NonprofitsSchool Employees Benefit Trust

School Employees Benefit Trust

BLUFFTON, IN

Total revenue

$20.9M

Total expenses

$20.3M

Net assets

$7.3M

Grants received

EIN

311327841

Tax year

2024

Mission

To provide health care coverage to participating school employees. The mission of the Trust is to provide stable premium rates and low expense levels by pooling the claims experience and buying power of public school districts.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$19.9M
Investment income$579K
Other revenue$506K
Total revenue$20.9M

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$1.1M
Total expenses$20.3M
Total assets$17.9M
Net assets$7.3M

People

20 listed

NameRoleCompensation

Kevin Dines

Trustee

Board

0.35 hrs/wk

Joel Mahaffey

Trustee

Board

0.35 hrs/wk

Kathryn Penrod

Trustee

Board

0.35 hrs/wk

Brad Yates

Trustee

Board

0.48 hrs/wk

Lisa Baker

Trustee

Board

0.48 hrs/wk

Rebekah Sipes

Trustee

Board

0.35 hrs/wk

Katie Coryell

Trustee

Board

0.35 hrs/wk

Jill Townsend

Trustee

Board

0.35 hrs/wk

Kim Hiatt

Trustee

Board

0.35 hrs/wk

Craig Lohr

Trustee

Board

0.35 hrs/wk

Deb Adams

Trustee

Board

0.35 hrs/wk

Jacob Newton

Trustee

Board

0.35 hrs/wk

Leslie Rittenhouse

Trustee

Board

0.35 hrs/wk

Patti Lehman

Trustee

Board

0.35 hrs/wk

Michelle Clouser Penrod

Trustee

Board

0.35 hrs/wk

Jeannine Wurster

Trustee

Board

0.35 hrs/wk

Kyle Penrod

Trustee

Board

0.35 hrs/wk

Trent Lehman

Trustee

Board

0.35 hrs/wk

Kristie Nanney

Trustee

Board

0.35 hrs/wk

Todd Fleetwood

Trustee

Board

0.73 hrs/wk

Independent contractors

UMR Inc

Third party admin

$546K

Benelogic LLC

Enroll & ACA mgmt

$137K

Shafley Plan Management Services

Plan management

$127K

Details

EIN311327841
Subsection09
Ruling date1991-11
Formed1980
Employees0
SCHOOL EMPLOYEES BENEFIT TRUST — Mission, Financials & Grants Received | Grantivo