Nonprofit · EIN 13-3017999
IBM CORP MEDICAL & DENTAL BENEFITS PLAN TR P92435
Tax-exempt · BROOKLYN, NY 11245
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,095,189,675 | $1,098,940,054 | -$3,750,379 | $14,615,629 | $0 | $14,615,629 |
| December 31, 2024 | 990 | $1,074,044,515 | $1,075,280,421 | -$1,235,906 | $18,360,338 | $0 | $18,360,338 |
| December 31, 2023 | 990 | $1,032,954,186 | $1,039,567,435 | -$6,613,249 | $19,419,231 | $0 | $19,419,231 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,092,257,699
- Investment income
- $2,931,976
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,098,935,054
- Compensation of officers, directors and key employees
- $5,000
- Salaries, compensation and benefits (total)
- $5,000
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $18,360,338
- Total assets, end of year
- $14,615,629
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,615,629
- Gross receipts
- $1,111,423,280
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- NY
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JPMORGAN CHASE BANK NA | TRUSTEE Institutional trustee | 0 | $5,000 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JPMORGAN CHASE BANK NA | TRUSTEE Institutional trustee | 0 | $5,000 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JPMORGAN CHASE BANK NA | TRUSTEE Institutional trustee | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 4 CHASE METROTECH CTR, BROOKLYN, NY 11245-0003
- In care of
- % ANASTASIA D YUELYS
- Principal officer (990 for 2025)
- JPMORGAN CHASE BANK NA, 4 chase metrotech center, brooklyn, NY 11245
- Signed the 990
- Jose Pires, TR PLN ADMINISTRATOR
- Phone
- (212) 552-2992
- Return prepared by
- ERNST & YOUNG US LLP
Mission
THE PRIMARY EXEMPT PURPOSE IS TO PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE IBM CORPORATION MEDICAL & DENTAL BENEFITS PLAN TRUST.
Program accomplishments
- to provide medical and dental benefits to members under the ibm corporation medical and dental benefits plan trust.0
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 | 990 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
- 13-3017999
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $14,615,629
- Income (IRS master file)
- $1,111,423,280
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,095,189,675 | $1,098,940,054 | $14,615,629 | IRS |
| 990 | December 2024 | $1,074,044,515 | $1,075,280,421 | $18,360,338 | XML |
| 990 | December 2023 | $1,032,954,186 | $1,039,567,435 | $19,419,231 | XML |
| 990 | December 2022 | $1,080,123,730 | $1,071,607,570 | $26,032,479 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 13-3017999).
Questions about IBM CORP MEDICAL & DENTAL BENEFITS PLAN TR P92435
- What is the EIN of IBM CORP MEDICAL & DENTAL BENEFITS PLAN TR P92435?
- The employer identification number (EIN) of IBM CORP MEDICAL & DENTAL BENEFITS PLAN TR P92435 is 13-3017999.
- Is IBM CORP MEDICAL & DENTAL BENEFITS PLAN TR P92435 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1977.
- Are donations to IBM CORP MEDICAL & DENTAL BENEFITS PLAN TR P92435 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IBM CORP MEDICAL & DENTAL BENEFITS PLAN TR P92435 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 IBM CORP MEDICAL & DENTAL BENEFITS PLAN TR P92435 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IBM CORP MEDICAL & DENTAL BENEFITS PLAN TR P92435 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of IBM CORP MEDICAL & DENTAL BENEFITS PLAN TR P92435?
- The 990 for the year ended December 31, 2025 names JPMORGAN CHASE BANK NA.
- Who are the officers and directors of IBM CORP MEDICAL & DENTAL BENEFITS PLAN TR P92435?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,000 (JPMORGAN CHASE BANK NA, TRUSTEE).
- How much revenue does IBM CORP MEDICAL & DENTAL BENEFITS PLAN TR P92435 have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,095,189,675, expenses of $1,098,940,054 and total assets of $14,615,629 at year end.
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