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Nonprofit · EIN 13-4107235

POST RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMPLOYEES

Tax-exempt (reinstated) · NEWARK, NJ 07102

Financials

$3.2M$174K2023$3.4M$201K2024
Revenue Expenses · by fiscal year end
Financials of POST RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMPLOYEES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,407,463$201,403$3,206,060$28,096,647$0$28,096,647
December 31, 2023990$3,166,154$174,381$2,991,773$22,957,100$0$22,957,100
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,134,825
Investment income
$1,272,638
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$201,403
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$201,403

Balance sheet and other

Total assets, start of year
$22,957,100
Total assets, end of year
$28,096,647
Total liabilities, end of year
$0
Net assets, end of year
$28,096,647
Publicly traded securities
$25,997,797
Gross receipts
$3,407,463
Employees
0
Year formed
1999
State of legal domicile
NJ

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 / weekCompensation
Hand Benefit Trust CoTrustee
Institutional trustee
1$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Hand Benefit Trust CoTrustee
Institutional trustee
0$0

Address and contacts

Address (IRS master file)
80 PARK PLAZA T-10, NEWARK, NJ 07102-4109
In care of
% BPAS
Principal officer (990 for 2024)
Hand Benefit and Trust Co, 820 Gessner Road, Houston, TX 77024
Signed the 990
Bradley Barazani, Senior Director
Phone
(412) 236-7175

Mission

TO PROVIDE A VEHICLE THROUGH WHICH THE COMPANY MAY CONTRIBUTE FUNDS TO THE VEBA TRUST. THE FUNDS ARE USED FOR THE PAYMENT OF CERTAIN DEATH BENEFITS OR FOR THE PAYMENT OF CERTAIN RETIREE HEALTH BENEFITS. IF A RETIREE DIES BEFORE HIS ENTIRE ACCOUNT HAS BEEN DEPLETED, THE BALANCE IS PAID OR CAN BE USED BY HIS BENEFICIARIES.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE CERTAIN DEATH AND RETIREE HEALTH BENEFITS TO EMPLOYEES.
    Expenses $201,403

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
13-4107235
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2015
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$28,096,647
Income (IRS master file)
$3,407,463

Revocation and reinstatement

Exemption revoked
May 15, 2013
Posted by the IRS
August 12, 2013
Reinstated
Effective May 15, 2013

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,407,463$201,403$28,096,647IRS
990December 2023$3,166,154$174,381$22,957,100XML
990December 2022$2,105,030$329,569$21,094,743IRS
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 13-4107235).

Questions about POST RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMPLOYEES

What is the EIN of POST RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMPLOYEES?
The employer identification number (EIN) of POST RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMPLOYEES is 13-4107235.
Is POST RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMPLOYEES tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2013 and reinstated it effective May 15, 2013.
Are donations to POST RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMPLOYEES tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does POST RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMPLOYEES 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 POST RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMPLOYEES 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 POST RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMPLOYEES 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 POST RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMPLOYEES?
The 990 for the year ended December 31, 2024 names Hand Benefit and Trust Co.
Who are the officers and directors of POST RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMPLOYEES?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does POST RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMPLOYEES have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,407,463, expenses of $201,403 and total assets of $28,096,647 at year end.

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