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Nonprofit · EIN 41-6558543

AMICA RETIREE MEDICAL TR

Also known as AMICA MUTUAL INSURANCE CO

Tax-exempt · LINCOLN, RI 02865

Financials

$12.1M$14.8M2023$13.4M$18.5M2024
Revenue Expenses · by fiscal year end
Financials of AMICA RETIREE MEDICAL TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$13,393,676$18,510,353-$5,116,677$354,008,560$14,067,490$339,941,070
December 31, 2023990$12,126,624$14,839,533-$2,712,909$355,834,959$12,947,537$342,887,422
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$13,068,637
Net gain from sales of assets
$2,471,503
Other revenue
$325,039

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$14,000,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$57,000

Balance sheet and other

Total assets, start of year
$355,834,959
Total assets, end of year
$354,008,560
Total liabilities, end of year
$14,067,490
Net assets, end of year
$339,941,070
Publicly traded securities
$270,615,800
Gross unrelated business income
$9,157,592
Gross receipts
$151,008,436
Employees
0
Volunteers
0
Year formed
2006
State of legal domicile
RI

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
EDMUND SHALLCROSS IIICHAIRMAN
Trustee or director, Officer
0.25$0
JENNIFER MORRISONSECRETARY
Trustee or director, Officer
0.25$0
SUSAN CHUNGTRUSTEE
Trustee or director
0.25$0
JAMES LORINGTRUSTEE
Trustee or director
0.25$0
SAMUEL PALMISANOTRUSTEE
Trustee or director
0.25$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
EDMUND SHALLCROSS IIICHAIRMAN
Trustee or director, Officer
0.25$0
SUZANNE CASEYSECRETARY (THRU 09/2023)
Trustee or director, Officer
0.25$0
JENNIFER MORRISONSECRETARY (AS OF 09/2023)
Trustee or director, Officer
0.25$0
SUSAN CHUNGTRUSTEE
Trustee or director
0.25$0
JAMES LORINGTRUSTEE
Trustee or director
0.25$0
SAMUEL PALMISANOTRUSTEE
Trustee or director
0.25$0

Address and contacts

Address (IRS master file)
100 AMICA WAY, LINCOLN, RI 02865-1156
Principal officer (990 for 2024)
EDMUND SHALLCROSS III, 100 AMICA WAY, LINCOLN, RI 028651156
Signed the 990
ERIC SANTOS, SR ASSISTANT VICE PRESIDENT
Phone
(800) 652-6422
Return prepared by
GRANT THORNTON ADVISORS LLC

Mission

SEE SCHEDULE O

990 for the year ended December 31, 2024

Program accomplishments

  • THE TRUST PROVIDES PARTICIPANTS WITH SICK AND ACCIDENT BENEFITS (WITHIN THE MEANING OF TREAS. REG. SEC. 1.501(C)(9)-(3)(C)). THE TRUST IS FOR THE BENEFIT OF PARTICIPANTS AND ELIGIBLE DEPENDENTS WHO MEET THE ELIGIBILTY CRITERIA UNDER THE AMICA MUTUAL INS. CO. RETIREE MEDICAL 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 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
41-6558543
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2008
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$354,008,560
Income (IRS master file)
$151,008,436

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$13,393,676$18,510,353$354,008,560XML
990December 2023$12,126,624$14,839,533$355,834,959XML
990December 2022$29,879,454$19,753,044$332,476,437IRS
990December 2021–––IRS
990December 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 41-6558543).

Questions about AMICA RETIREE MEDICAL TR

What is the EIN of AMICA RETIREE MEDICAL TR?
The employer identification number (EIN) of AMICA RETIREE MEDICAL TR is 41-6558543.
Is AMICA RETIREE MEDICAL TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
Are donations to AMICA RETIREE MEDICAL TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does AMICA RETIREE MEDICAL TR 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 AMICA RETIREE MEDICAL TR 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 AMICA RETIREE MEDICAL TR 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 AMICA RETIREE MEDICAL TR?
The 990 for the year ended December 31, 2024 names EDMUND SHALLCROSS III.
Who are the officers and directors of AMICA RETIREE MEDICAL TR?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does AMICA RETIREE MEDICAL TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $13,393,676, expenses of $18,510,353 and total assets of $354,008,560 at year end.

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