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Nonprofit · EIN 36-7045813

CNH WELFARE BENEFIT TRUST

Tax-exempt · RACINE, WI 53404

Financials

$172.2M$177.9M2023$161.5M$178.3M2024
Revenue Expenses · by fiscal year end
Financials of CNH WELFARE BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$161,476,719$178,284,120-$16,807,401$67,105,326$1,751,576$65,353,750
December 31, 2023990$172,189,803$177,900,666-$5,710,863$80,894,509$1,157,220$79,737,289
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$158,625,511
Investment income
$2,851,208
Net gain from sales of assets
$389,999
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$162,226,535
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$162,226,535
Management and general (functional)
$16,057,585

Balance sheet and other

Total assets, start of year
$80,894,509
Total assets, end of year
$67,105,326
Total liabilities, end of year
$1,751,576
Net assets, end of year
$65,353,750
Publicly traded securities
$49,268,215
Gross receipts
$162,678,940
Employees
0
Volunteers
0
Year formed
2001
State of legal domicile
DE

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
STATE STREET BANK AND TRUSTTRUSTEE
Institutional trustee
1$55,133
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
STATE STREET BANK AND TRUSTTRUSTEE
Institutional trustee
1$55,133

Address and contacts

Address (IRS master file)
700 STATE ST, RACINE, WI 53404-3343
In care of
% STATE STREET BANK & TRUST COMPANY
Principal officer (990 for 2024)
Tekla Pedigo, 700 STATE STREET, RACINE, WI 53404
Signed the 990
Tekla Pedigo, Head of Total Rewards, NA
Phone
(262) 636-6004
Return prepared by
Willis Towers Watson US LLC

Mission

TO PROVIDE LIFE, ILLNESS, AND ACCIDENT BENEFITS TO ELIGIBLE PARTICIPANTS OR THEIR DEPENDENTS/DESIGNATED BENEFICIARIES AND TO PROVIDE RETIREES WITH A HEALTH REIMBURSEMENT ARRANGEMENT

990 for the year ended December 31, 2024

Program accomplishments

  • BENEFITS PAID FOR MEMBERS
    Expenses $162,226,535

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
36-7045813
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1999
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$67,105,326
Income (IRS master file)
$162,678,940

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$161,476,719$178,284,120$67,105,326XML
990December 2023$172,189,803$177,900,666$80,894,509XML
990December 2022$143,843,670$187,639,760$86,949,881IRS
990December 2021–––IRS
990December 2020–––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 36-7045813).

Questions about CNH WELFARE BENEFIT TRUST

What is the EIN of CNH WELFARE BENEFIT TRUST?
The employer identification number (EIN) of CNH WELFARE BENEFIT TRUST is 36-7045813.
Is CNH WELFARE BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
Are donations to CNH WELFARE BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CNH WELFARE BENEFIT 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 CNH WELFARE BENEFIT 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 CNH WELFARE BENEFIT 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 CNH WELFARE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names Tekla Pedigo.
Who are the officers and directors of CNH WELFARE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $55,133 (STATE STREET BANK AND TRUST, TRUSTEE).
How much revenue does CNH WELFARE BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $161,476,719, expenses of $178,284,120 and total assets of $67,105,326 at year end.

Other nonprofits in RACINE

All nonprofits in RACINE · Wisconsin · Mutual and membership benefit