Nonprofit · EIN 01-0501407
UNION WORKERS BENEFIT TR
Tax-exempt · BATH, ME 04530
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $5,427,118 | $5,032,741 | $394,377 | $2,182,107 | $490,176 | $1,691,931 |
| September 30, 2024 | 990 | $5,615,380 | $5,723,517 | -$108,137 | $2,110,073 | $862,661 | $1,247,412 |
| September 30, 2023 | 990 | $5,224,310 | $5,334,870 | -$110,560 | $2,041,822 | $829,933 | $1,211,889 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,384,057
- Investment income
- $43,061
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,775,704
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $15,620
- Accounting fees
- $14,850
Balance sheet and other
- Total assets, start of year
- $2,110,073
- Total assets, end of year
- $2,182,107
- Total liabilities, end of year
- $490,176
- Net assets, end of year
- $1,691,931
- Publicly traded securities
- $1,176,444
- Net assets without donor restrictions
- $1,691,931
- Gross receipts
- $5,427,118
- Employees
- 0
- Year formed
- 1995
- State of legal domicile
- ME
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLENN BURROUGHS | CHAIRMAN Trustee or director, Officer | 10 | $0 |
| TRENT VELLELLA | CO CHAIR Trustee or director, Officer | 2 | $0 |
| DONYULE RECTOR | TRUSTEE Trustee or director | 10 | $0 |
| DAN LOUDERMILK | TRUSTEE Trustee or director | 1 | $0 |
| LORRAINE BEAULIEU | TRUSTEE Trustee or director | 1 | $0 |
| ALLYCE PEPIN | TRUSTEE Trustee or director | 1 | $0 |
| BRITNI BEAULIEU | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLENN BURROUGHS | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| TRENT VELLELLA | CO CHAIR Trustee or director, Officer | 1 | $0 |
| DONYULE RECTOR | TRUSTEE Trustee or director | 1 | $0 |
| ALLYCE PEPIN | TRUSTEE Trustee or director | 1 | $0 |
| LORRAINE BEAULIEU | TRUSTEE Trustee or director | 1 | $0 |
| BRITNI BEAULIEU | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended September 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLENN BURROUGHS | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| TRENT VELLELLA | CO CHAIR Trustee or director, Officer | 1 | $0 |
| DANNY LOUDERMILK | TRUSTEE Trustee or director | 1 | $0 |
| DONYULE RECTOR | TRUSTEE Trustee or director | 1 | $0 |
| ALLYCE PEPIN | TRUSTEE Trustee or director | 1 | $0 |
| LORRAINE BEAULIEU | TRUSTEE Trustee or director | 1 | $0 |
| BRITTANY BEAULIEU | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 722 WASHINGTON ST, BATH, ME 04530-2533
- In care of
- % KEY TRUST COMPANY OF MAINE
- Principal officer (990 for 2024)
- GLENN BURROUGHS, 722 WASHINGTON STREET, BATH, ME 04530
- Signed the 990
- GLENN BURROUGHS, CHAIRMAN
- Phone
- (207) 443-5566
- Return prepared by
- RUNYON KERSTEEN OUELLETTE
Mission
TO PROVIDE INSURANCE BENEFITS TO ELIGIBLE MEMBERS.
Program accomplishments
- PROVIDE DENTAL, SUPPLEMENTAL ACCIDENT & SICKNESS, AND LONG-TERM DISABILITY INSURANCE BENEFITS TO ELIGIBLE MEMBERS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 01-0501407
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,182,107
- Income (IRS master file)
- $5,427,118
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $5,427,118 | $5,032,741 | $2,182,107 | XML |
| 990 | September 2024 | $5,615,380 | $5,723,517 | $2,110,073 | XML |
| 990 | September 2023 | $5,224,310 | $5,334,870 | $2,041,822 | XML |
| 990 | September 2022 | $5,593,355 | $5,597,556 | $2,127,206 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0501407).
Questions about UNION WORKERS BENEFIT TR
- What is the EIN of UNION WORKERS BENEFIT TR?
- The employer identification number (EIN) of UNION WORKERS BENEFIT TR is 01-0501407.
- Is UNION WORKERS BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
- Are donations to UNION WORKERS BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNION WORKERS BENEFIT TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNION WORKERS BENEFIT TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNION WORKERS BENEFIT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of UNION WORKERS BENEFIT TR?
- The 990 for the year ended September 30, 2025 names GLENN BURROUGHS.
- Who are the officers and directors of UNION WORKERS BENEFIT TR?
- The 990 for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does UNION WORKERS BENEFIT TR have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $5,427,118, expenses of $5,032,741 and total assets of $2,182,107 at year end.
Other nonprofits in BATH
- PINE TREE SOCIETY INC EIN 01-0212442 · last filed 990 for 2024
- HYDE SCHOOL EIN 01-6021559 · last filed 990 for 2025
- BATH HOUSING DEVELOPMENT CORPORATION EIN 22-2618694 · last filed 990 for 2025
- MIDCOAST MAINE COMMUNITY ACTION EIN 01-0315732 · last filed 990 for 2025
- BATH AREA FAMILY YMCA EIN 01-0211812 · last filed 990 for 2024
- ELMHURST INC EIN 01-0266854 · last filed 990 for 2025
- MAINE MARITIME MUSEUM EIN 01-0271477 · last filed 990 for 2025
- PLANT MEMORIAL HOME EIN 01-0131950 · last filed 990-PF for 2025