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Nonprofit · EIN 31-1444185

IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND TRUST

Tax-exempt · ONA, WV 25545

Financials

$847K$522K2023$2.6M$416K2024
Revenue Expenses · by fiscal year end
Financials of IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,597,739$415,725$2,182,014$4,685,941$800$4,685,141
December 31, 2023990$847,060$522,126$324,934$2,498,760$800$2,497,960
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,475,260
Investment income
$122,479
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$378,589
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$2,828
Accounting fees
$10,318

Balance sheet and other

Total assets, start of year
$2,498,760
Total assets, end of year
$4,685,941
Total liabilities, end of year
$800
Net assets, end of year
$4,685,141
Publicly traded securities
$3,498,807
Net assets without donor restrictions
$4,685,141
Gross receipts
$2,597,739
Employees
0
Volunteers
0
Year formed
1998
State of legal domicile
WV

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
JEREMY RYANSECRETARY
Trustee or director, Officer
2$0
JOSEPH P DILLOWCHAIRMAN
Trustee or director, Officer
2$0
MILES FERGUSONTRUSTEE
Trustee or director
2$0
MIKE HEIBELTRUSTEE
Trustee or director
2$0
AARON WARDTRUSTEE
Trustee or director
2$0
ROD HENSLEYTRUSTEE
Trustee or director
2$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
JEREMY RYANSECRETARY
Trustee or director, Officer
2$0
JOSEPH P DILLOWCHAIRMAN
Trustee or director, Officer
2$0
MILES FERGUSONTRUSTEE
Trustee or director
2$0
MIKE HEIBELTRUSTEE
Trustee or director
2$0
AARON WARDTRUSTEE
Trustee or director
2$0
ROD HENSLEYTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
9200 US ROUTE 60, ONA, WV 25545-7417
In care of
% AMERICAN BENEFIT CORPORATION
Principal officer (990 for 2024)
JOE DILLOW, 9200 US ROUTE 60, ONA, WV 25545
Signed the 990
JOE DILLOW, CHAIRMAN
Phone
(304) 525-0331
Return prepared by
GRAY GRIFFITH & MAYS AC

Mission

TO HELP DEFRAY AND LESSEN THE COST OF HEALTH INSURANCE COVERAGE TO RETIRED OR DISABLED PARTICIPANTS.

990 for the year ended December 31, 2024

Program accomplishments

  • TO HELP DEFRAY AND LESSEN THE COST OF HEALTH INSURANCE COVERAGE TO RETIRED OR DISABLED PARTICIPANTS.
    Expenses $415,725

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 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
31-1444185
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2013
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,685,941
Income (IRS master file)
$2,597,739

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,597,739$415,725$4,685,941XML
990December 2023$847,060$522,126$2,498,760XML
990December 2022$1,028,273$496,799$2,156,700IRS
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 31-1444185).

Questions about IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND TRUST

What is the EIN of IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND TRUST?
The employer identification number (EIN) of IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND TRUST is 31-1444185.
Is IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2013.
Are donations to IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND 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 IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND 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 IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND 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 IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND TRUST?
The 990 for the year ended December 31, 2024 names JOE DILLOW.
Who are the officers and directors of IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND TRUST?
The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,597,739, expenses of $415,725 and total assets of $4,685,941 at year end.

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