Public Charity

STRATEGIC INSURANCE TRUST

Based in NEW ALBANY, IN, STRATEGIC INSURANCE TRUST operates as a Public Charity. The organization reported $4.2M in revenue, $3.9M in expenses, $2.8M in total assets for fiscal year 2025.

EIN: 477303426 NEW ALBANY, IN Voluntary Employees Beneficiary Associations (Non-Government) NTEE: Y43 Latest filing: 2025
Total Revenue$4.2M
Total Expenses$3.9M
Total Assets$2.8M
Grant Records0
Filing Years2021–2025

Mission

STRATEGIC INSURANCE TRUST IS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT TO PROVIDE HEALTH COVERAGE TO ELIGIBLE EMPLOYEES, SPOUSES, AND DEPENDENTS.

Officers & Directors

TREASURER Daniel Lowe
PRESIDENT James Allbaugh
SECRETARY Jimmy Ryan

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $4.2M $3.9M $2.8M
2024 $3.8M $3.3M $2.5M
2023 $3.7M $3.5M $1.9M
2022 $4.2M $3.8M $1.7M
2021 $3.8M $3.9M $1.3M

Between 2021 and 2025, reported annual revenue grew from $3.8M to $4.2M (+10%), with total assets most recently reported at $2.8M.

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

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