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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 2021. Filed on May 16, 2022.

2121 N California Blvd No 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 2021 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

$265,943,772

Expenses

$274,066,216

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Kathryne McGowan
Chief Executive Officer
$0
John Stein
Executive Advisor
$0

Benchmark Employee Compensation

Non-Employee Board Members

Dcn Aruna Silva
Board Member
Joanne Willhite
Board Member
Joe Passarello
Board Member
Paul Bongiovanni
Board Member
Tom McNamara
Board Member
Tom Schadle
Chair

Contractors

Gallagher Benefit Services
Consulting
$3,470,218
Bas Inc.
Consulting
$2,531,571
Webmd
Consulting
$1,473,926
Armanino LLP
Accounting and Consulting
$407,711
Lewis & Ellis Inc.
Actuarial
$360,000

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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