2024-04-17T15:38:44-07:00 2023-12-31 990 2023-01-01 236000755 MUTUAL BENEFICIAL ASSOCIATION INC MUTU 6107220253 Suite 102 1301 Lancaster Ave Berwyn PA 193121290 Thomas Catanach General Treasurer 6107220253 2024-04-18 Thomas Catanach 999009999 1 1 11 0 AAL2 2023 2023-04-26 12:10:37Z Stephen Santarlasci 1301 Lancaster Avenue Suite 102 Berwyn PA 19312 11785428 0 X mutualbeneficial.com X 1913 DE Fraternal benefit society serving the transportation industry and their family members and providing fraternal and charitable contributions to these employees and in the general community. 6 3 5 275 0 0 0 0 20036739 11785428 0 0 0 0 20036739 11785428 0 0 18544142 10561920 968162 826794 0 0 0 375886 333759 19888190 11722473 148549 62955 132759628 131839304 129981960 129179549 2777668 2659755 We are a Fraternal Benefit Society that serves the transportation industry and their families and to provide social and charitable activities in the community. 0 0 We are a Fraternal Benefit Society that serves the transportation industry and their families and provides charitable and social activities in the community. We are a Fraternal Benefit Society that serves the transportation industry and their families and provides charitable and social activities in the community. We are a Fraternal Benefit Society that serves the transportation industry and their families and provides charitable and social activities in the community. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 1 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X Mary L Gibney 6107220253 1301 Lancaster Ave Suite 102 Berwyn PA 193121290 Mary L Gibney General Secretary 55 X X X X 188011 0 0 Thomas Catanach General Treasurer 50 X X X 179995 0 0 Stephen M Santarlasci General President 50 X X X 154499 0 0 Richard O Dietrich General Vice President 2 X X 5800 0 0 Donald F Teague Director 1 X X 5600 0 0 John C Carini Director 1 X X 5600 0 0 539505 0 0 3 0 1 0 0 Premium & Annuity Considerations 900099 5963143 5963143 0 0 Gross Investment income 900099 5704465 5704465 0 0 Reinsurance Expense 900099 13359 13359 0 0 Interest Maintenance Reserve 900099 78420 78420 0 0 Miscellaneous Income 900099 26041 26041 0 0 0 0 0 0 11785428 0 0 0 0 0 11785428 11785428 0 0 10561920 539505 0 89323 66532 72774 58660 534 96207 531 1448 21564 65461 18812 Postage & Telephone 17200 Official Publication, Print & Stationery 46371 Commissions 25976 Investment Expense 9000 30655 11722473 0 0 0 4350 4350 416391 1755405 0 0 0 0 0 0 0 0 0 0 0 0 0 0 130222878 127789298 0 0 0 0 0 0 2116009 2290251 132759628 131839304 129981960 129179549 129981960 129179549 X 0 0 2777668 2659755 0 0 2777668 2659755 132759628 131839304 62955 -180868 0 0 0 0 X 1 X 1 X 1 0 0 Asset Valuation Reserve 934641 Refunds Payable & Unpaid 17000 Interest Maintenance Reserve 276776 General Expenses & Taxes Due 45418 Unpaid Claims 420013 On Deposit Claims 0 Adv Premiums & Mutual Assistance Fund 140164 Aggregate Reserve 127345537 129179549 0 0 0 Stephen M Santarlasci General President 141149 0 8350 0 5000 0 0 0 0 0 154499 0 0 0 Mary L Gibney General Secretary 175161 0 7850 0 5000 0 0 0 0 0 188011 0 0 0 Thomas Catanach General Treasurer 167145 0 7850 0 5000 0 0 0 0 0 179995 0 0 0 Form 990, Part VI, Section A, Line 6 Organization is a mutual fraternal benefit society that has members. Form 990, Part VI, Section A, Line 7a Organization is a mutual fraternal benefit society that has members. All members are entitled to a vote for the Board of Directors, who at the Association's Governing body. Directors elect the General Officers of the Association. Form 990, Part VI, Section B, Line 11b Form 990 reviewed by the Association's Annual CPA Report and then reported back to the Board of Directors on any findings that would be out of the ordinary or would change the Association's tax-exempt status. Form 990, Part VI, Section B, Line 12c All Directors fill out and sign an Annual Conflict of Interest Form. Form 990, Part VI, Section B, Line 15 The Association Wage & Finance Committee reviews all General Officer compensation annually and uses insurance industry standards as well as other fraternal benefit society comparisons to set annual compensation amounts. Form 990, Part VI, Section C, Line 17 None. Form 990, Part VI, Section C, Line 19 All documents are available upon request of the Home Office.