Civic Intelligence

Retiree Benefits Trust

EIN 43-2118351 • 501(c)9 • Lake Jackson, TX

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Profile

The purpose of the plan is to provide for continuing group insurance coverage for participants after termination of the former inactive plans.

PO Box 3282Lake Jackson, TX 77566

n/A

Siviq Scores

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

Liabilities / Assets

65th percentile

0.03x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

1.63x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-743%

Higher net margin than 2% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$21,500

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 38.3% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

44th percentile

1.0%

Faster asset growth than 44% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

3.5%

Faster revenue growth than 50% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$2,762,323

Up $27,662 (+1.0%) from 2023

Liabilities

Up

$91,678

Up $71,678 (+358%) from 2023

Net Assets

Down

$2,670,645

Down $44,016 (-1.6%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin2nd percentile

Revenue

Up

$56,085

Up $1,903 (+3.5%) from 2023

Expenses

Up

$472,710

Up $183,463 (+63%) from 2023

Net Income

Down

-$416,625

Down $181,560 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,248,449Liabilities 2010: $2,887Net Assets 2010: $2,245,5622010Assets 2011: $2,172,886Liabilities 2011: $0Net Assets 2011: $2,172,8862011Assets 2012: $2,243,198Liabilities 2012: $0Net Assets 2012: $2,243,1982012Assets 2013: $2,447,791Liabilities 2013: $0Net Assets 2013: $2,447,7912013Assets 2014: $2,561,576Liabilities 2014: $16,000Net Assets 2014: $2,545,5762014Assets 2015: $2,462,563Liabilities 2015: $25,482Net Assets 2015: $2,437,0812015Assets 2016: $2,500,346Liabilities 2016: $17,600Net Assets 2016: $2,482,7462016Assets 2017: $2,748,361Liabilities 2017: $98,600Net Assets 2017: $2,649,7612017Assets 2018: $2,447,034Liabilities 2018: $34,481Net Assets 2018: $2,412,5532018Assets 2019: $2,776,716Liabilities 2019: $21,067Net Assets 2019: $2,755,6492019Assets 2020: $2,970,459Liabilities 2020: $38,601Net Assets 2020: $2,931,8582020Assets 2021: $3,343,388Liabilities 2021: $60,887Net Assets 2021: $3,282,5012021Assets 2022: $2,583,293Liabilities 2022: $41,887Net Assets 2022: $2,541,4062022Assets 2023: $2,734,661Liabilities 2023: $20,000Net Assets 2023: $2,714,6612023Assets 2024: $2,762,323Liabilities 2024: $91,678Net Assets 2024: $2,670,6452024

Highlighted filing

2024

Assets$2,762,323
Liabilities$91,678
Net Assets$2,670,645
Open 2024 Filing

Operations Trend

Revenue Growth50th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $156,4202010Expenses 2011: $143,9672011Expenses 2012: $134,2062012Revenue 2013: $42,815Expenses 2013: $161,980Net Income 2013: -$119,1652013Revenue 2014: $46,721Expenses 2014: $136,991Net Income 2014: -$90,2702014Revenue 2015: $55,879Expenses 2015: $148,403Net Income 2015: -$92,5242015Revenue 2016: $54,091Expenses 2016: $143,769Net Income 2016: -$89,6782016Revenue 2017: $770,391Expenses 2017: $732,223Net Income 2017: $38,1682017Revenue 2018: $634,987Expenses 2018: $669,408Net Income 2018: -$34,4212018Revenue 2019: $464,215Expenses 2019: $557,139Net Income 2019: -$92,9242019Revenue 2020: $442,977Expenses 2020: $571,735Net Income 2020: -$128,7582020Revenue 2021: $399,488Expenses 2021: $561,867Net Income 2021: -$162,3792021Revenue 2022: $49,775Expenses 2022: $280,029Net Income 2022: -$230,2542022Revenue 2023: $54,182Expenses 2023: $289,247Net Income 2023: -$235,0652023Revenue 2024: $56,085Expenses 2024: $472,710Net Income 2024: -$416,6252024

Highlighted filing

2024

Revenue$56,085
Expenses$472,710
Net Income-$416,625
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
$2,762,323
Liabilities
$91,678
Net assets
$2,670,645
Revenue
$56,085
Expenses
$472,710
Net income
-$416,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.09$2.67$0.06$0.47$0.42
2023Summary only. Only limited summary data is available for this year.$2.73$0.02$2.71$0.05$0.29$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.04$2.54$0.05$0.28$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.06$3.28$0.40$0.56$0.16
2020Summary only. Only limited summary data is available for this year.$2.97$0.04$2.93$0.44$0.57$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.02$2.76$0.46$0.56$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.03$2.41$0.63$0.67$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.10$2.65$0.77$0.73$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.02$2.48$0.05$0.14$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.46$0.03$2.44$0.06$0.15$0.09
2014Summary only. Only limited summary data is available for this year.$2.56$0.02$2.55$0.05$0.14$0.09
2013Summary only. Only limited summary data is available for this year.$2.45$0.00$2.45$0.04$0.16$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.00$2.24$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.00$2.17$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.00$2.25$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 16, 2025
Return Version
2024v5.1
Gross Receipts
$56,085
Mission and Program Overview

Mission

The purpose of the plan is to provide for continuing group insurance coverage for participants after termination of the former inactive plans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,712,811$2,522,495▼ $190,316
Savings and Temporary Cash Investments$20,010$236,781▲ $216,771
Total Assets$2,734,661$2,762,323▲ $27,662
Other Assets Total$1,840$3,047▲ $1,207
Liabilities
Other Liabilities-$71,678-
Accounts Payable and Accrued Expenses$20,000$20,000→ $0
Total Liabilities$20,000$91,678▲ $71,678
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,714,661$2,670,645▼ $44,016
Total Net Assets Fund Balance$2,714,661$2,670,645▼ $44,016
Total Liabilities and Net Assets / Fund Balance$2,734,661$2,762,323▲ $27,662
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleBaseTotal
-Administrative Officer$21,500$21,500
Cindy SchifflerVice Chairman$21,500$21,500
Kenneth Prochaska JrChairman/investment Office$21,500$21,500
Kenneth Prochaska SrSecretary/compliance Offic$21,500$21,500

Board Members and Trustees

NameTitle
Glenda CzaplewskiTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$56,085
Other Revenue
$0
Change in Net Assets
$-416,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$386,710
Salaries, Compensation, and Employee Benefits$86,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$243,447$17,822-$261,269
Current Officers, Directors, Trustees, and Key Employees-$86,000-$86,000
Fees for Service Investment Mgmnt Fees-$20,876-$20,876
Fees for Services Legal-$11,875-$11,875
Fees for Services Other-$2,205-$2,205
Office Expenses-$425-$425
Other Expenses-$182-$182
Total Functional Expenses$243,447$229,263$0$472,710
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 B, Line 11B

“The trustees of the organization review the form 990 before submission to the irs.”

Form 990, Part VI, Section C, Line 18

“Copies of the application for exemption and the form 990 are available upon request.”

Form 990, Part VI, Section C, Line 19

“The organizational documents and financial statements of the organization are available upon request.”

Filing and Contact Details

Filer

Filer Name
Retiree Benefits Trust
EIN
43-2118351
Phone
9792974139
Address
PO BOX 3282, LAKE JACKSON, TX 77566

Signing Officer

Name
Glenda Czaplewski
Title
Compliance Officer
Phone
2814880100
Signed
2025-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Prochaska
Formed
2007
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Weaver and Tidwell Llp
Address
4400 POST OAK PARKWAY SUITE 1100, HOUSTON, TX 77027
Preparer
Jon Pezzi
Phone
7138508787
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has determined and informed the plan by a letter dated january 24, 2008 and effective april 1, 2007, that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (irc) as a veba. The plan has been amended since receiving the determination letter. However, the plan administrator believes that the plan is designed and is currently being operated in compliance with the applicable requirements of the irc. For the years ended december 31, 2024 and 2023 the plan administrator has determined that some of the plan's 2024 and 2023 receipts will be taxed as unrelated business income. Accordingly, there was approximately $89,878 and $0 of taxes incurred on unrelated business income for the years ended december 31, 2024 and 2023, respectively.”

Raw XML Appendix283 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/AccountsPayableAccrExpnssGrp/BOYAmt020000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt020000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE PLAN IS TO PROVIDE FOR CONTINUING GROUP INSURANCE COVERAGE FOR PARTICIPANTS AFTER TERMINATION OF THE FORMER INACTIVE PLANS.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GLENDA CZAPLEWSKI
IRS990/BooksInCareOfDetail/PhoneNum07139627737
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3282
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAKE JACKSON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077566
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt086000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt086000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt056085
IRS990/CYOtherExpensesAmt0386710
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-416625
IRS990/CYSalariesCompEmpBnftPaidAmt086000
IRS990/CYTotalExpensesAmt0472710
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt056085
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PURPOSE OF THE PLAN IS TO PROVIDE FOR CONTINUING GROUP INSURANCE COVERAGE FOR PARTICIPANTS AFTER TERMINATION OF THE FORMER INACTIVE PLANS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0243447
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt011875
IRS990/FeesForServicesLegalGrp/TotalAmt011875
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02205
IRS990/FeesForServicesOtherGrp/TotalAmt02205
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt020876
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt020876
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PNC BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0GLENDA CZAPLEWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm1KENNETH PROCHASKA SR
IRS990/Form990PartVIISectionAGrp/PersonNm2KENNETH PROCHASKA JR
IRS990/Form990PartVIISectionAGrp/PersonNm3CINDY SCHIFFLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt121500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt221500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt321500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt421500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/COMPLIANCE OFFIC
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN/INVESTMENT OFFICE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4ADMINISTRATIVE OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt056085
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt017822
IRS990/InsuranceGrp/ProgramServicesAmt0243447
IRS990/InsuranceGrp/TotalAmt0261269
IRS990/InvestmentIncomeGrp/ExclusionAmt031453
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056085
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt024632
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02712811
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02522495
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE PLAN IS TO PROVIDE FOR CONTINUING GROUP INSURANCE COVERAGE FOR PARTICIPANTS AFTER TERMINATION OF THE FORMER INACTIVE PLANS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02714661
IRS990/NetAssetsOrFundBalancesEOYAmt02670645
IRS990/NetUnrelatedBusTxblIncmAmt0453666
IRS990/NetUnrlzdGainsLossesInvstAmt0372609
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02714661
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02670645
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0425
IRS990/OfficeExpensesGrp/TotalAmt0425
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01840
IRS990/OtherAssetsTotalGrp/EOYAmt03047
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UBTI TAX EXPENSE
IRS990/OtherExpensesGrp/Desc1FEDERAL INCOME TAX PAYM
IRS990/OtherExpensesGrp/Desc2USPS PO BOX RENTAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt071678
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2182
IRS990/OtherExpensesGrp/TotalAmt071678
IRS990/OtherExpensesGrp/TotalAmt118200
IRS990/OtherExpensesGrp/TotalAmt2182
IRS990/OtherLiabilitiesGrp/EOYAmt071678
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KEN PROCHASKA
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt054182
IRS990/PYOtherExpensesAmt0209247
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-235065
IRS990/PYSalariesCompEmpBnftPaidAmt080000
IRS990/PYTotalExpensesAmt0289247
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt054182
IRS990/ReconcilationRevenueExpnssAmt0-416625
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020010
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0236781
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt071678
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE PLAN BY A LETTER DATED JANUARY 24, 2008 AND EFFECTIVE APRIL 1, 2007, THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AS A VEBA. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023 THE PLAN ADMINISTRATOR HAS DETERMINED THAT SOME OF THE PLAN'S 2024 AND 2023 RECEIPTS WILL BE TAXED AS UNRELATED BUSINESS INCOME. ACCORDINGLY, THERE WAS APPROXIMATELY $89,878 AND $0 OF TAXES INCURRED ON UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt071678
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES OF THE ORGANIZATION REVIEW THE FORM 990 BEFORE SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE APPLICATION FOR EXEMPTION AND THE FORM 990 ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATIONAL DOCUMENTS AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02734661
IRS990/TotalAssetsEOYAmt02762323
IRS990/TotalAssetsGrp/BOYAmt02734661
IRS990/TotalAssetsGrp/EOYAmt02762323
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalReportableCompFromOrgAmt086000
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IRS990/UnrelatedBusIncmOverLimitInd01
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IRS990/USAddress/AddressLine1Txt0PO BOX 3282
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IRS990/VotingMembersGoverningBodyCnt04
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENDA CZAPLEWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMPLIANCE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02814880100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETIREE BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0432118351
ReturnHeader/Filer/PhoneNum09792974139
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3282
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04400 POST OAK PARKWAY SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07138508787
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON PEZZI
ReturnHeader/ReturnTs02025-05-27T07:48:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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