Nonprofit · EIN 41-2061777
MACHINISTS RETIREE HEALTH INVESTMENT PLAN
Tax-exempt · DUBLIN, CA 94568
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,359,455 | $488,517 | $1,870,938 | $29,470,912 | $1,850 | $29,469,062 |
| December 31, 2024 | 990 | $2,539,779 | $518,094 | $2,021,685 | $25,850,984 | $3,174 | $25,847,810 |
| December 31, 2023 | 990 | $1,131,343 | $285,535 | $845,808 | $22,982,277 | $206 | $22,982,071 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,234,069
- Investment income
- $1,125,386
- Net gain from sales of assets
- $289,394
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $347,206
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,990
- Accounting fees
- $25,343
Balance sheet and other
- Total assets, start of year
- $25,850,984
- Total assets, end of year
- $29,470,912
- Total liabilities, end of year
- $1,850
- Net assets, end of year
- $29,469,062
- Publicly traded securities
- $27,874,360
- Gross receipts
- $18,976,233
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- CA
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 |
|---|---|---|---|
| MARK MARTIN | TRUSTEE Trustee or director | 1 | $0 |
| DON CROSATTO | CHAIRMAN Trustee or director | 1 | $0 |
| STEVE SOWINSKI | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT GARCIA | TRUSTEE Trustee or director | 1 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK MARTIN | TRUSTEE Trustee or director | 1 | $0 |
| DON CROSATTO | CHAIRMAN Trustee or director | 1 | $0 |
| STEVE SOWINSKI | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT GARCIA | TRUSTEE Trustee or director | 1 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK MARTIN | TRUSTEE Trustee or director | 1 | $0 |
| DON CROSATTO | CHAIRMAN Trustee or director | 1 | $0 |
| JOHN DIBERNARDO | TRUSTEE - TERM. 4/2023 Trustee or director | 1 | $0 |
| STEVE SOWINSKI | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT GARCIA | TRUSTEE - EFF. 5/2023 Trustee or director | 1 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4160 DUBLIN BLVD, DUBLIN, CA 94568-7735
- In care of
- % HEALTH SERVICES/BENEFIT ADMI
- Principal officer (990 for 2025)
- DON CROSATTO, 4160 Dublin Blvd, Dublin, CA 94568
- Signed the 990
- DON CROSATTO, TRUSTEE/CHAIRMAN
- Phone
- (800) 635-3105
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 41-2061777 or by the name MACHINISTS RETIREE HEALTH INVESTMENT PLAN.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO USE AND INVEST THE CONTRIBUTIONS RECEIVED BY THE TRUST FOR THE EXCLUSIVE PURPOSE OF PROVIDING BENEFITS TO PARTICIPANTS AND THEIR BENEFICIARIES IN THIS MULTIEMPLOYER PLAN.
Program accomplishments
- PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN.
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
- 41-2061777
- 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)
- $29,470,912
- Income (IRS master file)
- $18,976,233
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,359,455 | $488,517 | $29,470,912 | XML |
| 990 | December 2024 | $2,539,779 | $518,094 | $25,850,984 | XML |
| 990 | December 2023 | $1,131,343 | $285,535 | $22,982,277 | XML |
| 990 | December 2022 | $1,231,537 | $246,600 | $19,483,042 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 41-2061777).
Questions about MACHINISTS RETIREE HEALTH INVESTMENT PLAN
- What is the EIN of MACHINISTS RETIREE HEALTH INVESTMENT PLAN?
- The employer identification number (EIN) of MACHINISTS RETIREE HEALTH INVESTMENT PLAN is 41-2061777.
- Is MACHINISTS RETIREE HEALTH INVESTMENT PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
- Are donations to MACHINISTS RETIREE HEALTH INVESTMENT PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MACHINISTS RETIREE HEALTH INVESTMENT PLAN 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 MACHINISTS RETIREE HEALTH INVESTMENT PLAN 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 MACHINISTS RETIREE HEALTH INVESTMENT PLAN 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 MACHINISTS RETIREE HEALTH INVESTMENT PLAN?
- The 990 for the year ended December 31, 2025 names DON CROSATTO.
- Who are the officers and directors of MACHINISTS RETIREE HEALTH INVESTMENT PLAN?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MACHINISTS RETIREE HEALTH INVESTMENT PLAN have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,359,455, expenses of $488,517 and total assets of $29,470,912 at year end.
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