Nonprofit · EIN 84-5046092
COLLECTIVELY BARGAINED POST-RETIRMENT HEALTH BENEFITS TRU
Tax-exempt · EL PASO, TX 79960
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,304,429 | $709,066 | $595,363 | $29,133,731 | $15,817 | $29,117,914 |
| December 31, 2023 | 990 | $4,368,958 | $1,368,176 | $3,000,782 | $27,270,471 | $10,685 | $27,259,786 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $223,494
- Investment income
- $0
- Other revenue
- $1,080,935
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $687,371
- Compensation of officers, directors and key employees
- $1,905
- Salaries, compensation and benefits (total)
- $1,905
- Professional fundraising fees
- $0
- Program services (functional)
- $687,371
- Management and general (functional)
- $21,695
Balance sheet and other
- Total assets, start of year
- $27,270,471
- Total assets, end of year
- $29,133,731
- Total liabilities, end of year
- $15,817
- Net assets, end of year
- $29,117,914
- Gross receipts
- $1,304,429
- Employees
- 0
- Year formed
- 2020
- State of legal domicile
- TX
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STATE STREET BANK TRUST COMPANY | n/a Institutional trustee | 0 | $1,905 | $1,905 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | n/a Institutional trustee | 0 | $3,666 | $3,666 |
Address and contacts
- Address (IRS master file)
- PO BOX 982, EL PASO, TX 79960-0001
- In care of
- % STATE STREET BANK AND TRUST
- Principal officer (990 for 2024)
- Cheryl Mele, PO BOX 982 LOC 165, EL PASO, TX 799600001
- Signed the 990
- RYAN DILLON, RELATIONSHIP MANAGER
- Phone
- (915) 351-4205
Mission
SEE SCHEDULE O
Program accomplishments
- THE EL PASO ELECTRIC COMPANY COLLECTIVELY BARGAINED POST RETIREMENT HEALTH BENEFITS TRUST PROVIDES FOR POST RETIREMENT HEALTH BENEFITS FOR COLLECTIVELY BARGAINED RETIRED OR DISABLED EMPLOYEES, THEIR SPOUSES AND ELIGIBLE DEPENDENTS.Expenses $642,481
- THE EL PASO ELECTRIC COMPANY COLLECTIVELY BARGAINED POST RETIREMENT HEALTH BENEFITS TRUST PROVIDES FOR PAYMENT OF INSURANCE PREMIUMS.Expenses $7,174
- THE EL PASO ELECTRIC COMPANY COLLECTIVELY BARGAINED POST RETIREMENT HEALTH BENEFITS TRUST PROVIDES FOR PAYMENT OF PAYMENT THE SERVICES OF OUTSIDE ADMINISTRATORS TO PROCESS MEDICAL AND PRESCRIPTION BENEFIT CLAIMS PAID TO OR ON BEHALF OF THE PARTICIPANTS.Expenses $37,716
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 | Not 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
- 84-5046092
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $29,133,731
- Income (IRS master file)
- $1,304,429
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,304,429 | $709,066 | $29,133,731 | XML |
| 990 | December 2023 | $4,368,958 | $1,368,176 | $27,270,471 | XML |
| 990 | December 2022 | $473,322 | $1,196,569 | $24,876,750 | 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 84-5046092).
Questions about COLLECTIVELY BARGAINED POST-RETIRMENT HEALTH BENEFITS TRU
- What is the EIN of COLLECTIVELY BARGAINED POST-RETIRMENT HEALTH BENEFITS TRU?
- The employer identification number (EIN) of COLLECTIVELY BARGAINED POST-RETIRMENT HEALTH BENEFITS TRU is 84-5046092.
- Is COLLECTIVELY BARGAINED POST-RETIRMENT HEALTH BENEFITS TRU tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2021.
- Are donations to COLLECTIVELY BARGAINED POST-RETIRMENT HEALTH BENEFITS TRU tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does COLLECTIVELY BARGAINED POST-RETIRMENT HEALTH BENEFITS TRU 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 COLLECTIVELY BARGAINED POST-RETIRMENT HEALTH BENEFITS TRU 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 COLLECTIVELY BARGAINED POST-RETIRMENT HEALTH BENEFITS TRU 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 COLLECTIVELY BARGAINED POST-RETIRMENT HEALTH BENEFITS TRU?
- The 990 for the year ended December 31, 2024 names Cheryl Mele.
- Who are the officers and directors of COLLECTIVELY BARGAINED POST-RETIRMENT HEALTH BENEFITS TRU?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $1,905 (STATE STREET BANK TRUST COMPANY, n/a).
- How much revenue does COLLECTIVELY BARGAINED POST-RETIRMENT HEALTH BENEFITS TRU have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,304,429, expenses of $709,066 and total assets of $29,133,731 at year end.
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- KNIGHTS OF COLUMBUS EIN 82-3013882 · last filed 990-N for 2023
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- SAN LORENZO COUNCIL 18456 EIN 99-3041107 · last filed 990-N for 2024
- ROYAL ORDER OF JESTERS EIN 23-7167811 · last filed 990-N for 2024
- PRIDE OF THE WEST MASONIC LODGE NO 53 EIN 74-2583573 · last filed 990-N for 2025
- EL PASO CHILDRENS HOSPITAL CORPORATION EIN 26-3075429 · last filed 990 for 2025
All nonprofits in EL PASO · Texas · Mutual and membership benefit