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EIN 46-6746110

Credit Union Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Indianapolis
State
Indiana
Year formed
2013
Most recent tax filings
2022-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Credit Union Trust operates as a self-funded Multiple Employer Welfare Arrangement (MEWA) for Indiana and Kentucky Credit Unions with the approval of expansion to Kentucky. Its mission is to enable eligible employers to provide or make available welfare benefit coverages to their eligible employees and such employees' eligible dependents. The Trust solely focuses on providing health and welfare-related benefits to eligible participants of the Credit Union consortium health plan from its location in Indianapolis, IN.
Also known as...
Cucare Welfare Benefit Plan Trust
Total revenues
$49,190,963
2022
Total expenses
$44,763,724
2022
Total assets
$30,658,690
2022
Num. employees
0
2022

Program areas at Credit Union Trust

The sole purpose and activity of the Trust is to provide health and welfare related benefits to eligible participants of the Credit Union consortium health plan.

Personnel at Credit Union Trust

NameTitleCompensation
Lori EltzrothPresident$0
Paul ObermeyerVice President$0
Brett RinkerSecretary and Treasurer$0
Lori GonzalezPrior Secretary and Treasurer$0
Monique KriderSecretary and Treasurer / Trustee$0
...and 3 more key personnel

Financials for Credit Union Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$48,609,187
Investment income and dividends$323,342
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$258,434
Total revenues$49,190,963

Form 990s for Credit Union Trust

Fiscal year endingDate received by IRSFormPDF link
2022-122023-06-30990View PDF
2021-122022-05-13990View PDF
2020-122021-05-13990View PDF
2019-122021-05-10990OView PDF
2018-122019-07-26990View PDF
...and 5 more Form 990s
Data update history
August 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 23, 2023
Updated personnel
Identified 2 new personnel
August 17, 2023
Posted financials
Added Form 990 for fiscal year 2021
May 12, 2023
Updated personnel
Identified 2 new personnel
April 13, 2022
Updated personnel
Identified 2 new personnel
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
No full-time employees
General information
Address
5975 Castle Creek Pkwy N 200
Indianapolis, IN 46250
Metro area
Indianapolis-Carmel-Anderson, IN
Phone
(317) 594-5300
IRS details
EIN
46-6746110
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2013
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Independent
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