Public Charity

PALMETTO WELFARE RETIREE BENEFIT TRUST

PALMETTO WELFARE RETIREE BENEFIT TRUST, of WALTERBORO, SC, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $1.4M in revenue, $531K in expenses, $13.8M in total assets.

EIN: 566536978 WALTERBORO, SC Voluntary Employees Beneficiary Associations (Non-Government) NTEE: Y43 Latest filing: 2025
Total Revenue$1.4M
Total Expenses$531K
Total Assets$13.8M
Grant Records0
Filing Years2021–2025

Mission

TO FUND AND PROVIDE CERTAIN RETIREE HEALTH BENEFITS FOR ELIGIBLE EMPLOYEES OF PALMETTO RURAL TELEPHONE COOPERATIVE, INC.

Officers & Directors

INVESTMENT A Riazzi Rhyne Swaim Investments

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $1.4M $531K $13.8M
2024 $1.1M $381K $12.7M
2023 $668K $348K $11.4M
2022 $808K $385K $10.5M
2021 $907K $364K $11.6M

Between 2021 and 2025, reported annual revenue grew from $907K to $1.4M (+57%), with total assets most recently reported at $13.8M.

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

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