cash and Non-Interest-Bearing Accounts$605,766$651,604▲ $45,838
Prepaid Expenses and Deferred Charges$225,386$68,056▼ $157,330
Intangible Assets-$15,334-
Accounts Receivable$5,847$2,646▼ $3,201
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$545,681,576$597,598,177▲ $51,916,601
Other Assets Total$1,918,401$2,425,887▲ $507,486
Liabilities
Other Liabilities$3,601,431$3,900,183▲ $298,752
Accounts Payable and Accrued Expenses$843,037$918,310▲ $75,273
Total Liabilities$4,444,468$4,818,493▲ $374,025
Net Assets / Fund Balance
Total Net Assets Fund Balance$541,237,108$592,779,684▲ $51,542,576
Total Liabilities and Net Assets / Fund Balance$545,681,576$597,598,177▲ $51,916,601

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$670,965-$670,965
Leasehold Improvements$163,815$25,063$188,878
Other Securities$5,207,633--
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ms Jodi HopperExecutive DirectorFT$152,804$152,804

Board Members and Trustees

NameTitle
Mr Claude BeaudinChairman, Trustee
Mr Bennett SallemiTrustee
Mr Gary MorganTrustee
Mr Jaime NavarroTrustee
Mr Thomas GallagherTrustee
Ms Wendy Larrison WolfeTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Bluecross & Blueshield Of ScHealth Administrative Fees1-20 AT ALPINE ROAD, Columbia, SC 29219$487,536
Express ScriptsHealth Administrative Fees100 PARSONS POND DR, Franklin Lakes, NJ 07417$419,865
Dst Health SolutionsSoftware Fees333 WEST 11TH STREET, Kansas City, MO 64105$309,563
VbaSoftware FeesW180N11711 RIVER LANE, Germantown, WI 53022$247,017
Dodge And CoxInvestment And Money Management555 CALIFORNIA STREET 40TH FL, San Francisco, CA 94104$203,072
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$15,758,161
Investment Income
$32,280,695
Other Revenue
$307,383
Change in Net Assets
$19,506,129

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,082,675
Revenue Not Reported on Financial Statements
$19,263,564
Revenue Not Reported on Form 990
$50,500,782
Other Revenue Adjustments
$18,267,721
Total Revenue per Audited Statements
$79,583,457
Total Revenue per Form 990
$48,346,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,145,031
Salaries, Compensation, and Employee Benefits$815,465
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$22,879,614--$22,879,614
Insurance-$3,111,628-$3,111,628
Fees for Service Investment Mgmnt Fees-$995,843-$995,843
Other Salaries and Wages-$592,571-$592,571
Information Technology-$279,576-$279,576
Current Officers, Directors, Trustees, and Key Employees-$152,804-$152,804
Fees for Services Accounting-$100,000-$100,000
All Other Expenses-$57,013-$57,013
Payroll Taxes-$54,050-$54,050
Other Expenses-$52,990-$52,990
Office Expenses-$35,153-$35,153
Conferences and Meetings-$17,652-$17,652
Fees for Services Legal-$17,056-$17,056
Other Employee Benefits-$16,040-$16,040
Depreciation Depletion-$14,774-$14,774
Travel-$10,778-$10,778
Total Functional Expenses$22,879,614$5,960,496$0$28,840,110

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$28,840,110
Total Expenses per Audited Statements$28,040,881
Expenses per Audited Statements$27,844,267
Expenses Not Reported on Financial Statements$995,843
Expenses Not Reported on Form 990$196,614
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable Trust$3,673,172
Deferred Premium Revenue$214,627
Broker Payable$12,384
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 will be sent to each member of the governing body immediately following the completion and filing of the return.”

Form 990, Part VI, Section B, Line 12C

“Acknowledgement and disclosure forms are required to be submitted and updated as situations change or become inaccurate or incomplete.”

Form 990, Part VI, Section B, Line 15

“Compensation is compared with industry data by the actuary every three to five years and is approved by trustees for all salary based positions. These approvals are documented in the plan's minutes of which took place in 2024.”

Form 990, Part VI, Section C, Line 19

“The trust provides copies to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Gmp-employers Retiree Trust
EIN
23-6411794
Phone
2399366242
Address
5245 BIG PINE WAY SE, FORT MYERS, FL 33907

Signing Officer

Name
Jodi L Hopper
Title
Executive Director
Phone
2399366242
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jodi L Hopper
Formed
1965
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
15
Volunteers
6

Preparer

Firm
Hill Barth & King LLC
Address
8010 SUMMERLIN LAKES DRIVE, FORT MYERS, FL 33907
Preparer
Gerald M Kimble
Phone
2394825522
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer funds to minton building from gmp 1,309.”

2C

“BOARD OF TRUSTEES”

Financial Statement Notes

PART X, LINE 2:

“The plan assesses uncertain tax positions in accordance with fasb asc 740 and has determined that all income tax filing positions would be sustained upon examination and accordingly, has not recorded any reserves or related accruals for interest and penalties at december 31, 2024 for uncertain tax positions.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Minton building rental income 197,923.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Realized gain on investments 18,267,721.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“MINTON BUILDING 196,614.”

Raw XML AppendixShowing 400 of 542 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum02399366242
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IRS990/Form990PartVIISectionAGrp/PersonNm1MR THOMAS GALLAGHER
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IRS990/Form990PartVIISectionAGrp/PersonNm3MR GARY MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm4MS WENDY LARRISON WOLFE
IRS990/Form990PartVIISectionAGrp/PersonNm5MR JAIME NAVARRO
IRS990/Form990PartVIISectionAGrp/PersonNm6MS JODI HOPPER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6152804
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN, TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt018267721
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt088363320
IRS990/GrossReceiptsAmt0118441838
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0279576
IRS990/InformationTechnologyGrp/TotalAmt0279576
IRS990/InsuranceGrp/ManagementAndGeneralAmt03111628
IRS990/InsuranceGrp/TotalAmt03111628
IRS990/IntangibleAssetsGrp/EOYAmt015334
IRS990/InvestmentIncomeGrp/ExclusionAmt014012974
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014012974
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0416972400
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0460247085
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0117492504
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0133352785
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025063
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0591905
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0834780
IRS990/LandBldgEquipCostOrOtherBssAmt0859843
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt070095599
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE G.M.P. EMPLOYERS RETIREE TRUST WAS CREATED IN COLLECTIVE BARGAINING NEGOTIATIONS TO PROVIDE POST-RETIREMENT HEALTH CARE COVERAGE TO ELIGIBLE RETIREES AND THEIR SPOUSES. IT ALSO PROVIDES A $2,000 DEATH BENEFIT TO ELIGIBLE RETIREES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0541237108
IRS990/NetAssetsOrFundBalancesEOYAmt0592779684
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt018267721
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt018267721
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt032035138
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt035153
IRS990/OfficeExpensesGrp/TotalAmt035153
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01918401
IRS990/OtherAssetsTotalGrp/EOYAmt02425887
IRS990/OtherChangesInNetAssetsAmt01309
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016040
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016040
IRS990/OtherExpensesGrp/Desc0ACTUARIAL FEES
IRS990/OtherExpensesGrp/Desc1ELECTRONIC CLAIMS SERVI
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3POSTAGE AND MAILINGS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0183000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1168959
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2100609
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt352990
IRS990/OtherExpensesGrp/TotalAmt0183000
IRS990/OtherExpensesGrp/TotalAmt1168959
IRS990/OtherExpensesGrp/TotalAmt2100609
IRS990/OtherExpensesGrp/TotalAmt352990
IRS990/OtherLiabilitiesGrp/BOYAmt03601431
IRS990/OtherLiabilitiesGrp/EOYAmt03900183
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/BusinessCd1525100
IRS990/OtherRevenueMiscGrp/Desc0PENSION FUNDING
IRS990/OtherRevenueMiscGrp/Desc1OTHER REVENUE - RELATED OR EXEMPT
IRS990/OtherRevenueMiscGrp/ExclusionAmt0300202
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07181
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0300202
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17181
IRS990/OtherRevenueTotalAmt0307383
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0592571
IRS990/OtherSalariesAndWagesGrp/TotalAmt0592571
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt054050
IRS990/PayrollTaxesGrp/TotalAmt054050
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0225386
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt068056
IRS990/PrincipalOfficerNm0JODI L HOPPER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS FROM EMPLOYERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012686602
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012686602
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt025060287
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt025467620
IRS990/PYOtherExpensesAmt05360188
IRS990/PYOtherRevenueAmt0647113
IRS990/PYProgramServiceRevenueAmt017672439
IRS990/PYRevenuesLessExpensesAmt012585043
IRS990/PYSalariesCompEmpBnftPaidAmt0781654
IRS990/PYTotalExpensesAmt031202129
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt043787172
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt019506129
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt015765342
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07869367
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0196614
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0995843
IRS990ScheduleD/ExpensesSubtotalAmt027844267
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0995843
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0995843
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0163815
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt025063
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0188878
IRS990ScheduleD/NetUnrealizedGainsInvstAmt050302859
IRS990ScheduleD/OtherExpensesIncludedAmt0196614
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0670965
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0670965
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012384
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1214627
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23673172
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BROKER PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED PREMIUM REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLAIMS PAYABLE TRUST
IRS990ScheduleD/OtherRevenueAmt0197923
IRS990ScheduleD/OtherRevenuesNotIncludedAmt018267721
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt082998028
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12167000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt29438299
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt315980788
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt46942020
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt511099584
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt660812774
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt764959061
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt820824758
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt97268655
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1011389257
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1120303170
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1267659556
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1373196502
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt145207633
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PIMCO FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MINTON BUILDING
IRS990ScheduleD/OtherSecuritiesGrp/Desc2VANGUARD INFLATION-PROTECTED S
IRS990ScheduleD/OtherSecuritiesGrp/Desc3LAZARD GLOBAL LISTED INFRASTRUCTURE
IRS990ScheduleD/OtherSecuritiesGrp/Desc4T ROWE PRICE NEW ERA FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5T ROWE PRICE INSTITUTIONAL FLO
IRS990ScheduleD/OtherSecuritiesGrp/Desc6BAIRD AGGREGATE BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc7ISHARES S&P 500 INDEX-K
IRS990ScheduleD/OtherSecuritiesGrp/Desc8BNYM GLOBAL REAL RETURN-Y
IRS990ScheduleD/OtherSecuritiesGrp/Desc9GMO RESOURCES FUND-III
IRS990ScheduleD/OtherSecuritiesGrp/Desc10T ROWE PRICE INST HI YLD
IRS990ScheduleD/OtherSecuritiesGrp/Desc11DFA GLOBAL RL EST SECS
IRS990ScheduleD/OtherSecuritiesGrp/Desc12MFS INTL DIVERSIFICAT-R6
IRS990ScheduleD/OtherSecuritiesGrp/Desc13ARROWSTREET
IRS990ScheduleD/OtherSecuritiesGrp/Desc14DREYFUS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd12F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd13F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd14F
IRS990ScheduleD/RevenueNotReportedAmt050500782
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt019263564
IRS990ScheduleD/RevenueSubtotalAmt029082675
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ASSESSES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740 AND HAS DETERMINED THAT ALL INCOME TAX FILING POSITIONS WOULD BE SUSTAINED UPON EXAMINATION AND ACCORDINGLY, HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES AT DECEMBER 31, 2024 FOR UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MINTON BUILDING RENTAL INCOME 197,923.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REALIZED GAIN ON INVESTMENTS 18,267,721.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3MINTON BUILDING 196,614.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0834780
IRS990ScheduleD/TotalBookValueSecuritiesAmt0460247085
IRS990ScheduleD/TotalExpensesPerForm990Amt028840110
IRS990ScheduleD/TotalLiabilityAmt03900183
IRS990ScheduleD/TotalRevenuePerForm990Amt048346239
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt079583457
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt028040881
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0152804
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00

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