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Nonprofit · EIN 36-7148248

BURKE GROUP WELFARE PLAN TRUST

Also known as BERKE CHRISTOPHER B TTEE

Tax-exempt · ROSEMONT, IL 60018

Financials

$7.6M$6.6M2023$8.2M$7.7M2024
Revenue Expenses · by fiscal year end
Financials of BURKE GROUP WELFARE PLAN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$8,164,195$7,654,013$510,182$4,097,947$345,991$3,751,956
December 31, 2023990$7,591,059$6,629,049$962,010$3,564,536$322,762$3,241,774
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$8,011,356
Investment income
$152,839
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$7,654,013

Balance sheet and other

Total assets, start of year
$3,564,536
Total assets, end of year
$4,097,947
Total liabilities, end of year
$345,991
Net assets, end of year
$3,751,956
Net assets without donor restrictions
$3,751,956
Gross receipts
$8,164,195
Employees
0
Volunteers
0
Year formed
1996
State of legal domicile
IL

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
CHRISTOPHER B BURKETRUSTEE
Trustee or director
0$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CHRISTOPHER B BURKETRUSTEE
Trustee or director
0$0

Address and contacts

Address (IRS master file)
9575 W HIGGINS RD STE 600, ROSEMONT, IL 60018-4920
Principal officer (990 for 2024)
CHRISTOPHER B BURKE, 9575 W HIGGINS ROAD 600, ROSEMONT, IL 60018
Signed the 990
CHRISTOPHER B BURKE, PRESIDENT
Phone
(847) 823-0500
Return prepared by
CBIZ ADVISORS LLC

Mission

TAX EXEMPT WELFARE BENEFIT TRUST

990 for the year ended December 31, 2024

Program accomplishments

  • THIS TRUST IS THE FUNDING VEHICLE FOR EMPLOYER AND EMPLOYEECONTRIBUTIONS FOR HEALTH, LIFE, SHORT-TERM AND LONG-TERMDISABILITY INSURANCE PREMIUMS AND ADMINISTRATIVE EXPENSES.
    Expenses $7,654,013 · revenue $8,164,195

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
36-7148248
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1997
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,097,947
Income (IRS master file)
$8,164,195

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$8,164,195$7,654,013$4,097,947XML
990December 2023$7,591,059$6,629,049$3,564,536XML
990December 2022$7,182,269$5,877,278$2,650,378IRS
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 36-7148248).

Questions about BURKE GROUP WELFARE PLAN TRUST

What is the EIN of BURKE GROUP WELFARE PLAN TRUST?
The employer identification number (EIN) of BURKE GROUP WELFARE PLAN TRUST is 36-7148248.
Is BURKE GROUP WELFARE PLAN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
Are donations to BURKE GROUP WELFARE PLAN TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BURKE GROUP WELFARE PLAN 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 BURKE GROUP WELFARE PLAN 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 BURKE GROUP WELFARE PLAN 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 BURKE GROUP WELFARE PLAN TRUST?
The 990 for the year ended December 31, 2024 names CHRISTOPHER B BURKE.
Who are the officers and directors of BURKE GROUP WELFARE PLAN TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does BURKE GROUP WELFARE PLAN TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $8,164,195, expenses of $7,654,013 and total assets of $4,097,947 at year end.

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