Skip to main content

Nonprofit · EIN 03-0438558

OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT

Tax-exempt · WEST PALM BCH, FL 33401

Financials

$10M$8.9M2023$9.4M$9.6M2024
Revenue Expenses · by fiscal year end
Financials of OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$9,377,611$9,624,209-$246,598$4,244,713$651,332$3,593,381
December 31, 2023990$10,014,821$8,921,711$1,093,110$4,524,507$684,528$3,839,979
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$9,377,611
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$7,494,316
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$9,624,209

Balance sheet and other

Total assets, start of year
$4,524,507
Total assets, end of year
$4,244,713
Total liabilities, end of year
$651,332
Net assets, end of year
$3,593,381
Gross receipts
$9,377,611
Employees
0
Year formed
2002
State of legal domicile
FL

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgs
WILLIAM D PARMELEEFormer Trustee
Former
0$0$1,914,203
BENJAMIN L KLEINTRUSTEE
Trustee or director
0$0$1,210,285
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensationFrom related orgs
WILLIAM D PARMELEETrustee
Trustee or director
0$0$1,077,419

Address and contacts

Address (IRS master file)
1601 FORUM PL STE 1400, WEST PALM BCH, FL 33401-8104
In care of
% BENJAMIN KLEIN
Principal officer (990 for 2024)
Benjamin L Klein, 1601 Forum Place Ste P2, West Palm Beach, FL 33401
Signed the 990
BENJAMIN KLEIN, TRUSTEE
Phone
(561) 907-5400

Mission

THE ORGANIZATION'S PRIMARY PURPOSE IS TO PAYOUT HEALTH BENEFITS ON BEHALF OF ITS PARTICIPANTS AND TO COLLECT PAYMENTS FROM PARTICIPANTS.

990 for the year ended December 31, 2024

Program accomplishments

  • PAYMENT OF HEALTH CARE BENEFITS ON BEHALF OF ITS PARTICIPANTS.

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
03-0438558
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2003
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,244,713
Income (IRS master file)
$9,377,611

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$9,377,611$9,624,209$4,244,713IRS
990December 2023$10,014,821$8,921,711$4,524,507XML
990December 2022$9,016,272$8,254,226$3,383,105IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 03-0438558).

Questions about OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT

What is the EIN of OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT?
The employer identification number (EIN) of OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT is 03-0438558.
Is OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2003.
Are donations to OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT 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 OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT?
The 990 for the year ended December 31, 2024 names Benjamin L Klein.
Who are the officers and directors of OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT?
The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT have?
On its 990 for the year ended December 31, 2024 it reported revenue of $9,377,611, expenses of $9,624,209 and total assets of $4,244,713 at year end.

Other nonprofits in WEST PALM BCH

All nonprofits in WEST PALM BCH · Florida · Mutual and membership benefit