Midwest Teamsters Health Reimbursement Arrangement TR Fund
Revenue
$902k
year to 31 December 2024
Expenses
$843k
year to 31 December 2024
Total assets
$9.6m
$30k liabilities
Net assets
$9.6m
assets less liabilities
Directors and trustees
6
6.3y av
Staff
0
employees, year to 31 December 2024
Chair observed
≥6 yrs
Douglas Rubbelke
Left since last filing
0
no seats appear to have opened
Midwest Teamsters Health Reimbursement Arrangement TR Fund's network
6 people5 organisationsi6 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Violet dotted lines (9) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 6 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Douglas Rubbelke Chair (also filed as Doug Rubbelke) | Chairman | 2018 | 8 yrs |
| Brian Aldes | Company secretary | 2022 | 4 yrs |
| Frank Kazenske | Employer Trustee | 2018 | 8 yrs |
| Kristopher Knight | Employer Trustee | 2023 | 3 yrs |
| Patrick Gleason | Union Trustee | 2022 | 4 yrs |
| Trevor Lawrence | Union Trustee | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Brian Aldes | Secretary | 0.5 | $0 | $216k | $73k |
| Kristopher Knight | Employer Trustee | 0.5 | $0 | $158k | $53k |
| Frank Kazenske | Employer Trustee | 0.5 | $0 | ||
| Douglas Rubbelke | Chairman | 0.5 | $0 | ||
| Patrick Gleason | Union Trustee | 0.5 | $0 | ||
| Trevor Lawrence | Union Trustee | 0.5 | $0 | $2k |
About
- Legal name
- Midwest Teamsters Health Reimbursement Arrangement Tr Fund
- EIN
- 202288018
- Address
- 2520 Pilot Knob Rd Ste 325, Mendota HTS, MN, 55120-1369
- State
- Minnesota
- Mission
- This trust is intended to permit eligible employees to obtain reimbursement of medical care expenses on a nontaxable basis from their hra account. (as filed on the Form 990)
- Activity (NTEE)
- Y43 Mutual and membership benefit
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 7 (IRS master file code)
- Formed
- 2005
- Principal officer
- Brian Aldes (as named on the Form 990)
- IRS ruling date
- 1 May 2005
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Longest observed on the filings
≥8years on the filingsDouglas Rubbelke
≥8years on the filingsFrank Kazenske
≥8years on the filingsTrevor Lawrence
≥4years on the filingsBrian Aldes
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $9.6m
- Total liabilities
- $30k
- Net assets or fund balances
- $9.6m
- Contributions and grants received
- $0
- Program service revenue
- $686k
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $902k | $843k | $59k |
As filed on the IRS Form 990. US dollars.