Nonprofit · EIN 01-0520871
RETIREE MEDICAL AND LIFE INSURANCE PLAN FOR FORMER CONSUMERS AND AMER
Tax-exempt · BRYN MAWR, PA 19010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,217,301 | $1,303,037 | -$85,736 | $7,076,190 | $0 | $7,076,190 |
| December 31, 2023 | 990 | $290,113 | $528,353 | -$238,240 | $7,435,515 | $0 | $7,435,515 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,217,301
- Net gain from sales of assets
- $1,016,058
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,243,222
- Compensation of officers, directors and key employees
- $13,832
- Salaries, compensation and benefits (total)
- $13,832
- Professional fundraising fees
- $0
- Legal fees
- $2,113
- Accounting fees
- $13,106
Balance sheet and other
- Total assets, start of year
- $7,435,515
- Total assets, end of year
- $7,076,190
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,076,190
- Gross unrelated business income
- $1,217,301
- Gross receipts
- $3,691,066
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1997
- State of legal domicile
- NJ
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 |
|---|---|---|---|
| BNY MELLON | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $13,832 |
| CHRISTOPHER LUNING | EXEC. VP, COUNSEL, SECRETARY Officer | 0.5 | $0 |
| ROBERT A RUBIN | CONTROLLER Officer | 0.5 | $0 |
| CHRISTOPHER FRANKLIN | CHAIRMAN AND CEO Officer | 0.5 | $0 |
| DANIEL SCHULLER | EXEC. VP, CFO Officer | 0.5 | $0 |
| CHRISTINA KELLY | SR. VP., CHIEF HR OFFICER Officer | 0.5 | $0 |
| COLLEEN ARNOLD | PRESIDENT, AQUA Officer | 0.5 | $0 |
| MICHAEL HUWAR | PRESIDENT, PEOPLES NATURAL GAS Officer | 0.5 | $0 |
| MATTHEW RHODES EVP OF STRATEGY | & CORPORATE DEVELOPMENT (EXIT 9/24) Officer | 0.5 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $5,306 |
| CHRISTOPHER LUNING | EXEC. VP, COUNSEL, SECRETA Officer | 0.5 | $0 |
| ROBERT A RUBIN | CONTROLLER Officer | 0.5 | $0 |
| CHRISTOPHER FRANKLIN | CHAIRMAN AND CEO Officer | 0.5 | $0 |
| DANIEL SCHULLER | EXEC. VP, CFO Officer | 0.5 | $0 |
| CHRISTINA KELLY | SR. VP., CHIEF HR OFFICER Officer | 0.5 | $0 |
| COLLEEN ARNOLD | PRESIDENT, AQUA Officer | 0.5 | $0 |
| MICHAEL HUWAR | PRESIDENT, PEOPLES NATURAL GAS Officer | 0.5 | $0 |
| MATTHEW RHODES EVP OF | STRATEGY & CORPORATE DEVELOPMENT Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 762 W LANCASTER AVE, BRYN MAWR, PA 19010-3402
- In care of
- % BRADLEY PALMER
- Principal officer (990 for 2024)
- BRADLEY PALMER, 762 W LANCASTER AVENUE, BRYN MAWR, PA 19010
- Signed the 990
- BRADLEY PALMER, VP, CHIEF ACCOUNTING OFFICER
- Phone
- (888) 866-3275
- Return prepared by
- SCHNEIDER DOWNS & CO INC
Mission
PROVIDE FOR PAYMENT OF BENEFIT PREMIUMS FOR MANAGED CARE AND PRESCRIPTION DRUG BENEFITS FOR RETIREES.
Program accomplishments
- PROVIDE FOR PAYMENT OR BENEFIT PREMIUMS FOR MANAGED CARE AND PRESCRIPTION DRUG BENEFITS FOR RETIREES.
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
- 01-0520871
- 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)
- $7,076,190
- Income (IRS master file)
- $3,691,066
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,217,301 | $1,303,037 | $7,076,190 | XML |
| 990 | December 2023 | $290,113 | $528,353 | $7,435,515 | XML |
| 990 | December 2022 | $286,871 | $508,835 | $6,959,340 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 01-0520871).
Questions about RETIREE MEDICAL AND LIFE INSURANCE PLAN FOR FORMER CONSUMERS AND AMER
- What is the EIN of RETIREE MEDICAL AND LIFE INSURANCE PLAN FOR FORMER CONSUMERS AND AMER?
- The employer identification number (EIN) of RETIREE MEDICAL AND LIFE INSURANCE PLAN FOR FORMER CONSUMERS AND AMER is 01-0520871.
- Is RETIREE MEDICAL AND LIFE INSURANCE PLAN FOR FORMER CONSUMERS AND AMER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1998.
- Are donations to RETIREE MEDICAL AND LIFE INSURANCE PLAN FOR FORMER CONSUMERS AND AMER tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RETIREE MEDICAL AND LIFE INSURANCE PLAN FOR FORMER CONSUMERS AND AMER 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 RETIREE MEDICAL AND LIFE INSURANCE PLAN FOR FORMER CONSUMERS AND AMER 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 RETIREE MEDICAL AND LIFE INSURANCE PLAN FOR FORMER CONSUMERS AND AMER 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 RETIREE MEDICAL AND LIFE INSURANCE PLAN FOR FORMER CONSUMERS AND AMER?
- The 990 for the year ended December 31, 2024 names BRADLEY PALMER.
- Who are the officers and directors of RETIREE MEDICAL AND LIFE INSURANCE PLAN FOR FORMER CONSUMERS AND AMER?
- The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $13,832 (BNY MELLON, INSTITUTIONAL TRUSTEE).
- How much revenue does RETIREE MEDICAL AND LIFE INSURANCE PLAN FOR FORMER CONSUMERS AND AMER have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,217,301, expenses of $1,303,037 and total assets of $7,076,190 at year end.
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