Nonprofit · EIN 20-8530788
HAMDEN ASSURANCE RISK RETENTION GROUP INC
Tax-exempt · BURLINGTON, VT 05401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $958,672 | $1,009,626 | -$50,954 | $113,808,693 | $113,758,693 | $50,000 |
| December 31, 2023 | 990 | $990,212 | $911,023 | $79,189 | $109,891,808 | $109,841,808 | $50,000 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $956,717
- Investment income
- $1,955
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $25,802
- Accounting fees
- $35,924
- Travel
- $2,471
- Program services (functional)
- $917,055
- Management and general (functional)
- $92,571
Balance sheet and other
- Total assets, start of year
- $109,891,808
- Total assets, end of year
- $113,808,693
- Total liabilities, end of year
- $113,758,693
- Net assets, end of year
- $50,000
- Gross receipts
- $958,672
- Employees
- 0
- Volunteers
- 3
- Year formed
- 2007
- State of legal domicile
- VT
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Daniel P Jantzen | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $1,184,287 | $56,155 |
| Edward J Merrens MD | BOARD PRESIDENT Trustee or director, Officer | 1 | $0 | $1,051,727 | $45,892 |
| John Kacavas | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $792,086 | $36,570 |
| Carol Barsky MD | Board Vice President Trustee or director, Officer | 1 | $0 | $646,575 | $23,424 |
| Wendy Fielding | TREASURER Trustee or director, Officer | 1 | $0 | $537,524 | $53,613 |
| George T Blike MD MHCDS | FORMER BOARD VICE PRESIDENT Former | 1 | $0 | $95,000 | $6,650 |
| Lawrence Dacey MD | BOARD CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT GAGLIARDI | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RANDALL WACHSMANN | BOARD ASSISTANT SECRETARY Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL P JANTZEN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $1,105,647 | $66,965 |
| EDWARD J MERRENS MD | BOARD PRESIDENT Trustee or director, Officer | 1 | $0 | $931,192 | $50,874 |
| Carol Barsky MD | Board Vice President Trustee or director, Officer | 1 | $0 | $596,078 | $22,576 |
| Wendy Fielding | TREASURER Trustee or director, Officer | 1 | $0 | $443,212 | $47,649 |
| GEORGE T BLIKE MD MHCDS | FORMER BOARD VICE PRESIDENT Former | 1 | $0 | $106,407 | $7,471 |
| JOHN KACAVAS | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $55,362 | $0 |
| LAWRENCE DACEY MD | BOARD CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RANDALL WACHSMANN | BOARD ASSISTANT SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT GAGLIARDI | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 30 MAIN ST STE 330, BURLINGTON, VT 05401-8427
- In care of
- % DANIEL JANTZEN
- Principal officer (990 for 2024)
- Wendy Fielding, One Medical Center Drive, Lebanon, NH 03756
- Signed the 990
- Wendy Fielding, Treasurer
- Phone
- (603) 650-5244
Mission
TO BENEFIT, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE CHARITABLE CLASS OF BENEFICIARIES, THROUGH THE PROVISION OF SELF-INSURANCE COVERAGE AND OTHER SERVICES THAT RISK RETENTION GROUPS ARE PERMITTED TO PROVIDE UNDER THE APPLICABLE FEDERAL AND STATE LAW; TO ACQUIRE, ESTABLISH, RETAIN AND MAINTAIN A FUND OR FUNDS TO BE HELD, INVESTED AND USED EXCLUSIVELY FOR THE FOREGOING PURPOSES.
Program accomplishments
- HAMDEN ASSURANCE RISK RETENTION GROUP, INC. (HAMDEN) WAS INCORPORATED ON FEBRUARY 28, 2007 UNDER THE LAWS OF THE STATE OF VERMONT BY ITS CLASS A MEMBERS: DARTMOUTH-HITCHCOCK MEDICAL CENTER, DARTMOUTH-HITCHCOCK CLINIC, MARY HITCHCOCK MEMORIAL HOSPITAL, AND THE TRUSTEES OF DARTMOUTH COLLEGE. COMMENCING OPERATIONS ON OCTOBER 1, 2007, HAMDEN WRITES MEDICAL, PROFESSIONAL, AND GENERAL LIABILITY COVERAGE FOR ITS MEMBERS (INSUREDS) WHICH ARE ALSO THE OWNERS. INSURANCE COVERAGE IS PROVIDED THROUGH A PRIMARY AND AN EXCESS POLICY. THE EXCESS (UMBRELLA) POLICY ALSO INCLUDES COVERAGE FOR UNDERLYING AUTO, EMPLOYMENT PRACTICES AND AVIATION POLICIES. LIMITED D&O AND EPL COVERAGE FOR MEMBERS IS ALSO UNDERWRITTEN BY HAMDEN.Expenses $917,055 · revenue $956,717
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-8530788
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y20)
- Assets (IRS master file)
- $113,808,693
- Income (IRS master file)
- $958,672
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $958,672 | $1,009,626 | $113,808,693 | XML |
| 990 | December 2023 | $990,212 | $911,023 | $109,891,808 | XML |
| 990 | December 2022 | $963,318 | $950,249 | $87,935,637 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 20-8530788).
Questions about HAMDEN ASSURANCE RISK RETENTION GROUP INC
- What is the EIN of HAMDEN ASSURANCE RISK RETENTION GROUP INC?
- The employer identification number (EIN) of HAMDEN ASSURANCE RISK RETENTION GROUP INC is 20-8530788.
- Is HAMDEN ASSURANCE RISK RETENTION GROUP INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to HAMDEN ASSURANCE RISK RETENTION GROUP INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HAMDEN ASSURANCE RISK RETENTION GROUP INC 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 HAMDEN ASSURANCE RISK RETENTION GROUP INC 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 HAMDEN ASSURANCE RISK RETENTION GROUP INC 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 HAMDEN ASSURANCE RISK RETENTION GROUP INC?
- The 990 for the year ended December 31, 2024 names Wendy Fielding.
- Who are the officers and directors of HAMDEN ASSURANCE RISK RETENTION GROUP INC?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does HAMDEN ASSURANCE RISK RETENTION GROUP INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $958,672, expenses of $1,009,626 and total assets of $113,808,693 at year end.
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