Public Charity

Trust for the Post Employment Health Plan for Collectively Bargained Public Employees

Based in Columbus, OH, Trust for the Post Employment Health Plan for Collectively Bargained Public Employees operates as a Public Charity. The organization reported $34.5M in revenue, $71.3M in expenses, $345.2M in total assets for fiscal year 2025.

EIN: 363766045 Columbus, OH Latest filing: 2025
Total Revenue$34.5M
Total Expenses$71.3M
Total Assets$345.2M
Grant Records0
Filing Years2021–2025

Mission

THE MISSION OF THE TRUST IS TO PROVIDE A MEANS FOR PUBLIC EMPLOYERS OF STATE AND/OR LOCAL GOVERNMENTS (AND THEIR POLITICAL SUB-DIVISIONS) TO ADDRESS POST EMPLOYMENT MEDICAL EXPENSES. THE TRUST ACCUMULATES EMPLOYER CONTRIBUTIONS FOR THE REIMBURSEMENT OF HEALTH INSURANCE AND OTHER ELIGIBLE MEDICAL EXPENSES FOR PARTICIPANTS WHO SEPARATE FROM SERVICE FROM THEIR RESPECTIVE EMPLOYERS.

Where $100 goes at Trust for the Post Employment Health Plan for Collectively Bargained Public Employees

How Trust for the Post Employment Health Plan for Collectively Bargained Public Employees divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.

$100 Programs the work itself
<$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $100 for programs

$100
The Trust reimburses eligible medical expenses incurred by those plan participants who have terminated service with their respective employers and are eligible to receive benefits according to the…
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

Chief Trust Officer Paula Miller

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $34.5M $71.3M $345.2M
2024 $29.6M $33.0M $350.1M
2023 $32.8M $22.1M $321.5M
2022 $27.7M $17.7M $277.7M
2021 $38.3M $40.2M $299.7M

Between 2021 and 2025, reported annual revenue declined from $38.3M to $34.5M (-10%), with total assets most recently reported at $345.2M.

Interactive year-over-year charts and full filing details available with membership.

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