Nonprofit · EIN 39-6414307
M&I RETIREE HEALTH BENEFITS TRUST
Tax-exempt · MILWAUKEE, WI 53214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,012,474 | $5,478,925 | -$1,466,451 | $72,533,096 | $0 | $72,533,096 |
| December 31, 2024 | 990 | $4,999,549 | $4,572,060 | $427,489 | $73,999,547 | $0 | $73,999,547 |
| December 31, 2023 | 990 | $8,536,168 | $8,082,807 | $453,361 | $73,509,594 | $0 | $73,509,594 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $873,930
- Investment income
- $3,063,764
- Other revenue
- $74,780
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,509,925
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $5,258,925
- Management and general (functional)
- $220,000
Balance sheet and other
- Total assets, start of year
- $73,999,547
- Total assets, end of year
- $72,533,096
- Total liabilities, end of year
- $0
- Net assets, end of year
- $72,533,096
- Publicly traded securities
- $72,533,096
- Gross unrelated business income
- $3,138,544
- Gross receipts
- $4,012,474
- Employees
- 0
- Year formed
- 2004
- State of legal domicile
- WI
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 |
|---|---|---|---|
| Midwest Institutional Trust c/oArgentInstitutionalTrustCompany | Trustee Institutional trustee | – | $0 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Midwest Institutional Trust c/oArgentInstitutionalTrustCompany | Trustee Institutional trustee | – | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Midwest Institutional Trust | Trustee Institutional trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- ARGENT INST TRUST CO 115 S 84 ST ST, MILWAUKEE, WI 53214-0000
- In care of
- % MARSHALL & ILSLEY TRUST COMPANY
- Principal officer (990 for 2025)
- Midwest Institutional Trust, 10700 Research Dr Ste 205, Wauwatosa, WI 53226
- Signed the 990
- MIDWEST INSTITUTIONAL TRUST COMPANY, Business Suppor
- Phone
- (414) 875-3240
- Return prepared by
- ERNST & YOUNG LLP
Mission
Provide Health Benefits to Retirees
Program accomplishments
- Provide health benefits to retirees.
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
- 39-6414307
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $72,533,096
- Income (IRS master file)
- $4,012,474
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,012,474 | $5,478,925 | $72,533,096 | IRS |
| 990 | December 2024 | $4,999,549 | $4,572,060 | $73,999,547 | IRS |
| 990 | December 2023 | $8,536,168 | $8,082,807 | $73,509,594 | XML |
| 990 | December 2022 | $4,204,444 | $6,886,189 | $72,346,494 | IRS |
| 990 | December 2021 | – | – | – | 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 39-6414307).
Questions about M&I RETIREE HEALTH BENEFITS TRUST
- What is the EIN of M&I RETIREE HEALTH BENEFITS TRUST?
- The employer identification number (EIN) of M&I RETIREE HEALTH BENEFITS TRUST is 39-6414307.
- Is M&I RETIREE HEALTH BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
- Are donations to M&I RETIREE HEALTH BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does M&I RETIREE HEALTH BENEFITS 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 M&I RETIREE HEALTH BENEFITS TRUST 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 M&I RETIREE HEALTH BENEFITS TRUST 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 M&I RETIREE HEALTH BENEFITS TRUST?
- The 990 for the year ended December 31, 2025 names Midwest Institutional Trust.
- Who are the officers and directors of M&I RETIREE HEALTH BENEFITS TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does M&I RETIREE HEALTH BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,012,474, expenses of $5,478,925 and total assets of $72,533,096 at year end.
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