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Nonprofit · EIN 34-1844560

KEYCORP EMPL BENEFICIARY ASSOC TR FOR POST-RETIREMENT MEDICAL BENE

Tax-exempt · BROOKLYN, OH 44144

Financials

$4.3M$8.4M2023$3M$4.7M2024$3.1M$5M2025
Revenue Expenses · by fiscal year end
Financials of KEYCORP EMPL BENEFICIARY ASSOC TR FOR POST-RETIREMENT MEDICAL BENE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$3,101,422$4,969,564-$1,868,142$24,783,366$0$24,783,366
December 31, 2024990$2,995,884$4,717,056-$1,721,172$26,651,508$0$26,651,508
December 31, 2023990$4,254,692$8,386,639-$4,131,947$28,372,680$0$28,372,680
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,455,816
Investment income
$1,645,606
Net gain from sales of assets
$793,797
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$4,969,564
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$4,969,564

Balance sheet and other

Total assets, start of year
$26,651,508
Total assets, end of year
$24,783,366
Total liabilities, end of year
$0
Net assets, end of year
$24,783,366
Publicly traded securities
$24,783,366
Gross unrelated business income
$1,645,606
Gross receipts
$13,023,754
Employees
0
Volunteers
6
Year formed
1996
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.

NameTitleHours / weekCompensation
KEYBANK NATRUSTEE
Institutional trustee
2$0
DOUGLAS W PREISERTRUST OVERSIGHT COMMITTEE
Officer
1$0
DOUGLAS M SCHOSSERCHAIRMAN
Officer
1$0
SHELBY H BALLTRUST OVERSIGHT COMMITTEE
Officer
1$0
ALAN D DUFFYTRUST OVERSIGHT COMMITTEE
Officer
1$0
JAMES A HOFFMANCHAIRPERSON
Officer
1$0
990 for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
KEYBANK NATRUSTEE
Institutional trustee
2$0
DOUGLAS W PREISERTRUST OVERSIGHT COMMITTEE
Officer
1$0
DOUGLAS M SCHOSSERCHAIRMAN
Officer
1$0
SHELBY H BALLTRUST OVERSIGHT COMMITTEE
Officer
1$0
ALAN D DUFFYTRUST OVERSIGHT COMMITTEE
Officer
1$0
JAMES A HOFFMANCHAIRPERSON
Officer
1$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
KEYBANK NATRUSTEE
Institutional trustee
2$0
DOUGLAS W PREISERTRUST OVERSIGHT COMMITTEE
Officer
1$0
DOUGLAS M SCHOSSERCHAIRMAN
Officer
1$0
SHELBY H BALLTRUST OVERSIGHT COMMITTEE
Officer
1$0
ALAN D DUFFYTRUST OVERSIGHT COMMITTEE
Officer
1$0
JAMES A HOFFMANCHAIRPERSON
Officer
1$0

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEYBANK N A
Principal officer (990 for 2025)
KEYBANK NA TRUSTEE
Signed the 990
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
Phone
(216) 689-7663
Return prepared by
PWC US TAX LLP

Mission

THE KEYCORP RETIREE MEDICAL BENEFITS TRUST PROVIDES MEDICAL BENEFITS TO OR FOR MEMBERS.

990 for the year ended December 31, 2025

Program accomplishments

  • THE KEYCORP RETIREE MEDICAL BENEFITS TRUST PROVIDES MEDICAL BENEFITS FOR QUALIFYING KEYCORP PARTICIPATING RETIREES AND THEIR SPOUSES.
    Expenses $4,969,564

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
34-1844560
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1998
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Religion-related (X99)
Assets (IRS master file)
$24,783,366
Income (IRS master file)
$13,023,754

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$3,101,422$4,969,564$24,783,366IRS
990December 2024$2,995,884$4,717,056$26,651,508IRS
990December 2023$4,254,692$8,386,639$28,372,680XML
990December 2022$14,570,931$8,747,768$32,504,627IRS
990December 2021–––IRS
990December 2020–––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 34-1844560).

Questions about KEYCORP EMPL BENEFICIARY ASSOC TR FOR POST-RETIREMENT MEDICAL BENE

What is the EIN of KEYCORP EMPL BENEFICIARY ASSOC TR FOR POST-RETIREMENT MEDICAL BENE?
The employer identification number (EIN) of KEYCORP EMPL BENEFICIARY ASSOC TR FOR POST-RETIREMENT MEDICAL BENE is 34-1844560.
Is KEYCORP EMPL BENEFICIARY ASSOC TR FOR POST-RETIREMENT MEDICAL BENE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1998.
Are donations to KEYCORP EMPL BENEFICIARY ASSOC TR FOR POST-RETIREMENT MEDICAL BENE tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does KEYCORP EMPL BENEFICIARY ASSOC TR FOR POST-RETIREMENT MEDICAL BENE 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 KEYCORP EMPL BENEFICIARY ASSOC TR FOR POST-RETIREMENT MEDICAL BENE 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 KEYCORP EMPL BENEFICIARY ASSOC TR FOR POST-RETIREMENT MEDICAL BENE 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 KEYCORP EMPL BENEFICIARY ASSOC TR FOR POST-RETIREMENT MEDICAL BENE?
The 990 for the year ended December 31, 2025 names KEYBANK NA TRUSTEE.
Who are the officers and directors of KEYCORP EMPL BENEFICIARY ASSOC TR FOR POST-RETIREMENT MEDICAL BENE?
The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does KEYCORP EMPL BENEFICIARY ASSOC TR FOR POST-RETIREMENT MEDICAL BENE have?
On its 990 for the year ended December 31, 2025 it reported revenue of $3,101,422, expenses of $4,969,564 and total assets of $24,783,366 at year end.

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