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EIN 27-1141647

Ocu Retirment Health Savings Benefits Veba Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Charlotte
State
North Carolina
Year formed
2009
Most recent tax filings
2023-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
To provide retiree Health Benefits to the employer's former employees and their spouses and dependents, although other Benefits may be provided as described in the plan document.
Related structure
Ocu Retirment Health Savings Benefits Veba Trust is a subordinate organization under Oklahoma City University (OKCU).
Also known as...
Ocu Retirement Health Savings Trust
Total revenues
$17,063
2023
Total expenses
$21,354
2023
Total assets
$601,975
2023
Num. employees
0
2023

Program areas at Ocu Retirment Health Savings Benefits Veba Trust

Health Benefits and insurance premiums paid to members.

Financials for Ocu Retirment Health Savings Benefits Veba Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$162
Investment income and dividends$17,923
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-1,022
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$17,063
Data update history
January 10, 2025
Posted financials
Added Form 990 for fiscal year 2023
January 7, 2025
Updated personnel
Identified 1 new personnel
January 23, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 23, 2024
Updated personnel
Identified 1 new personnel
July 15, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Fraternal societiesMutual assistance organizationsChapter / child organizations
Issues
No issues found
Characteristics
No full-time employees
General information
Address
8625 Andrew Carnegie Blvd Attn Corp
Charlotte, NC 28262
Metro area
Charlotte-Concord-Gastonia, NC-SC
County
Mecklenburg County, NC
Phone
(877) 535-3910
IRS details
EIN
27-1141647
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2009
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
Subordinate organization
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