Nonprofit · EIN 52-6033249
BOARD OF EDUCATION OF MONTGOMERY COUNTY EMPLOYEE BENEFIT TRUST FUND
Tax-exempt · ROCKVILLE, MD 20850
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $690,058,512 | $713,455,167 | -$23,396,655 | $19,427,162 | $77,782,925 | -$58,355,763 |
| June 30, 2024 | 990 | $631,500,673 | $665,855,693 | -$34,355,020 | $26,513,930 | $61,473,038 | -$34,959,108 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $688,171,821
- Investment income
- $1,886,691
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $710,984,972
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $26,513,930
- Total assets, end of year
- $19,427,162
- Total liabilities, end of year
- $77,782,925
- Net assets, end of year
- -$58,355,763
- Gross receipts
- $690,058,512
- Employees
- 33,900
- Volunteers
- 0
- Year formed
- 1958
- State of legal domicile
- MD
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Wilmington Trust | Trust Institutional trustee | 0 | $0 |
| Montgomery County Board of Educatn | Board Officer | 0 | $0 |
990 for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Wilmington Trust | Trust Institutional trustee | 0 | $0 |
| Montgomery County Board of Educatn | Board Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 45 W GUDE DRIVE, ROCKVILLE, MD 20850-1293
- In care of
- % FIRST NATNL BK OF MD TTEE
- Principal officer (990 for 2024)
- Susan Chen, 45 W Gude Drive, Suite 3200, Rockville, MD 20850
- Signed the 990
- Daniel Kelley, Coordinator
- Phone
- (240) 740-7499
Mission
Montgomery County Board of Education Employee Benefits Plan (EBP) offers health benefits coverage to its eligible current employees, retirees, and their dependents. The plan includes medical, dental, vision, prescription drug, and life insurance benefits.
Program accomplishments
- To provide eligible active employees, retirees and their dependents with healthcare coverage including medical, dental, vision, prescription drug and life insurance benefits.Expenses $710,984,972 · revenue $688,171,821
- Administrative service and investment service to the trust funds.Expenses $2,470,195
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-6033249
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1964
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $19,427,162
- Income (IRS master file)
- $690,058,512
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $690,058,512 | $713,455,167 | $19,427,162 | XML |
| 990 | June 2024 | $631,500,673 | $665,855,693 | $26,513,930 | XML |
| 990 | June 2023 | $565,037,337 | $600,856,361 | $54,331,548 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 52-6033249).
Questions about BOARD OF EDUCATION OF MONTGOMERY COUNTY EMPLOYEE BENEFIT TRUST FUND
- What is the EIN of BOARD OF EDUCATION OF MONTGOMERY COUNTY EMPLOYEE BENEFIT TRUST FUND?
- The employer identification number (EIN) of BOARD OF EDUCATION OF MONTGOMERY COUNTY EMPLOYEE BENEFIT TRUST FUND is 52-6033249.
- Is BOARD OF EDUCATION OF MONTGOMERY COUNTY EMPLOYEE BENEFIT TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1964.
- Are donations to BOARD OF EDUCATION OF MONTGOMERY COUNTY EMPLOYEE BENEFIT TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BOARD OF EDUCATION OF MONTGOMERY COUNTY EMPLOYEE BENEFIT TRUST FUND 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 BOARD OF EDUCATION OF MONTGOMERY COUNTY EMPLOYEE BENEFIT TRUST FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOARD OF EDUCATION OF MONTGOMERY COUNTY EMPLOYEE BENEFIT TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BOARD OF EDUCATION OF MONTGOMERY COUNTY EMPLOYEE BENEFIT TRUST FUND?
- The 990 for the year ended June 30, 2025 names Susan Chen.
- Who are the officers and directors of BOARD OF EDUCATION OF MONTGOMERY COUNTY EMPLOYEE BENEFIT TRUST FUND?
- The 990 for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BOARD OF EDUCATION OF MONTGOMERY COUNTY EMPLOYEE BENEFIT TRUST FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $690,058,512, expenses of $713,455,167 and total assets of $19,427,162 at year end.
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