Nonprofit · EIN 94-6699819
SALARIED NUMMI RETIREE SUPP HEALTH PLAN
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $42,863 | $895,915 | -$853,052 | $10,445,638 | $0 | $10,445,638 |
| December 31, 2023 | 990 | -$11,540 | $392,004 | -$403,544 | $11,298,169 | $0 | $11,298,169 |
| December 31, 2022 | 990 (amended) | $43,276 | $460,142 | -$416,866 | $11,701,852 | $0 | $11,701,852 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $42,863
- Net gain from sales of assets
- -$404,232
- Tax-exempt bond proceeds
- $164
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $399,196
- Compensation of officers, directors and key employees
- $47,690
- Salaries, compensation and benefits (total)
- $47,690
- Professional fundraising fees
- $0
- Accounting fees
- $17,448
- Program services (functional)
- $449,098
- Management and general (functional)
- $446,817
Balance sheet and other
- Total assets, start of year
- $11,298,169
- Total assets, end of year
- $10,445,638
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,445,638
- Publicly traded securities
- $10,169,929
- Gross unrelated business income
- $405,596
- Gross receipts
- $5,246,490
- Employees
- 0
- Year formed
- 1996
- State of legal domicile
- CA
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 |
|---|---|---|---|
| NEWPORT TRUST COMPANY | PLAN ADMIN/NAMED FIDUCIARY Institutional trustee | 1 | $25,885 |
| BANK OF AMERICA N A | TRUSTEE/INVST MGR Institutional trustee | 1 | $21,805 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE/INVST MGR Institutional trustee | 1 | $21,745 |
| NEWPORT TRUST COMPANY | PLAN ADMIN/NAMED FIDUCIARY Institutional trustee | 1 | $19,467 |
990 for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEWPORT TRUST COMPANY | PLAN ADMIN/NAMED FIDUCIARY Institutional trustee | – | $36,028 |
| BANK OF AMERICA N A | TRUSTEE/INVST MGR Institutional trustee | – | $22,861 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA NT & SA
- Principal officer (990 for 2024)
- BANK OF AMERICA N A, 1400 AMERICAN BLVD BLDG 4, PENNINGTON, NJ 08534
- Signed the 990
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
Mission
THE PURPOSE OF THE NUMMI SALARIED RETIREE SUPPLEMENTAL INSURANCE PLAN IS TO PROVIDE SUPPLEMENTAL HEALTH INSURANCE REIMBURSEMENTS TO FORMER EMPLOYEES, WHO WERE SALARIED TEAM MEMBERS WITH AT LEAST 10 YEARS OF SERVICE WITH NUMMI, AND WHO RETIRED AFTER 1994 FROM EMPLOYMENT WITH NUMMI AT AGE 65 OR OLDER, AND THEIR ELIGIBLE SPOUSES.
Program accomplishments
- BENEFITS PAID FOR FORMER EMPLOYEESExpenses $399,196
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
- 94-6699819
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $10,445,638
- Income (IRS master file)
- $5,246,490
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $42,863 | $895,915 | $10,445,638 | IRS |
| 990 | December 2023 | -$11,540 | $392,004 | $11,298,169 | XML |
| 990 | December 2022 | $43,276 | $460,142 | $11,701,852 | XML |
| 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 94-6699819).
Questions about SALARIED NUMMI RETIREE SUPP HEALTH PLAN
- What is the EIN of SALARIED NUMMI RETIREE SUPP HEALTH PLAN?
- The employer identification number (EIN) of SALARIED NUMMI RETIREE SUPP HEALTH PLAN is 94-6699819.
- Is SALARIED NUMMI RETIREE SUPP HEALTH PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1998.
- Are donations to SALARIED NUMMI RETIREE SUPP HEALTH PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SALARIED NUMMI RETIREE SUPP HEALTH PLAN 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 SALARIED NUMMI RETIREE SUPP HEALTH PLAN 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 SALARIED NUMMI RETIREE SUPP HEALTH PLAN 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 SALARIED NUMMI RETIREE SUPP HEALTH PLAN?
- The 990 for the year ended December 31, 2024 names BANK OF AMERICA N A.
- Who are the officers and directors of SALARIED NUMMI RETIREE SUPP HEALTH PLAN?
- The 990 for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $25,885 (NEWPORT TRUST COMPANY, PLAN ADMIN/NAMED FIDUCIARY).
- How much revenue does SALARIED NUMMI RETIREE SUPP HEALTH PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $42,863, expenses of $895,915 and total assets of $10,445,638 at year end.
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