Nonprofit · EIN 31-6632225
CONVERGYS CORPORATION RETIREES LIFE INS TR
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $126,057 | $86,827 | $39,230 | $3,592,070 | $0 | $3,592,070 |
| December 31, 2024 | 990 | $157,755 | $21,608 | $136,147 | $3,552,839 | $0 | $3,552,839 |
| December 31, 2023 | 990 | $145,192 | $26,277 | $118,915 | $3,416,693 | $0 | $3,416,693 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $126,057
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $86,327
- Compensation of officers, directors and key employees
- $500
- Salaries, compensation and benefits (total)
- $500
- Professional fundraising fees
- $0
- Program services (functional)
- $86,327
- Management and general (functional)
- $500
Balance sheet and other
- Total assets, start of year
- $3,552,839
- Total assets, end of year
- $3,592,070
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,592,070
- Gross receipts
- $126,057
- Employees
- 0
- Year formed
- 1998
- State of legal domicile
- OH
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE Institutional trustee | 1 | $500 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE Institutional trustee | 1 | $500 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE Institutional trustee | 1 | $500 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- In care of
- % FIRSTAR BANK N A TTEE
- Principal officer (990 for 2025)
- USBANKNATR 060005571400, PO BO 1118 CN-OH-W10X, CINCINNATI, OH 45201
- Signed the 990
- U S BANK NA TRUSTEE BY, TRUSTEE
- Phone
- (888) 265-7962
- Return prepared by
- PWC US TAX LLP
Mission
HEALTH CARE BENEFITS TO EMPLOYEES
Program accomplishments
- Paid to CONVERGYS INC. ACTIVE MEDICAL ACCOUNT (06-1063)
- LIFE INSURANCE PREMIUMS PAIDExpenses $86,327
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 | 990 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
- 31-6632225
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $3,592,070
- Income (IRS master file)
- $126,057
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $126,057 | $86,827 | $3,592,070 | IRS |
| 990 | December 2024 | $157,755 | $21,608 | $3,552,839 | IRS |
| 990 | December 2023 | $145,192 | $26,277 | $3,416,693 | XML |
| 990 | December 2022 | $36,909 | $10,220 | $3,297,777 | 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 31-6632225).
Questions about CONVERGYS CORPORATION RETIREES LIFE INS TR
- What is the EIN of CONVERGYS CORPORATION RETIREES LIFE INS TR?
- The employer identification number (EIN) of CONVERGYS CORPORATION RETIREES LIFE INS TR is 31-6632225.
- Is CONVERGYS CORPORATION RETIREES LIFE INS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2002.
- Are donations to CONVERGYS CORPORATION RETIREES LIFE INS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CONVERGYS CORPORATION RETIREES LIFE INS TR 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 CONVERGYS CORPORATION RETIREES LIFE INS TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CONVERGYS CORPORATION RETIREES LIFE INS TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CONVERGYS CORPORATION RETIREES LIFE INS TR?
- The 990 for the year ended December 31, 2025 names USBANKNATR 060005571400.
- Who are the officers and directors of CONVERGYS CORPORATION RETIREES LIFE INS TR?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $500 (US BANK NA, TRUSTEE).
- How much revenue does CONVERGYS CORPORATION RETIREES LIFE INS TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $126,057, expenses of $86,827 and total assets of $3,592,070 at year end.
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