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Nonprofit · EIN 23-2806496

BENEFIT PLAN FOR UMWA REPRESENTED EMPLOYESS OF PENNSYLVANNIA CORPORT

Tax-exempt · PITTSBURGH, PA 15253

Financials

−$12K$268K2023$363K$229K2024
Revenue Expenses · by fiscal year end
Financials of BENEFIT PLAN FOR UMWA REPRESENTED EMPLOYESS OF PENNSYLVANNIA CORPORT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$363,020$228,624$134,396$20,915,876$0$20,915,876
December 31, 2023990-$12,294$268,150-$280,444$30,281,482$0$30,281,482
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$362,750
Net gain from sales of assets
-$545,017
Other revenue
$270

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$14,705
Salaries, compensation and benefits (total)
$14,705
Professional fundraising fees
$0
Program services (functional)
$228,624

Balance sheet and other

Total assets, start of year
$30,281,482
Total assets, end of year
$20,915,876
Total liabilities, end of year
$0
Net assets, end of year
$20,915,876
Publicly traded securities
$20,238,686
Gross receipts
$25,862,053
Employees
0
Year formed
1993
State of legal domicile
PA

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
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$14,705
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$24,217

Address and contacts

Address (IRS master file)
PO BOX 535007, PITTSBURGH, PA 15253-5007
In care of
% THE BANK OF NEW YORK MELLON
Principal officer (990 for 2024)
THE BANK OF NEW YORK MELLON, PO BOX 535007, PITTSBURGH, PA 152535007
Signed the 990
SHELLY M PALETTA, BNYM, TRUSTEE
Phone
(412) 234-2245
Return prepared by
ERNST & YOUNG US LLP

Mission

A 501(C)(9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF RETIREE MEDICAL AND LIFE INSURANCE COSTS.

990 for the year ended December 31, 2024

Program accomplishments

  • A 501(C)(9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF RETIREE MEDICAL AND LIFE INSURANCE COSTS.

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
23-2806496
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$20,915,876
Income (IRS master file)
$25,862,053

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$363,020$228,624$20,915,876IRS
990December 2023-$12,294$268,150$30,281,482XML
990December 2022$380,286$277,005$30,658,093IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 23-2806496).

Questions about BENEFIT PLAN FOR UMWA REPRESENTED EMPLOYESS OF PENNSYLVANNIA CORPORT

What is the EIN of BENEFIT PLAN FOR UMWA REPRESENTED EMPLOYESS OF PENNSYLVANNIA CORPORT?
The employer identification number (EIN) of BENEFIT PLAN FOR UMWA REPRESENTED EMPLOYESS OF PENNSYLVANNIA CORPORT is 23-2806496.
Is BENEFIT PLAN FOR UMWA REPRESENTED EMPLOYESS OF PENNSYLVANNIA CORPORT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
Are donations to BENEFIT PLAN FOR UMWA REPRESENTED EMPLOYESS OF PENNSYLVANNIA CORPORT tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BENEFIT PLAN FOR UMWA REPRESENTED EMPLOYESS OF PENNSYLVANNIA CORPORT 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 BENEFIT PLAN FOR UMWA REPRESENTED EMPLOYESS OF PENNSYLVANNIA CORPORT 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 BENEFIT PLAN FOR UMWA REPRESENTED EMPLOYESS OF PENNSYLVANNIA CORPORT 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 BENEFIT PLAN FOR UMWA REPRESENTED EMPLOYESS OF PENNSYLVANNIA CORPORT?
The 990 for the year ended December 31, 2024 names THE BANK OF NEW YORK MELLON.
Who are the officers and directors of BENEFIT PLAN FOR UMWA REPRESENTED EMPLOYESS OF PENNSYLVANNIA CORPORT?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $14,705 (THE BANK OF NEW YORK MELLON, TRUSTEE (SEE SCHEDULE O)).
How much revenue does BENEFIT PLAN FOR UMWA REPRESENTED EMPLOYESS OF PENNSYLVANNIA CORPORT have?
On its 990 for the year ended December 31, 2024 it reported revenue of $363,020, expenses of $228,624 and total assets of $20,915,876 at year end.

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