Civic Intelligence

Hy-Vee and Affiliates' Benefit Plan

990 • Fiscal year 2021 • EIN 42-1170511

Sep 28, 2020 to Oct 03, 2021 • Filed on Feb 21, 2022

Organization ProfileN/A
5820 Westown ParkwayWest Des Moines, IA 50266

(515) 267-2800

Siviq Scores

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

Liabilities / Assets

97th percentile

0.94x

Higher debt load relative to assets than 97% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.13x

Higher debt load relative to revenue than 66% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Net Margin

29th percentile

-0.6%

Higher net margin than 29% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Asset Growth

14th percentile

-5.9%

Faster asset growth than 14% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

1.3%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$28,091,611

Down $1,771,933 (-5.9%) from 2020

Net Assets

Down

$1,740,671

Down $4,227,259 (-71%) from 2020

Liabilities

Up

$26,350,940

Up $2,455,326 (+10%) from 2020

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin29th percentile

Revenue

Up

$202,937,537

Up $2,685,497 (+1.3%) from 2020

Expenses

Up

$204,171,537

Up $4,653,288 (+2.3%) from 2020

Net Income

Down

-$1,234,000

Down $1,967,791 (-268%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$40M$30M$20M$10M$0-$10MAssets 2011: $13,480,360Liabilities 2011: $13,480,360Net Assets 2011: $02011Assets 2012: $15,872,469Liabilities 2012: $15,872,469Net Assets 2012: $02012Assets 2013: $19,174,455Liabilities 2013: $19,174,455Net Assets 2013: $02013Assets 2014: $18,816,592Liabilities 2014: $15,296,102Net Assets 2014: $3,520,4902014Assets 2015: $20,651,102Liabilities 2015: $16,929,957Net Assets 2015: $3,721,1452015Assets 2016: $21,124,767Liabilities 2016: $19,086,581Net Assets 2016: $2,038,1862016Assets 2017: $25,212,382Liabilities 2017: $19,726,788Net Assets 2017: $5,485,5942017Assets 2018: $26,874,066Liabilities 2018: $22,500,922Net Assets 2018: $4,373,1442018Assets 2019: $29,169,011Liabilities 2019: $25,356,205Net Assets 2019: $3,812,8062019Assets 2020: $29,863,544Liabilities 2020: $23,895,614Net Assets 2020: $5,967,9302020Assets 2021: $28,091,611Liabilities 2021: $26,350,940Net Assets 2021: $1,740,6712021Assets 2022: $23,465,030Liabilities 2022: $27,202,476Net Assets 2022: -$3,737,4462022Assets 2023: $32,189,368Liabilities 2023: $24,343,147Net Assets 2023: $7,846,2212023Assets 2024: $27,178,762Liabilities 2024: $27,588,292Net Assets 2024: -$409,5302024

Highlighted filing

2021

Assets$28,091,611
Liabilities$26,350,940
Net Assets$1,740,671
Open 2021 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MRevenue 2011: $120,197,908Expenses 2011: $120,197,908Net Income 2011: $02011Revenue 2012: $129,209,211Expenses 2012: $129,209,211Net Income 2012: $02012Revenue 2013: $139,877,352Expenses 2013: $139,877,352Net Income 2013: $02013Revenue 2014: $134,691,845Expenses 2014: $135,048,742Net Income 2014: -$356,8972014Revenue 2015: $161,554,274Expenses 2015: $161,211,533Net Income 2015: $342,7412015Revenue 2016: $178,537,753Expenses 2016: $177,768,952Net Income 2016: $768,8012016Revenue 2017: $199,578,794Expenses 2017: $194,504,753Net Income 2017: $5,074,0412017Revenue 2018: $195,835,074Expenses 2018: $198,034,291Net Income 2018: -$2,199,2172018Revenue 2019: $205,885,346Expenses 2019: $203,856,778Net Income 2019: $2,028,5682019Revenue 2020: $200,252,040Expenses 2020: $199,518,249Net Income 2020: $733,7912020Revenue 2021: $202,937,537Expenses 2021: $204,171,537Net Income 2021: -$1,234,0002021Revenue 2022: $205,365,119Expenses 2022: $210,689,163Net Income 2022: -$5,324,0442022Revenue 2023: $217,149,390Expenses 2023: $206,035,365Net Income 2023: $11,114,0252023Revenue 2024: $213,249,431Expenses 2024: $217,804,467Net Income 2024: -$4,555,0362024

Highlighted filing

2021

Revenue$202,937,537
Expenses$204,171,537
Net Income-$1,234,000
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 28, 2020 to Oct 3, 2021
Signed
Feb 21, 2022
Return Version
2020v4.2
Gross Receipts
$202,937,537
Mission and Program Overview

Mission

To provide quality, cost-effective and comprehensive medical, dental, life and disability benefits; to provide meaningful information, resources, and assistance; and to provide preventive and wellness-related interventions and programs.

It is the mission of the hy-vee and affiliates benefit plan to make employee's lives easier, healthier, and happier by providing for the health and related benefit needs of the adopting companies' employees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$8,652,433$22,053,106▲ $13,400,673
Savings and Temporary Cash Investments$20,090,000$5,818,000▼ $14,272,000
Cap Stk Tr Prin Current Funds$5,967,930$1,740,671▼ $4,227,259
Prepaid Expenses and Deferred Charges$259,577$83,556▼ $176,021
Cash and Non-Interest-Bearing Accounts$774,364$49,779▼ $724,585
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$29,863,544$28,091,611▼ $1,771,933
Other Assets Total$87,170$87,170→ $0
Liabilities
Other Liabilities$19,502,680$22,495,939▲ $2,993,259
Accounts Payable and Accrued Expenses$4,392,934$3,855,001▼ $537,933
Total Liabilities$23,895,614$26,350,940▲ $2,455,326
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,967,930$1,740,671▼ $4,227,259
Total Liabilities and Net Assets / Fund Balance$29,863,544$28,091,611▼ $1,771,933
Compensation and Service Providers
Top Officer Pay31st percentile

Board Members and Trustees

NameTitle
Georgia Van GundyTrustee
Kristine JonesTrustee
Michael SkokanTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Wellmark INCContract Administrator636 GRAND AVE, Des Moines, IA 50309-2565$10,205,580
Delta DentalAdministrator2401 SE TONES DR 13, Ankeny, IA 50021-8665$673,892
Vivid Clear RxAdministrator13220 BIRCH DRIVE SUITE 200, Omaha, NE 68164$449,257
Hartford Life & Accident Insurance CompaAdministrator200 HOPMEADOW STREET, Simsbury, CT 06089$435,917
Cerner CorporationConsulting Services2800 ROCKCREEK PARKWAY, North Kansas City, MO 64117$153,735
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$202,934,538
Investment Income
$2,999
Other Revenue
$0
Change in Net Assets
$-1,234,000

Audited Revenue Reconciliation

Revenue per Audited Statements
$202,937,537
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$202,937,537
Total Revenue per Form 990
$202,937,537
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,548,310
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---$191,623,227
Fees for Services Management---$11,924,431
Fees for Services Other---$639,846
Other Expenses---$-22,680
Total Functional Expenses$0$0$0$204,171,537

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$204,171,537
Total Expenses per Audited Statements$204,171,537
Total Expenses per Form 990$204,171,537
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$22,495,939
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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

“The trustees have a business relationship as they are employed by the same company.”

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

“A copy of the final form 990, as filed with the irs, is provided to the trustees prior to filing the form. The trustees are available for review prior to filing the form.”

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

“Hy-vee and affiliates' benefit plan and trust has a conflict of interest policy. Trustees annually complete and sign a conflict of interest statement. To the extent a trustee has a conflict of interest, they leave the room and abstain from voting on such matter. Identified conflict of interest situations and deliberations are contemporaneously documented in the minutes.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available upon request for viewing in the office of the plan administrator. The form 990 is available on guidestar.org.”

FORM 990, PART VII, SECTION A, LINE 1A(B):

“The trustees are employees of the related organization and serve as volunteer trustees for the organization.”

Filing and Contact Details

Filer

Filer Name
Hy-vee Benefit Plan
EIN
42-1170511
Phone
5152672800
Address
5820 WESTOWN PARKWAY, WEST DES MOINES, IA 50266

Signing Officer

Name
Kristine Jones
Title
Trustee
Phone
5152672800
Signed
2022-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristine Jones
Formed
1981
Legal Domicile
Ia
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
3

Preparer

Firm
Rsm US Llp
Address
400 LOCUST ST STE 640, DES MOINES, IA 50309-2372
Preparer
Ty P Doggett
Phone
5155586600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Adjustment to benefit obligations -2,993,259.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's net assets is qualified pursuant to section 501(c)(9) of the internal revenue code and, accordingly, the trust's net investment income is exempt from income taxes. The sponsor has obtained a favorable tax determination letter dated may 18, 1982 from the internal revenue service and the sponsor believes that the trust, as amended, continues to qualify and to operate as designed. Management has evaluated the plan's tax positions and concluded that the plan has maintained its tax exempt status and has taken no uncertain tax positions that require adjustments to the financial statements. Generally, the statute of limitations for examination of u.s. Federal or state tax returns is three years and is considered closed upon review by the taxing jurisdiction.”

Raw XML Appendix364 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
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IRS990/ActivityOrMissionDesc0IT IS THE MISSION OF THE HY-VEE AND AFFILIATES BENEFIT PLAN TO MAKE EMPLOYEE'S LIVES EASIER, HEALTHIER, AND HAPPIER BY PROVIDING FOR THE HEALTH AND RELATED BENEFIT NEEDS OF THE ADOPTING COMPANIES' EMPLOYEES AND THEIR DEPENDENTS.
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020090000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05818000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0204171537
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022495939
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0202937537
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE SPONSOR HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED MAY 18, 1982 FROM THE INTERNAL REVENUE SERVICE AND THE SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. MANAGEMENT HAS EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAS MAINTAINED ITS TAX EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS. GENERALLY, THE STATUTE OF LIMITATIONS FOR EXAMINATION OF U.S. FEDERAL OR STATE TAX RETURNS IS THREE YEARS AND IS CONSIDERED CLOSED UPON REVIEW BY THE TAXING JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0204171537
IRS990ScheduleD/TotalLiabilityAmt022495939
IRS990ScheduleD/TotalRevenuePerForm990Amt0202937537
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0202937537
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0204171537
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES HAVE A BUSINESS RELATIONSHIP AS THEY ARE EMPLOYED BY THE SAME COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FINAL FORM 990, AS FILED WITH THE IRS, IS PROVIDED TO THE TRUSTEES PRIOR TO FILING THE FORM. THE TRUSTEES ARE AVAILABLE FOR REVIEW PRIOR TO FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HY-VEE AND AFFILIATES' BENEFIT PLAN AND TRUST HAS A CONFLICT OF INTEREST POLICY. TRUSTEES ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. TO THE EXTENT A TRUSTEE HAS A CONFLICT OF INTEREST, THEY LEAVE THE ROOM AND ABSTAIN FROM VOTING ON SUCH MATTER. IDENTIFIED CONFLICT OF INTEREST SITUATIONS AND DELIBERATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR VIEWING IN THE OFFICE OF THE PLAN ADMINISTRATOR. THE FORM 990 IS AVAILABLE ON GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUSTEES ARE EMPLOYEES OF THE RELATED ORGANIZATION AND SERVE AS VOLUNTEER TRUSTEES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADJUSTMENT TO BENEFIT OBLIGATIONS -2,993,259.
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, PART VII, SECTION A, LINE 1A(B):
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0420325638
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0RETAIL SALES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0HY-VEE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt05820 WESTOWN PARKWAY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0WEST DES MOINES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd050266
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt029863544
IRS990/TotalAssetsEOYAmt028091611
IRS990/TotalAssetsGrp/BOYAmt029863544
IRS990/TotalAssetsGrp/EOYAmt028091611
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0204171537
IRS990/TotalGrossUBIAmt02999
IRS990/TotalLiabilitiesBOYAmt023895614
IRS990/TotalLiabilitiesEOYAmt026350940
IRS990/TotalLiabilitiesGrp/BOYAmt023895614
IRS990/TotalLiabilitiesGrp/EOYAmt026350940
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05967930
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01740671
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0202934538
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0202934538
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0202937537
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02999
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt029863544
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt028091611
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05820 WESTOWN PARKWAY
IRS990/USAddress/CityNm0WEST DES MOINES
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050266
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTINE JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05152672800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HY-VEE BENEFIT PLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HY-V
ReturnHeader/Filer/EIN0421170511
ReturnHeader/Filer/PhoneNum05152672800
ReturnHeader/Filer/USAddress/AddressLine1Txt05820 WESTOWN PARKWAY
ReturnHeader/Filer/USAddress/CityNm0WEST DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050266
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 LOCUST ST STE 640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503092372
ReturnHeader/PreparerPersonGrp/PhoneNum05155586600
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TY P DOGGETT
ReturnHeader/ReturnTs02022-02-22T09:44:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02020-09-28
ReturnHeader/TaxPeriodEndDt02021-10-03
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,091,611
Liabilities
$26,350,940
Net assets
$1,740,671
Revenue
$202,937,537
Expenses
$204,171,537
Net income
-$1,234,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.2$27.6$0.41$213$218$4.56
2023Detailed filing. Detailed filing data is available for this year.$32.2$24.3$7.85$217$206$11.1
2022Detailed filing. Detailed filing data is available for this year.$23.5$27.2$3.74$205$211$5.32
2021Detailed filing. Detailed filing data is available for this year.$28.1$26.4$1.74$203$204$1.23
2020Detailed filing. Detailed filing data is available for this year.$29.9$23.9$5.97$200$200$0.73
2019Summary only. Only limited summary data is available for this year.$29.2$25.4$3.81$206$204$2.03
2018Summary only. Only limited summary data is available for this year.$26.9$22.5$4.37$196$198$2.20
2017Summary only. Only limited summary data is available for this year.$25.2$19.7$5.49$200$195$5.07
2016Summary only. Only limited summary data is available for this year.$21.1$19.1$2.04$179$178$0.77
2015Summary only. Only limited summary data is available for this year.$20.7$16.9$3.72$162$161$0.34
2014Summary only. Only limited summary data is available for this year.$18.8$15.3$3.52$135$135$0.36
2013Summary only. Only limited summary data is available for this year.$19.2$19.2$0.00$140$140$0.00
2012Summary only. Only limited summary data is available for this year.$15.9$15.9$0.00$129$129$0.00
2011Summary only. Only limited summary data is available for this year.$13.5$13.5$0.00$120$120$0.00