Civic Intelligence

Dsra Benefit Trust Inc-Membership

EIN 26-4594868 • 501(c)9 • Rochester, NY

Profile

To provide retirement welfare benefits to eligible retirees of delphi corp and/or their survivors, dependents, and spouses.

150 Bastian RoadRochester, NY 14623

www.dsrabenefittrust.net

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Net Margin

12th percentile

-76%

Higher net margin than 12% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

37th percentile

-7.7%

Faster asset growth than 37% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

77th percentile

16%

Faster revenue growth than 77% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Down

$686,547

Down $37,216 (-5.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$686,547

Down $37,216 (-5.1%) from 2023

Revenue

Up

$111,926

Up $485 (+0.4%) from 2023

Expenses

Down

$196,938

Down $79,375 (-29%) from 2023

Net Income

Up

-$85,012

Up $79,860 (+48%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $7,663,303Liabilities 2010: $0Net Assets 2010: $7,663,3032010Assets 2011: $16,476,160Liabilities 2011: $0Net Assets 2011: $16,476,1602011Assets 2012: $12,066,417Liabilities 2012: $0Net Assets 2012: $12,066,4172012Assets 2013: $5,860,314Liabilities 2013: $0Net Assets 2013: $5,860,3142013Assets 2014: $3,480,846Liabilities 2014: $0Net Assets 2014: $3,480,8462014Assets 2015: $1,786,099Liabilities 2015: $0Net Assets 2015: $1,786,0992015Assets 2016: $1,555,477Liabilities 2016: $0Net Assets 2016: $1,555,4772016Assets 2017: $1,410,787Liabilities 2017: $0Net Assets 2017: $1,410,7872017Assets 2018: $1,089,856Liabilities 2018: $0Net Assets 2018: $1,089,8562018Assets 2019: $1,242,080Liabilities 2019: $0Net Assets 2019: $1,242,0802019Assets 2020: $1,266,540Liabilities 2020: $0Net Assets 2020: $1,266,5402020Assets 2021: $1,129,873Liabilities 2021: $0Net Assets 2021: $1,129,8732021Assets 2022: $805,926Liabilities 2022: $0Net Assets 2022: $805,9262022Assets 2023: $723,763Liabilities 2023: $0Net Assets 2023: $723,7632023Assets 2024: $686,547Liabilities 2024: $0Net Assets 2024: $686,5472024

Highlighted filing

2024

Assets$686,547
Liabilities$0
Net Assets$686,547

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $956,4082010Expenses 2011: $2,661,5802011Expenses 2012: $5,571,6932012Revenue 2013: $1,078,184Expenses 2013: $7,284,287Net Income 2013: -$6,206,1032013Revenue 2014: $683,684Expenses 2014: $3,063,152Net Income 2014: -$2,379,4682014Revenue 2015: $511,158Expenses 2015: $2,205,905Net Income 2015: -$1,694,7472015Revenue 2016: $217,808Expenses 2016: $447,720Net Income 2016: -$229,9122016Revenue 2017: $228,208Expenses 2017: $519,566Net Income 2017: -$291,3582017Revenue 2018: $258,268Expenses 2018: $477,322Net Income 2018: -$219,0542018Revenue 2019: $607,735Expenses 2019: $412,897Net Income 2019: $194,8382019Revenue 2020: $174,935Expenses 2020: $204,275Net Income 2020: -$29,3402020Revenue 2021: $170,306Expenses 2021: $335,914Net Income 2021: -$165,6082021Revenue 2022: $82,642Expenses 2022: $235,683Net Income 2022: -$153,0412022Revenue 2023: $111,441Expenses 2023: $276,313Net Income 2023: -$164,8722023Revenue 2024: $111,926Expenses 2024: $196,938Net Income 2024: -$85,0122024

Highlighted filing

2024

Revenue$111,926
Expenses$196,938
Net Income-$85,012

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.11$0.20$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.11$0.28$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.08$0.24$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.17$0.34$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.17$0.20$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.61$0.41$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.26$0.48$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.23$0.52$0.29
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.22$0.45$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.51$2.21$1.69
2014Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.68$3.06$2.38
2013Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$1.08$7.28$6.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.00$12.1$5.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$0.00$16.5$2.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.66$0.00$7.66$0.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$210,252
Mission and Program Overview

Mission

To provide retirement welfare benefits to eligible retirees of delphi corp and/or their survivors, dependents, and spouses.

To provide retirement welfare benefits to eligible retirees of delphi corp and/or their survivors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$723,763$686,547▼ $37,216
Investments in Publicly Traded Securities$685,472$681,851▼ $3,621
Savings and Temporary Cash Investments$38,291$4,696▼ $33,595
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$723,763$686,547▼ $37,216
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$723,763$686,547▼ $37,216
Total Liabilities and Net Assets / Fund Balance$723,763$686,547▼ $37,216
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lori OstranderTreasurerPT$6,000$6,000
Paul BeiterChairpersonPT$6,000$6,000
Sharon DelezenneSecretaryPT$6,000$6,000
Greg WhiteMember at LargePT$6,000$6,000
Stephen DucaMember at LargePT$6,000$6,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$57,783
Other Revenue
$54,143
Change in Net Assets
$-85,012

Audited Revenue Reconciliation

Revenue per Audited Statements
$111,926
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$8,934,126
Total Revenue per Audited Statements
$9,046,052
Total Revenue per Form 990
$111,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,441
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$111,497--$111,497
Other Expenses-$29,997-$29,997
Fees for Services Accounting-$29,250-$29,250
Fees for Service Investment Mgmnt Fees-$16,233-$16,233
Insurance-$9,961-$9,961
Total Functional Expenses$111,497$85,441$0$196,938

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,083,268
Expenses Not Reported on Form 990$8,886,330
Expenses per Audited Statements$196,938
Total Expenses per Form 990$196,938
Expenses Not Reported on Financial Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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

Each member of the governing body will review the form 990 prior to irs filing. The extent of each members review will depend upon his or her knowledge of the subject matter. However, each member will have sufficient knowledge to review the question regarding the management and governance of the organization.

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

The organization requires each member of the veba committee (the trustees) to review and excute a copy of the organization's conflict of interest policy each year.

Form 990, Part VI, Section C, Line 19

Copies of these documents are available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Dsra Benefit Trust Inc
EIN
26-4594868
Phone
5854242079
Address
150 BASTIAN ROAD, ROCHESTER, NY 14623

Signing Officer

Name
Lori Ostrander
Title
Chairman
Phone
5854242079
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Beiter
Formed
2009
Legal Domicile
De
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Advisors LLC
Address
3925 RIVER CROSSING PKWY STE 100, INDIANAPOLIS, IN 46240
Preparer
Xiaolin Shi
Phone
3174722200
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Participant contributions 8,886,330. Unrealized gain on investments 47,796.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Insurance premiums paid for participants 8,612,743. Contract administration fees 273,587.

Raw XML Appendix302 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE RETIREMENT WELFARE BENEFITS TO ELIGIBLE RETIREES OF DELPHI CORP AND/OR THEIR SURVIVORS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0111497
IRS990/BenefitsToMembersGrp/TotalAmt0111497
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LORI OSTRANDER (TREASURER)
IRS990/BooksInCareOfDetail/PhoneNum08103472829
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02742 HUNTINGTON HILLS DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033810
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0111497
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt057783
IRS990/CYOtherExpensesAmt085441
IRS990/CYOtherRevenueAmt054143
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-85012
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0196938
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0111926
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0DSRA BENEFIT TRUST, INC. PROVIDES HEALTH CARE INSURANCE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS IN ACORDANCE WITH THE TERMS OF THE TRUST AGREEMENT & AMENDED PROVISIONS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0111497
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt029250
IRS990/FeesForServicesAccountingGrp/TotalAmt029250
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt016233
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016233
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt18.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt38.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL BEITER
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHEN DUCA
IRS990/Form990PartVIISectionAGrp/PersonNm2LORI OSTRANDER
IRS990/Form990PartVIISectionAGrp/PersonNm3GREG WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm4SHARON DELEZENNE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt06000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt36000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt46000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-13100
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt085226
IRS990/GrossReceiptsAmt0210252
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09961
IRS990/InsuranceGrp/TotalAmt09961
IRS990/InvestmentIncomeGrp/ExclusionAmt070883
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt070883
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0685472
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0681851
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt098326
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE RETIREMENT WELFARE BENEFITS TO ELIGIBLE RETIREES OF DELPHI CORP AND/OR THEIR SURVIVORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0723763
IRS990/NetAssetsOrFundBalancesEOYAmt0686547
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-13100
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-13100
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt047796
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BOARD OF DIRECTOR FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt029997
IRS990/OtherExpensesGrp/TotalAmt029997
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE FEE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt054143
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt054143
IRS990/OtherRevenueTotalAmt054143
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL BEITER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0138482
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt056766
IRS990/PYOtherExpensesAmt0137831
IRS990/PYOtherRevenueAmt054675
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-164872
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0276313
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0111441
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-85012
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt054143
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0723763
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0686547
IRS990/SavingsAndTempCashInvstGrp/BOYAmt038291
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04696
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt08886330
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0196938
IRS990ScheduleD/OtherExpensesIncludedAmt08886330
IRS990ScheduleD/OtherRevenueAmt08934126
IRS990ScheduleD/RevenueNotReportedAmt08934126
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0111926
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PARTICIPANT CONTRIBUTIONS 8,886,330. UNREALIZED GAIN ON INVESTMENTS 47,796.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INSURANCE PREMIUMS PAID FOR PARTICIPANTS 8,612,743. CONTRACT ADMINISTRATION FEES 273,587.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0196938
IRS990ScheduleD/TotalRevenuePerForm990Amt0111926
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09046052
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09083268
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH MEMBER OF THE GOVERNING BODY WILL REVIEW THE FORM 990 PRIOR TO IRS FILING. THE EXTENT OF EACH MEMBERS REVIEW WILL DEPEND UPON HIS OR HER KNOWLEDGE OF THE SUBJECT MATTER. HOWEVER, EACH MEMBER WILL HAVE SUFFICIENT KNOWLEDGE TO REVIEW THE QUESTION REGARDING THE MANAGEMENT AND GOVERNANCE OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES EACH MEMBER OF THE VEBA COMMITTEE (THE TRUSTEES) TO REVIEW AND EXCUTE A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF THESE DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0723763
IRS990/TotalAssetsEOYAmt0686547
IRS990/TotalAssetsGrp/BOYAmt0723763
IRS990/TotalAssetsGrp/EOYAmt0686547
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085441
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0111497
IRS990/TotalFunctionalExpensesGrp/TotalAmt0196938
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0723763
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0686547
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0111497
IRS990/TotalReportableCompFromOrgAmt030000
IRS990/TotalRevenueGrp/ExclusionAmt057783
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054143
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0111926
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0723763
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0686547
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0150 BASTIAN ROAD
IRS990/USAddress/CityNm0ROCHESTER
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014623
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.DSRABENEFITTRUST.NET
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI OSTRANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05854242079
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DSRA BENEFIT TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0DSRA
ReturnHeader/Filer/EIN0264594868
ReturnHeader/Filer/PhoneNum05854242079
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 BASTIAN ROAD
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014623
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481111111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03925 RIVER CROSSING PKWY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03174722200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0XIAOLIN SHI
ReturnHeader/ReturnTs02025-11-06T08:34:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.