Nonprofit · EIN 35-2049855
IRON WORKERS LOCAL UNION NO 22 RETIREE INSURANCE TR
Also known as STINSON LARRY R TTEE
Tax-exempt · INDIANAPOLIS, IN 46241
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,267,115 | $773,126 | $493,989 | $2,690,449 | $0 | $2,690,449 |
| May 31, 2024 | 990 | $803,123 | $562,607 | $240,516 | $2,594,281 | $0 | $2,594,281 |
| May 31, 2023 | 990 | $545,021 | $474,058 | $70,963 | $2,074,688 | $0 | $2,074,688 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $790,001
- Investment income
- $477,114
- Net gain from sales of assets
- $360,502
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $690,259
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $779
- Accounting fees
- $40,340
Balance sheet and other
- Total assets, start of year
- $2,594,281
- Total assets, end of year
- $2,690,449
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,690,449
- Publicly traded securities
- $1,145,521
- Gross receipts
- $3,060,908
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1998
- 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 |
|---|---|---|---|
| CODY BATES | TRUSTEE Trustee or director | 5 | $0 |
| SCOTT BULLERDICK | TRUSTEE Trustee or director | 1 | $0 |
| WILL ERWIN | TRUSTEE Trustee or director | 1 | $0 |
| JOHN WHITAKER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CODY BATES | TRUSTEE Trustee or director | 5 | $0 |
| SCOTT BULLERDICK | TRUSTEE Trustee or director | 1 | $0 |
| WILL ERWIN | TRUSTEE Trustee or director | 1 | $0 |
| JOHN WHITAKER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended May 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CODY BATES | TRUSTEE Trustee or director | 5 | $0 |
| SCOTT BULLERDICK | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 5600 DIVIDEND ROAD SUITE A, INDIANAPOLIS, IN 46241-4302
- Principal officer (990 for 2024)
- CODY BATES, 5600 DIVIDEND ROAD SUITE A, INDIANAPOLIS, IN 46241
- Signed the 990
- CODY BATES, TRUSTEE
- Phone
- (317) 243-8222
- Return prepared by
- DEAN DORTON ALLEN FORD PLLC
Mission
TO PROVIDE PREMIUM SUPPLEMENT FOR GROUP MEDICAL INSURANCE FOR RETIRED UNION MEMBERS AND/OR SPOUSES.
Program accomplishments
- PROVIDE PREMIUM SUPPLEMENT FOR GROUP MEDICAL INSURANCE FOR RETIRED UNION MEMBERS AND/OR SPOUSES.
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
- 35-2049855
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1999
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y430)
- Assets (IRS master file)
- $2,690,449
- Income (IRS master file)
- $3,060,908
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $1,267,115 | $773,126 | $2,690,449 | XML |
| 990 | May 2024 | $803,123 | $562,607 | $2,594,281 | XML |
| 990 | May 2023 | $545,021 | $474,058 | $2,074,688 | XML |
| 990 | May 2022 | $768,565 | $449,537 | $2,061,787 | 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 35-2049855).
Questions about IRON WORKERS LOCAL UNION NO 22 RETIREE INSURANCE TR
- What is the EIN of IRON WORKERS LOCAL UNION NO 22 RETIREE INSURANCE TR?
- The employer identification number (EIN) of IRON WORKERS LOCAL UNION NO 22 RETIREE INSURANCE TR is 35-2049855.
- Is IRON WORKERS LOCAL UNION NO 22 RETIREE INSURANCE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
- Are donations to IRON WORKERS LOCAL UNION NO 22 RETIREE INSURANCE TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IRON WORKERS LOCAL UNION NO 22 RETIREE INSURANCE 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 IRON WORKERS LOCAL UNION NO 22 RETIREE INSURANCE TR 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 IRON WORKERS LOCAL UNION NO 22 RETIREE INSURANCE TR 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 IRON WORKERS LOCAL UNION NO 22 RETIREE INSURANCE TR?
- The 990 for the year ended May 31, 2025 names CODY BATES.
- Who are the officers and directors of IRON WORKERS LOCAL UNION NO 22 RETIREE INSURANCE TR?
- The 990 for the year ended May 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does IRON WORKERS LOCAL UNION NO 22 RETIREE INSURANCE TR have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,267,115, expenses of $773,126 and total assets of $2,690,449 at year end.
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