STRATEGY STUDIO / PUBLIC DATA EXPLORER

STERLING GROUP EMPLOYEE BENEFIT TR

Cite this

Plain text STERLING GROUP EMPLOYEE BENEFIT TR. Strategy Studio, nonprofit organization profile, tax years 2020–2024. https://strategystudio.org/org/351968341. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). STERLING GROUP EMPLOYEE BENEFIT TR [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/351968341

MLA “STERLING GROUP EMPLOYEE BENEFIT TR.” Strategy Studio, tax years 2020–2024, https://strategystudio.org/org/351968341. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2020–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $3.6M · expenses $3.4M · assets $247K

EIN
35-1968341
Address
3900 EDISON LAKES PARKWAY, MISHAWAKA, IN 46545-3442
NTEE code
Y43
Subsection
501(c)(9)
Ruling year
1997
Cross-check
ProPublica Nonprofit Explorer

Mission

Reimbursement of members' covered medical expenses.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 4 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Larry A Swank Trustee2020-2024 0 $0 reported 1
Lance A Swank Trustee2020-2024 0 $0 reported 1
Lance A Swank Ii Trustee2020-2024 0 $0 reported 1
Robert H Voss Trustee2020-2024 0 $0 reported 1

People by year

2024 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LARRY A SWANK Trustee0 $0$0$0 $01
LANCE A SWANK Trustee0 $0$0$0 $01
LANCE A SWANK II Trustee0 $0$0$0 $01
ROBERT H VOSS Trustee0 $0$0$0 $01
2023 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LARRY A SWANK Trustee- $0$0$0 $01
LANCE A SWANK Trustee- $0$0$0 $01
LANCE A SWANK II Trustee- $0$0$0 $01
ROBERT H VOSS Trustee- $0$0$0 $01
2022 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LARRY A SWANK Trustee- $0$0$0 $01
LANCE A SWANK Trustee- $0$0$0 $01
LANCE A SWANK II Trustee- $0$0$0 $01
ROBERT H VOSS Trustee- $0$0$0 $01
2021 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LARRY A SWANK Trustee- $0$0$0 $01
LANCE A SWANK Trustee- $0$0$0 $01
LANCE A SWANK II Trustee- $0$0$0 $01
ROBERT H VOSS Trustee- $0$0$0 $01
2020 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LARRY A SWANK Trustee1 $0$0$0 $01
LANCE A SWANK Trustee1 $0$0$0 $01
LANCE A SWANK II Trustee1 $0$0$0 $01
ROBERT H VOSS Trustee1 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$3,635,261$3,441,981 $246,584$246,584 $0$0 $00-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$2,293,889$2,271,667 $53,304$53,304 $0$0 -0-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$1,416,117$1,490,827 $31,082$31,082 $0$0 -0-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$1,890,841$1,938,907 $105,792$105,792 $0$0 -0-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$1,504,317$1,368,642 $153,858$153,858 $0$0 -0-

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CONSTRUCTION WORKERS OF LAKE COUNTY HRA TRUST FUNDINY43 $2,186,396$302,143 UNION TRUSEE (SECRETARY)$360,770 Same NTEE code Y43, revenue within 2x, same state
NISOURCE UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUSTINY43 $3,458,289$2,669,502 AGENT OF PLN ADMINISTRATOR$0 Same NTEE code Y43, revenue within 2x, same state
IBEW LOCAL 481 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUNDINY43 $2,309,817$1,338,668 PLAN ADMINISTRATOR$234,438 Same NTEE code Y43, revenue within 2x, same state
NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUSTINY43 $3,506,172$1,967,714 AGENT OF PLN ADMINISTRATOR$0 Same NTEE code Y43, revenue within 2x, same state
STRATEGIC INS TRINY43 $4,238,351$3,886,292 PRESIDENT$0 Same NTEE code Y43, revenue within 2x, same state
INDIANA UNION CONSTRUCTION INDUSTRY SUBSTANCE ABUSE TR FUNDINY43 $1,858,363$1,517,441 TRUSTEE, CO-CHAIRMAN$0 Same NTEE code Y43, revenue within 2x, same state
PLUMBERS LOCAL 210 HEALTH AND WELFARE FUNDINY43 $6,549,064$5,621,492 TRUSTEE$220,434 Same NTEE code Y43, revenue within 2x, same state
MONETA GROUP EMPLOYEE BENEFIT PLAN TRMOY43 $6,335,077$5,829,149 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar name
KELLY CONSTRUCTION OF INDIANA INC EMPLOYEE BENEFITS TRILY43 $2,065,784$2,216,747 TRUSTEE$0 Same NTEE code Y43, revenue within 2x
EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUSTCAY43 $6,628,674$6,591,995 Trustee$0 Same NTEE code Y43, revenue within 2x
SOUTHERN STAR VOLUNTARY EMPLOYEE BENEFIT TR VEBA NON UNIONWIY43 $1,969,063$1,162,302 TRUSTEE$7,500 Same NTEE code Y43, revenue within 2x
TRANSCO MASTER EMPLOYEE WELFARE BENEFITS TRUSTOKY43 $3,817,054$1,904,508 TRUSTEE$40,423 Same NTEE code Y43, revenue within 2x
TITAN TIRE CORPORATION VOLUNTARY RETIREE BENEFIT TRUSTPAY43 $2,851,798$3,202,686 COMM. MEMBER$0 Same NTEE code Y43, revenue within 2x, similar mission
SRC OF LEXINGTON EMPLOYEE BENEFITS TRKYY43 $3,363,884$3,374,736 PLAN ADMINIS$0 Same NTEE code Y43, revenue within 2x, similar name
UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUSTNHY43 $3,354,741$1,307,933 INSTITUTIONA$84,001 Same NTEE code Y43, revenue within 2x
REPUBLIC RETIREE VEBA BENEFIT TRPAY43 $6,978,916$8,855,939 TRUSTEE$4,667 Same NTEE code Y43, revenue within 2x
L&M COMPANIES INC EMPLOYEE BENEFIT TRNCY43 $2,738,704$2,910,687 TRUSTEE$9,090 Same NTEE code Y43, revenue within 2x
NM GROUP GLOBAL LLC HEALTH BENEFIT TROHY43 $5,051,751$6,142,042 Trustee$5,000 Same NTEE code Y43, revenue within 2x
UNITIL NON-UNION VOLUNTARY EMPLOYEE BENEFIT TRUSTNHY43 $2,120,583$1,478,826 INSTITUTIONA$84,001 Same NTEE code Y43, revenue within 2x
MINNESOTA CREDIT UNION EMPLOYEE BENEFITS PLAN TRMNY43 $6,311,269$6,311,269 CHAIR$0 Same NTEE code Y43, revenue within 2x
MAVERICK CAPITAL LTD EMPLOYEE BENEFIT TRTXY43 $3,711,669$3,639,408 (SEE SCHEDULE O)$0 Same NTEE code Y43, revenue within 2x
MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRMTY43 $4,455,259$3,993,227 CHAIR$0 Same NTEE code Y43, revenue within 2x
SECURITY BENEFIT HEALTHCARE REIMBURSEMENTKSY43 $2,277,273$1,579,408 INSTITUTIONAL TRUSTEE$0 Same NTEE code Y43, revenue within 2x
JEFFERSON COUNTY VEBA EMPLOYEE PLAN TRIDY43 $2,922,914$3,292,927 VEBA TRUSTEE$0 Same NTEE code Y43, revenue within 2x
L&LENTERPRISES EMPLOYEE WELFARE BENEFIT PLAN TRUSTKSY43 $2,209,721$1,925,278 DIRECTOR/PRESIDENT$0 Same NTEE code Y43, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE NEIL FAMILY FOUNDATION INC Private foundation$501 12012–2012 BUFFALO POLICE BENEVOLENT ASSOCIATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $3,441,981 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,204,722--- 93.1%
Other (as described)Plan Supervisor Fees $166,110--- 4.8%
Other (as described)PPO Access Fees $61,494--- 1.8%
Fees: accounting $9,500--- 0.3%
Other (as described)Bank & Misc Fees $155--- 0.0%
Total$3,441,981100%

View the filing

2023 · Form 990 · $2,271,667 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,922,415$1,922,415-- 84.6%
Other (as described)Plan Supervisor Fees $215,314-$215,314- 9.5%
Other (as described)Rx Discount Fees $124,368-$124,368- 5.5%
Fees: accounting $9,500-$9,500- 0.4%
Other (as described)Bank Fees $70-$70- 0.0%
Total$2,271,667100%

View the filing

2022 · Form 990 · $1,490,827 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,256,208--- 84.3%
Other (as described)Plan Supervisor Fees $176,636-$176,636- 11.8%
Other (as described)Prescription Discount Fees $48,696-$48,696- 3.3%
Fees: accounting $9,275-$9,275- 0.6%
Other (as described)Bank Fees $12--- 0.0%
Total$1,490,827100%

View the filing

2021 · Form 990 · $1,938,907 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,829,637$1,829,637-- 94.4%
Other (as described)Plan Supervisor Fees $91,996-$91,996- 4.7%
Fees: accounting $9,114-$9,114- 0.5%
Other (as described)Rx Discount Fees $4,860-$4,860- 0.3%
Other (as described)Taxes & Service Fees $3,300-$3,300- 0.2%
Total$1,938,907100%

View the filing

2020 · Form 990 · $1,368,642 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,244,037$1,244,037-- 90.9%
Other (as described)Plan Supervisor Fees $110,969-$110,969- 8.1%
Fees: accounting $9,076-$9,076- 0.7%
Other (as described)Taxes and Service Fees $3,300-$3,300- 0.2%
Other (as described)Actuarial Fees $1,260-$1,260- 0.1%
Total$1,368,642100%

View the filing