Nonprofit · EIN 20-8151733
TRINITY HEALTH WELFARE BENEFIT TR
Also known as PAUL SWANSON TTEE
Tax-exempt · LIVONIA, MI 48152
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,804,099 | $3,977,778 | -$173,679 | $207,061,601 | $6,078 | $207,055,523 |
| June 30, 2024 | 990 | $25,916,516 | $4,143,716 | $21,772,800 | $188,407,261 | $8,104 | $188,399,157 |
| June 30, 2023 | 990 | $1,772,675 | $4,490,154 | -$2,717,479 | $162,863,347 | $5,568 | $162,857,779 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $417,725
- Investment income
- $3,386,374
- Net gain from sales of assets
- $510,098
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $3,247
- Salaries, compensation and benefits (total)
- $3,247
- Professional fundraising fees
- $0
- Program services (functional)
- $3,848,234
- Management and general (functional)
- $129,544
Balance sheet and other
- Total assets, start of year
- $188,407,261
- Total assets, end of year
- $207,061,601
- Total liabilities, end of year
- $6,078
- Net assets, end of year
- $207,055,523
- Publicly traded securities
- $206,773,692
- Net assets without donor restrictions
- $207,055,523
- Gross receipts
- $5,296,111
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- MI
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 | Other / benefits |
|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | SOLE TRUSTEE Institutional trustee | 1 | $0 | $3,247 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | SOLE TRUSTEE Institutional trustee | 1 | $0 | $1,614 |
990 for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | SOLE TRUSTEE Institutional trustee | 1 | $0 | $2,112 |
Address and contacts
- Address (IRS master file)
- 20555 VICTOR PARKWAY, LIVONIA, MI 48152-7031
- Principal officer (990 for 2024)
- JEANETTE FRANCK, 20555 VICTOR PARKWAY, LIVONIA, MI 481527018
- Signed the 990
- JEANETTE FRANCK, PLAN ADMINISTRATOR
- Phone
- (734) 343-1000
Mission
TO RECEIVE, HOLD, AND INVEST CONTRIBUTIONS TO PROVIDE RETIREE MEDICAL BENEFITS AND RETIREE LIFE INSURANCE COVERAGE OFFERED BY THE TRINITY HEALTH CORPORATION RETIREE BENEFIT PLAN 506 (GRANDFATHERED) TO ELIGIBLE RETIREES AND THEIR DEPENDENTS.
Program accomplishments
- THE TRINITY HEALTH CORPORATION RETIREE BENEFIT PLAN 506 (GRANDFATHERED) ("RETIREE PLAN") IS, IN PART, A FUNDED WELFARE BENEFIT PLAN ADMINISTERED BY TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION ESTABLISHED THE TRINITY HEALTH WELFARE BENEFIT TRUST, A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION (VEBA) TRUST UNDER IRC SECTION 501(C)(9), TO HOLD A PORTION OF THE RETIREE PLAN ASSETS FOR PAYMENT OF CERTAIN RETIREE MEDICAL AND LIFE INSURANCE BENEFITS.Expenses $3,848,234 · revenue $417,725
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
- 20-8151733
- 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 (Y43)
- Assets (IRS master file)
- $207,061,601
- Income (IRS master file)
- $5,296,111
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,804,099 | $3,977,778 | $207,061,601 | IRS |
| 990 | June 2024 | $25,916,516 | $4,143,716 | $188,407,261 | IRS |
| 990 | June 2023 | $1,772,675 | $4,490,154 | $162,863,347 | XML |
| 990 | June 2022 | $369,614 | $982,832 | $141,937,343 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 20-8151733).
Questions about TRINITY HEALTH WELFARE BENEFIT TR
- What is the EIN of TRINITY HEALTH WELFARE BENEFIT TR?
- The employer identification number (EIN) of TRINITY HEALTH WELFARE BENEFIT TR is 20-8151733.
- Is TRINITY HEALTH WELFARE BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to TRINITY HEALTH WELFARE BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TRINITY HEALTH WELFARE 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 TRINITY HEALTH WELFARE BENEFIT TR 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 TRINITY HEALTH WELFARE BENEFIT TR 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 TRINITY HEALTH WELFARE BENEFIT TR?
- The 990 for the year ended June 30, 2025 names JEANETTE FRANCK.
- Who are the officers and directors of TRINITY HEALTH WELFARE BENEFIT TR?
- The 990 for the year ended June 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does TRINITY HEALTH WELFARE BENEFIT TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,804,099, expenses of $3,977,778 and total assets of $207,061,601 at year end.
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All nonprofits in LIVONIA · Michigan · Mutual and membership benefit