Civic Intelligence

Reta Trust

EIN 94-2329720 • 501(c)9 • Walnut Creek, CA

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Profile

The reta trust was formed under a religious trust agreement entered into by two roman catholic archdioceses, several dioceses and several religious orders of the roman catholic church as a means wherein to provide cost effective medical benefits to clergy, men & women religious, and their lay employees and their dependents.

2121 N California Blvd 350Walnut Creek, CA 94596

n/A

Siviq Scores

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

Liabilities / Assets

87th percentile

0.44x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.12x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

29th percentile

-1.4%

Higher net margin than 29% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

50th percentile

5.1%

Faster asset growth than 50% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$95,035,381

Up $4,578,289 (+5.1%) from 2023

Liabilities

Up

$42,014,769

Up $5,769,819 (+16%) from 2023

Net Assets

Down

$53,020,612

Down $1,191,530 (-2.2%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin29th percentile

Revenue

Up

$363,400,683

Up $44,729,332 (+14%) from 2023

Expenses

Up

$368,596,868

Up $53,449,241 (+17%) from 2023

Net Income

Down

-$5,196,185

Down $8,719,909 (-247%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$150M$100M$50M$0Assets 2010: $55,267,341Liabilities 2010: $19,373,675Net Assets 2010: $35,893,6662010Assets 2011: $71,236,368Liabilities 2011: $13,742,377Net Assets 2011: $57,493,9912011Assets 2012: $82,793,495Liabilities 2012: $14,176,549Net Assets 2012: $68,616,9462012Assets 2013: $92,552,575Liabilities 2013: $30,073,230Net Assets 2013: $62,479,3452013Assets 2014: $110,923,990Liabilities 2014: $27,224,557Net Assets 2014: $83,699,4332014Assets 2015: $104,823,407Liabilities 2015: $18,913,655Net Assets 2015: $85,909,7522015Assets 2016: $92,857,843Liabilities 2016: $22,736,056Net Assets 2016: $70,121,7872016Assets 2017: $83,025,519Liabilities 2017: $26,511,019Net Assets 2017: $56,514,5002017Assets 2018: $84,709,238Liabilities 2018: $25,885,688Net Assets 2018: $58,823,5502018Assets 2019: $102,913,524Liabilities 2019: $27,668,282Net Assets 2019: $75,245,2422019Assets 2020: $116,984,744Liabilities 2020: $41,903,679Net Assets 2020: $75,081,0652020Assets 2021: $111,698,157Liabilities 2021: $37,164,021Net Assets 2021: $74,534,1362021Assets 2022: $85,515,612Liabilities 2022: $37,454,026Net Assets 2022: $48,061,5862022Assets 2023: $90,457,092Liabilities 2023: $36,244,950Net Assets 2023: $54,212,1422023Assets 2024: $95,035,381Liabilities 2024: $42,014,769Net Assets 2024: $53,020,6122024

Highlighted filing

2024

Assets$95,035,381
Liabilities$42,014,769
Net Assets$53,020,612
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$400M$300M$200M$100M$0-$100MExpenses 2010: $204,974,3362010Expenses 2011: $186,363,5972011Revenue 2012: $207,932,323Expenses 2012: $195,329,015Net Income 2012: $12,603,3082012Expenses 2013: $193,806,8792013Revenue 2014: $206,009,178Expenses 2014: $190,722,128Net Income 2014: $15,287,0502014Revenue 2015: $166,433,973Expenses 2015: $160,718,984Net Income 2015: $5,714,9892015Revenue 2016: $183,059,493Expenses 2016: $192,780,989Net Income 2016: -$9,721,4962016Revenue 2017: $213,411,141Expenses 2017: $226,698,041Net Income 2017: -$13,286,9002017Revenue 2018: $250,723,443Expenses 2018: $247,802,748Net Income 2018: $2,920,6952018Revenue 2019: $279,363,604Expenses 2019: $261,689,073Net Income 2019: $17,674,5312019Revenue 2020: $252,914,734Expenses 2020: $252,727,595Net Income 2020: $187,1392020Revenue 2021: $265,943,772Expenses 2021: $274,066,216Net Income 2021: -$8,122,4442021Revenue 2022: $276,637,833Expenses 2022: $288,908,994Net Income 2022: -$12,271,1612022Revenue 2023: $318,671,351Expenses 2023: $315,147,627Net Income 2023: $3,523,7242023Revenue 2024: $363,400,683Expenses 2024: $368,596,868Net Income 2024: -$5,196,1852024

Highlighted filing

2024

Revenue$363,400,683
Expenses$368,596,868
Net Income-$5,196,185
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$95,035,381
Liabilities
$42,014,769
Net assets
$53,020,612
Revenue
$363,400,683
Expenses
$368,596,868
Net income
-$5,196,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$95.0$42.0$53.0$363$369$5.20
2023Detailed filing. Detailed filing data is available for this year.$90.5$36.2$54.2$319$315$3.52
2022Detailed filing. Detailed filing data is available for this year.$85.5$37.5$48.1$277$289$12.3
2021Detailed filing. Detailed filing data is available for this year.$112$37.2$74.5$266$274$8.12
2020Detailed filing. Detailed filing data is available for this year.$117$41.9$75.1$253$253$0.19
2019Detailed filing. Detailed filing data is available for this year.$103$27.7$75.2$279$262$17.7
2018Detailed filing. Detailed filing data is available for this year.$84.7$25.9$58.8$251$248$2.92
2017Detailed filing. Detailed filing data is available for this year.$83.0$26.5$56.5$213$227$13.3
2016Detailed filing. Detailed filing data is available for this year.$92.9$22.7$70.1$183$193$9.72
2015Detailed filing. Detailed filing data is available for this year.$105$18.9$85.9$166$161$5.71
2014Detailed filing. Detailed filing data is available for this year.$111$27.2$83.7$206$191$15.3
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.6$30.1$62.5$194
2012Summary only. Only limited summary data is available for this year.$82.8$14.2$68.6$208$195$12.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.2$13.7$57.5$186
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.3$19.4$35.9$205
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$386,948,690
Mission and Program Overview

Mission

The reta trust was formed under a religious trust agreement entered into by two roman catholic archdioceses, several dioceses and several religious orders of the roman catholic church as a means wherein to provide cost effective medical benefits to clergy, women religious, and their lay employees and their dependents.

The reta trust was formed under a religious trust agreement entered into by two roman catholic archdioceses, several dioceses and several religious orders of the roman catholic church as a means wherein to provide cost effective medical benefits to clergy, men & women religious, and their lay employees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$54,212,142$53,020,612▼ $1,191,530
Investments in Publicly Traded Securities$38,846,667$40,208,950▲ $1,362,283
Savings and Temporary Cash Investments$28,164,156$32,281,093▲ $4,116,937
Accounts Receivable$8,492,700$18,161,597▲ $9,668,897
Cash and Non-Interest-Bearing Accounts$14,953,569$4,383,741▼ $10,569,828
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$90,457,092$95,035,381▲ $4,578,289
Liabilities
Other Liabilities$32,226,765$37,379,171▲ $5,152,406
Accounts Payable and Accrued Expenses$4,018,185$4,635,598▲ $617,413
Total Liabilities$36,244,950$42,014,769▲ $5,769,819
Net Assets / Fund Balance
Total Net Assets Fund Balance$54,212,142$53,020,612▼ $1,191,530
Total Liabilities and Net Assets / Fund Balance$90,457,092$95,035,381▲ $4,578,289
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryne McgowanCEOFT$450,923$43,500$494,423
Robert BurnettChief Business Development OfficerFT$281,187$130,869$412,056
Aruna SilvaCFOFT$109,567$10,000$119,567

Board Members and Trustees

NameTitle
Tom SchadleTrustee/chair (thru 6/30/24)
Deacon Joe ObertingTrustee/chair of the Board
Charles LawrenceTrustee
Deacon Eric SimontisTrustee
Elizabeth AllenTrustee
Joanne WillhiteTrustee
Laura HuberTrustee
Mary Ellen GarciaTrustee
Michael FlannaganTrustee
Steve PelligriniTrustee
Tom McnamaraTrustee
Tony MartinezTrustee
Joe PassarelloTrustee (thru 12/31/23)
Paul BongiovanniTrustee (thru 3/31/24)

Highest Paid Contractors

ContractorServicesLocationCompensation
Bas INCConsulting Services132 IVY LANE-PO BOX 62407, King Of Prussia, PA 19406$2,635,809
Gallagher Benefit ServicesConsulting Services2121 N CALIFORNIA BLVD STE 350, Walnut Creek, CA 94596$2,586,310
Consierge Nurse NavigatorDirect Healthcare Management1084 WALNUT BLVD, Ashtabula, OH 44004$552,014
Armanino LLPAccounting And Consulting Services2700 CAMINO RAMON STE 350, San Ramon, CA 94583$550,363
Lewis & Ellis INCActuarial Services11225 COLLEGE BLVD STE 320, Overland Park, KS 66210$460,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$336,256,569
Investment Income
$1,854,299
Other Revenue
$25,289,815
Change in Net Assets
$-5,196,185

Audited Revenue Reconciliation

Revenue per Audited Statements
$363,121,222
Revenue Not Reported on Financial Statements
$279,461
Revenue Not Reported on Form 990
$4,004,655
Total Revenue per Audited Statements
$367,125,877
Total Revenue per Form 990
$363,400,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,546,221
Salaries, Compensation, and Employee Benefits$1,453,727
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$340,596,920
Fees for Services Management---$2,375,927
Current Officers, Directors, Trustees, and Key Employees---$1,175,139
Fees for Services Other---$1,075,136
Fees for Services Accounting---$535,921
Information Technology---$456,050
Fees for Services Legal---$350,785
Fees for Service Investment Mgmnt Fees---$279,461
Other Employee Benefits---$201,747
Insurance---$193,630
Office Expenses---$137,677
Payroll Taxes---$53,909
Other Salaries and Wages---$21,482
Other Expenses---$12,908
Occupancy---$12,000
Pension Plan Contributions---$1,450
Total Functional Expenses$0$0$0$368,596,868

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$368,596,868
Expenses per Audited Statements$368,317,407
Total Expenses per Audited Statements$368,317,407
Expenses Not Reported on Financial Statements$279,461
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
Claims Incurred But Not Reported$32,515,766
Prescription Claims Payable$4,863,405
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The members of the trust are the trustor organizations.”

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

“The trustor members vote to elect the governing body.”

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

“Decisions of the governing body subject to the approval of the members are (1) election of trustees, and (2) removal of a member.”

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

“The process used by the organization to review the form 990 before filing was for the cfo to review the form and for the outside general counsel to perform a limited review of the form and provide comments to the cfo.”

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

“The organization requests that all board members complete a conflict of interest document annually.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are made available to the public upon request.”

FORM 990, PART VII, SECTION A:

“The organization is not in possession of information detailing the amounts of reportable compensation and other compensation paid to its trustees and former trustees by the organization's related organizations, i.e., the veba contributing employers, as called for by the instructions to the form 990. The entries in columns (e) and (f) with respect to the organization's trustees and former trustees are zeroes only due to the features of the software used to prepare the form 990 for the required electronic filing. The zeros in columns (e) and (f) with respect to the organization's trustees and former trustees should therefore be read as being equivalent to blanks or no entries.”

Filing and Contact Details

Filer

Filer Name
Reta Trust
EIN
94-2329720
Phone
8888797382
Address
2121 N CALIFORNIA BLVD 350, WALNUT CREEK, CA 94596

Signing Officer

Name
Deacon Aruna Silva
Title
CFO
Phone
8888797382
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deacon Aruna Silva
Formed
1976
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
14

Preparer

Firm
Moss Adams Llp
Address
805 SW BROADWAY STE 1400, PORTLAND, OR 97205
Preparer
Wendy Campos
Phone
5032421447
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan administrator has analyzed the tax positions taken by the plan and has concluded, as of june 30, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions.”

Raw XML AppendixShowing 400 of 1,491 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE RETA TRUST WAS FORMED UNDER A RELIGIOUS TRUST AGREEMENT ENTERED INTO BY TWO ROMAN CATHOLIC ARCHDIOCESES, SEVERAL DIOCESES AND SEVERAL RELIGIOUS ORDERS OF THE ROMAN CATHOLIC CHURCH AS A MEANS WHEREIN TO PROVIDE COST EFFECTIVE MEDICAL BENEFITS TO CLERGY, MEN & WOMEN RELIGIOUS, AND THEIR LAY EMPLOYEES AND THEIR DEPENDENTS.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1443500
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1543500
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1610000
IRS990/Form990PartVIISectionAGrp/PersonNm0DEACON JOE OBERTING
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM SCHADLE
IRS990/Form990PartVIISectionAGrp/PersonNm2JOANNE WILLHITE
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM MCNAMARA
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLES LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm5LAURA HUBER
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVE PELLIGRINI
IRS990/Form990PartVIISectionAGrp/PersonNm7ELIZABETH ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm8TONY MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm9MARY ELLEN GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL FLANNAGAN
IRS990/Form990PartVIISectionAGrp/PersonNm11DEACON ERIC SIMONTIS
IRS990/Form990PartVIISectionAGrp/PersonNm12JOE PASSARELLO
IRS990/Form990PartVIISectionAGrp/PersonNm13PAUL BONGIOVANNI
IRS990/Form990PartVIISectionAGrp/PersonNm14KATHRYNE MCGOWAN
IRS990/Form990PartVIISectionAGrp/PersonNm15ROBERT BURNETT
IRS990/Form990PartVIISectionAGrp/PersonNm16ARUNA SILVA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14450923
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15368556
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16109567
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE/CHAIR OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE/CHAIR (THRU 6/30/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE (THRU 12/31/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE (THRU 3/31/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt14CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF BUSINESS DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-447450
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt023100557
IRS990/GrossReceiptsAmt0386948690
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0456050
IRS990/InsuranceGrp/TotalAmt0193630
IRS990/InvestmentIncomeGrp/ExclusionAmt02301749
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02301749
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt038846667
IRS990/InvestmentsPubTradedSecGrp/EOYAmt040208950
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt023548007
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE RETA TRUST WAS FORMED UNDER A RELIGIOUS TRUST AGREEMENT ENTERED INTO BY TWO ROMAN CATHOLIC ARCHDIOCESES, SEVERAL DIOCESES AND SEVERAL RELIGIOUS ORDERS OF THE ROMAN CATHOLIC CHURCH AS A MEANS WHEREIN TO PROVIDE COST EFFECTIVE MEDICAL BENEFITS TO CLERGY, MEN & WOMEN RELIGIOUS, AND THEIR LAY EMPLOYEES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt054212142
IRS990/NetAssetsOrFundBalancesEOYAmt053020612
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-447450
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-447450
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04004655
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt012000
IRS990/OfficeExpensesGrp/TotalAmt0137677
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0201747
IRS990/OtherExpensesGrp/Desc0CLAIMS ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1THIRD PARTY ADMINISTRAT
IRS990/OtherExpensesGrp/Desc2WELLNESS PROGRAM
IRS990/OtherExpensesGrp/Desc3TRUSTOR REIMBURSEMENTS
IRS990/OtherExpensesGrp/TotalAmt018454134
IRS990/OtherExpensesGrp/TotalAmt12642118
IRS990/OtherExpensesGrp/TotalAmt220474
IRS990/OtherExpensesGrp/TotalAmt312908
IRS990/OtherLiabilitiesGrp/BOYAmt032226765
IRS990/OtherLiabilitiesGrp/EOYAmt037379171
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/BusinessCd1525100
IRS990/OtherRevenueMiscGrp/Desc0PRESCRIPTION DRUG REBA
IRS990/OtherRevenueMiscGrp/Desc1SETTLEMENTS
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11299011
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023990804
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11299011
IRS990/OtherRevenueTotalAmt025289815
IRS990/OtherSalariesAndWagesGrp/TotalAmt021482
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt053909
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt01450
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DEACON ARUNA SILVA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0TRUSTOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0336256569
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0336256569
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0289168122
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt024997011
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IRS990/PYProgramServiceRevenueAmt0294916863
IRS990/PYRevenuesLessExpensesAmt03523724
IRS990/PYSalariesCompEmpBnftPaidAmt0982494
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0318671351
IRS990/ReconcilationRevenueExpnssAmt0-5196185
IRS990/RegularMonitoringEnfrcInd01
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt028164156
IRS990/SavingsAndTempCashInvstGrp/EOYAmt032281093
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0279461
IRS990ScheduleD/ExpensesSubtotalAmt0368317407
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0279461
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0279461
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04004655
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt032515766
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14863405
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PRESCRIPTION CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt04004655
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0279461
IRS990ScheduleD/RevenueSubtotalAmt0363121222
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED, AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt037379171
IRS990ScheduleD/TotalRevenuePerForm990Amt0363400683
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0367125877
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0368317407
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0450923
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1281187
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount187369
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt043500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt143500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KATHRYNE MCGOWAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ROBERT BURNETT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF BUSINESS DEVELOPMENT OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0494423
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1412056
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10

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