Nonprofit · EIN 04-3228901
JOHN HANCOCK MUTUAL LIFE INS CO MARKETING REP WELFARE TRUST
Also known as PALMER PAGE ET AL TTEE
Tax-exempt (reinstated) · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,388,218 | -$2,561,276 | $9,949,494 | $224,412,420 | $21,779,782 | $202,632,638 |
| December 31, 2023 | 990 | $8,662,429 | $1,420,055 | $7,242,374 | $220,918,820 | $26,755,419 | $194,163,401 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $7,388,218
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,059,309
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- -$2,561,276
Balance sheet and other
- Total assets, start of year
- $220,918,820
- Total assets, end of year
- $224,412,420
- Total liabilities, end of year
- $21,779,782
- Net assets, end of year
- $202,632,638
- Gross receipts
- $7,388,218
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1991
- State of legal domicile
- MA
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 |
|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 200 BERKELEY STREET C-5, BOSTON, MA 02116-5022
- In care of
- % WENDY FINNIGAN
- Principal officer (990 for 2024)
- RICK CARLSON, 200 BERKELEY STREET C-5, BOSTON, MA 02116
- Signed the 990
- RICK CARLSON, VICE PRESIDENT
- Phone
- (617) 572-0733
- Return prepared by
- DELOITTE TAX LLP
Mission
SEE SCHEDULE O
Program accomplishments
- NONEExpenses -$2,561,276 · revenue $7,388,218
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
- 04-3228901
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $224,412,420
- Income (IRS master file)
- $7,388,218
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- June 9, 2011
- Reinstated
- Effective May 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,388,218 | -$2,561,276 | $224,412,420 | XML |
| 990 | December 2023 | $8,662,429 | $1,420,055 | $220,918,820 | XML |
| 990 | December 2022 | $12,338,037 | -$3,477,310 | $208,775,040 | 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 04-3228901).
Questions about JOHN HANCOCK MUTUAL LIFE INS CO MARKETING REP WELFARE TRUST
- What is the EIN of JOHN HANCOCK MUTUAL LIFE INS CO MARKETING REP WELFARE TRUST?
- The employer identification number (EIN) of JOHN HANCOCK MUTUAL LIFE INS CO MARKETING REP WELFARE TRUST is 04-3228901.
- Is JOHN HANCOCK MUTUAL LIFE INS CO MARKETING REP WELFARE TRUST tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective May 15, 2010.
- Are donations to JOHN HANCOCK MUTUAL LIFE INS CO MARKETING REP WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does JOHN HANCOCK MUTUAL LIFE INS CO MARKETING REP WELFARE TRUST 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 JOHN HANCOCK MUTUAL LIFE INS CO MARKETING REP WELFARE TRUST 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 JOHN HANCOCK MUTUAL LIFE INS CO MARKETING REP WELFARE TRUST 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 JOHN HANCOCK MUTUAL LIFE INS CO MARKETING REP WELFARE TRUST?
- The 990 for the year ended December 31, 2024 names RICK CARLSON.
- Who are the officers and directors of JOHN HANCOCK MUTUAL LIFE INS CO MARKETING REP WELFARE TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does JOHN HANCOCK MUTUAL LIFE INS CO MARKETING REP WELFARE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,388,218, expenses of -$2,561,276 and total assets of $224,412,420 at year end.
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