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EIN 20-6524090

Johnson Financial Group Retiree Medical Savings Account Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Racine
State
Wisconsin
Year formed
2004
Most recent tax filings
2023-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Johnson Financial Group Retiree Medical Savings Account Trust holds the assets of the Johnson Financial Group, Inc. Retiree Medical Savings Plan and offers a savings program for post-employment medical, hospitalization, and health care benefits.
Total revenues
$1,821,767
2023
Total expenses
$908,819
2023
Total assets
$15,765,427
2023
Num. employees
0
2023

Program areas at Johnson Financial Group Retiree Medical Savings Account Trust

Savings program for post-employment Medical, hospitalization, and health care benefits.

Financials for Johnson Financial Group Retiree Medical Savings Account Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$1,213,080
Investment income and dividends$608,687
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$0
Total revenues$1,821,767
Data update history
February 6, 2025
Posted financials
Added Form 990 for fiscal year 2023
January 11, 2025
Used new vendors
Identified 1 new vendor, including
January 1, 2024
Posted financials
Added Form 990 for fiscal year 2022
July 15, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 5, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
No full-time employees
General information
Address
555 Main St 280
Racine, WI 53403
Metro area
Racine, WI
County
Racine County, WI
Phone
(262) 619-2682
IRS details
EIN
20-6524090
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2004
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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