Civic Intelligence

Security Benefit Hra Indiana Veba Trust

EIN 27-6955554 • 501(c)9 • Topeka, KS

Profile

Provide benefits to health reimbursement account members

One Security Benefit PlaceTopeka, KS 66636

n/A

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

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

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

79th percentile

39%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$321,231,412

Up $31,644,063 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$321,231,412

Up $31,644,063 (+11%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin77th percentile

Revenue

Up

$31,751,087

Up $8,983,836 (+39%) from 2023

Expenses

Up

$24,379,804

Up $2,342,929 (+11%) from 2023

Net Income

Up

$7,371,283

Up $6,640,907 (+909%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$400M$300M$200M$100M$0Assets 2020: $329,407,625Liabilities 2020: $0Net Assets 2020: $329,407,6252020Assets 2021: $320,023,006Liabilities 2021: $0Net Assets 2021: $320,023,0062021Assets 2022: $257,036,692Liabilities 2022: $0Net Assets 2022: $257,036,6922022Assets 2023: $289,587,349Liabilities 2023: $0Net Assets 2023: $289,587,3492023Assets 2024: $321,231,412Liabilities 2024: $0Net Assets 2024: $321,231,4122024

Highlighted filing

2024

Assets$321,231,412
Liabilities$0
Net Assets$321,231,412
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$100M$50M$0-$50MRevenue 2020: $17,823,923Expenses 2020: $18,734,435Net Income 2020: -$910,5122020Revenue 2021: $39,081,918Expenses 2021: $70,023,687Net Income 2021: -$30,941,7692021Revenue 2022: $22,969,313Expenses 2022: $22,902,869Net Income 2022: $66,4442022Revenue 2023: $22,767,251Expenses 2023: $22,036,875Net Income 2023: $730,3762023Revenue 2024: $31,751,087Expenses 2024: $24,379,804Net Income 2024: $7,371,2832024

Highlighted filing

2024

Revenue$31,751,087
Expenses$24,379,804
Net Income$7,371,283
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
$321,231,412
Liabilities
$0
Net assets
$321,231,412
Revenue
$31,751,087
Expenses
$24,379,804
Net income
$7,371,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$321$0.00$321$31.8$24.4$7.37
2023Detailed filing. Detailed filing data is available for this year.$290$0.00$290$22.8$22.0$0.73
2022Detailed filing. Detailed filing data is available for this year.$257$0.00$257$23.0$22.9$0.07
2021Detailed filing. Detailed filing data is available for this year.$320$0.00$320$39.1$70.0$30.9
2020Detailed filing. Detailed filing data is available for this year.$329$0.00$329$17.8$18.7$0.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$31,751,087
Mission and Program Overview

Mission

Provide benefits to health reimbursement account members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$289,587,349$321,231,412▲ $31,644,063
Cap Stk Tr Prin Current Funds$289,587,349$321,231,412▲ $31,644,063
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$289,587,349$321,231,412▲ $31,644,063
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$289,587,349$321,231,412▲ $31,644,063
Total Liabilities and Net Assets / Fund Balance$289,587,349$321,231,412▲ $31,644,063

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$321,231,412--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,289,453
Investment Income
$18,461,634
Other Revenue
$0
Change in Net Assets
$7,371,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,622,374
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$22,757,430--$22,757,430
Fees for Services Other$1,622,374--$1,622,374
Total Functional Expenses$24,379,804$0$0$24,379,804
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
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 8B

“There is no committee with authority to act on behalf of the governing body.”

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

“A copy of the form 990 was provided to the administrator.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Security Benefit Hra Indiana Veba Trust
EIN
27-6955554
Phone
7854383000
Address
ONE SECURITY BENEFIT PLACE, TOPEKA, KS 66636

Signing Officer

Name
Amy L Comer
Title
VP - Security Financial
Phone
7854383000
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Umb Bank Na
Formed
2011
Legal Domicile
Ks
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Marksnelson Advisory LLC
Address
6800 W 115TH STREET SUITE 3511, OVERLAND PARK, KS 66211
Preparer
Ian O Osler
Phone
8167437700
Raw XML Appendix268 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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ReturnHeader/PreparerPersonGrp/PhoneNum08167437700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IAN O OSLER
ReturnHeader/ReturnTs02025-11-13T14:14:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $250M-$1B nonprofits