Nonprofit · EIN 35-1906643
ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TR FUND
Tax-exempt · LEXINGTON, KY 40503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,438,156 | $787,030 | $651,126 | $5,508,025 | $0 | $5,508,025 |
| May 31, 2024 | 990 | $944,695 | $686,912 | $257,783 | $4,947,353 | $0 | $4,947,353 |
| May 31, 2023 | 990 | $602,797 | $730,269 | -$127,472 | $4,521,187 | $0 | $4,521,187 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,275,586
- Investment income
- $162,570
- Net gain from sales of assets
- $27,299
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $681,801
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $17,075
- Accounting fees
- $13,225
Balance sheet and other
- Total assets, start of year
- $4,947,353
- Total assets, end of year
- $5,508,025
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,508,025
- Publicly traded securities
- $3,879,484
- Gross receipts
- $4,535,591
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1993
- State of legal domicile
- IN
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRANDON HOWARD | ASSISTANT SE Trustee or director | 1 | $0 |
| JOE MCCOY | TRUSTEE Trustee or director | 1 | $0 |
| JEREMY PETERS | CHAIRMAN Trustee or director | 1 | $0 |
| DAVID PRICE | TRUSTEE Trustee or director | 1 | $0 |
| MATT SHANNON | VICE CHAIRMA Trustee or director | 1 | $0 |
| CARL SHULTZ | SECRETARY Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRANDON HOWARD | ASSISTANT SE Trustee or director | 1 | $0 |
| TONY MAGNA | TRUSTEE Trustee or director | 1 | $0 |
| JOE MCCOY | TRUSTEE Trustee or director | 1 | $0 |
| JEREMY PETERS | CHAIRMAN Trustee or director | 1 | $0 |
| DAVID PRICE | TRUSTEE Trustee or director | 1 | $0 |
| CARL SHULTZ | SECRETARY Trustee or director | 1 | $0 |
990 for the year ended May 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRANDON HOWARD | ASSISTANT SE Trustee or director | 1 | $0 |
| TONY MAGNA | TRUSTEE Trustee or director | 1 | $0 |
| JOE MCCOY | TRUSTEE Trustee or director | 1 | $0 |
| JEREMY PETERS | CHAIRMAN Trustee or director | 1 | $0 |
| DAVID PRICE | TRUSTEE Trustee or director | 1 | $0 |
| CARL SHULTZ | SECRETARY Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 230 LEXINGTON GREEN CIR STE 400, LEXINGTON, KY 40503-3337
- Principal officer (990 for 2024)
- JEREMY PETERS, 1220 EAST EPLER AVENUE, INDIANAPOLIS, IN 46227
- Signed the 990
- JEREMY PETERS, CHAIRMAN
- Phone
- (800) 950-6789
- Return prepared by
- L M HENDERSON & COMPANY LLP
Mission
ASSIST UNION MEMBERS IN MAINTAINING MEDICAL & LIFE INSURANCE COVERAGE AFTER RETIREMENT.
Program accomplishments
- ASSIST UNION MEMBERS IN MAINTAINING MEDICAL & LIFE INSURANCE COVERAGE AFTER RETIREMENT.
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 35-1906643
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,508,025
- Income (IRS master file)
- $4,535,591
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $1,438,156 | $787,030 | $5,508,025 | XML |
| 990 | May 2024 | $944,695 | $686,912 | $4,947,353 | XML |
| 990 | May 2023 | $602,797 | $730,269 | $4,521,187 | XML |
| 990 | May 2022 | $696,357 | $703,835 | $4,646,384 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 35-1906643).
Questions about ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TR FUND
- What is the EIN of ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TR FUND?
- The employer identification number (EIN) of ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TR FUND is 35-1906643.
- Is ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
- Are donations to ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TR FUND 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 ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TR FUND due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TR FUND?
- The 990 for the year ended May 31, 2025 names JEREMY PETERS.
- Who are the officers and directors of ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TR FUND?
- The 990 for the year ended May 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TR FUND have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,438,156, expenses of $787,030 and total assets of $5,508,025 at year end.
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