Nonprofit · EIN 22-3405144
TRUST FOR AQUARION CO WELFARE BENEFITS
Tax-exempt · BRIDGEPORT, CT 06606
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $9,107,319 | $10,358,007 | -$1,250,688 | $14,862,965 | $39,084 | $14,823,881 |
| December 31, 2023 | 990 | $10,498,316 | $9,959,983 | $538,333 | $15,640,782 | $206,488 | $15,434,294 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,612,796
- Investment income
- $494,523
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,848,679
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $9,848,679
- Management and general (functional)
- $509,328
Balance sheet and other
- Total assets, start of year
- $15,640,782
- Total assets, end of year
- $14,862,965
- Total liabilities, end of year
- $39,084
- Net assets, end of year
- $14,823,881
- Publicly traded securities
- $14,862,965
- Gross unrelated business income
- $494,523
- Gross receipts
- $9,107,319
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2002
- State of legal domicile
- CT
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 |
|---|---|---|---|
| N A | N A Officer | 0 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| N A | N A Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 600 LINDLEY ST, BRIDGEPORT, CT 06606-5044
- In care of
- % MIKE APPICELLI
- Principal officer (990 for 2024)
- Mike Appicelli, 600 LINDLEY ST, BRIDGEPORT, CT 066065044
- Signed the 990
- Michael R Appicelli, Director of Taxes
- Phone
- (203) 362-3011
Mission
To provide health and other benefits to eligible employees and their dependents along with certain retiree medical benefits for retired employees of Aquarion Water Company of Connecticut Massachusetts and New Hampshire.
Program accomplishments
- N A0
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
- 22-3405144
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $14,862,965
- Income (IRS master file)
- $9,107,319
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $9,107,319 | $10,358,007 | $14,862,965 | IRS |
| 990 | December 2023 | $10,498,316 | $9,959,983 | $15,640,782 | XML |
| 990 | December 2022 | $10,459,172 | $8,987,445 | $14,776,013 | IRS |
| 990 | December 2021 | – | – | – | 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 22-3405144).
Questions about TRUST FOR AQUARION CO WELFARE BENEFITS
- What is the EIN of TRUST FOR AQUARION CO WELFARE BENEFITS?
- The employer identification number (EIN) of TRUST FOR AQUARION CO WELFARE BENEFITS is 22-3405144.
- Is TRUST FOR AQUARION CO WELFARE BENEFITS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
- Which annual return does TRUST FOR AQUARION CO WELFARE BENEFITS 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 TRUST FOR AQUARION CO WELFARE BENEFITS 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 TRUST FOR AQUARION CO WELFARE BENEFITS 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 TRUST FOR AQUARION CO WELFARE BENEFITS?
- The 990 for the year ended December 31, 2024 names Mike Appicelli.
- Who are the officers and directors of TRUST FOR AQUARION CO WELFARE BENEFITS?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does TRUST FOR AQUARION CO WELFARE BENEFITS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $9,107,319, expenses of $10,358,007 and total assets of $14,862,965 at year end.
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