Nonprofit · EIN 04-3480219
MASTER TRUST AGREEMENT FOR WELFARE BENEFITS
Tax-exempt · SOMERVILLE, MA 02145
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $14,949,753 | $9,818,333 | $5,131,420 | $266,344,901 | $0 | $266,344,901 |
| September 30, 2024 | 990 | $13,339,849 | $8,611,415 | $4,728,434 | $225,079,842 | $0 | $225,079,842 |
| September 30, 2023 | 990 | $13,480,756 | $8,963,306 | $4,517,450 | $177,251,853 | $0 | $177,251,853 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $13,366,176
- Investment income
- $1,583,577
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $8,227,687
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $9,818,333
Balance sheet and other
- Total assets, start of year
- $225,079,842
- Total assets, end of year
- $266,344,901
- Total liabilities, end of year
- $0
- Net assets, end of year
- $266,344,901
- Publicly traded securities
- $266,344,901
- Net assets without donor restrictions
- $266,344,901
- Gross receipts
- $14,949,753
- Employees
- 0
- Volunteers
- 0
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET BANK AND TRUST | TRUSTEE Institutional trustee | 1 | $1,590,647 |
990 for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET BANK AND TRUST | TRUSTEE Institutional trustee | 1 | $1,533,818 |
990 for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET BANK AND TRUST | TRUSTEE Institutional trustee | 1 | $1,115,320 |
Address and contacts
- Address (IRS master file)
- 399 REVOLUTION DR STE 645, SOMERVILLE, MA 02145-1574
- In care of
- % PARTNERS FINANCE
- Principal officer (990 for 2024)
- MASS GENERAL BRIGHAM INCO, 800 BOYLSTON STREET, BOSTON, MA 02199
- Signed the 990
- RAMZI J HANANIA, TAX DIRECTOR
- Phone
- (857) 282-0747
Mission
TO PROVIDE LIFE, SICKNESS, ACCIDENT AND OTHER BENEFITS.
Program accomplishments
- FUNDING OF TRUSTExpenses $9,818,333 · revenue $13,366,176
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 04-3480219
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2002
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $266,344,901
- Income (IRS master file)
- $14,949,753
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $14,949,753 | $9,818,333 | $266,344,901 | XML |
| 990 | September 2024 | $13,339,849 | $8,611,415 | $225,079,842 | XML |
| 990 | September 2023 | $13,480,756 | $8,963,306 | $177,251,853 | XML |
| 990 | September 2022 | $12,702,299 | $8,151,548 | $150,443,269 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 04-3480219).
Questions about MASTER TRUST AGREEMENT FOR WELFARE BENEFITS
- What is the EIN of MASTER TRUST AGREEMENT FOR WELFARE BENEFITS?
- The employer identification number (EIN) of MASTER TRUST AGREEMENT FOR WELFARE BENEFITS is 04-3480219.
- Is MASTER TRUST AGREEMENT FOR WELFARE BENEFITS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2002.
- Are donations to MASTER TRUST AGREEMENT FOR WELFARE BENEFITS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MASTER TRUST AGREEMENT FOR WELFARE BENEFITS 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 MASTER TRUST AGREEMENT FOR WELFARE BENEFITS due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MASTER TRUST AGREEMENT FOR WELFARE BENEFITS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MASTER TRUST AGREEMENT FOR WELFARE BENEFITS?
- The 990 for the year ended September 30, 2025 names MASS GENERAL BRIGHAM INCO.
- Who are the officers and directors of MASTER TRUST AGREEMENT FOR WELFARE BENEFITS?
- The 990 for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,590,647 (STATE STREET BANK AND TRUST, TRUSTEE).
- How much revenue does MASTER TRUST AGREEMENT FOR WELFARE BENEFITS have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $14,949,753, expenses of $9,818,333 and total assets of $266,344,901 at year end.
Other nonprofits in SOMERVILLE
- MASS GENERAL BRIGHAM INCORPORATED AND AFFILIATES GROUP RTN EIN 90-0656139 · last filed 990 for 2025
- MASS GENERAL BRIGHAM INCORPORATED EIN 04-3230035 · last filed 990 for 2025
- MASS GENERAL BRIGHAM HEALTH PLAN INC EIN 04-2932021 · last filed 990 for 2024
- MGB POOLED HOLDINGS LLC EIN 82-1715859 · last filed 990 for 2025
- SOMERVILLE-CAMBRIDGE ELDER SERVICES INCORPORATED EIN 04-2515020 · last filed 990 for 2025
- ADA FORSYTH INSTITUTE INC EIN 04-2104230 · last filed 990 for 2024
- GENERAL HOSPITAL LONG TERM DISABILITY TRUST EIN 22-2784305 · last filed 990 for 2024
- GREENTOWN COLLABORATIVE INC EIN 85-3807217 · last filed 990 for 2024
All nonprofits in SOMERVILLE · Massachusetts · Mutual and membership benefit