#500 of 500 · Civic & Other

Reta Trust

EIN 94-2329720 · CA · NTEE n/a · Form 990, fiscal 2023

A nonprofit, self-funded employee benefits trust based in California, established on January 1, 1976, by entities affiliated with the Roman Catholic Church. It provides medical, pharmacy, dental, and vision plans plus wellness programs to clergy, religious, and lay employees of Catholic dioceses, schools, and organizations. Member-operated and serving tens of thousands of members nationwide, it designs plans consistent with the Ethical and Religious Directives for Catholic Health Care Services and bundles administration, enrollment, and regulatory compliance services for its participating Catholic employer trustors.

Financials, fiscal 2023

Revenue

$318.7M

Expenses

$315.1M

Total assets

$90.5M

Net assets

$54.2M

Operating margin

1.1%

1-year growth

15.2%

5-year growth (CAGR)

3.4%

Reserve (years of spending)

2.1

Contributions share

n/a

Programme spending

92.5%

Fundraising cost

n/a

Executive pay share

0.26%

Employees

2

Revenue per employee

$159.3M

Grants paid

n/a

Years filing

46

NFP Health Score: 59 / 100

Financial 23 · Governance 100 · Operational 90. The score is built from Form 990 line items only. It cannot measure how well an organisation delivers its mission.

Mission

To provide wide access to affordable, quality healthcare for employees of Catholic employers in keeping with the social and moral teachings of the Roman Catholic Church.

Revenue history