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Nonprofit · EIN 76-6199434

ALLIANZ POST-EMPLOYMENT HEALTH CARE SAVINGS ACCOUNT TR

Tax-exempt · PITTSBURGH, PA 15253

Financials

$2.1M$1.5M2023$3.2M$2M2024
Revenue Expenses · by fiscal year end
Financials of ALLIANZ POST-EMPLOYMENT HEALTH CARE SAVINGS ACCOUNT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,157,124$2,011,213$1,145,911$29,475,757$0$29,475,757
December 31, 2023990$2,067,285$1,465,265$602,020$26,249,813$0$26,249,813
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$915,883
Investment income
$2,241,241
Net gain from sales of assets
$1,633,077
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,011,213
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$2,011,213

Balance sheet and other

Total assets, start of year
$26,249,813
Total assets, end of year
$29,475,757
Total liabilities, end of year
$0
Net assets, end of year
$29,475,757
Publicly traded securities
$26,099,600
Gross receipts
$7,009,554
Employees
0
Year formed
2004
State of legal domicile
PA

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
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$0

Address and contacts

Address (IRS master file)
PO BOX 535007, PITTSBURGH, PA 15253-5007
In care of
% THE BANK OF NEW YORK MELLON
Principal officer (990 for 2024)
THE BANK OF NEW YORK MELLON, PO BOX 535007, PITTSBURGH, PA 152535007
Signed the 990
SHELLY M PALETTA, BNYM, TRUSTEE
Phone
(412) 234-2242
Return prepared by
ERNST & YOUNG US LLP

Mission

HEALTH CARE BENEFITS

990 for the year ended December 31, 2024

Program accomplishments

  • HEALTH CARE BENEFITS

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
76-6199434
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2005
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$29,475,757
Income (IRS master file)
$7,009,554

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,157,124$2,011,213$29,475,757XML
990December 2023$2,067,285$1,465,265$26,249,813XML
990December 2022$2,489,104$1,018,538$22,743,123IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 76-6199434).

Questions about ALLIANZ POST-EMPLOYMENT HEALTH CARE SAVINGS ACCOUNT TR

What is the EIN of ALLIANZ POST-EMPLOYMENT HEALTH CARE SAVINGS ACCOUNT TR?
The employer identification number (EIN) of ALLIANZ POST-EMPLOYMENT HEALTH CARE SAVINGS ACCOUNT TR is 76-6199434.
Is ALLIANZ POST-EMPLOYMENT HEALTH CARE SAVINGS ACCOUNT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
Are donations to ALLIANZ POST-EMPLOYMENT HEALTH CARE SAVINGS ACCOUNT TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ALLIANZ POST-EMPLOYMENT HEALTH CARE SAVINGS ACCOUNT 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 ALLIANZ POST-EMPLOYMENT HEALTH CARE SAVINGS ACCOUNT 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 ALLIANZ POST-EMPLOYMENT HEALTH CARE SAVINGS ACCOUNT 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 ALLIANZ POST-EMPLOYMENT HEALTH CARE SAVINGS ACCOUNT TR?
The 990 for the year ended December 31, 2024 names THE BANK OF NEW YORK MELLON.
Who are the officers and directors of ALLIANZ POST-EMPLOYMENT HEALTH CARE SAVINGS ACCOUNT TR?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does ALLIANZ POST-EMPLOYMENT HEALTH CARE SAVINGS ACCOUNT TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,157,124, expenses of $2,011,213 and total assets of $29,475,757 at year end.

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