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Nonprofit · EIN 81-6348115

MCOFU RETIREE HEALTH AND WELFARE PLAN TR

Also known as WALTER W KOVIL III TTEE

Tax-exempt · LEOMINSTER, MA 01453

Financials

$1.3M$417K2023$1.4M$589K2024
Revenue Expenses · by fiscal year end
Financials of MCOFU RETIREE HEALTH AND WELFARE PLAN TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,385,507$589,097$796,410$14,297,777$135,968$14,161,809
December 31, 2023990$1,338,448$417,283$921,165$12,271,328$40,495$12,230,833
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,078,995
Investment income
$306,512
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$480,910
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$12,271,328
Total assets, end of year
$14,297,777
Total liabilities, end of year
$135,968
Net assets, end of year
$14,161,809
Publicly traded securities
$12,773,557
Gross receipts
$1,385,507
Employees
0
Volunteers
7
Year formed
2015
State of legal domicile
MA

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
DENNIS MARTINPRESIDENT
Trustee or director, Officer
1$0
RICHARD MEDEIROSVICE PRESIDENT (TO 3/24)
Trustee or director, Officer
1$0
VINNIE RUZIAKVICE PRESIDENT (AS OF 3/24)
Trustee or director, Officer
1$0
WILLIAM GLEASONTREASURER (TO 3/24)
Trustee or director, Officer
1$0
SCOTT MCADOOTREASURER (AS OF 3/24)
Trustee or director, Officer
1$0
GREGORY DOMINIQUEEXECUTIVE SECRETARY
Trustee or director, Officer
1$0
ANDREW BELLANYTRUSTEE
Trustee or director
1$0
ERIC CAMBRATRUSTEE (TO 3/24)
Trustee or director
1$0
KEVIN FLANAGANTRUSTEE
Trustee or director
1$0
PAUL SMITHADMINISTRATOR (NON-VOTING)
Trustee or director
1$0
COREY SCAFIDITRUSTEE (AS OF 3/24)
Trustee or director
1$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
DENNIS MARTINPRESIDENT
Trustee or director, Officer
1$0
RICHARD MEDEIROSVICE PRESIDENT
Trustee or director, Officer
1$0
WILLIAM GLEASONTREASURER
Trustee or director, Officer
1$0
GREGORY DOMINIQUEEXECUTIVE SECRETARY
Trustee or director, Officer
1$0
ERIC CAMBRATRUSTEE
Trustee or director
1$0
ANDREW BELLANYTRUSTEE
Trustee or director
1$0
KEVIN FLANAGANTRUSTEE
Trustee or director
1$0
PAUL SMITHADMINISTRATOR (NON-VOTING)
Trustee or director
1$0

Address and contacts

Address (IRS master file)
14 MONUMENT SQ STE 306, LEOMINSTER, MA 01453-5766
In care of
% MASSACHUSETTS CORRECTION OFFICERS
Principal officer (990 for 2024)
DOUG SNOWMAN, 14 MONUMENT SQUARE 306, LEOMINSTER, MA 01453
Signed the 990
DOUG SNOWMAN, ADMINISTRATOR
Phone
(508) 986-9359
Return prepared by
KAHN LITWIN RENZA & CO LTD

Mission

TO PROVIDE DENTAL AND VISION CARE BENEFITS TO ELIGIBLE PARTICIPANTS PURSUANT TO THE TRUST'S PLAN OF BENEFITS.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE DENTAL AND VISION CARE BENEFITS TO ELIGIBLE PARTICIPANTS PURSUANT TO THE TRUST'S PLAN OF 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
81-6348115
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2016
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$14,297,777
Income (IRS master file)
$1,385,507

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,385,507$589,097$14,297,777XML
990December 2023$1,338,448$417,283$12,271,328XML
990December 2022$1,466,078$356,994$9,648,273IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 81-6348115).

Questions about MCOFU RETIREE HEALTH AND WELFARE PLAN TR

What is the EIN of MCOFU RETIREE HEALTH AND WELFARE PLAN TR?
The employer identification number (EIN) of MCOFU RETIREE HEALTH AND WELFARE PLAN TR is 81-6348115.
Is MCOFU RETIREE HEALTH AND WELFARE PLAN TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
Are donations to MCOFU RETIREE HEALTH AND WELFARE PLAN TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MCOFU RETIREE HEALTH AND WELFARE PLAN 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 MCOFU RETIREE HEALTH AND WELFARE PLAN 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 MCOFU RETIREE HEALTH AND WELFARE PLAN 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 MCOFU RETIREE HEALTH AND WELFARE PLAN TR?
The 990 for the year ended December 31, 2024 names DOUG SNOWMAN.
Who are the officers and directors of MCOFU RETIREE HEALTH AND WELFARE PLAN TR?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does MCOFU RETIREE HEALTH AND WELFARE PLAN TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,385,507, expenses of $589,097 and total assets of $14,297,777 at year end.

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