Civic Intelligence

County of San Joaquin Ca Retiree Health Reimbursement Plan and Trust

EIN 37-6495111 • 501(c)9 • Columbus, OH

Profile

The mission of the trust is to provide a means for employees of state and/or local governments (and their political subdivisions) to address post employment medical expenses. The trust accumulates employer contributions for the reimbursement of health insurance and other eligible medical expenses for participants who separate from service from their respective employers.

Three Nationwide Plaza Ste 3-8-305Columbus, OH 43215

n/A

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

7th percentile

-137%

Higher net margin than 7% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2025

Asset Growth

43rd percentile

0.4%

Faster asset growth than 43% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-17%

Faster revenue growth than 19% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$3,510,818

Up $12,627 (+0.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,510,818

Up $12,627 (+0.4%) from 2024

Operations
Liabilities / Revenue52nd percentileNet Margin7th percentile

Revenue

Down

$80,400

Down $16,875 (-17%) from 2024

Expenses

Up

$190,521

Up $5,902 (+3.2%) from 2024

Net Income

Down

-$110,121

Down $22,777 (-26%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $1,480,986Liabilities 2012: $0Net Assets 2012: $1,480,9862012Assets 2013: $1,722,859Liabilities 2013: $0Net Assets 2013: $1,722,8592013Assets 2014: $1,975,159Liabilities 2014: $0Net Assets 2014: $1,975,1592014Assets 2015: $2,213,494Liabilities 2015: $0Net Assets 2015: $2,213,4642015Assets 2016: $2,398,765Liabilities 2016: $0Net Assets 2016: $2,398,7652016Assets 2017: $2,617,235Liabilities 2017: $0Net Assets 2017: $2,617,2352017Assets 2018: $2,837,390Liabilities 2018: $0Net Assets 2018: $2,837,3902018Assets 2019: $2,998,925Liabilities 2019: $0Net Assets 2019: $2,998,9252019Assets 2020: $3,160,076Liabilities 2020: $0Net Assets 2020: $3,160,0762020Assets 2021: $3,364,362Liabilities 2021: $0Net Assets 2021: $3,364,3622021Assets 2022: $3,402,906Liabilities 2022: $0Net Assets 2022: $3,402,9062022Assets 2023: $3,451,581Liabilities 2023: $0Net Assets 2023: $3,451,5812023Assets 2024: $3,498,191Liabilities 2024: $0Net Assets 2024: $3,498,1912024Assets 2025: $3,510,818Liabilities 2025: $0Net Assets 2025: $3,510,8182025

Highlighted filing

2025

Assets$3,510,818
Liabilities$0
Net Assets$3,510,818
Open 2025 Filing

Operations Trend

Revenue Growth19th percentile

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

$400K$200K$0-$200KRevenue 2012: $257,580Expenses 2012: $33,188Net Income 2012: $224,3922012Revenue 2013: $289,300Expenses 2013: $47,427Net Income 2013: $241,8732013Revenue 2014: $292,350Expenses 2014: $40,050Net Income 2014: $252,3002014Revenue 2015: $285,620Expenses 2015: $47,315Net Income 2015: $238,3052015Revenue 2016: $338,812Expenses 2016: $90,105Net Income 2016: $248,7072016Revenue 2017: $307,652Expenses 2017: $89,182Net Income 2017: $218,4702017Revenue 2018: $316,223Expenses 2018: $96,067Net Income 2018: $220,1562018Revenue 2019: $370,132Expenses 2019: $110,531Net Income 2019: $259,6012019Revenue 2020: $264,569Expenses 2020: $103,418Net Income 2020: $161,1512020Revenue 2021: $299,597Expenses 2021: $95,311Net Income 2021: $204,2862021Revenue 2022: $94,400Expenses 2022: $85,341Net Income 2022: $9,0592022Revenue 2023: $89,200Expenses 2023: $153,929Net Income 2023: -$64,7292023Revenue 2024: $97,275Expenses 2024: $184,619Net Income 2024: -$87,3442024Revenue 2025: $80,400Expenses 2025: $190,521Net Income 2025: -$110,1212025

Highlighted filing

2025

Revenue$80,400
Expenses$190,521
Net Income-$110,121
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,510,818
Liabilities
$0
Net assets
$3,510,818
Revenue
$80,400
Expenses
$190,521
Net income
-$110,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$0.00$3.51$0.08$0.19$0.11
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.10$0.18$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.09$0.15$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.09$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.30$0.10$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.26$0.10$0.16
2019Summary only. Only limited summary data is available for this year.$3.00$0.00$3.00$0.37$0.11$0.26
2018Summary only. Only limited summary data is available for this year.$2.84$0.00$2.84$0.32$0.10$0.22
2017Summary only. Only limited summary data is available for this year.$2.62$0.00$2.62$0.31$0.09$0.22
2016Summary only. Only limited summary data is available for this year.$2.40$0.00$2.40$0.34$0.09$0.25
2015Summary only. Only limited summary data is available for this year.$2.21$0.00$2.21$0.29$0.05$0.24
2014Summary only. Only limited summary data is available for this year.$1.98$0.00$1.98$0.29$0.04$0.25
2013Summary only. Only limited summary data is available for this year.$1.72$0.00$1.72$0.29$0.05$0.24
2012Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$0.26$0.03$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 24, 2025
Return Version
2024v5.2
Gross Receipts
$80,400
Mission and Program Overview

Mission

The sole purpose of the funded trust is to reimbures qualified health care expenses incurred by the retirees of the county of san joaquin, ca.

The mission of the Trust is to provide a means for public sector employees of state and/or local governments (& their political subdivisions) to address post employment medical exp.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,498,191$3,510,818▲ $12,627
Cap Stk Tr Prin Current Funds$3,498,191$3,510,818▲ $12,627
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$3,498,191$3,510,818▲ $12,627
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,498,191$3,510,818▲ $12,627
Total Liabilities and Net Assets / Fund Balance$3,498,191$3,510,818▲ $12,627

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$414,662--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Nationwide Trust Company FSBTrustee
Paula MillerChief Trust Officer
Holly JerigTrust Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$80,400
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-110,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,741
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$157,780--$157,780
Fees for Services Management$32,741--$32,741
Total Functional Expenses$190,521$0$0$190,521
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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

Part VI: Line 11B

“Form 990 for combined entities is prepared and reviewed by Nationwide Retirement Solutions, Inc., the third party administrator.”

Part VI: Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
County of San Joaquin CA Retiree Health
EIN
37-6495111
In Care Of
% NATIONWIDE RETIREMENT SOLUTI
Phone
6144358404
Address
Three Nationwide Plaza Ste 3-8-305, Columbus, OH 43215

Signing Officer

Name
Paula Miller
Title
Chief Trust Officer
Phone
6144358378
Signed
2025-09-24

Organization Details

Principal Officer
Paula Miller
Formed
2010
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0
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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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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03096156
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1414662
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIXED ANNUITY CONTRACT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VARIABLE ANNUITY CONTRACT
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 for combined entities is prepared and reviewed by Nationwide Retirement Solutions, Inc., the third party administrator.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI: Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI: Line 19
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IRS990/TotalAssetsGrp/EOYAmt03510818
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03510818
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0190521
IRS990/TotalProgramServiceRevenueAmt080400
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt080400
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080400
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03498191
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03510818
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0Three Nationwide Plaza3-8-305
IRS990/USAddress/CityNm0Columbus
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IRS990/USAddress/ZIPCd043215
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Paula Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum06144358378
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0County of San Joaquin CA Retiree Health
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Reimbursement Plan and Trust
ReturnHeader/Filer/BusinessNameControlTxt0COUN
ReturnHeader/Filer/EIN0376495111
ReturnHeader/Filer/InCareOfNm0% NATIONWIDE RETIREMENT SOLUTI
ReturnHeader/Filer/PhoneNum06144358404
ReturnHeader/Filer/USAddress/AddressLine1Txt0Three Nationwide Plaza Ste 3-8-305
ReturnHeader/Filer/USAddress/CityNm0Columbus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-09-24T14:40:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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