Nonprofit · EIN 02-0678121
CONNECTICUT EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TR
Tax-exempt · HARTFORD, CT 06106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,726,537 | $1,026,879 | $2,699,658 | $21,806,528 | $0 | $21,806,528 |
| June 30, 2024 | 990 | $1,658,750 | $704,508 | $954,242 | $20,005,654 | $0 | $20,005,654 |
| June 30, 2023 | 990 | $893,443 | $757,046 | $136,397 | $18,003,870 | $0 | $18,003,870 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $577,803
- Investment income
- $3,148,734
- Net gain from sales of assets
- $2,557,794
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $20,005,654
- Total assets, end of year
- $21,806,528
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,806,528
- Publicly traded securities
- $21,561,373
- Gross receipts
- $23,727,738
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2002
- State of legal domicile
- CT
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATE DIAS | TRUSTEE Trustee or director, Officer | 1 | $0 | $253,936 | $47,080 |
| JOSLYN DELANCEY | TRUSTEE Trustee or director, Officer | 1 | $0 | $244,208 | $14,319 |
| TODD JAECK | TRUSTEE Trustee or director, Officer | 1 | $0 | $186,552 | $66,800 |
| STEPHANIE WANZER | TRUSTEE Trustee or director, Officer | 1 | $0 | $21,000 | $0 |
| TARA FLAHERTY | TRUSTEE Trustee or director, Officer | 1 | $0 | $14,000 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONALD WILLIAMS | TRUSTEE Trustee or director, Officer | 1 | $0 | $196,592 | $26,176 |
| KATE DIAS | TRUSTEE Trustee or director, Officer | 1 | $0 | $141,750 | $40,633 |
| JOSLYN DELANCEY | TRUSTEE Trustee or director, Officer | 1 | $0 | $117,970 | $904 |
| TARA FLAHERTY | TRUSTEE Trustee or director, Officer | 1 | $0 | $23,380 | $0 |
| STEPHANIE WANZER | TRUSTEE Trustee or director, Officer | 1 | $0 | $18,130 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONALD WILLIAMS | TRUSTEE Trustee or director, Officer | 1 | $228,958 | $0 | $56,986 |
| KATE DIAS | TRUSTEE Trustee or director, Officer | 1 | $124,902 | $97,556 | $35,817 |
| JOSLYN DELANCEY | TRUSTEE Trustee or director, Officer | 1 | $100,722 | $113,332 | $0 |
| STEPHANIE WANZER | TRUSTEE Trustee or director, Officer | 1 | $11,760 | $0 | $0 |
| TARA FLAHERTY | TRUSTEE Trustee or director, Officer | 1 | $4,900 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 21 OAK ST STE 500, HARTFORD, CT 06106-8006
- In care of
- % CONNECTICUT EDUCATION ASSOCATION
- Principal officer (990 for 2024)
- TODD JAECK, 21 OAK STREET 500, HARTFORD, CT 061068001
- Signed the 990
- TODD JAECK, EXECUTIVE DIRECTOR
- Phone
- (860) 525-5641
- Website
- WWW.CEA.ORG
- Return prepared by
- WHITTLESEY PC
Mission
TO PARTIALLY FUND LIABILITIES RELATED TO BENEFITS PROVIDED THROUGH CEA HEALTH & WELFARE BENEFITS PLAN TO ACTIVE AND RETIRED CEA EMPLOYEES
Program accomplishments
- TRUST ESTABLISHED BY CEA, PLAN SPONSOR, TO PARTIALLY FUND LIABILITIES RELATED TO BENEFITS PROVIDED THROUGH CEA HEALTH & WELFARE BENEFITS PLAN TO ACTIVE AND RETIRED CEA EMPLOYEES.Expenses $1,026,879
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 02-0678121
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $21,806,528
- Income (IRS master file)
- $23,727,738
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,726,537 | $1,026,879 | $21,806,528 | IRS |
| 990 | June 2024 | $1,658,750 | $704,508 | $20,005,654 | IRS |
| 990 | June 2023 | $893,443 | $757,046 | $18,003,870 | XML |
| 990 | June 2022 | $2,678,286 | $686,549 | $16,787,762 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 02-0678121).
Questions about CONNECTICUT EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TR
- What is the EIN of CONNECTICUT EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TR?
- The employer identification number (EIN) of CONNECTICUT EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TR is 02-0678121.
- Is CONNECTICUT EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2003.
- Are donations to CONNECTICUT EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CONNECTICUT EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS 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 CONNECTICUT EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CONNECTICUT EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CONNECTICUT EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TR?
- The 990 for the year ended June 30, 2025 names TODD JAECK.
- Who are the officers and directors of CONNECTICUT EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TR?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CONNECTICUT EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,726,537, expenses of $1,026,879 and total assets of $21,806,528 at year end.
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