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Filing year 2023

RETA TRUST

Walnut Creek, California·EIN 94-2329720·9
Total revenue
$363.4M
Total assets
$95M
Total expenses
$368.6M
Reported officers
17
Mission

THE RETA TRUST WAS FORMED UNDER A RELIGIOUS TRUST AGREEMENT ENTERED INTO BY TWO ROMAN CATHOLIC ARCHDIOCESES, SEVERAL DIOCESES AND SEVERAL RELIGIOUS ORDERS OF THE ROMAN CATHOLIC CHURCH AS A MEANS WHEREIN TO PROVIDE COST EFFECTIVE MEDICAL BENEFITS TO CLERGY, MEN & WOMEN RELIGIOUS, AND THEIR LAY EMPLOYEES AND THEIR DEPENDENTS.

Executive compensation, broken down

Form 990 · Schedule J · 3 reported individuals · Filing year 2023

Base
$451k
Bonus
Other
Benefits
Chief Business Development Officer
$412k
$449k
Base
$281k
Bonus
$87k
Other
Benefits

Teal figures restate each filed amount in 2026 dollars.

Estimated with San Francisco-Oakland-Hayward, CA metro-area CPI-U, restating filed pay into April 2026 dollars. A restatement of past pay, not current or projected pay.

Plus 14 unpaid individuals.

Up 28%
from 2022

From $386k in 2022 to $494k in 2023.

$386k
2022
$494k
2023
In today's dollarsEst.
Up 23% in real terms$436k to $538k

Estimated with San Francisco-Oakland-Hayward, CA metro-area CPI-U, restating filed pay into April 2026 dollars. A restatement of past pay, not current or projected pay.

Highest reported compensation in each year. Volunteer board members and partial-year payouts are filtered out.
Financial trend

Revenue and expenses over time

RETA TRUST reported revenue and expenses across 2 filing years.

RevenueExpenses
$318.7M
$315.1M
2022
$363.4M
$368.6M
2023
Total revenue and total expenses from IRS Form 990 filings.
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