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Nonprofit · EIN 04-6567940

YANKEE ATOMIC ELECTRIC COMPANY WELFARE BENEFIT PROGRAM TRUST

Tax-exempt · BOSTON, MA 02109

Financials

$1.4M$956K2023$1.4M$1M2024
Revenue Expenses · by fiscal year end
Financials of YANKEE ATOMIC ELECTRIC COMPANY WELFARE BENEFIT PROGRAM TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,421,334$1,005,809$415,525$20,563,084$18,164$20,544,920
December 31, 2023990$1,381,804$956,093$425,711$19,868,169$18,637$19,849,532
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$451,937
Investment income
$540,160
Net gain from sales of assets
$212,788
Other revenue
$429,237

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$804,587
Compensation of officers, directors and key employees
$6,771
Salaries, compensation and benefits (total)
$6,771
Professional fundraising fees
$0
Program services (functional)
$804,587
Management and general (functional)
$201,222

Balance sheet and other

Total assets, start of year
$19,868,169
Total assets, end of year
$20,563,084
Total liabilities, end of year
$18,164
Net assets, end of year
$20,544,920
Publicly traded securities
$19,977,767
Gross unrelated business income
$969,397
Gross receipts
$5,348,460
Employees
0
Volunteers
0
Year formed
1993
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.

NameTitleHours / weekCompensation
BANK OF AMERICATRUSTEE AS REQUIRED
Institutional trustee
1$6,771
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICATRUSTEE AS REQUIRED
Institutional trustee
1$6,512

Address and contacts

Address (IRS master file)
CBIZ ADVISORS LLC53 STATE ST 17 FL, BOSTON, MA 02109-0000
In care of
% MARCUM LLP
Principal officer (990 for 2024)
TODD D SMITH, CBIZ ADVISORS LLC53 STATE ST 17 FL, BOSTON, MA 02109
Signed the 990
TODD D SMITH, EXECUTIVE DIRECTOR OF BUSINESS OPER
Phone
(617) 807-5000
Return prepared by
CBIZ ADVISORS LLC

Mission

THE TRUST IS A NON-PROFIT WELFARE BENEFIT PLAN OPERATED TO PROVIDE BENEFITS TO ELIGIBLE RETIRED UNION AND NONUNION EMPLOYEES OF YANKEE ATOMIC ELECTRIC COMPANY.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE PAYMENT OF LIFE, HEALTH AND DENTAL BENEFITS FOR RETIRED EMPLOYEES.
    Expenses $804,587 · revenue $1,701,197

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-6567940
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Exempt since
1991
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$20,563,084
Income (IRS master file)
$5,348,460

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,421,334$1,005,809$20,563,084IRS
990December 2023$1,381,804$956,093$19,868,169XML
990December 2022$2,375,788$1,207,124$18,451,593IRS
990December 2021–––IRS
990December 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 04-6567940).

Questions about YANKEE ATOMIC ELECTRIC COMPANY WELFARE BENEFIT PROGRAM TRUST

What is the EIN of YANKEE ATOMIC ELECTRIC COMPANY WELFARE BENEFIT PROGRAM TRUST?
The employer identification number (EIN) of YANKEE ATOMIC ELECTRIC COMPANY WELFARE BENEFIT PROGRAM TRUST is 04-6567940.
Is YANKEE ATOMIC ELECTRIC COMPANY WELFARE BENEFIT PROGRAM TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1991.
Which annual return does YANKEE ATOMIC ELECTRIC COMPANY WELFARE BENEFIT PROGRAM 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 YANKEE ATOMIC ELECTRIC COMPANY WELFARE BENEFIT PROGRAM 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 YANKEE ATOMIC ELECTRIC COMPANY WELFARE BENEFIT PROGRAM 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 YANKEE ATOMIC ELECTRIC COMPANY WELFARE BENEFIT PROGRAM TRUST?
The 990 for the year ended December 31, 2024 names TODD D SMITH.
Who are the officers and directors of YANKEE ATOMIC ELECTRIC COMPANY WELFARE BENEFIT PROGRAM TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $6,771 (BANK OF AMERICA, TRUSTEE AS REQUIRED).
How much revenue does YANKEE ATOMIC ELECTRIC COMPANY WELFARE BENEFIT PROGRAM TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,421,334, expenses of $1,005,809 and total assets of $20,563,084 at year end.

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