Nonprofit · EIN 20-4957423
INSULATORS LOCAL 41 RETIREEINSURANCE FUND
Tax-exempt · MAUMEE, OH 43537
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $290,594 | $291,956 | -$1,362 | $940,212 | $13,743 | $926,469 |
| June 30, 2024 | 990 | $255,810 | $313,210 | -$57,400 | $908,841 | $79 | $908,762 |
| June 30, 2023 | 990 | $282,623 | $286,488 | -$3,865 | $950,792 | $1,503 | $949,289 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $262,280
- Investment income
- $28,314
- Net gain from sales of assets
- -$4,500
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $245,001
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $13,267
- Accounting fees
- $10,550
Balance sheet and other
- Total assets, start of year
- $908,841
- Total assets, end of year
- $940,212
- Total liabilities, end of year
- $13,743
- Net assets, end of year
- $926,469
- Publicly traded securities
- $598,335
- Net assets without donor restrictions
- $926,469
- Gross receipts
- $501,872
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- IN
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN LEHMKUHLE | UNION TRUSTEE Trustee or director | 2 | $0 |
| DALYN ROSE | UNION TRUSTEE Trustee or director | 2 | $0 |
| GREG SAUER | EMPLOYER TRUSTEE Trustee or director | 2 | $0 |
| RODNEY E HAMILTON | EMPLOYER TRUSTEE Trustee or director | 2 | $0 |
| WES MYERS | EMPLOYER TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN LEHMKUHLE | UNION TRUSTEE Trustee or director | 2 | $0 |
| DALYN ROSE | UNION TRUSTEE Trustee or director | 2 | $0 |
| GREG SAUER | EMPLOYER TRUSTEE Trustee or director | 2 | $0 |
| RODNEY E HAMILTON | EMPLOYER TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN LEHMKUHLE | UNION TRUSTEE Trustee or director | 2 | $0 |
| DALYN ROSE | UNION TRUSTEE Trustee or director | 2 | $0 |
| GREG SAUER | EMPLOYER TRUSTEE Trustee or director | 2 | $0 |
| RODNEY E HAMILTON | EMPLOYER TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1298, MAUMEE, OH 43537-8298
- In care of
- % DAVID E MARVIN
- Principal officer (990 for 2024)
- RODNEY HAMILTON, 3626 N WELLS ST, FORT WAYNE, IN 46808
- Signed the 990
- RODNEY HAMILTON, TRUSTEE
- Phone
- (260) 484-2834
- Return prepared by
- WHITINGER & COMPANY LLC
Mission
TO PAY A PERCENTAGE OF THE PREMIUM FOR RETIREE MEDICAL BENEFITS, DENTAL OR VISION EXPENSES UP TO THE SPECIFIED LIMIT, VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION BENEFIT, AND SHORT-TERM DISABILITY.
Program accomplishments
- PAYING A PERCENTAGE OF THE PREMIUM FOR RETIREE MEDICAL BENEFITS, DENTAL/VISION EXPENSES UP TO $100 PER PARTICIPANT AND SPOUSE, VEBA BENEFIT AND SHORT-TERM DISABILITY.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-4957423
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $940,212
- Income (IRS master file)
- $501,872
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $290,594 | $291,956 | $940,212 | XML |
| 990 | June 2024 | $255,810 | $313,210 | $908,841 | XML |
| 990 | June 2023 | $282,623 | $286,488 | $950,792 | XML |
| 990 | June 2022 | $270,775 | $273,236 | $942,561 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 20-4957423).
Questions about INSULATORS LOCAL 41 RETIREEINSURANCE FUND
- What is the EIN of INSULATORS LOCAL 41 RETIREEINSURANCE FUND?
- The employer identification number (EIN) of INSULATORS LOCAL 41 RETIREEINSURANCE FUND is 20-4957423.
- Is INSULATORS LOCAL 41 RETIREEINSURANCE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to INSULATORS LOCAL 41 RETIREEINSURANCE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INSULATORS LOCAL 41 RETIREEINSURANCE 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 INSULATORS LOCAL 41 RETIREEINSURANCE FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSULATORS LOCAL 41 RETIREEINSURANCE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of INSULATORS LOCAL 41 RETIREEINSURANCE FUND?
- The 990 for the year ended June 30, 2025 names RODNEY HAMILTON.
- Who are the officers and directors of INSULATORS LOCAL 41 RETIREEINSURANCE FUND?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does INSULATORS LOCAL 41 RETIREEINSURANCE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $290,594, expenses of $291,956 and total assets of $940,212 at year end.
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