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Nonprofit · EIN 04-3560815

RETIREES HEALTH INSURANCE TRUST FUND

Tax-exempt · ROCKLAND, MA 02370

Financials

$392K$186K2023$586K$201K2024$686K$288K2025
Revenue Expenses · by fiscal year end
Financials of RETIREES HEALTH INSURANCE TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$685,942$287,601$398,341$4,217,760$0$4,217,760
December 31, 2024990$585,782$201,329$384,453$3,769,692$0$3,769,692
December 31, 2023990$391,566$185,930$205,636$3,344,704$0$3,344,704
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$288,734
Investment income
$397,208
Net gain from sales of assets
$272,841
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$260,247
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$2,400
Program services (functional)
$260,247
Management and general (functional)
$27,354

Balance sheet and other

Total assets, start of year
$3,769,692
Total assets, end of year
$4,217,760
Total liabilities, end of year
$0
Net assets, end of year
$4,217,760
Publicly traded securities
$4,165,649
Gross receipts
$1,395,824
Employees
0
Year formed
2000
State of legal domicile
MA

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
ARTHUR SULLIVANTRUSTEE/TREA
Trustee or director, Officer
2$0
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
ARTHUR SULLIVANTRUSTEE/TREA
Trustee or director, Officer
–$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
ARTHUR SULLIVANTRUSTEE/TREA
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
198 SPRING ST, ROCKLAND, MA 02370-2649
In care of
% DR PATRICIA K MALEY ADMINISTRATOR
Principal officer (990 for 2025)
ARTHUR SULLIVAN, 198 SPRING STREET, ROCKLAND, MA 02370
Signed the 990
ARTHUR SULLIVAN, TRUSTEE/TREASURER
Phone
(781) 878-6056
Return prepared by
LYNCH MARINI & ASSOCIATES INC

Mission

SOLE PURPOSE OF TRUST IS TO PAY SOME PORTION OF THE HEALTH INSURANCE PREMIUM FOR CURRENT AND FUTURE ELIGIBLE RETIRED EMPLOYEES OF THE NORTH RIVER COLLABORATIVE (ELIGIBLE RETIREES). THESE ELIGIBLE RETIREES WILL BE ENROLLED IN THE RETIREES' HEALTH INSURANCE PLAN OFFERED BY THEIR FORMER EMPLOYER, THE NORTH RIVER COLLABORATIVE.

990 for the year ended December 31, 2025

Program accomplishments

  • PAYMENT OF A PORTION OF THE HEALTH INSURANCE PREMIUMS OF ALL CURRENT AND FUTURE ELIGIBLE RETIREES OF THE NORTH RIVER COLLABORATIVE.
    Expenses $260,247 · revenue $288,734

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-3560815
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)
$4,217,760
Income (IRS master file)
$1,395,824

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$685,942$287,601$4,217,760IRS
990December 2024$585,782$201,329$3,769,692IRS
990December 2023$391,566$185,930$3,344,704XML
990December 2022$473,565$176,000$2,896,807IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 04-3560815).

Questions about RETIREES HEALTH INSURANCE TRUST FUND

What is the EIN of RETIREES HEALTH INSURANCE TRUST FUND?
The employer identification number (EIN) of RETIREES HEALTH INSURANCE TRUST FUND is 04-3560815.
Is RETIREES HEALTH INSURANCE TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2003.
Are donations to RETIREES HEALTH INSURANCE TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does RETIREES HEALTH INSURANCE TRUST FUND 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 RETIREES HEALTH INSURANCE TRUST FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RETIREES HEALTH INSURANCE TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of RETIREES HEALTH INSURANCE TRUST FUND?
The 990 for the year ended December 31, 2025 names ARTHUR SULLIVAN.
Who are the officers and directors of RETIREES HEALTH INSURANCE TRUST FUND?
The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does RETIREES HEALTH INSURANCE TRUST FUND have?
On its 990 for the year ended December 31, 2025 it reported revenue of $685,942, expenses of $287,601 and total assets of $4,217,760 at year end.

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