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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Reta Trust

Reta Trust

Fiscal year ending 2019. Filed on July 6, 2020.

1255 Battery Street Suite 450
San Francisco, California 94111

Reta Trust (EIN: 94-2329720) has filed an IRS Form 990 between fiscal years 2016 and 2023. In its fiscal year 2019 IRS Form 990 filing, Reta Trust, a 501(c)(9) voluntary employees' beneficiary association, reported compensation for 2 employees. Among the employees shown here, the average compensation is $0.

Revenue, expenses, and employee compensation

Revenue

$279,363,604

Expenses

$261,689,073

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Rob Geyer
Executive Director
$0
John Stein
Executive Director
$0

Benchmark Employee Compensation

Non-Employee Board Members

David Twomey
Board Member
Dcn Aruna Silva
Board Member
Paul Bongiovanni
Board Member
Rev Steve Sallot
Board Member
Tom Schadle
Chair

Contractors

Gallagher Benefit Services
Consulting
$3,241,823
Bas Inc.
Consulting
$2,437,343
Webmd
Consulting
$1,792,681
Lewis & Ellis Inc.
Actuarial
$352,375
Armanino LLP
Accounting and Consulting
$303,044

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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