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ELK Grove Benefits Employee Retirement Trust

501(c)
DBA: Retirement Trust
Other · ELK GROVE, CA · EIN 68-0383938

About

The trust provides health and welfare benefits for retired, eligible employees and eligible dependents of Elk Grove Unified School District.

DBA Retirement Trust

Donations are NOT tax-deductible
Category
Other
Employees
0
Volunteers
3

Financial Snapshot

FY ending 2024-12-31
Revenue
$30.2M
Expenses
$20.5M
Assets
$233.0M
Liabilities
$151K

Financial history

$32.7M$16.4M$0
161718192021222324
RevenueExpenses
Latest FY2024: $30.2M · Peak FY2023: $32.7M · Avg: $25.1M
ELK GROVE BENEFITS EMPLOYEE RETIREMENT TRUST
Your actions

Address

9297 Office Park CIR STE 110
ELK Grove, CA, 95758-807

Governance

Voting board members12
Independent members3
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeNo
990 reviewed by boardYes

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Public records
ProPublica Nonprofit Explorer ↗
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search ↗
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
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