School Employees Benefit Trust
EIN 311327841 · 501(c)(9) · Public charity · Bluffton, IN · recognized 1991
- Assets
- $17.9M
- Revenue
- $20.9M
- Expenses
- $20.3M
- Investment income
- $579K
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Umr Inc | Third party admin | $546,472 |
| Benelogic Llc | Enroll & aca mgmt | $136,933 |
| Shafley Plan Management Services | Plan management | $126,804 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Kevin Dines | Trustee | $0 | $0 |
| Joel Mahaffey | Trustee | $0 | $0 |
| Kathryn Penrod | Trustee | $0 | $0 |
| Brad Yates | Trustee | $0 | $0 |
| Lisa Baker | Trustee | $0 | $0 |
| Rebekah Sipes | Trustee | $0 | $0 |
| Katie Coryell | Trustee | $0 | $0 |
| Jill Townsend | Trustee | $0 | $0 |
| Kim Hiatt | Trustee | $0 | $0 |
| Craig Lohr | Trustee | $0 | $0 |
| Deb Adams | Trustee | $0 | $0 |
| Jacob Newton | Trustee | $0 | $0 |
| Leslie Rittenhouse | Trustee | $0 | $0 |
| Patti Lehman | Trustee | $0 | $0 |
| Michelle Clouser Penrod | Trustee | $0 | $0 |
| Jeannine Wurster | Trustee | $0 | $0 |
| Kyle Penrod | Trustee | $0 | $0 |
| Trent Lehman | Trustee | $0 | $0 |
| Kristie Nanney | Trustee | $0 | $0 |
| Todd Fleetwood | Trustee | $0 | $0 |