Nonprofit · EIN 01-0517029
TRUST AGREEMENT FOR POST-RETIREMENT MEDICAL PLAN FOR UNION EMPLOYEES O
Also known as CNTRL ME PWR CO UNION RETE MED VEBA
Tax-exempt · ORANGE, CT 06477
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,507,527 | $4,551,428 | -$3,043,901 | $696,736 | $0 | $696,736 |
| December 31, 2024 | 990 | $1,093,985 | $3,688,882 | -$2,594,897 | $3,740,637 | $0 | $3,740,637 |
| December 31, 2023 | 990 | $713,380 | $3,937,580 | -$3,224,200 | $6,335,534 | $0 | $6,335,534 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,507,527
- Net gain from sales of assets
- $1,407,754
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,521,900
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $8,260
Balance sheet and other
- Total assets, start of year
- $3,740,637
- Total assets, end of year
- $696,736
- Total liabilities, end of year
- $0
- Net assets, end of year
- $696,736
- Publicly traded securities
- $43,827
- Gross receipts
- $9,904,133
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1977
- State of legal domicile
- IL
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 |
|---|---|---|---|
| IGNACIO ESTELLA | FIDUCIARY COMMITTEE MEMBER Trustee or director | 0.01 | $0 |
| APRIL THEBERGE | FIDUCIARY COMMITTEE MEMBER Trustee or director | 0.01 | $0 |
| KRISH REED | FIDUCIARY COMMITTEE MEMBER Trustee or director | 0.01 | $0 |
| CHRISTINA GONZALE ALEMAN | FIDUCIARY COMMITTEE MEMBER Trustee or director | 0.01 | $0 |
| JOHN O'NEIL | FIDUCIARY COMMITTEE CHAIR Trustee or director, Officer | 0.01 | $0 |
| PAUL VISCONTI | FIDUCIARY COMMITTEE MEMBER Trustee or director | 0.01 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IGNACIO ESTELLA | FIDUCIARY COMMITTEE MEMBER Trustee or director | 0.1 | $0 |
| APRIL THEBERGE | FIDUCIARY COMMITTEE MEMBER Trustee or director | 0.1 | $0 |
| KRISH REED | FIDUCIARY COMMITTEE MEMBER Trustee or director | 0.1 | $0 |
| CHRISTINA GONZALE ALEMAN | FIDUCIARY COMMITTEE MEMBER Trustee or director | 0.1 | $0 |
| JOHN O'NEIL | FIDUCIARY COMMITTEE CHAIR Trustee or director, Officer | 0.1 | $0 |
| PAUL VISCONTI | FIDUCIARY COMMITTEE MEMBER Trustee or director | 0.1 | $0 |
| PATRICIA COSGEL | FIDUCIARY COMMITTEE MEMBER Trustee or director | 0.1 | $0 |
| NACHO ARRONTE ARROYUELOS | FIDUCIARY COMMITTEE MEMBER Trustee or director | 0.1 | $0 |
| KYRA PATTERSON | FIDUCIARY COMMITTEE MEMBER Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NOTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $5,000 |
Address and contacts
- Address (IRS master file)
- 180 MARSH HILL RD, ORANGE, CT 06477-3629
- In care of
- % THE NORTHERN TRUST COMPANY
- Principal officer (990 for 2025)
- JOHN O'NEIL, 180 MARSH HILL ROAD, ORANGE, CT 06477
- Signed the 990
- JOHN O'NEIL, CHAIR, AVANGRID FIDUCIARY COMM
- Phone
- (203) 499-2000
- Return prepared by
- BONADIO & CO LLP
Mission
FUNDS SELF-INSURED MEDICAL PLAN FOR UNION MEMBERS.
Program accomplishments
- THE PLAN PAYS OUT POST-RETIREMENT MEDICAL EXPENSES FOR UNION EMPLOYEES OF CENTRAL MAINE POWER COMPANY.
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
- 01-0517029
- 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
- Category (NTEE)
- Mutual and membership benefit (Y99)
- Assets (IRS master file)
- $696,736
- Income (IRS master file)
- $9,904,133
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,507,527 | $4,551,428 | $696,736 | XML |
| 990 | December 2024 | $1,093,985 | $3,688,882 | $3,740,637 | IRS |
| 990 | December 2023 | $713,380 | $3,937,580 | $6,335,534 | XML |
| 990 | December 2022 | $282,114 | $3,660,124 | $9,559,734 | 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 01-0517029).
Questions about TRUST AGREEMENT FOR POST-RETIREMENT MEDICAL PLAN FOR UNION EMPLOYEES O
- What is the EIN of TRUST AGREEMENT FOR POST-RETIREMENT MEDICAL PLAN FOR UNION EMPLOYEES O?
- The employer identification number (EIN) of TRUST AGREEMENT FOR POST-RETIREMENT MEDICAL PLAN FOR UNION EMPLOYEES O is 01-0517029.
- Is TRUST AGREEMENT FOR POST-RETIREMENT MEDICAL PLAN FOR UNION EMPLOYEES O tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1998.
- Are donations to TRUST AGREEMENT FOR POST-RETIREMENT MEDICAL PLAN FOR UNION EMPLOYEES O tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TRUST AGREEMENT FOR POST-RETIREMENT MEDICAL PLAN FOR UNION EMPLOYEES O 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 TRUST AGREEMENT FOR POST-RETIREMENT MEDICAL PLAN FOR UNION EMPLOYEES O 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 TRUST AGREEMENT FOR POST-RETIREMENT MEDICAL PLAN FOR UNION EMPLOYEES O 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 TRUST AGREEMENT FOR POST-RETIREMENT MEDICAL PLAN FOR UNION EMPLOYEES O?
- The 990 for the year ended December 31, 2025 names JOHN O'NEIL.
- Who are the officers and directors of TRUST AGREEMENT FOR POST-RETIREMENT MEDICAL PLAN FOR UNION EMPLOYEES O?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does TRUST AGREEMENT FOR POST-RETIREMENT MEDICAL PLAN FOR UNION EMPLOYEES O have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,507,527, expenses of $4,551,428 and total assets of $696,736 at year end.
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