Nonprofit · EIN 14-1886527
NY44 HEALTH BENEFITS PLAN TR
Tax-exempt · WEST SENECA, NY 14224
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $152,301,820 | $159,131,779 | -$6,829,959 | $63,754,431 | $16,329,837 | $47,424,594 |
| June 30, 2024 | 990 | $130,631,002 | $136,183,744 | -$5,552,742 | $72,565,555 | $18,394,695 | $54,170,860 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $150,187,542
- Investment income
- $2,041,952
- Other revenue
- $72,326
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $211,039
- Professional fundraising fees
- $0
- Legal fees
- $357,030
- Accounting fees
- $12,593
- Occupancy
- $58,535
- Travel
- $3,897
- Program services (functional)
- $158,780,961
- Management and general (functional)
- $350,818
Balance sheet and other
- Total assets, start of year
- $72,565,555
- Total assets, end of year
- $63,754,431
- Total liabilities, end of year
- $16,329,837
- Net assets, end of year
- $47,424,594
- Net assets without donor restrictions
- $47,305,346
- Net assets with donor restrictions
- $119,248
- Gross receipts
- $152,301,820
- Employees
- 3
- Volunteers
- 0
- Year formed
- 2003
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CANDACE REIMER | TRUSTEE Trustee or director | 1 | $0 |
| EILEEN FLEMING | TRUSTEE Trustee or director | 1 | $0 |
| JAMES FREGELETTE | CHAIR Trustee or director | 1 | $0 |
| DAVID SCALZO | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTA MCHALE | TRUSTEE Trustee or director | 1 | $0 |
| FRAN DIFRANCESCO | TRUSTEE Trustee or director | 1 | $0 |
| JOHN POPE | TRUSTEE Trustee or director | 1 | $0 |
| DONNA WALTERS | VICE CHAIR Trustee or director | 1 | $0 |
| MICHELLE OKAL-FINK | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT GIANNICCHI | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CANDACE REIMER | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH FREAS | TRUSTEE Trustee or director | 1 | $0 |
| JAMES FREGELETTE | CHAIR Trustee or director | 1 | $0 |
| DAVID SCALZO | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTA MCHALE | TRUSTEE Trustee or director | 1 | $0 |
| DEBORAH PIATEK | TRUSTEE Trustee or director | 1 | $0 |
| JOHN POPE | TRUSTEE Trustee or director | 1 | $0 |
| DONNA WALTERS | VICE CHAIR Trustee or director | 1 | $0 |
| MICHELLE OKAL-FINK | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT GIANNICCHI | TRUSTEE Trustee or director | 1 | $0 |
| WAYNE DRESCHER | TRUSTEE Trustee or director | 1 | $0 |
| MICHELLE STRUZIK | TRUSTEE Trustee or director | 1 | $0 |
| MARIA MASSARO | TRUSTEE Trustee or director | 1 | $0 |
| ALICIA SAVINO | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 355 HARLEM ROAD BLDG C, WEST SENECA, NY 14224-1825
- Principal officer (990 for 2024)
- JAMES FREGELETTE, 355 HARLEM RD, WEST SENECA, NY 14224
- Signed the 990
- JAMES FREGELETTE, BOARD CHAIR
- Phone
- (716) 821-7161
- Website
- WWW.NY44.E1B.ORG
- Return prepared by
- BAHGAT & LAURITO-BAHGAT CPAs PC
Mission
PURSUANT TO ARTICLE 44 OF NYS INSURANCE LAW, PROVIDING HEALTH BENEFIT COVERAGE FOR ELIGIBLE EMPLOYEES.
Program accomplishments
- PROVIDE 18 SCHOOL DISTRICTS WITH LOW COST HEALTH INSURANCE
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
- 14-1886527
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2012
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $63,754,431
- Income (IRS master file)
- $152,301,820
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $152,301,820 | $159,131,779 | $63,754,431 | XML |
| 990 | June 2024 | $130,631,002 | $136,183,744 | $72,565,555 | XML |
| 990 | June 2023 | $126,809,593 | $119,408,852 | $74,731,714 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 14-1886527).
Questions about NY44 HEALTH BENEFITS PLAN TR
- What is the EIN of NY44 HEALTH BENEFITS PLAN TR?
- The employer identification number (EIN) of NY44 HEALTH BENEFITS PLAN TR is 14-1886527.
- Is NY44 HEALTH BENEFITS PLAN TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2012.
- Are donations to NY44 HEALTH BENEFITS PLAN TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NY44 HEALTH BENEFITS PLAN 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 NY44 HEALTH BENEFITS PLAN 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 NY44 HEALTH BENEFITS PLAN 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 NY44 HEALTH BENEFITS PLAN TR?
- The 990 for the year ended June 30, 2025 names JAMES FREGELETTE.
- Who are the officers and directors of NY44 HEALTH BENEFITS PLAN TR?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does NY44 HEALTH BENEFITS PLAN TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $152,301,820, expenses of $159,131,779 and total assets of $63,754,431 at year end.
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