Meijer Inc Employee Benefits Plan And Trust in Grand Rapids, Michigan (MI)

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Meijer Inc Employee Benefits Plan And Trust
Employer Identification Number (EIN)382132935
Name of OrganizationMeijer Inc Employee Benefits Plan And Trust
AddressPO BOX 2281, Grand Rapids, MI 49501-2281
ActivitiesEmployee or member welfare association, Sick, accident, death, or similar benefits
SubsectionVoluntary Employees' Beneficiary Association (Non-Govt. Emps.)
Ruling Date10/1976
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period01/2012
Assets$5,000,000 to $9,999,999
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$7,595,126
Amount of Income$189,206,693
Form 990 Revenue Amount$173,493,285
National Taxonomy of Exempt Entities (NTEE)Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Non-Government)


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Amount of income in 2012: $189,206,693
This organization: 

 $189,206,693
Other organizations performing similar types of work: 

 $15,570,795

Assets in 2012: $7,595,126
Meijer Inc Employee Benefits Plan And Trust: 

 $7,595,126
Other organizations performing similar types of work: 

 $11,472,741

Expenses in 2007: $138,834,913
Meijer Inc Employee Benefits Plan And Trust: 

 $138,834,913
Other organizations performing similar types of work: 

 $9,889,885

Income to expenses ratio in 2007: 1.0
Meijer Inc Employee Benefits Plan And Trust: 

 1.0
Other organizations performing similar types of work: 

 1.0

Financial snapshot ($)

Revenue for 2007

Assets at end of 2007

Income-Producing Activities for 2007

Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$160,174,921$192,068,555$224,362,023$225,255,473$210,090,118$192,024,987$144,862,796$134,822,646
Contributions, gifts, grants, and similar amounts received$0$0$0$0$0$0$0$0
Contributions to donor advised funds$0$0
Direct public support$0$0$0$0$0$0$0$0
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$0$0$0$0$0$0$0$0
Program service revenue including government fees and contracts$159,649,429$191,715,481$223,870,205$224,748,962$209,528,127$191,923,280$144,140,441$134,340,353
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$0$0$0$0$0$0$0$0
Dividends and interest from securities$0$0$0$0$0$0$0$0
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$525,492$353,074$491,818$506,511$533,079$447,660$696,307$321,138
Gain or (loss) from sales of assets other than inventory$0$0$0$0$28,912$-345,953$26,048$161,155
Gross amount from sales of assets other than inventory$0$0$0$0$169,636,590$150,828,887$147,960,331$13,339,686
Less: cost or other basis and sales expenses$0$0$0$0$169,607,678$151,174,840$147,934,283$13,178,531
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$0$0$0$0$0$0$0$0
Total expenses$154,868,775$185,528,257$219,101,368$226,949,412$212,092,883$196,016,098$154,399,792$138,834,913
Program services$0$0$0$0$0$0$0$0
Management and general$0$0$0$0$0$0$0$0
Fundraising$0$0$0$0$0$0$0$0
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$19,770,025$26,034,728$30,831,804$29,253,872$26,930,189$23,307,408$13,861,430$9,583,135
Excess or (deficit) for the year$5,306,146$6,540,298$5,260,655$-1,693,939$-2,002,765$-3,991,111$-9,536,996$-4,012,267
Net assets or fund balances at beginning of year$14,527,261$19,770,025$26,034,728$30,831,804$29,253,872$26,930,189$23,307,408$13,861,430
Other changes in net assets or fund balances$-63,382$-275,595$-463,579$116,007$-320,918$368,330$91,018$-266,028
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$138,834,913$0$0$0
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$130,100,339
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$0$0$0$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$0$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$0$0$0$0
Supplies$0$0$0$0
Telephone$0$0$0$0
Postage and shipping$0$0$0$0
Occupancy$0$0$0$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$0$0$0$0
Travel$0$0$0$0
Conferences, conventions, and meetings$0$0$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$0$0$0$0
Other expenses not covered above$8,734,574$0$0$0
Balance Sheets
20002001200220032004200520062007
Total assets$19,770,025$26,034,728$30,831,804$29,253,872$26,930,189$23,307,408$13,861,430$9,583,135
Cash - non-interest-bearing$0$20,983,233$0$0$0$0$0$4,453,569
Savings and temporary cash investments$14,703,620$0$25,852,800$24,052,921$21,824,609$18,132,790$8,760,734$0
Accounts receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$32,840$19,987$14,201$5,443$17,056$28,600$30,076$22,994
Inventories for sale or use$0$0$0$0$0$0$0$0
Prepaid expenses and deferred charges$0$0$0$0$0$0$0$0
Investments - publicly-traded securities$5,070,620$5,106,572
Investments - other securities$5,033,565$5,031,508$4,964,803$5,195,508$5,088,524$5,146,018$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$0$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Other assets, including program-related investments$0$0$0$0$0$0$0$0
Total liabilities$0$0$0$0$0$0$0$0
Accounts payable and accrued expenses$0$0$0$0$0$0$0$0
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$0$0$0$0$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0$0$0$0
Other liabilities$0$0$0$0$0$0$0$0
Total liabilities and net assets/fund balances$19,770,025$26,034,728$30,831,804$29,253,872$26,930,189$23,307,408$13,861,430$9,583,135
Total net assets or fund balances$19,770,025$26,034,728$30,831,804$29,253,872$26,930,189$23,307,408$13,861,430$9,583,135
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$160,174,921$192,068,555$224,362,023$225,255,473$210,090,118$192,024,987$144,862,796$134,822,646
Total revenue, gains, and other support per audited financial statements$160,111,539$191,792,960$223,898,444$225,371,480$209,769,200$192,393,317$144,953,814$134,556,618
Other expenses$0$0$0$116,007$-320,918$368,330$91,018$-266,028
Net unrealized gains on investments$0$0$0$116,007$-320,918$368,330$91,018$-266,028
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other revenue$63,382$275,595$463,579$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$63,382$275,595$463,579$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$154,868,775$185,528,257$219,101,368$226,949,412$212,092,883$196,016,098$154,399,792$138,834,913
Total expenses and losses per audited financial statements$154,868,775$185,528,257$219,101,368$226,949,412$212,092,883$196,016,098$154,399,792$138,834,913
Other revenue$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other expenses$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings3
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?Yes
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?Yes
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$134,822,646$0
Program service revenue
Program service revenue 1000000$0Section 501(c)(9), or (17) organization - Non-exempt function income set aside for the payment of life, sick, accident, or other benefits (section 512(a)(3)(B)(ii))$79,997,421$0
Program service revenue 2000000$0Section 501(c)(9), or (17) organization - Non-exempt function income set aside for the payment of life, sick, accident, or other benefits (section 512(a)(3)(B)(ii))$54,342,932$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$321,138$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$161,155$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
Enter the total number of donor advised funds owned at the end of the tax year$0
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it is
Support Schedule
19992000200120022003200420052006
Total$0$0$0$0$0$0$0$0
Gifts, grants, and contributions received$0$0$0$0$0$0$0$0
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0$0$0$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0$0$0$0$0$0
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Statements Regarding Other IRS Filings and Tax Compliance (for 2012)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2012)
Total revenue$173,493,285
Contributions, Gifts, Grants and Other Similar Amounts$0
Program Service Revenue$173,308,426
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$171,224
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$13,635
Gross amount from sales of assets other than inventory (Securities / Other)$15,727,043 / $0
Less: cost or other basis and sales expenses (Securities / Other)$15,713,408 / $0
Gain or (loss) (Securities / Other)$13,635 / $0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$0
Statement of Functional Expenses (for 2012)
Total functional expenses$175,180,845
Compensation of current officers, directors, trustees, and key employees$0
Other salaries and wages$0
Payroll taxes$0
Professional fundraising services$0
Other$175,180,845
Balance Sheet (for 2012)
Total assets$7,595,126
Total liabilities$0
Total net assets or fund balances$7,595,126
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2012)
The organization is not a private foundation because it is:Not provided
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Kellogg Company Retiree Welfare Benefit TrustPO BOX 3599, Battle Creek, MI 49016-3599MI1998-05$628,089,231
2Laborers Metropolitan Detroit Health And Welfare FundHealth Care Fund, Lansing, MI 48917MI1974-02$453,056,968
3Michigan Conference Of Teamsters Welfare Fund2700 Trumbull St, Detroit, MI 48216-1269MI1951-02$278,356,548
4Operating Engineers Local 324 Health Care Fund500 Hulet Dr, Bloomfld Hls, MI 48302-0316MI1973-07$195,851,785
5Meijer Inc Employee Benefits Plan And TrustPO BOX 2281, Grand Rapids, MI 49501-2281MI1976-10$189,206,693
6Ford-Uaw Benefits Tr1 American Rd, Dearborn, MI 48126-2701MI1998-12$184,373,930
7Detroit & Vicinity Trowel Trades Health And Welfare FundPO BOX 99490, Troy, MI 48099-9490MI1977-05$144,364,403
8Whirlpool Corporation Welfare Benefit Trust2000 N M 63 Md 1702, Benton Harbor, MI 49022MI1988-05$120,094,548
9Sheet Metal Workers Local 104 Health Care Plan700 Tower Dr Ste 300, Troy, MI 48098-2835MI1979-09$94,797,485
10Electrical Workers Insurance FundPO BOX 71337, Madison Hts, MI 48071-0337MI1954-06$93,353,130
11Steelcase Employee Benefit TrustGrand Rapids, MI 49508MI$83,898,868
12Michigan United Food-Commercial Wrkrs Union-Emp Health-Welfare FndPO BOX 71400, Madison Hts, MI 48071-0400MI1958-10$82,458,231
13Michigan Laborers Health And Welfare Fund6525 Centurion Dr, Lansing, MI 48917-9275MI1954-10$78,692,074
14Michigan Laborers Vacation Fund6525 Centurion Dr, Lansing, MI 48917-9275MI$75,061,522
15Set Incorporated415 W Kalamazoo St, Lansing, MI 48933-2035MI1983-02$64,693,165
16Gordon Food Service Inc Employees Benefit Trust333 - 5oth Street Sw, Wyoming, MI 49509MI1978-06$62,966,843
17Holy Cross Empe Benefit TrNovi, MI 48377MI$62,937,048
18Iron Wkrs Health Fund Estrn MichPO BOX 8006, Novi, MI 48376-8006MI1982-03$56,119,355
19Dow Chemical Company Emplyee Benefit Plan Trust2030 Dow Center Tax Dept, Midland, MI 48674-0001MI1992-07$52,139,287
20Kellogg Co Retiree Employees WelfareBattle Creek, MI 49016MI$52,134,092
Number of organizations performing similar types of work
Alaska4
Alabama13
Arkansas6
Arizona19
California217
Colorado18
Connecticut44
District of Columbia24
Delaware7
Florida38
Georgia43
Hawaii21
Iowa25
Idaho5
Illinois218
Indiana47
Kansas19
Kentucky23
Louisiana10
Massachusetts81
Maryland58
Maine4
Michigan96
Minnesota80
Missouri75
Mississippi6
Montana7
North Carolina45
North Dakota6
Nebraska12
New Hampshire5
New Jersey128
New Mexico3
Nevada18
New York325
Ohio132
Oklahoma12
Oregon38
Pennsylvania205
Rhode Island20
South Carolina6
South Dakota2
Tennessee46
Texas113
Utah16
Virginia28
Vermont1
Washington65
Wisconsin61
West Virginia12
Wyoming1
International1
Total2,509

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