Civic Intelligence

Meijer Employee Benefits Plan & Trust

EIN 38-2132935 • 501(c)9 • Grand Rapids, MI

Profile

The provision of health and accident benefits to employees through a voluntary employees' beneficiary association

PO Box 2281Grand Rapids, MI 49501

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 2025

Liabilities / Revenue

25th percentile

0.00x

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

501(c)9 • $250M-$1B nonprofits • Source year 2025

Net Margin

38th percentile

0.4%

Higher net margin than 38% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

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 2025

Asset Growth

72nd percentile

10%

Faster asset growth than 72% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Revenue Growth

51st percentile

8.9%

Faster revenue growth than 51% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$25,676,976

Up $2,420,063 (+10%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$25,676,976

Up $2,420,063 (+10%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin38th percentile

Revenue

Up

$329,356,506

Up $27,034,813 (+8.9%) from 2024

Expenses

Up

$328,050,419

Up $29,310,019 (+9.8%) from 2024

Net Income

Down

$1,306,087

Down $2,275,206 (-64%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$40M$30M$20M$10M$0Assets 2011: $9,343,788Liabilities 2011: $0Net Assets 2011: $9,343,7882011Assets 2012: $7,595,126Liabilities 2012: $0Net Assets 2012: $7,595,1262012Assets 2013: $13,256,272Liabilities 2013: $0Net Assets 2013: $13,256,2722013Assets 2014: $15,099,632Liabilities 2014: $0Net Assets 2014: $15,099,6322014Assets 2015: $15,294,229Liabilities 2015: $0Net Assets 2015: $15,294,2292015Assets 2016: $15,543,939Liabilities 2016: $0Net Assets 2016: $15,543,9392016Assets 2017: $18,919,702Liabilities 2017: $0Net Assets 2017: $18,919,7022017Assets 2018: $31,665,170Liabilities 2018: $0Net Assets 2018: $31,665,1702018Assets 2019: $29,559,620Liabilities 2019: $0Net Assets 2019: $29,559,6202019Assets 2020: $29,257,592Liabilities 2020: $0Net Assets 2020: $29,257,5922020Assets 2021: $31,426,379Liabilities 2021: $0Net Assets 2021: $31,426,3792021Assets 2022: $23,053,599Liabilities 2022: $0Net Assets 2022: $23,053,5992022Assets 2023: $18,727,946Liabilities 2023: $0Net Assets 2023: $18,727,9462023Assets 2024: $23,256,913Liabilities 2024: $0Net Assets 2024: $23,256,9132024Assets 2025: $25,676,976Liabilities 2025: $0Net Assets 2025: $25,676,9762025

Highlighted filing

2025

Assets$25,676,976
Liabilities$0
Net Assets$25,676,976
Open 2025 Filing

Operations Trend

Revenue Growth51st percentile

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

$400M$300M$200M$100M$0-$100MExpenses 2011: $166,605,9822011Expenses 2012: $175,180,8452012Revenue 2013: $190,462,996Expenses 2013: $185,232,617Net Income 2013: $5,230,3792013Revenue 2014: $201,163,229Expenses 2014: $199,774,503Net Income 2014: $1,388,7262014Revenue 2015: $192,841,301Expenses 2015: $192,554,441Net Income 2015: $286,8602015Revenue 2016: $210,221,485Expenses 2016: $209,277,235Net Income 2016: $944,2502016Revenue 2017: $227,643,749Expenses 2017: $224,588,373Net Income 2017: $3,055,3762017Revenue 2018: $252,948,992Expenses 2018: $240,466,381Net Income 2018: $12,482,6112018Revenue 2019: $277,726,630Expenses 2019: $278,922,024Net Income 2019: -$1,195,3942019Revenue 2020: $273,464,386Expenses 2020: $274,389,687Net Income 2020: -$925,3012020Revenue 2021: $259,566,006Expenses 2021: $257,968,665Net Income 2021: $1,597,3412021Revenue 2022: $279,930,629Expenses 2022: $287,767,344Net Income 2022: -$7,836,7152022Revenue 2023: $290,779,212Expenses 2023: $293,870,792Net Income 2023: -$3,091,5802023Revenue 2024: $302,321,693Expenses 2024: $298,740,400Net Income 2024: $3,581,2932024Revenue 2025: $329,356,506Expenses 2025: $328,050,419Net Income 2025: $1,306,0872025

Highlighted filing

2025

Revenue$329,356,506
Expenses$328,050,419
Net Income$1,306,087
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
$25,676,976
Liabilities
$0
Net assets
$25,676,976
Revenue
$329,356,506
Expenses
$328,050,419
Net income
$1,306,087
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.7$0.00$25.7$329$328$1.31
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$0.00$23.3$302$299$3.58
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$0.00$18.7$291$294$3.09
2022Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$280$288$7.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.4$0.00$31.4$260$258$1.60
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.3$0.00$29.3$273$274$0.93
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.6$0.00$29.6$278$279$1.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$0.00$31.7$253$240$12.5
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$0.00$18.9$228$225$3.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.00$15.5$210$209$0.94
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$0.00$15.3$193$193$0.29
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.00$15.1$201$200$1.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$0.00$13.3$190$185$5.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.60$0.00$7.60$175
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.34$0.00$9.34$167
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 4, 2024 to Feb 1, 2025
Signed
Dec 9, 2025
Return Version
2024v5.2
Gross Receipts
$331,476,499
Mission and Program Overview

Mission

The provision of health and accident benefits to employees through a voluntary employees' beneficiary association

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$23,256,913$25,676,976▲ $2,420,063
Investments in Publicly Traded Securities$12,327,112$13,812,625▲ $1,485,513
Savings and Temporary Cash Investments$10,858,095$11,793,834▲ $935,739
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$23,256,913$25,676,976▲ $2,420,063
Other Assets Total$71,706$70,517▼ $1,189
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,256,913$25,676,976▲ $2,420,063
Total Liabilities and Net Assets / Fund Balance$23,256,913$25,676,976▲ $2,420,063
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Brad FreiburgerTrustee
Michelle HallTrustee
Wendy BrummelTrustee
Jamie LarsonChief Tax Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$328,287,643
Investment Income
$1,068,863
Other Revenue
$0
Change in Net Assets
$1,306,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,146,580
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$304,903,839--$304,903,839
Fees for Services Other$23,146,580--$23,146,580
Total Functional Expenses$328,050,419$0$0$328,050,419
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
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 A, Line 2

“Wendy brummel, trustee - officer/employee of meijer, inc. Its subsidiaries and affiliates michelle hall, trustee - officer/employee of meijer, inc. Its subsidiaries and affiliates brad freiburger, trustee - officer/employee of meijer, inc. Its subsidiaries and affiliates”

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

“Brad freiburger, trustee, personally reviews the form 990 before it is filed.”

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

“All officers and employees of meijer, inc. Its subsidiaries and affiliates, are required to read and sign a conflict of interest statement annually”

Form 990, Part VI, Section C, Line 19

“Meijer employee benefits plan & trust makes its governing documents, conflict of interest policy, and financial statements available to the public through www.guidestar.org as well as making them available upon request.”

FORM 990, PAGE 7, PART VII:

“There is no reportable compensation on part vii because the trustees meet the volunteer exception: the trustees are paid by a related organization which is not owned or controlled directly or indirectly by, and does not provide management services for a fee to, the meijer employee benefits plan and trust.”

Filing and Contact Details

Filer

Filer Name
Meijer Employee Benefits Plan & Trust
EIN
38-2132935
Phone
6164536711
Address
PO BOX 2281, GRAND RAPIDS, MI 49501

Signing Officer

Name
Jamie Larson
Title
Chief Tax Officer
Phone
6164536711
Signed
2025-12-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jamie Larson
Formed
1976
Legal Domicile
Mi
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Hungerford Cpas Advisors
Address
2910 LUCERNE DR SE, GRAND RAPIDS, MI 49546
Preparer
Jennifer S Onderko CPA
Phone
6169493200
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XII, Line 1

“Revenues are recorded when cash is received and expenses are recorded when cash is disbursed. Liabilities for benefit claims incurred but not reported or paid, other benefit claims and administrative costs currently payable are not recorded.”

Raw XML Appendix312 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/ActivityOrMissionDesc0THE PROVISION OF HEALTH AND ACCIDENT BENEFITS TO EMPLOYEES THROUGH A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0304903839
IRS990/BenefitsToMembersGrp/TotalAmt0304903839
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRAD FREIBURGER
IRS990/BooksInCareOfDetail/PhoneNum06164536711
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02929 WALKER NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0GRAND RAPIDS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0495449428
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt023256913
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt025676976
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0304903839
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01068863
IRS990/CYOtherExpensesAmt023146580
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0328287643
IRS990/CYRevenuesLessExpensesAmt01306087
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0328050419
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0329356506
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0MEIJER EMPLOYEE BENEFITS PLAN AND TRUSTPURPOSE: PROVIDE EMPLOYEE HEALTH AND ACCIDENT BENEFITS THROUGH A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION.PERSONS BENEFITTED: 30,085
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0328050419
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt023146580
IRS990/FeesForServicesOtherGrp/TotalAmt023146580
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0BRAD FREIBURGER
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHELLE HALL
IRS990/Form990PartVIISectionAGrp/PersonNm2WENDY BRUMMEL
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMIE LARSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF TAX OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0176265
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02296258
IRS990/GrossReceiptsAmt0331476499
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0892598
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0892598
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012327112
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013812625
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02119993
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PROVISION OF HEALTH AND ACCIDENT BENEFITS TO EMPLOYEES THROUGH A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt023256913
IRS990/NetAssetsOrFundBalancesEOYAmt025676976
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0176265
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0176265
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01113976
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt071706
IRS990/OtherAssetsTotalGrp/EOYAmt070517
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMIE LARSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0243300000
IRS990/ProgramServiceRevenueGrp/ExclusionAmt184987643
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0243300000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt184987643
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0275695528
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0597536
IRS990/PYOtherExpensesAmt023044872
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0301724157
IRS990/PYRevenuesLessExpensesAmt03581293
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0298740400
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0302321693
IRS990/ReconcilationRevenueExpnssAmt01306087
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010858095
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011793834
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WENDY BRUMMEL, TRUSTEE - OFFICER/EMPLOYEE OF MEIJER, INC. ITS SUBSIDIARIES AND AFFILIATES MICHELLE HALL, TRUSTEE - OFFICER/EMPLOYEE OF MEIJER, INC. ITS SUBSIDIARIES AND AFFILIATES BRAD FREIBURGER, TRUSTEE - OFFICER/EMPLOYEE OF MEIJER, INC. ITS SUBSIDIARIES AND AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BRAD FREIBURGER, TRUSTEE, PERSONALLY REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL OFFICERS AND EMPLOYEES OF MEIJER, INC. ITS SUBSIDIARIES AND AFFILIATES, ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEIJER EMPLOYEE BENEFITS PLAN & TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH WWW.GUIDESTAR.ORG AS WELL AS MAKING THEM AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE IS NO REPORTABLE COMPENSATION ON PART VII BECAUSE THE TRUSTEES MEET THE VOLUNTEER EXCEPTION: THE TRUSTEES ARE PAID BY A RELATED ORGANIZATION WHICH IS NOT OWNED OR CONTROLLED DIRECTLY OR INDIRECTLY BY, AND DOES NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO, THE MEIJER EMPLOYEE BENEFITS PLAN AND TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REVENUES ARE RECORDED WHEN CASH IS RECEIVED AND EXPENSES ARE RECORDED WHEN CASH IS DISBURSED. LIABILITIES FOR BENEFIT CLAIMS INCURRED BUT NOT REPORTED OR PAID, OTHER BENEFIT CLAIMS AND ADMINISTRATIVE COSTS CURRENTLY PAYABLE ARE NOT RECORDED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 7, PART VII:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 12, PART XII, LINE 1
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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