Nonprofit · EIN 83-4232289
TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUST
Also known as TEAMSTERS LOCAL 2727 RETIREE HRP
Tax-exempt · PHOENIX, AZ 85027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $10,001,226 | $3,771,951 | $6,229,275 | $77,272,418 | $48,384 | $77,224,034 |
| December 31, 2024 | 990 | $10,005,713 | $3,260,891 | $6,744,822 | $64,087,116 | $32,499 | $64,054,617 |
| December 31, 2023 | 990 | $7,243,797 | $2,458,068 | $4,785,729 | $55,365,875 | $75,937 | $55,289,938 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,631,895
- Investment income
- $2,369,331
- Net gain from sales of assets
- $46,005
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,684,929
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $3,771,951
Balance sheet and other
- Total assets, start of year
- $64,087,116
- Total assets, end of year
- $77,272,418
- Total liabilities, end of year
- $48,384
- Net assets, end of year
- $77,224,034
- Publicly traded securities
- $76,769,298
- Gross receipts
- $11,789,099
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2019
- State of legal domicile
- AZ
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN VEENTJER | TRUSTEE Trustee or director | 1 | $0 |
| CLIFF JONES | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN VEENTJER | TRUSTEE Trustee or director | 1 | $0 |
| CLIFF JONES | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN VEENTJER | TRUSTEE Trustee or director | 1 | $0 |
| TIM BOYLE | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2550 W UNION HILLS DR STE 290, PHOENIX, AZ 85027-5198
- Principal officer (990 for 2025)
- CLIFF JONESTRUSTEE JOHN, 2550 W UNION HILLS DRIVE SUITE 29, PHOENIX, AZ 85027
- Signed the 990
- CLIFF JONESTRUSTEE JOHN VEENTJER, TRUSTEE
- Phone
- (602) 347-5175
- Return prepared by
- Henningfield & Associates Inc
Mission
RETIREE HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENT BETWEEN UNION AND EMPLOYER.
Program accomplishments
- RETIREE HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYER.Expenses $3,771,951
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 | 990 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
- 83-4232289
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $77,272,418
- Income (IRS master file)
- $11,789,099
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $10,001,226 | $3,771,951 | $77,272,418 | XML |
| 990 | December 2024 | $10,005,713 | $3,260,891 | $64,087,116 | XML |
| 990 | December 2023 | $7,243,797 | $2,458,068 | $55,365,875 | XML |
| 990 | December 2022 | $8,224,659 | $1,971,378 | $45,468,779 | IRS |
| 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 83-4232289).
Questions about TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUST
- What is the EIN of TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUST?
- The employer identification number (EIN) of TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUST is 83-4232289.
- Is TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2020.
- Are donations to TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS 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 TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUST?
- The 990 for the year ended December 31, 2025 names CLIFF JONESTRUSTEE JOHN.
- Who are the officers and directors of TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUST?
- The 990 for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $10,001,226, expenses of $3,771,951 and total assets of $77,272,418 at year end.
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