Reta Trust
WALNUT CREEK, CA
Total revenue
$363.4M
Total expenses
$368.6M
Net assets
$53.0M
Grants received
—
EIN
942329720
Tax year
2023
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, men & women religious, and their lay employees and their dependents.
Financials
FY 2023
Revenue
Expenses
People
17 listed
KATHRYNE MCGOWAN
CEO
$451K
40 hrs/wk
ROBERT BURNETT
CHIEF BUSINESS DEVELOPMENT OFFICER
$369K
40 hrs/wk
ARUNA SILVA
CFO
$110K
40 hrs/wk
TOM MCNAMARA
TRUSTEE
—
1 hrs/wk
CHARLES LAWRENCE
TRUSTEE
—
1 hrs/wk
LAURA HUBER
TRUSTEE
—
1 hrs/wk
STEVE PELLIGRINI
TRUSTEE
—
1 hrs/wk
ELIZABETH ALLEN
TRUSTEE
—
1 hrs/wk
DEACON JOE OBERTING
TRUSTEE/CHAIR OF THE BOARD
—
1.5 hrs/wk
MARY ELLEN GARCIA
TRUSTEE
—
1 hrs/wk
MICHAEL FLANNAGAN
TRUSTEE
—
1 hrs/wk
DEACON ERIC SIMONTIS
TRUSTEE
—
1 hrs/wk
JOE PASSARELLO
TRUSTEE (THRU 12/31/23)
—
1 hrs/wk
PAUL BONGIOVANNI
TRUSTEE (THRU 3/31/24)
—
1 hrs/wk
TONY MARTINEZ
TRUSTEE
—
1 hrs/wk
TOM SCHADLE
TRUSTEE/CHAIR (THRU 6/30/24)
—
1.5 hrs/wk
JOANNE WILLHITE
TRUSTEE
—
1 hrs/wk
Independent contractors
BAS INC
CONSULTING SERVICES
GALLAGHER BENEFIT SERVICES
CONSULTING SERVICES
CONSIERGE NURSE NAVIGATOR
DIRECT HEALTHCARE MANAGEMENT
ARMANINO LLP
ACCOUNTING AND CONSULTING SERVICES
LEWIS & ELLIS INC
ACTUARIAL SERVICES