Reta Trust

Fiscal year ending 2023. Filed on May 3, 2024.

2121 N California Blvd 350
Walnut Creek, California 94596

Reta Trust (EIN: 94-2329720) has filed an IRS Form 990 between fiscal years 2016 and 2023. In its fiscal year 2023 IRS Form 990 filing, Reta Trust, a 501(c)(9) voluntary employees' beneficiary association, reported compensation for 2 out of 2 total employees. Among the employees shown here, the average compensation is $310,030. The highest compensated employee at Reta Trust is Kathryne McGowan with fiscal year 2023 compensation of $386,342.

Revenue, expenses, and employee compensation

Revenue

$318,671,351

Expenses

$315,147,627

Employee compensation

$982,494
Revenue, expenses, and employee compensation over time

Mission Statement

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.

Revisions to this organization profile

May 3, 2024:
2023 Reta Trust 990 filed
May 12, 2023:
2022 Reta Trust 990 filed
May 16, 2022:
2021 Reta Trust 990 filed

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