Nonprofit · EIN 01-0501407
UNION WORKERS BENEFIT TR
Tax-exempt · BATH, ME 04530
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $5,427,118 | $5,032,741 | $394,377 | $2,182,107 | $490,176 | $1,691,931 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,384,057
- Investment income
- $43,061
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,775,704
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $15,620
- Accounting fees
- $14,850
Balance sheet and other
- Total assets, start of year
- $2,110,073
- Total assets, end of year
- $2,182,107
- Total liabilities, end of year
- $490,176
- Net assets, end of year
- $1,691,931
- Publicly traded securities
- $1,176,444
- Net assets without donor restrictions
- $1,691,931
- Gross receipts
- $5,427,118
- Employees
- 0
- Year formed
- 1995
- State of legal domicile
- ME
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLENN BURROUGHS | CHAIRMAN Trustee or director, Officer | 10 | $0 |
| TRENT VELLELLA | CO CHAIR Trustee or director, Officer | 2 | $0 |
| DONYULE RECTOR | TRUSTEE Trustee or director | 10 | $0 |
| DAN LOUDERMILK | TRUSTEE Trustee or director | 1 | $0 |
| LORRAINE BEAULIEU | TRUSTEE Trustee or director | 1 | $0 |
| ALLYCE PEPIN | TRUSTEE Trustee or director | 1 | $0 |
| BRITNI BEAULIEU | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 722 WASHINGTON ST, BATH, ME 04530-2533
- In care of
- % KEY TRUST COMPANY OF MAINE
- Principal officer (990 for 2024)
- GLENN BURROUGHS, 722 WASHINGTON STREET, BATH, ME 04530
- Signed the 990
- GLENN BURROUGHS, CHAIRMAN
- Phone
- (207) 443-5566
- Return prepared by
- RUNYON KERSTEEN OUELLETTE
Mission
TO PROVIDE INSURANCE BENEFITS TO ELIGIBLE MEMBERS.
Program accomplishments
- PROVIDE DENTAL, SUPPLEMENTAL ACCIDENT & SICKNESS, AND LONG-TERM DISABILITY INSURANCE BENEFITS TO ELIGIBLE MEMBERS.
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 01-0501407
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,182,107
- Income (IRS master file)
- $5,427,118
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | – | – | – | IRS |
| 990 | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $5,224,310 | $5,334,870 | $2,041,822 | IRS |
| 990 | September 2022 | $5,593,355 | $5,597,556 | $2,127,206 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about UNION WORKERS BENEFIT TR
- What is the EIN of UNION WORKERS BENEFIT TR?
- The employer identification number (EIN) of UNION WORKERS BENEFIT TR is 01-0501407.
- Is UNION WORKERS BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
- Are donations to UNION WORKERS BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNION WORKERS BENEFIT 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 UNION WORKERS BENEFIT TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNION WORKERS BENEFIT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of UNION WORKERS BENEFIT TR?
- The 990 for the year ended September 30, 2025 names GLENN BURROUGHS.
- Who are the officers and directors of UNION WORKERS BENEFIT TR?
- The 990 for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does UNION WORKERS BENEFIT TR have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $5,427,118, expenses of $5,032,741 and total assets of $2,182,107 at year end.
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