Civic Intelligence

Rehmann Group LLC Employee Welfare

EIN 26-3797869 • 501(c)9 • Saginaw, MI

Profile

No formal mission statement.

5800 Gratiot Rd 201Saginaw, MI 48638

n/A

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.27x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.06x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

43rd percentile

1.8%

Higher net margin than 43% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

99th percentile

$1,806,342

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

27%

Faster revenue growth than 84% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$2,474,891

Up $361,182 (+17%) from 2023

Liabilities

Up

$673,669

Up $154,880 (+30%) from 2023

Net Assets

Up

$1,801,222

Up $206,302 (+13%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin43rd percentile

Revenue

Up

$11,606,370

Up $2,481,211 (+27%) from 2023

Expenses

Up

$11,400,068

Up $1,660,293 (+17%) from 2023

Net Income

Up

$206,302

Up $820,918 (+134%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$3.0M$2.0M$1.0M$0Assets 2020: $2,313,314Liabilities 2020: $482,723Net Assets 2020: $1,830,5912020Assets 2021: $2,527,322Liabilities 2021: $526,698Net Assets 2021: $2,000,6242021Assets 2022: $2,681,639Liabilities 2022: $472,103Net Assets 2022: $2,209,5362022Assets 2023: $2,113,709Liabilities 2023: $518,789Net Assets 2023: $1,594,9202023Assets 2024: $2,474,891Liabilities 2024: $673,669Net Assets 2024: $1,801,2222024

Highlighted filing

2024

Assets$2,474,891
Liabilities$673,669
Net Assets$1,801,222
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2020: $9,527,300Expenses 2020: $7,314,229Net Income 2020: $2,213,0712020Revenue 2021: $8,218,573Expenses 2021: $8,048,540Net Income 2021: $170,0332021Revenue 2022: $8,586,634Expenses 2022: $8,377,722Net Income 2022: $208,9122022Revenue 2023: $9,125,159Expenses 2023: $9,739,775Net Income 2023: -$614,6162023Revenue 2024: $11,606,370Expenses 2024: $11,400,068Net Income 2024: $206,3022024

Highlighted filing

2024

Revenue$11,606,370
Expenses$11,400,068
Net Income$206,302
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,474,891
Liabilities
$673,669
Net assets
$1,801,222
Revenue
$11,606,370
Expenses
$11,400,068
Net income
$206,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.67$1.80$11.6$11.4$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.52$1.59$9.13$9.74$0.61
2022Detailed filing. Detailed filing data is available for this year.$2.68$0.47$2.21$8.59$8.38$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.53$0.53$2.00$8.22$8.05$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.48$1.83$9.53$7.31$2.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$11,606,370
Mission and Program Overview

Mission

No formal mission statement.

Provide health and welfare benefits to employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,113,720$2,473,539▲ $359,819
Rtn Earn Endowment Incm Other Fnds$1,594,920$1,801,222▲ $206,302
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,113,709$2,474,891▲ $361,182
Other Assets Total$-11$1,352▲ $1,363
Liabilities
Other Liabilities$518,789$673,669▲ $154,880
Total Liabilities$518,789$673,669▲ $154,880
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,594,920$1,801,222▲ $206,302
Total Liabilities and Net Assets / Fund Balance$2,113,709$2,474,891▲ $361,182
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Joan E PayneTrustee
Stacie KwaiserTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield Of MichiganPlan Administration600 E LAFAYETTE, Detroit, MI 48226$687,236
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,606,370
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$206,302
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,625,035
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,775,033
Insurance---$921,005
Fees for Services Management---$704,030
Total Functional Expenses$0$0$0$11,400,068
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
Estimated Claims Incurred But Not Reported$573,147
Claims Payable$100,522
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“No meetings were held nor were any written actions taken in 2024 to document.”

Form 990, Part VI, Section A, Line 8B

“No meetings were held nor were any written actions taken in 2024 to document.”

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

“A copy of the form 990 is provided to the trustees for review prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Rehmann Group LLC Employee Welfare
EIN
26-3797869
Phone
9897999580
Address
5800 GRATIOT RD 201, SAGINAW, MI 48638

Signing Officer

Name
Joan E Payne
Title
Trustee
Phone
9897999580
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan E Payne
Formed
2008
Legal Domicile
Mi
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Rehmann Robson LLC
Address
5800 GRATIOT PO BOX 2025, SAGINAW, MI 48605-2025
Preparer
Jeffrey E Hert CPA
Phone
9897999580
Supplemental Narrative

Additional Explanations

FORM 990, PART IX, LINE 2C:

“The trustees assume responsibility for the oversight of the audit of the financial statements and the selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has determined and informed the company by a letter dated may 10, 2011, that the plan and related trust are designated in accordance with applicable sections of the internal revenue code. Although the plan has been amended since receiving the opinion letter, the plan administrator believes that the plan is designed and is currently being operated in compliance with the applicable requirements of the internal revenue code. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdiction; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2021.”

Raw XML Appendix382 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.

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IRS990/BooksInCareOfDetail/PersonNm0JOAN PAYNE
IRS990/BooksInCareOfDetail/PhoneNum09897999580
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05800 GRATIOT RD STE 201
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAGINAW
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IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/CreditCounselingInd00
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IRS990/Desc0HEALTH AND WELFARE BENEFITS WERE PROVIDED TO APPROXIMATELY 878 ELIGIBLE EMPLOYEES, THEIR SPOUSES, AND DEPENDENTS AS WELL AS 969 RETIRED OR SEPARATED PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt01806342
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1254269
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt011606370
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt0921005
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0NO FORMAL MISSION STATEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01594920
IRS990/NetAssetsOrFundBalancesEOYAmt01801222
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0-11
IRS990/OtherAssetsTotalGrp/EOYAmt01352
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt0518789
IRS990/OtherLiabilitiesGrp/EOYAmt0673669
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ESTIMATED CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE COMPANY BY A LETTER DATED MAY 10, 2011, THAT THE PLAN AND RELATED TRUST ARE DESIGNATED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE. ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE OPINION LETTER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTION; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/SeverancePaymentInd00
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO MEETINGS WERE HELD NOR WERE ANY WRITTEN ACTIONS TAKEN IN 2024 TO DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO MEETINGS WERE HELD NOR WERE ANY WRITTEN ACTIONS TAKEN IN 2024 TO DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 IS PROVIDED TO THE TRUSTEES FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUSTEES ASSUME RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 2C:
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd2N/A
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd30
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd40
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0383567911
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd3MI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd4MI
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN E PAYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09897999580
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REHMANN GROUP LLC EMPLOYEE WELFARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT PLAN (VEBA)
ReturnHeader/Filer/BusinessNameControlTxt0REHM
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383567911
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05800 GRATIOT PO BOX 2025
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E HERT CPA
ReturnHeader/ReturnTs02025-11-10T08:11:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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