Civic Intelligence

Nn Retirees Benefit Trust

990 • Fiscal year 2013 • EIN 46-6653802

Jul 01, 2013 to Dec 31, 2013 • Filed on Nov 11, 2014

Organization ProfileNNRBT.ORG

View Organization Page

PO Box 29287737229

(615) 678-3138

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Net Margin

99th percentile

92%

Higher net margin than 99% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

44th percentile

$4,000

Higher top officer pay than 44% of similar nonprofits.

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

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets29th percentile

Assets

$61,289,464

No earlier filing loaded for comparison.

Net Assets

$61,055,471

No earlier filing loaded for comparison.

Liabilities

$233,993

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin99th percentile

Revenue

$66,353,473

No earlier filing loaded for comparison.

Expenses

$5,202,817

No earlier filing loaded for comparison.

Net Income

$61,150,656

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80M$60M$40M$20M$0Assets 2013: $61,289,464Liabilities 2013: $233,993Net Assets 2013: $61,055,4712013Assets 2014: $51,030,688Liabilities 2014: $274,856Net Assets 2014: $50,755,8322014Assets 2015: $42,312,554Liabilities 2015: $352,756Net Assets 2015: $41,959,7982015Assets 2016: $35,121,714Liabilities 2016: $262,777Net Assets 2016: $34,858,9372016Assets 2017: $1,850,183Liabilities 2017: $1,019,280Net Assets 2017: $830,9032017Assets 2018: $1,609,292Liabilities 2018: $1,369,890Net Assets 2018: $239,4022018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2013

Assets$61,289,464
Liabilities$233,993
Net Assets$61,055,471
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100M$50M$0-$50MRevenue 2013: $66,353,473Expenses 2013: $5,202,817Net Income 2013: $61,150,6562013Revenue 2014: $477,156Expenses 2014: $10,802,483Net Income 2014: -$10,325,3272014Revenue 2015: $594,335Expenses 2015: $9,415,731Net Income 2015: -$8,821,3962015Revenue 2016: $53,024Expenses 2016: $7,688,509Net Income 2016: -$7,635,4852016Revenue 2017: $196,864Expenses 2017: $34,731,148Net Income 2017: -$34,534,2842017Revenue 2018: $26,698Expenses 2018: $618,199Net Income 2018: -$591,5012018Revenue 2019: $21,826Expenses 2019: $261,228Net Income 2019: -$239,4022019

Highlighted filing

2013

Revenue$66,353,473
Expenses$5,202,817
Net Income$61,150,656
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Dec 31, 2013
Signed
Nov 11, 2014
Return Version
2013v3.0
Gross Receipts
$66,747,061
Mission and Program Overview

Mission

Until september 1, 2017, the trust sponsored and maintained a health reimbursement arrangement (hra) plan which was intended to meet the requirements of irs notice 2002-45 and which provided for the reimbursement of eligible medical expenses for participants of the hra plan in accordance with the plan documents. The plan terminated in 2017 and no plan was in place in 2018, nor 2019.

The trust (veba) has been established to provide for the reimbursement of eligible medical expenses by sponsoring a health reimbursement arrangement (hra) plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$0$61,055,471▲ $61,055,471
Savings and Temporary Cash Investments-$32,823,671-
Investments in Publicly Traded Securities-$28,122,436-
Prepaid Expenses and Deferred Charges-$139,064-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$61,289,464▲ $61,289,464
Other Assets Total$0$204,293▲ $204,293
Liabilities
Accounts Payable and Accrued Expenses-$233,993-
Total Liabilities$0$233,993▲ $233,993
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$61,055,471▲ $61,055,471
Total Liabilities and Net Assets / Fund Balance$0$61,289,464▲ $61,289,464
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gary R DonaheeChairman, Committee MemberPT$4,000$4,000
John ZalokarCommittee MemberPT$4,000$4,000
Mark HauptCommittee MemberPT$4,000$4,000
Michael RessnerTreasurer, Committee MemberPT$4,000$4,000
Susan KaneSecretary, Committee MemberPT$4,000$4,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Mcarter & EnglishLegal-$271,042
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$66,172,000
Investment Income
$181,473
Other Revenue
$0
Change in Net Assets
$61,150,656

Audited Revenue Reconciliation

Revenue per Audited Statements
$66,353,473
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$66,353,473
Total Revenue per Form 990
$66,353,473
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$645,954
Salaries, Compensation, and Employee Benefits$20,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,536,863
Fees for Services Legal---$422,103
Fees for Services Management---$71,017
Insurance---$25,936
Current Officers, Directors, Trustees, and Key Employees---$20,000
Fees for Services Other---$8,695
Fees for Services Accounting---$7,525
Travel---$4,348
All Other Expenses---$1,663
Other Expenses---$1,616
Total Functional Expenses$0$0$0$5,202,817

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,298,002
Expenses per Audited Statements$5,202,817
Total Expenses per Form 990$5,202,817
Expenses Not Reported on Form 990$95,185
Expenses Not Reported on Financial Statements$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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The trust has delegated control over the claims payment process to an outside third-party processor pursuant to a written contract.”

Form 990, Part VI, Section A, Line 6

“The organization has members who are beneficiaries of the veba (trust) and receive reimbursement of eligible medical expenses in accordance with the hra plan document.”

Form 990, Part VI, Section A, Line 7A

“The veba committee has the authority to appoint and remove, employ and discharge, and prescribe the duties and fix the compensation, if any, of all officers, agents and third party service providers of the trust.”

Form 990, Part VI, Section B, Line 11

“Form 990 is distributed to each member of the veba committee. The committee meets to discuss and approve the form 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“The trust agreement, hra plan documents and other governing documents are not made available to the public. Beneficiaries of the trust (and participants in the hra plan) may request copies of hra plan documents and the form 5500, and will be provided with a summary annual report (sar) for the hra plan per erisa requirements.”

Filing and Contact Details

Filer

EIN
46-6653802
Phone
6156783138

Signing Officer

Name
Gary Donahee
Title
Veba Committee Chair
Phone
6156783138
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Donahee
Formed
2013
Legal Domicile
Nj
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
Gary K Sharp
Phone
6156651811
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2(C):

“The entire committee assumes responsibility for the oversight of the audit and is involved in the selection of the auditor and the review of the financial statements and auditor's report issued by the independent auditor.”

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Net unrealized losses on investments 95,185.”

Raw XML Appendix298 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/EOYAmt0233993
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE TRUST (VEBA) HAS BEEN ESTABLISHED TO PROVIDE FOR THE REIMBURSEMENT OF ELIGIBLE MEDICAL EXPENSES BY SPONSORING A HEALTH REIMBURSEMENT ARRANGEMENT (HRA) PLAN.
IRS990/AllOtherExpensesGrp/TotalAmt01663
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt04536863
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10INTEGRATIVE ACCOUNTING SOLUTIONS PLLC
IRS990/BooksInCareOfDetail/PhoneNum02706834333
IRS990/BooksInCareOfDetail/USAddress/AddressLine102315 MAYFAIR DR STE 28
IRS990/BooksInCareOfDetail/USAddress/City0OWENSBORO
IRS990/BooksInCareOfDetail/USAddress/State0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCode042301
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt020000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0271042
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine10FOUR GATEWAY CENTER 100 MULBERRY S
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0NEWARK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode007102
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10MCARTER & ENGLISH
IRS990/ContractorCompensationGrp/ServicesDesc0LEGAL
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04536863
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0181473
IRS990/CYOtherExpensesAmt0645954
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt066172000
IRS990/CYRevenuesLessExpensesAmt061150656
IRS990/CYSalariesCompEmpBnftPaidAmt020000
IRS990/CYTotalExpensesAmt05202817
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt066353473
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE TRUST SPONSORS A HEALTH REIMBURSEMENT ARRANGEMENT (HRA) PLAN WHICH IS INTENDED TO MEET THE REQUIREMENTS SET FORTH IN IRS NOTICE 2002-45. THE HRA PLAN PROVIDES FOR THE REIMBURSEMENT OF ELIGIBLE MEDICAL EXPENSES SUBMITTED BY PARTICIPANTS IN THE HRA PLAN WHO ARE ELIGIBLE FORMER RETIREES OF NORTEL NETWORKS INC. ("NORTEL") THAT PARTICIPATED IN THE NORTEL SPONSORED RETIREE HEALTH AND WELFARE BENEFIT PLANS PRIOR TO THE TERMINATION OF SUCH PLANS BY NORTEL IN CONNECTION WITH ITS BANKRUPTCY FILING. THE REIMBURSEMENTS RECEIVED FROM THE HRA PLAN HELP OFFSET THE BENEFITS THAT RETIREES LOST AS A RESULT OF THE TERMINATION OF THE NORTEL RETIREE HEALTH AND WELFARE BENEFITS PLANS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt05202817
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt07525
IRS990/FeesForServicesLegalGrp/TotalAmt0422103
IRS990/FeesForServicesManagementGrp/TotalAmt071017
IRS990/FeesForServicesOtherGrp/TotalAmt08695
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY R DONAHEE
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN KANE
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL RESSNER
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN ZALOKAR
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK HAUPT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt04000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt34000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt44000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN, COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY, COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER, COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMITTEE MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01554
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0395142
IRS990/GrossReceiptsAmt066747061
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InitialReturnInd0X
IRS990/InsuranceGrp/TotalAmt025936
IRS990/InvestmentIncomeGrp/ExclusionAmt0179919
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0179919
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028122436
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0393588
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE TRUST SPONSORS AND MAINTAINS A HEALTH REIMBURSEMENT ARRANGEMENT (HRA) PLAN THAT MEETS THE REQUIREMENTS OF IRS NOTICE 2002-45 AND WHICH PROVIDES FOR THE REIMBURSEMENT OF ELIGIBLE MEDICAL EXPENSES FOR PARTICIPANTS OF THE HRA PLAN IN PROVISION OF THE HRA PLAN DOCUMENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesEOYAmt061055471
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01554
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01554
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-95185
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0204293
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc1ACA FEE
IRS990/OtherExpensesGrp/Desc2POSTAGE, MAILING SERVIC
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/TotalAmt091572
IRS990/OtherExpensesGrp/TotalAmt18874
IRS990/OtherExpensesGrp/TotalAmt22605
IRS990/OtherExpensesGrp/TotalAmt31616
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0139064
IRS990/PrincipalOfficerNm0GARY DONAHEE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0PLAN CONTRIBUTIONS FROM SETTLEMEN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt066172000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt066172000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt061150656
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt061055471
IRS990/SavingsAndTempCashInvstGrp/EOYAmt032823671
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt095185
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05202817
IRS990ScheduleD/OtherExpensesIncludedAmt095185
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt066353473
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NET UNREALIZED LOSSES ON INVESTMENTS 95,185.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05202817
IRS990ScheduleD/TotalRevenuePerForm990Amt066353473
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt066353473
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05298002
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS DELEGATED CONTROL OVER THE CLAIMS PAYMENT PROCESS TO AN OUTSIDE THIRD-PARTY PROCESSOR PURSUANT TO A WRITTEN CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS WHO ARE BENEFICIARIES OF THE VEBA (TRUST) AND RECEIVE REIMBURSEMENT OF ELIGIBLE MEDICAL EXPENSES IN ACCORDANCE WITH THE HRA PLAN DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE VEBA COMMITTEE HAS THE AUTHORITY TO APPOINT AND REMOVE, EMPLOY AND DISCHARGE, AND PRESCRIBE THE DUTIES AND FIX THE COMPENSATION, IF ANY, OF ALL OFFICERS, AGENTS AND THIRD PARTY SERVICE PROVIDERS OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS DISTRIBUTED TO EACH MEMBER OF THE VEBA COMMITTEE. THE COMMITTEE MEETS TO DISCUSS AND APPROVE THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST AGREEMENT, HRA PLAN DOCUMENTS AND OTHER GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. BENEFICIARIES OF THE TRUST (AND PARTICIPANTS IN THE HRA PLAN) MAY REQUEST COPIES OF HRA PLAN DOCUMENTS AND THE FORM 5500, AND WILL BE PROVIDED WITH A SUMMARY ANNUAL REPORT (SAR) FOR THE HRA PLAN PER ERISA REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ENTIRE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND IS INVOLVED IN THE SELECTION OF THE AUDITOR AND THE REVIEW OF THE FINANCIAL STATEMENTS AND AUDITOR'S REPORT ISSUED BY THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2(C):
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt061289464
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt061289464
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05202817
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0233993
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0233993
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt061055471
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05202817
IRS990/TotalProgramServiceRevenueAmt066172000
IRS990/TotalReportableCompFromOrgAmt020000
IRS990/TotalRevenueGrp/ExclusionAmt0181473
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt066172000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066353473
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt061289464
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt04348
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 292877
IRS990/USAddress/City0NASHVILLE
IRS990/USAddress/State0TN
IRS990/USAddress/ZIPCode037229
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0NNRBT.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY DONAHEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VEBA COMMITTEE CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06156783138
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10NN RETIREES BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NNRE
ReturnHeader/Filer/EIN0466653802
ReturnHeader/Filer/PhoneNum06156783138
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 292877
ReturnHeader/Filer/USAddress/City0NASHVILLE
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037229
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103011 ARMORY DRIVE SUITE 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode037204
ReturnHeader/PreparerPersonGrp/PhoneNum06156651811
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY K SHARP
ReturnHeader/ReturnTs02014-11-13T09:22:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,289,464
Liabilities
$233,993
Net assets
$61,055,471
Revenue
$66,353,473
Expenses
$5,202,817
Net income
$61,150,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.26$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.61$1.37$0.24$0.03$0.62$0.59
2017Detailed filing. Detailed filing data is available for this year.$1.85$1.02$0.83$0.20$34.7$34.5
2016Detailed filing. Detailed filing data is available for this year.$35.1$0.26$34.9$0.05$7.69$7.64
2015Detailed filing. Detailed filing data is available for this year.$42.3$0.35$42.0$0.59$9.42$8.82
2014Detailed filing. Detailed filing data is available for this year.$51.0$0.27$50.8$0.48$10.8$10.3
2013Detailed filing. Detailed filing data is available for this year.$61.3$0.23$61.1$66.4$5.20$61.2