Nonprofit · EIN 62-1238720
THE H T HACKNEY CO EMLOYEE BENEFIT PLANS TRUST
Tax-exempt · KNOXVILLE, TN 37902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $27,651,908 | $26,228,168 | $1,423,740 | $9,516,891 | $1,778,863 | $7,738,028 |
| June 30, 2024 | 990 | $27,049,076 | $23,819,754 | $3,229,322 | $8,000,204 | $1,685,916 | $6,314,288 |
| June 30, 2023 | 990 | $25,625,416 | $24,698,738 | $926,678 | $5,048,381 | $1,963,415 | $3,084,966 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $27,308,968
- Investment income
- $342,940
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $22,779,742
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $8,000,204
- Total assets, end of year
- $9,516,891
- Total liabilities, end of year
- $1,778,863
- Net assets, end of year
- $7,738,028
- Gross receipts
- $27,651,908
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1984
- State of legal domicile
- TN
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 |
|---|---|---|---|
| REGIONS BANK | TRUSTEE/ ASSET MANAGER Institutional trustee | 1 | $5,000 |
| MIKE MORTON | COMM MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE/ ASSET MANAGER Institutional trustee | 1 | $5,000 |
| MIKE MORTON | COMM MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE/ ASSET MANAGER Institutional trustee | 1 | $5,000 |
| MIKE MORTON | COMM MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 502 S GAY STREET, KNOXVILLE, TN 37902-1503
- Principal officer (990 for 2024)
- MICHAEL MORTON, 502 S GAY STREET, KNOXVILLE, TN 379021503
- Signed the 990
- MICHAEL MORTON, VICE PRESIDENT
- Phone
- (865) 546-1291
- Return prepared by
- PUGH & COMPANY PC
Mission
NONE
Program accomplishments
- PROVIDE SELF-FUNDED HEALTH CARE BENEFITS TO EMPLOYEES & FORMER EMPLOYEES AND THEIR DEPENDENTS. CLAIMS ARE PROCESSED BY A THIRD PARTY ADMINISTRATOR AND COINSURANCE IS MAINTAINED FOR CLAIMS EXCEEDING $300,000.
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
- 62-1238720
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $9,516,891
- Income (IRS master file)
- $27,651,908
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $27,651,908 | $26,228,168 | $9,516,891 | IRS |
| 990 | June 2024 | $27,049,076 | $23,819,754 | $8,000,204 | IRS |
| 990 | June 2023 | $25,625,416 | $24,698,738 | $5,048,381 | XML |
| 990 | June 2022 | $24,066,263 | $24,676,674 | $4,307,128 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 62-1238720).
Questions about THE H T HACKNEY CO EMLOYEE BENEFIT PLANS TRUST
- What is the EIN of THE H T HACKNEY CO EMLOYEE BENEFIT PLANS TRUST?
- The employer identification number (EIN) of THE H T HACKNEY CO EMLOYEE BENEFIT PLANS TRUST is 62-1238720.
- Is THE H T HACKNEY CO EMLOYEE BENEFIT PLANS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1989.
- Which annual return does THE H T HACKNEY CO EMLOYEE BENEFIT PLANS 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 THE H T HACKNEY CO EMLOYEE BENEFIT PLANS TRUST 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 THE H T HACKNEY CO EMLOYEE BENEFIT PLANS TRUST 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 THE H T HACKNEY CO EMLOYEE BENEFIT PLANS TRUST?
- The 990 for the year ended June 30, 2025 names MICHAEL MORTON.
- Who are the officers and directors of THE H T HACKNEY CO EMLOYEE BENEFIT PLANS TRUST?
- The 990 for the year ended June 30, 2025 lists 2 people; 1 received compensation from the organization, the highest $5,000 (REGIONS BANK, TRUSTEE/ ASSET MANAGER).
- How much revenue does THE H T HACKNEY CO EMLOYEE BENEFIT PLANS TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $27,651,908, expenses of $26,228,168 and total assets of $9,516,891 at year end.
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