Nonprofit · EIN 43-6059037
TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES
Tax-exempt · SAINT LOUIS, MO 63123
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,408,189 | $7,850,708 | -$442,519 | $40,247,375 | $1,066,585 | $39,180,790 |
| December 31, 2023 | 990 | $7,622,069 | $7,199,026 | $423,043 | $38,727,043 | $734,831 | $37,992,212 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,805,841
- Investment income
- $1,602,348
- Net gain from sales of assets
- $572,127
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,678,889
- Other salaries and wages
- $307,841
- Salaries, compensation and benefits (total)
- $563,997
- Professional fundraising fees
- $0
- Legal fees
- $12,452
- Accounting fees
- $29,500
- Occupancy
- $43,200
Balance sheet and other
- Total assets, start of year
- $38,727,043
- Total assets, end of year
- $40,247,375
- Total liabilities, end of year
- $1,066,585
- Net assets, end of year
- $39,180,790
- Publicly traded securities
- $13,954,625
- Gross receipts
- $16,399,638
- Employees
- 6
- Volunteers
- 0
- Year formed
- 1967
- State of legal domicile
- MO
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 |
|---|---|---|---|
| JIM BARRETT | CHAIRMAN Trustee or director | 4 | $0 |
| DOUG CARLSON | UNION TRUSTEE Trustee or director | 1 | $0 |
| KEVIN COCHRAN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| RICHARD DIFFLEY | ALTERNATIVE UNION TRUSTEE Trustee or director | 1 | $0 |
| DAVID FRIMML | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| DAN THACKER | UNION TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM STUCKEL | UNION TRUSTEE Trustee or director | 4 | $0 |
| KEVIN COCHRAN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| RICHARD DIFFLEY | ALTERNATIVE UNION TRUSTEE Trustee or director | 1 | $0 |
| JOHN BECKER JR | ALTERNATIVE UNION TRUSTEE Trustee or director | 1 | $0 |
| DAN THACKER | UNION TRUSTEE Trustee or director | 1 | $0 |
| DOUG CARLSON | UNION TRUSTEE Trustee or director | 1 | $0 |
| DAVID FRIMML | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 11400 CONCORD VILLAGE AVE SUITE G/H, SAINT LOUIS, MO 63123-6973
- Principal officer (990 for 2024)
- JIM BARRETT, 4349 WOODSON ROAD SUITE 300, ST LOUIS, MO 63134
- Signed the 990
- JIM BARRETT, TRUSTEE
- Phone
- (314) 377-0080
- Return prepared by
- KIEFER BONFANTI & CO LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS. FOR 2024, THE PLAN PROVIDED $6,678,889 IN BENEFITS TO MEMBERS.
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
- 43-6059037
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1967
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $40,247,375
- Income (IRS master file)
- $16,399,638
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,408,189 | $7,850,708 | $40,247,375 | XML |
| 990 | December 2023 | $7,622,069 | $7,199,026 | $38,727,043 | XML |
| 990 | December 2022 | $6,988,873 | $6,818,167 | $35,742,582 | 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 43-6059037).
Questions about TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES
- What is the EIN of TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES?
- The employer identification number (EIN) of TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES is 43-6059037.
- Is TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1967.
- Are donations to TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES 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 TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES 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 TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES 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 TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES?
- The 990 for the year ended December 31, 2024 names JIM BARRETT.
- Who are the officers and directors of TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,408,189, expenses of $7,850,708 and total assets of $40,247,375 at year end.
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