MEIJER EMPLOYEE BENEFITS PLAN & TRUST (EIN 382132935) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

JAMIE LARSON

Phone

6164536711

Tax Period

2024-02-04 to 2025-02-01

MEIJER EMPLOYEE BENEFITS PLAN & TRUST, founded in 1976, is a major nonprofit that reported $329.4M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

THE PROVISION OF HEALTH AND ACCIDENT BENEFITS TO EMPLOYEES THROUGH A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $328,287,643

Investment Income $1,068,863

Other Revenue $0

TOTAL REVENUE $329,356,506

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $328,050,419

Other Expenses $23,146,580

TOTAL EXPENSES $328,050,419

Year-over-Year Comparison

	2024	2023	Change
Revenue	$329,356,506	$302,321,693	+0.1%
Expenses	$328,050,419	$298,740,400	+0.1%
Net Income	$1,306,087	$3,581,293	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAD FREIBURGER	TRUSTEE	0.50	Director	$0	$0	$0
MICHELLE HALL	TRUSTEE	0.50	Director	$0	$0	$0
WENDY BRUMMEL	TRUSTEE	0.50	Director	$0	$0	$0
JAMIE LARSON	CHIEF TAX OFFICER	0.50	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$329,356,506	$328,050,419	$25,676,976	$1,306,087
2024	$302,321,693	$298,740,400	$23,256,913	$3,581,293
2023	$290,779,212	$293,870,792	$18,727,946	$-3,091,580
2022	$279,930,629	$287,767,344	$23,053,599	$-7,836,715
2021	$259,566,006	$257,968,665	$31,426,379	$1,597,341
2020	$273,464,386	$274,389,687	$29,257,592	$-925,301
2019	$277,726,630	$278,922,024	$29,559,620	$-1,195,394

MEIJER EMPLOYEE BENEFITS PLAN & TRUST