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Nonprofit · EIN 01-6123853

B C AND T LOCAL 334 RETIREE HEALTH PLAN INSURANCE TRUST NISSEN DIV

Also known as MARSHALL ROBERT T ET AL TTEES

Tax-exempt · PORTLAND, ME 04103

Financials

$44K$99K2023$73K$126K2024$127K$116K2025
Revenue Expenses · by fiscal year end
Financials of B C AND T LOCAL 334 RETIREE HEALTH PLAN INSURANCE TRUST NISSEN DIV by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990$126,685$115,662$11,023$1,179,277$0$1,179,277
May 31, 2025990$73,205$125,809-$52,604$1,118,131$0$1,118,131
May 31, 2024990$44,299$99,395-$55,096$1,146,301$0$1,146,301
Financial details: 990 for the year ended May 31, 2026

Revenue

Contributions, gifts and grants
$0
Program service revenue
$7,275
Investment income
$119,410
Net gain from sales of assets
$97,656
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$50,683
Compensation of officers, directors and key employees
$20,700
Salaries, compensation and benefits (total)
$23,346
Professional fundraising fees
$0
Legal fees
$753
Accounting fees
$4,595
Occupancy
$12,675

Balance sheet and other

Total assets, start of year
$1,118,131
Total assets, end of year
$1,179,277
Total liabilities, end of year
$0
Net assets, end of year
$1,179,277
Publicly traded securities
$786,982
Gross receipts
$357,183
Employees
3
Year formed
1993
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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
JOHN JORDANTrustee
Trustee or director
10$12,000
ROBERT HOLBROOKTrustee
Trustee or director
7$7,975
JIM ANDERSCHATTrustee
Trustee or director
7$725
990 for the year ended May 31, 2025: 2 people
NameTitleHours / weekCompensation
JOHN JORDANTrustee
Trustee or director
10$12,000
JIM ANDERSCHATTrustee
Trustee or director
7$8,700
990 for the year ended May 31, 2024: 2 people
NameTitleHours / weekCompensation
JOHN JORDANTrustee
Trustee or director
10$9,900
JIM ANDERSCHATTrustee
Trustee or director
7$7,125

Address and contacts

Address (IRS master file)
94 AUBURN ST STE 200, PORTLAND, ME 04103-2141
Principal officer (990 for 2025)
JOHN JORDAN, 94 AUBURN STREET 200, PORTLAND, ME 04103
Signed the 990
ROBERT HOLBROOK, FINANCIAL SECRETARY
Phone
(207) 797-8397
Return prepared by
BROOKS & BROOKS CPAs

Mission

PROVIDE MEDICAL BENEFITS

990 for the year ended May 31, 2026

Program accomplishments

  • PROVIDE MEDICAL BENEFITS FOR ELIGIBLE EMPLOYEES RETIRING UNDER THE BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND, OR ANY COLLECTIVE BARGAINING AGREEMENTS PROVIDING SUCH COVERAGE.

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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990 on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

IRS record

EIN
01-6123853
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Exempt since
2002
Accounting year ends
May
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,179,277
Income (IRS master file)
$357,183

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2026$126,685$115,662$1,179,277XML
990May 2025$73,205$125,809$1,118,131XML
990May 2024$44,299$99,395$1,146,301XML
990May 2023$48,325$94,158$1,085,414IRS
990May 2022–––IRS
990May 2021–––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 01-6123853).

Questions about B C AND T LOCAL 334 RETIREE HEALTH PLAN INSURANCE TRUST NISSEN DIV

What is the EIN of B C AND T LOCAL 334 RETIREE HEALTH PLAN INSURANCE TRUST NISSEN DIV?
The employer identification number (EIN) of B C AND T LOCAL 334 RETIREE HEALTH PLAN INSURANCE TRUST NISSEN DIV is 01-6123853.
Is B C AND T LOCAL 334 RETIREE HEALTH PLAN INSURANCE TRUST NISSEN DIV tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2002.
Which annual return does B C AND T LOCAL 334 RETIREE HEALTH PLAN INSURANCE TRUST NISSEN DIV 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 B C AND T LOCAL 334 RETIREE HEALTH PLAN INSURANCE TRUST NISSEN DIV due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did B C AND T LOCAL 334 RETIREE HEALTH PLAN INSURANCE TRUST NISSEN DIV last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended May 2026.
Who is the principal officer of B C AND T LOCAL 334 RETIREE HEALTH PLAN INSURANCE TRUST NISSEN DIV?
The 990 for the year ended May 31, 2026 names JOHN JORDAN.
Who are the officers and directors of B C AND T LOCAL 334 RETIREE HEALTH PLAN INSURANCE TRUST NISSEN DIV?
The 990 for the year ended May 31, 2026 lists 3 people; 3 received compensation from the organization, the highest $12,000 (JOHN JORDAN, Trustee).
How much revenue does B C AND T LOCAL 334 RETIREE HEALTH PLAN INSURANCE TRUST NISSEN DIV have?
On its 990 for the year ended May 31, 2026 it reported revenue of $126,685, expenses of $115,662 and total assets of $1,179,277 at year end.

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