Civic Intelligence

Meijer Inc Employee Benefits Plan and Trust

990 • Fiscal year 2020 • EIN 38-2132935

Feb 01, 2019 to Jan 31, 2020 • Filed on Dec 14, 2020

Organization ProfileN/A
PO Box 2281Grand Rapids, MI 49501

(616) 453-6711

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

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

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Net Margin

30th percentile

-0.3%

Higher net margin than 30% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Asset Growth

16th percentile

-1.0%

Faster asset growth than 16% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-1.5%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$29,257,592

Down $302,028 (-1.0%) from 2019

Net Assets

Down

$29,257,592

Down $302,028 (-1.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin30th percentile

Revenue

Down

$273,464,386

Down $4,262,244 (-1.5%) from 2019

Expenses

Down

$274,389,687

Down $4,532,337 (-1.6%) from 2019

Net Income

Up

-$925,301

Up $270,093 (+23%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$29,257,592
Liabilities$0
Net Assets$29,257,592
Open 2020 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$273,464,386
Expenses$274,389,687
Net Income-$925,301
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2019 to Jan 31, 2020
Signed
Dec 14, 2020
Return Version
2019v5.1
Gross Receipts
$284,689,220
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$29,559,620$29,257,592▼ $302,028
Savings and Temporary Cash Investments$20,519,156$18,933,422▼ $1,585,734
Investments in Publicly Traded Securities$9,028,136$10,293,049▲ $1,264,913
Accounts Receivable$12,328$31,121▲ $18,793
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$29,559,620$29,257,592▼ $302,028
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$29,559,620$29,257,592▼ $302,028
Total Liabilities and Net Assets / Fund Balance$29,559,620$29,257,592▼ $302,028
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Jamie LarsonDirector of Taxes
Brad FreiburgerTrustee
Daniel E WebbTrustee
Keith MorrisonTrustee
Michael RotelleTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$272,632,886
Investment Income
$831,500
Other Revenue
$0
Change in Net Assets
$-925,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,636,780
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$248,752,907--$248,752,907
Fees for Services Other$25,636,780--$25,636,780
Total Functional Expenses$274,389,687$0$0$274,389,687
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

“Daniel e. Webb, trustee - officer/employee of meijer, inc. Its subsidiaries and affiliates keith morrison, trustee - officer/employee of meijer, inc. Its subsidiaries and affiliates michael rotelle, 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
Director of Taxes/CTO
Phone
6164536711
Signed
2020-12-14
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 Nichols Cpas Advisors
Address
2910 LUCERNE DRIVE SE, GRAND RAPIDS, MI 49546-7175
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 Appendix325 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DANIEL E. WEBB, TRUSTEE - OFFICER/EMPLOYEE OF MEIJER, INC. ITS SUBSIDIARIES AND AFFILIATES KEITH MORRISON, TRUSTEE - OFFICER/EMPLOYEE OF MEIJER, INC. ITS SUBSIDIARIES AND AFFILIATES MICHAEL ROTELLE, 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
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE LARSON
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-14
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382184825
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUNGERFORD NICHOLS CPAS ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02910 LUCERNE DRIVE SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
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ReturnHeader/PreparerPersonGrp/PhoneNum06169493200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER S ONDERKO CPA
ReturnHeader/ReturnTs02020-12-14T09:14:43-06:00
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ReturnHeader/TaxPeriodBeginDt02019-02-03
ReturnHeader/TaxPeriodEndDt02020-02-01
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,257,592
Liabilities
$0
Net assets
$29,257,592
Revenue
$273,464,386
Expenses
$274,389,687
Net income
-$925,301
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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