Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Apr 1992.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
100 cents of each dollar spent went to programs.
Form 990 Part IX, line 25. Every line is in By the numbers.
Something off? Claim to add context
Who runs it and what they're paid
13 people listed on the 990.
Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aNo
Programs and updates
Offers benefits to employees of Jackson Energy Authority.
Questions for Jackson Utility Division Benefits Program Trust
Your first name shows with your question. Jackson Utility Division Benefits Program Trust answers here, for everyone.
To provide medical, pharmacy, hospitalization, dental and vision benefits for employees, retirees and their beneficiaries and dependents.
Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 58-1983420) · Dispute this lineBy the numbers
The FY2026 990, line by line.
Download 990
| Line | Start FY26 | End FY26 |
|---|---|---|
| Cash and savingsLn 1–2 | $5.2M | $4.3M |
| Total assetsLn 16 | $5.2M | $4.3M |
| LiabilitiesLn 26 | $0 | $0 |
| Net assetsLn 32 | $5.2M | $4.3M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Benefits paid to or for membersLn 4 | $9.7M | $9.7M | ||
| Other expenses (24a–d)Ln 24 | $2K | $2K | ||
| Total functional expensesLn 25 | $9.7M | $9.7M | $0 | $0 |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2026 Latest ViewingFiled with the IRS Aug 20, 2026 | $8.7M | $9.7M | −$943K | $4.3M | 990 PDF |
| FY2025Filed with the IRS Sep 12, 2025 | $9.2M | $10.1M | −$893K | $5.2M | 990 PDF |
| FY2024Filed with the IRS Oct 1, 2024 | $8.0M | $8.3M | −$365K | $6.1M | 990 PDF |
| FY2023Filed with the IRS May 15, 2024 | $7.7M | $9.8M | −$2.0M | $6.5M | 990 PDF |
| FY2022Filed with the IRS Feb 12, 2023 | $8.7M | $9.4M | −$754K | $8.5M | 990 PDF |
| FY2021Filed with the IRS May 16, 2022 | $7.6M | $7.6M | $43K | $9.3M | 990 PDF |
| FY2020Filed with the IRS Jun 15, 2021 | $7.6M | $6.7M | $853K | $9.3M | 990 PDF |
Schedules filed Part IV
See the full FY2026 990
Part I · Summary $8,740,126 revenue, 12 lines filed
Part VI · Governance 7 of 7 board members independent, 2 to look at
Part VIII · Statement of revenue $8,740,126 across 3 lines filed
Part IX · Statement of functional expenses $9,683,198 across 2 lines filed
Part X · Balance sheet $4,293,948 assets, 8 lines filed
Part XI · Reconciliation of net assets $4,293,948 net assets at year end
Form 990 e-file FY2026 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File
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