Nonprofit · EIN 39-1776485
NML POST-RETIREMENT HEALTH CARE BENEFITS TRUST FOR COLLECTIVELY
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,921,709 | $12,034,841 | -$7,113,132 | $51,635,375 | $0 | $51,635,375 |
| December 31, 2024 | 990 | $1,660,161 | $12,470,449 | -$10,810,288 | $58,748,507 | $0 | $58,748,507 |
| December 31, 2023 | 990 | $4,486,801 | $10,489,765 | -$6,002,964 | $69,558,795 | $0 | $69,558,795 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $4,921,709
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $12,034,841
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $12,034,841
Balance sheet and other
- Total assets, start of year
- $58,748,507
- Total assets, end of year
- $51,635,375
- Total liabilities, end of year
- $0
- Net assets, end of year
- $51,635,375
- Gross receipts
- $4,921,709
- Employees
- 0
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES MONDESIR | TRUSTEE Trustee or director | 0 | $0 |
| JEB BENTLEY | TRUSTEE Trustee or director | 0 | $0 |
| BONNIE TOMCZAK | TRUSTEE Trustee or director | 0 | $0 |
| LAILA VALTERS | TRUSTEE Trustee or director | 0 | $0 |
| TODD JONES | TRUSTEE Trustee or director | 0 | $0 |
| TODD SMASAL | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD JONES | EXECUTIVE VP - CFO Trustee or director | 0 | $0 |
| TODD SMASAL | VP TOTAL REWARDS Trustee or director | 0 | $0 |
| JEB BENTLEY | EVP & CIO Trustee or director | 0 | $0 |
| BONNIE TOMCZAK | PRESIDENT - WMC Trustee or director | 0 | $0 |
| LAILA VALTERS | VP & CCO Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD JONES | EXECUTIVE VP - CFO Trustee or director | 0 | $0 |
| TODD SMASAL | VP TOTAL REWARDS Trustee or director | 0 | $0 |
| JEFF LUEKEN | VP & CIO Trustee or director | 0 | $0 |
| BONNIE TOMCZAK | PRESIDENT - MSA Trustee or director | 0 | $0 |
| REBECCA VILLEGAS | VP & CCO Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3171, MILWAUKEE, WI 53201-3171
- In care of
- % DYLAN ROSKOPF
- Principal officer (990 for 2025)
- CHARLES MONDESIR, PO BOX 3171, MILWAUKEE, WI 532013171
- Signed the 990
- CHARLES MONDESIR, TRUSTEE
- Phone
- (414) 271-1444
Mission
SEE SCHEDULE O
Program accomplishments
- N/A
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 | 990 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
- 39-1776485
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $51,635,375
- Income (IRS master file)
- $4,921,709
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,921,709 | $12,034,841 | $51,635,375 | IRS |
| 990 | December 2024 | $1,660,161 | $12,470,449 | $58,748,507 | IRS |
| 990 | December 2023 | $4,486,801 | $10,489,765 | $69,558,795 | XML |
| 990 | December 2022 | -$20,336,451 | $4,210,684 | $75,561,759 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 39-1776485).
Questions about NML POST-RETIREMENT HEALTH CARE BENEFITS TRUST FOR COLLECTIVELY
- What is the EIN of NML POST-RETIREMENT HEALTH CARE BENEFITS TRUST FOR COLLECTIVELY?
- The employer identification number (EIN) of NML POST-RETIREMENT HEALTH CARE BENEFITS TRUST FOR COLLECTIVELY is 39-1776485.
- Is NML POST-RETIREMENT HEALTH CARE BENEFITS TRUST FOR COLLECTIVELY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
- Are donations to NML POST-RETIREMENT HEALTH CARE BENEFITS TRUST FOR COLLECTIVELY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NML POST-RETIREMENT HEALTH CARE BENEFITS TRUST FOR COLLECTIVELY 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 NML POST-RETIREMENT HEALTH CARE BENEFITS TRUST FOR COLLECTIVELY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NML POST-RETIREMENT HEALTH CARE BENEFITS TRUST FOR COLLECTIVELY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NML POST-RETIREMENT HEALTH CARE BENEFITS TRUST FOR COLLECTIVELY?
- The 990 for the year ended December 31, 2025 names CHARLES MONDESIR.
- Who are the officers and directors of NML POST-RETIREMENT HEALTH CARE BENEFITS TRUST FOR COLLECTIVELY?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does NML POST-RETIREMENT HEALTH CARE BENEFITS TRUST FOR COLLECTIVELY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,921,709, expenses of $12,034,841 and total assets of $51,635,375 at year end.
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