Western Region Employee Benefit TR
Revenue
$8.3m
year to 31 December 2024
Expenses
$8.6m
year to 31 December 2024
Total assets
$1.7m
$477k liabilities
Net assets
$1.2m
assets less liabilities
Directors and trustees
3
8.1 years on average
Staff
0
employees, year to 31 December 2024
Chair observed
≥6 yrs
Jeffrey Reed
Left since last filing
0
no seats appear to have opened
Western Region Employee Benefit TR's network
3 peoplei3 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (3). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
3 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.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 3 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 |
|---|---|---|---|
| Jeffrey Reed Chair | Chairman | 2018 | 8 yrs |
| Casey Razma | Director | 2018 | 8 yrs |
| Margaret Reed | Director | 2019 | 7 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 |
|---|---|---|---|---|---|
| Jeffrey Reed | Chairman | 1 | $0 | $561k | $48k |
| Casey Razma | Director | 1 | $0 | $349k | $38k |
| Margaret Reed | Director | 1 | $0 | $461k | $58k |
About
- Legal name
- Western Region Employee Benefit Tr
- EIN
- 356967427
- Address
- Po Box 3191, Modesto, CA, 95353-3191
- State
- California
- Mission
- Provide health, disability and life insurance benefits to the employees, spouses of employees, and dependents of employees of reed family companies and subsidiaries. (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
- 6 (IRS master file code)
- Formed
- 2012
- Principal officer
- Jeffrey R Reed (as named on the Form 990)
- IRS ruling date
- 1 June 2014
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Longest observed on the filings
≥8years on the filingsJeffrey Reed
≥8years on the filingsCasey Razma
≥7years on the filingsMargaret Reed
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
- $1.7m
- Total liabilities
- $477k
- Net assets or fund balances
- $1.2m
- Contributions and grants received
- $0
- Program service revenue
- $8.3m
- 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 | $8.3m | $8.6m | Deficit $347k |
As filed on the IRS Form 990. US dollars.