Nonprofit · EIN 37-6598501
HEALTH AND WELFARE TRUST FOR THE CONSTELLIS PLAN FOR FUNDED BENEFIT
Tax-exempt (reinstated) · HERNDON, VA 20171
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $32,286,575 | $36,646,743 | -$4,360,168 | $356,169 | $3,890,475 | -$3,534,306 |
| December 31, 2023 | 990 | $37,024,647 | $36,716,638 | $308,009 | $914,688 | $0 | $914,688 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $32,267,710
- Investment income
- $18,865
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $35,443,093
- Compensation of officers, directors and key employees
- $18,000
- Salaries, compensation and benefits (total)
- $18,000
- Professional fundraising fees
- $0
- Program services (functional)
- $36,646,743
Balance sheet and other
- Total assets, start of year
- $914,688
- Total assets, end of year
- $356,169
- Total liabilities, end of year
- $3,890,475
- Net assets, end of year
- -$3,534,306
- Gross receipts
- $32,286,575
- Employees
- 0
- Year formed
- 2016
- State of legal domicile
- VA
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $18,000 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $18,000 |
Address and contacts
- Address (IRS master file)
- 13230 DULLES TECHNOLOGY DRIVE, HERNDON, VA 20171-0000
- In care of
- % ST DIRECTOR TAX ACCOUNT AND REPOR
- Principal officer (990 for 2024)
- PRINCIPAL BANK - PCS TAX, PO BOX 10316, DES MOINES, IA 50306
- Signed the 990
- PRINCIPAL BANK - PCS TAX, TRUSTEE
- Phone
- (602) 562-0883
- Return prepared by
- PWC US TAX LLP
Mission
The Trust is for the payment of benefits of eligible employees (and their dependents, if applicable) of Constellis, LLC and its affiliated employers that are members of a controlled group of corporations, within the meaning of Internal Revenue Code Section 414(b) and that have adopted the Plans.
Program accomplishments
- The Trust is for the payment of benefits of eligible employees (and their dependents, if applicable) of Constellis, LLC and its affiliated employers that are members of a controlled group of corporations, within the meaning of Internal Revenue Code Section 414(b) and that have adopted the Plans.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 37-6598501
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $356,169
- Income (IRS master file)
- $32,286,575
Revocation and reinstatement
- Exemption revoked
- May 15, 2019
- Posted by the IRS
- August 12, 2019
- Reinstated
- Effective May 15, 2019
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $32,286,575 | $36,646,743 | $356,169 | XML |
| 990 | December 2023 | $37,024,647 | $36,716,638 | $914,688 | XML |
| 990 | December 2022 | $34,134,969 | $34,133,970 | $606,678 | 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 37-6598501).
Questions about HEALTH AND WELFARE TRUST FOR THE CONSTELLIS PLAN FOR FUNDED BENEFIT
- What is the EIN of HEALTH AND WELFARE TRUST FOR THE CONSTELLIS PLAN FOR FUNDED BENEFIT?
- The employer identification number (EIN) of HEALTH AND WELFARE TRUST FOR THE CONSTELLIS PLAN FOR FUNDED BENEFIT is 37-6598501.
- Is HEALTH AND WELFARE TRUST FOR THE CONSTELLIS PLAN FOR FUNDED BENEFIT tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2019 and reinstated it effective May 15, 2019.
- Are donations to HEALTH AND WELFARE TRUST FOR THE CONSTELLIS PLAN FOR FUNDED BENEFIT tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEALTH AND WELFARE TRUST FOR THE CONSTELLIS PLAN FOR FUNDED BENEFIT 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 HEALTH AND WELFARE TRUST FOR THE CONSTELLIS PLAN FOR FUNDED BENEFIT 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 HEALTH AND WELFARE TRUST FOR THE CONSTELLIS PLAN FOR FUNDED BENEFIT 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 HEALTH AND WELFARE TRUST FOR THE CONSTELLIS PLAN FOR FUNDED BENEFIT?
- The 990 for the year ended December 31, 2024 names PRINCIPAL BANK - PCS TAX.
- Who are the officers and directors of HEALTH AND WELFARE TRUST FOR THE CONSTELLIS PLAN FOR FUNDED BENEFIT?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $18,000 (PRINCIPAL BANK - PCS TAX, TRUSTEE).
- How much revenue does HEALTH AND WELFARE TRUST FOR THE CONSTELLIS PLAN FOR FUNDED BENEFIT have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $32,286,575, expenses of $36,646,743 and total assets of $356,169 at year end.
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