Civic Intelligence

Servco-Aer Employees Health and Welfare

EIN 80-6038158 • 501(c)9 • Madison, WI

Profile

Provide health care benefits for the retired employees of Alliant Energy Corporate Services, Inc., Alliant Energy Resources, LLC., and Cedar Rapids and Iowa City Railway Company

4902 N Biltmore Ln Attn Tax DeptMadison, WI 53718

n/A

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$5,190

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

98th percentile

170%

Faster asset growth than 98% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

66%

Faster revenue growth than 91% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$972,518

Up $612,397 (+170%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$972,518

Up $612,397 (+170%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin77th percentile

Revenue

Up

$3,177,365

Up $1,263,358 (+66%) from 2023

Expenses

Down

$2,564,968

Down $805,104 (-24%) from 2023

Net Income

Up

$612,397

Up $2,068,462 (+142%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $15,305,638Liabilities 2011: $0Net Assets 2011: $15,305,6382011Assets 2012: $16,894,816Liabilities 2012: $0Net Assets 2012: $16,894,8162012Assets 2013: $16,084,688Liabilities 2013: $0Net Assets 2013: $16,084,6882013Assets 2014: $14,830,933Liabilities 2014: $0Net Assets 2014: $14,830,9332014Assets 2015: $12,814,991Liabilities 2015: $0Net Assets 2015: $12,814,9912015Assets 2016: $12,267,682Liabilities 2016: $0Net Assets 2016: $12,267,6822016Assets 2017: $11,754,007Liabilities 2017: $0Net Assets 2017: $11,754,0072017Assets 2018: $8,390,337Liabilities 2018: $0Net Assets 2018: $8,390,3372018Assets 2019: $7,109,316Liabilities 2019: $0Net Assets 2019: $7,109,3162019Assets 2020: $5,652,262Liabilities 2020: $0Net Assets 2020: $5,652,2622020Assets 2021: $3,372,592Liabilities 2021: $0Net Assets 2021: $3,372,5922021Assets 2022: $1,816,186Liabilities 2022: $0Net Assets 2022: $1,816,1862022Assets 2023: $360,121Liabilities 2023: $0Net Assets 2023: $360,1212023Assets 2024: $972,518Liabilities 2024: $0Net Assets 2024: $972,5182024

Highlighted filing

2024

Assets$972,518
Liabilities$0
Net Assets$972,518
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $2,169,464Expenses 2011: $1,930,440Net Income 2011: $239,0242011Revenue 2012: $5,156,857Expenses 2012: $2,058,907Net Income 2012: $3,097,9502012Revenue 2013: $1,307,657Expenses 2013: $3,347,229Net Income 2013: -$2,039,5722013Revenue 2014: $1,379,198Expenses 2014: $2,419,411Net Income 2014: -$1,040,2132014Revenue 2015: $1,130,120Expenses 2015: $2,146,994Net Income 2015: -$1,016,8742015Revenue 2016: $785,589Expenses 2016: $2,104,532Net Income 2016: -$1,318,9432016Revenue 2017: $774,518Expenses 2017: $2,780,299Net Income 2017: -$2,005,7812017Revenue 2018: $1,449,655Expenses 2018: $3,422,419Net Income 2018: -$1,972,7642018Revenue 2019: $1,444,583Expenses 2019: $3,252,012Net Income 2019: -$1,807,4292019Revenue 2020: $1,156,995Expenses 2020: $2,770,441Net Income 2020: -$1,613,4462020Revenue 2021: $2,384,758Expenses 2021: $3,237,142Net Income 2021: -$852,3842021Revenue 2022: $869,788Expenses 2022: $2,426,194Net Income 2022: -$1,556,4062022Revenue 2023: $1,914,007Expenses 2023: $3,370,072Net Income 2023: -$1,456,0652023Revenue 2024: $3,177,365Expenses 2024: $2,564,968Net Income 2024: $612,3972024

Highlighted filing

2024

Revenue$3,177,365
Expenses$2,564,968
Net Income$612,397
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$972,518
Liabilities
$0
Net assets
$972,518
Revenue
$3,177,365
Expenses
$2,564,968
Net income
$612,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$3.18$2.56$0.61
2023Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.91$3.37$1.46
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.87$2.43$1.56
2021Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$2.38$3.24$0.85
2020Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$1.16$2.77$1.61
2019Summary only. Only limited summary data is available for this year.$7.11$0.00$7.11$1.44$3.25$1.81
2018Summary only. Only limited summary data is available for this year.$8.39$0.00$8.39$1.45$3.42$1.97
2017Summary only. Only limited summary data is available for this year.$11.8$0.00$11.8$0.77$2.78$2.01
2016Summary only. Only limited summary data is available for this year.$12.3$0.00$12.3$0.79$2.10$1.32
2015Summary only. Only limited summary data is available for this year.$12.8$0.00$12.8$1.13$2.15$1.02
2014Summary only. Only limited summary data is available for this year.$14.8$0.00$14.8$1.38$2.42$1.04
2013Summary only. Only limited summary data is available for this year.$16.1$0.00$16.1$1.31$3.35$2.04
2012Summary only. Only limited summary data is available for this year.$16.9$0.00$16.9$5.16$2.06$3.10
2011Summary only. Only limited summary data is available for this year.$15.3$0.00$15.3$2.17$1.93$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$5,792,404
Mission and Program Overview

Mission

Provide health care benefits for the retired employees of Alliant Energy Corporate Services, Inc., Alliant Energy Resources, LLC., and Cedar Rapids and Iowa City Railway Company.

Provide health care benefits for the retired employees of Alliant Energy Corporate Services, Inc., Alliant Energy Resources, LLC., and Cedar Rapids and Iowa City Railway Company

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$360,121$972,518▲ $612,397
Savings and Temporary Cash Investments$357,822$969,001▲ $611,179
Cash and Non-Interest-Bearing Accounts$2,299$3,517▲ $1,218
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$360,121$972,518▲ $612,397
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$360,121$972,518▲ $612,397
Total Liabilities and Net Assets / Fund Balance$360,121$972,518▲ $612,397
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleBaseTotal
Principle Custody SolutionsTrustee$5,190$5,190
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,140,644
Investment Income
$35,504
Other Revenue
$1,217
Change in Net Assets
$612,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$75,096
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$2,489,872--$2,489,872
Fees for Services Accounting$75,096--$75,096
Total Functional Expenses$2,564,968$0$0$2,564,968
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11B

“A detailed review is conducted at the manager level.”

Part VI, Section C, Line 19

“Financial statements are given to the plan participants.”

Filing and Contact Details

Filer

Filer Name
SERVCO-AER Employees Health and Welfare
EIN
80-6038158
In Care Of
% GREGORY SHUNK
Phone
6084580577
Address
4902 N Biltmore Ln Attn Tax Dept, Madison, WI 53718

Signing Officer

Name
Robert Durian
Title
Evp & CFO
Phone
6084580577
Signed
2025-11-15

Organization Details

Principal Officer
Robert Durian
Formed
2007
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
0
Employees
0
Raw XML Appendix317 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide health care benefits for the retired employees of Alliant Energy Corporate Services, Inc., Alliant Energy Resources, LLC., and Cedar Rapids and Iowa City Railway Company
IRS990/AdvertisingGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/ProgramServicesAmt02489872
IRS990/BenefitsToMembersGrp/TotalAmt02489872
IRS990/BooksInCareOfDetail/PersonNm0GREGORY SHUNK
IRS990/BooksInCareOfDetail/PhoneNum06084580577
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04902 N BILTMORE LN ATTN TAX DEPT
IRS990/BooksInCareOfDetail/USAddress/CityNm0Madison
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053718
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt02299
IRS990/CashNonInterestBearingGrp/EOYAmt03517
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02489872
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt035504
IRS990/CYOtherExpensesAmt075096
IRS990/CYOtherRevenueAmt01217
IRS990/CYProgramServiceRevenueAmt03140644
IRS990/CYRevenuesLessExpensesAmt0612397
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02564968
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03177365
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Provide health care benefits for the retired employees of Alliant Energy Corporate Services, Inc., Alliant Energy Resources, LLC., and Cedar Rapids and Iowa City Railway Company
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt02565069
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt075096
IRS990/FeesForServicesAccountingGrp/TotalAmt075096
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0Principle Custody Solutions
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt05190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02615039
IRS990/GrossReceiptsAmt05792404
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035504
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt035504
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02615039
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE HEALTH CARE BENEFITS FOR THE RETIRED EMPLOYEES OF ALLIANT ENERGY CORPORATE SERVICES, INC., ALLIANT ENERGY RESOURCES, LLC., AND CEDAR RAPIDS AND IOWA CITY RAILWAY COMPANY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0360121
IRS990/NetAssetsOrFundBalancesEOYAmt0972518
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ESTIMATED TAX PAYMENTS
IRS990/OtherExpensesGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/Desc0ACCRUED INCOME
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01217
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt01217
IRS990/OtherRevenueTotalAmt01217
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Robert Durian
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0HEALTH PLAN DEPOSITS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03140644
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03140644
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt03226985
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt045312
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0143087
IRS990/PYOtherRevenueAmt0-3813
IRS990/PYProgramServiceRevenueAmt01872508
IRS990/PYRevenuesLessExpensesAmt0-1456065
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03370072
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01914007
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0612397
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0360121
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0972518
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0357822
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0969001
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A detailed review is conducted at the manager level.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Financial statements are given to the plan participants.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0360121
IRS990/TotalAssetsEOYAmt0972518
IRS990/TotalAssetsGrp/BOYAmt0360121
IRS990/TotalAssetsGrp/EOYAmt0972518
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02564968
IRS990/TotalFunctionalExpensesGrp/TotalAmt02564968
IRS990/TotalGrossUBIAmt036721
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0360121
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0972518
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02565069
IRS990/TotalProgramServiceRevenueAmt03140644
IRS990/TotalReportableCompFromOrgAmt05190
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03140644
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03177365
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt036721
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0360121
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0972518
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04902 N Biltmore Ln Attn Tax De
IRS990/USAddress/CityNm0Madison
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053718
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Durian
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EVP & CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06084580577
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERVCO-AER Employees Health and Welfare
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Benefit Trust
ReturnHeader/Filer/BusinessNameControlTxt0SERV
ReturnHeader/Filer/EIN0806038158
ReturnHeader/Filer/InCareOfNm0% GREGORY SHUNK
ReturnHeader/Filer/PhoneNum06084580577
ReturnHeader/Filer/USAddress/AddressLine1Txt04902 N Biltmore Ln Attn Tax Dept
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053718
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-13T15:53:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.