Nonprofit · EIN 23-7772127
U S HEALTHCARE INC RETIREE HEALTH BENEFIT PLAN TRUST
Tax-exempt · HARTFORD, CT 06156
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $659,104 | $614,037 | $45,067 | $14,277,342 | $11,295 | $14,266,047 |
| December 31, 2023 | 990 | $501,000 | $545,700 | -$44,700 | $13,798,787 | $0 | $13,798,787 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $659,104
- Net gain from sales of assets
- $623,937
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $442,700
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $35,750
Balance sheet and other
- Total assets, start of year
- $13,798,787
- Total assets, end of year
- $14,277,342
- Total liabilities, end of year
- $11,295
- Net assets, end of year
- $14,266,047
- Publicly traded securities
- $729,738
- Gross unrelated business income
- $659,104
- Gross receipts
- $2,473,909
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1993
- 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 |
|---|---|---|---|
| STATE STREET BANK & TRUST CO | TRUSTEE Institutional trustee | 1 | $39,304 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET BANK & TRUST CO | TRUSTEE Institutional trustee | 1 | $37,127 |
Address and contacts
- Address (IRS master file)
- 151 FARMINGTON AVENUE RTAA, HARTFORD, CT 06156-0001
- In care of
- % AETNA INC C/O EVA LONG
- Principal officer (990 for 2024)
- ROBERT ROCCO, 151 FARMINGTON AVENUE RTAA, HARTFORD, CT 06156
- Signed the 990
- ROBERT ROCCO, VICE PRESIDENT
- Phone
- (860) 273-0328
- Return prepared by
- KPMG LLP
Mission
PAYMENT OF RETIREE HEALTH INSURANCE PREMIUMS.
Program accomplishments
- PAYMENT OF HEALTH INSURANCE PREMIUMS FOR RETIREES OF U.S. HEALTHCARE.
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
- 23-7772127
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $14,277,342
- Income (IRS master file)
- $2,473,909
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $659,104 | $614,037 | $14,277,342 | IRS |
| 990 | December 2023 | $501,000 | $545,700 | $13,798,787 | XML |
| 990 | December 2022 | $384,620 | $732,576 | $12,885,543 | 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 23-7772127).
Questions about U S HEALTHCARE INC RETIREE HEALTH BENEFIT PLAN TRUST
- What is the EIN of U S HEALTHCARE INC RETIREE HEALTH BENEFIT PLAN TRUST?
- The employer identification number (EIN) of U S HEALTHCARE INC RETIREE HEALTH BENEFIT PLAN TRUST is 23-7772127.
- Is U S HEALTHCARE INC RETIREE HEALTH BENEFIT PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
- Are donations to U S HEALTHCARE INC RETIREE HEALTH BENEFIT PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does U S HEALTHCARE INC RETIREE HEALTH BENEFIT PLAN TRUST 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 U S HEALTHCARE INC RETIREE HEALTH BENEFIT PLAN TRUST 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 U S HEALTHCARE INC RETIREE HEALTH BENEFIT PLAN TRUST 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 U S HEALTHCARE INC RETIREE HEALTH BENEFIT PLAN TRUST?
- The 990 for the year ended December 31, 2024 names ROBERT ROCCO.
- Who are the officers and directors of U S HEALTHCARE INC RETIREE HEALTH BENEFIT PLAN TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $39,304 (STATE STREET BANK & TRUST CO, TRUSTEE).
- How much revenue does U S HEALTHCARE INC RETIREE HEALTH BENEFIT PLAN TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $659,104, expenses of $614,037 and total assets of $14,277,342 at year end.
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