Nonprofit · EIN 48-1273849
UNITED EMPLOYEE WELFARE BENEFIT TRUST
Also known as UNITRIN
Tax-exempt · BRENTWOOD, NY 11717
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,284,419 | $785,022 | $499,397 | $5,708,312 | $247,176 | $5,461,136 |
| December 31, 2023 | 990 | $1,288,651 | $647,918 | $640,733 | $5,107,400 | $145,661 | $4,961,739 |
| December 31, 2022 | 990 | $1,153,577 | $919,265 | $234,312 | $4,397,686 | $76,680 | $4,321,006 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,030,920
- Investment income
- $253,499
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $652,681
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $785,022
Balance sheet and other
- Total assets, start of year
- $5,107,400
- Total assets, end of year
- $5,708,312
- Total liabilities, end of year
- $247,176
- Net assets, end of year
- $5,461,136
- Gross receipts
- $1,284,419
- Employees
- 0
- Year formed
- 2002
- State of legal domicile
- IL
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 |
|---|---|---|---|
| DINA PON | VP, HUMAN RESOURCES Trustee or director | 1 | $0 |
| MELISSA KAPLAN | SVP, TOTAL REWARDS Trustee or director | 1 | $0 |
| MAX MINDAK | SVP, CHIEF RISK OFFICER Trustee or director | 1 | $0 |
| BAIRD ALLIS | VP, ASSOCIATE GENERAL COUNSEL Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD MILLER | VICE PRESIDENT Trustee or director | 1 | $0 |
990 for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD MILLER | VICE PRESIDENT Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9006, BRENTWOOD, NY 11717-9006
- Principal officer (990 for 2024)
- MELISSA KAPLAN, 2211 BUTTERFIELD ROAD SUITE 200, DOWNERS GROVE, IL 60515
- Signed the 990
- JAIME WERNER, ASSISTANT VP
- Phone
- (602) 562-0883
- Return prepared by
- PWC US TAX LLP
Mission
TO PROVIDE SHORT TERM DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS
Program accomplishments
- N/A SECTION 501(C)(9) TRUST
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
- 48-1273849
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $5,708,312
- Income (IRS master file)
- $1,284,419
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,284,419 | $785,022 | $5,708,312 | XML |
| 990 | December 2023 | $1,288,651 | $647,918 | $5,107,400 | XML |
| 990 | December 2022 | $1,153,577 | $919,265 | $4,397,686 | XML |
| 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 48-1273849).
Questions about UNITED EMPLOYEE WELFARE BENEFIT TRUST
- What is the EIN of UNITED EMPLOYEE WELFARE BENEFIT TRUST?
- The employer identification number (EIN) of UNITED EMPLOYEE WELFARE BENEFIT TRUST is 48-1273849.
- Is UNITED EMPLOYEE WELFARE BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2003.
- Are donations to UNITED EMPLOYEE WELFARE BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED EMPLOYEE WELFARE BENEFIT 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 UNITED EMPLOYEE WELFARE BENEFIT TRUST 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 UNITED EMPLOYEE WELFARE BENEFIT TRUST 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 UNITED EMPLOYEE WELFARE BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 names MELISSA KAPLAN.
- Who are the officers and directors of UNITED EMPLOYEE WELFARE BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does UNITED EMPLOYEE WELFARE BENEFIT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,284,419, expenses of $785,022 and total assets of $5,708,312 at year end.
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