Nonprofit · EIN 16-0766976
UNITED ASSOCIATION EMPLOYERS GROUP INSURANCE FUND 13
Tax-exempt · ROCHESTER, NY 14615
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $17,590,990 | $15,570,035 | $2,020,955 | $67,218,181 | $1,224,925 | $65,993,256 |
| December 31, 2023 | 990 | $14,338,038 | $14,608,745 | -$270,707 | $63,430,418 | $1,207,765 | $62,222,653 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $14,240,164
- Investment income
- $2,904,160
- Net gain from sales of assets
- $1,330,167
- Other revenue
- $446,666
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $14,246,186
- Compensation of officers, directors and key employees
- $199,663
- Other salaries and wages
- $153,833
- Salaries, compensation and benefits (total)
- $488,082
- Professional fundraising fees
- $0
- Legal fees
- $97,706
- Accounting fees
- $149,615
- Occupancy
- $20,000
- Depreciation
- $5,745
Balance sheet and other
- Total assets, start of year
- $63,430,418
- Total assets, end of year
- $67,218,181
- Total liabilities, end of year
- $1,224,925
- Net assets, end of year
- $65,993,256
- Land, buildings and equipment
- $7,880
- Publicly traded securities
- $50,407,695
- Gross receipts
- $69,901,986
- Employees
- 4
- Volunteers
- 0
- Year formed
- 1952
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEVE OSTRANDER | FUND MANAGER UNTIL 12/2024 Officer | 40 | $93,027 | $62,198 |
| NATE BURDICK | FUND MANAGER AS OF 11/24 Officer | 40 | $26,212 | $18,226 |
| TIM MEEHAN | UNION TRUSTEE Trustee or director | 1 | $2,440 | $0 |
| KEVIN COLEMAN | UNION TRUSTEE Trustee or director | 1 | $2,208 | $0 |
| WILLIAM HITCHCOCK JR | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHAWN O'BRIEN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| GAVIN BROWNLIE JR | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN DINEEN JR | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| NATE BURDICK | UNION TRUSTEE UNTIL 11/24 Trustee or director | 1 | $0 | $0 |
| JOHN R CARPENTER | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEVE OSTRANDER | BENEFITS ADMINISTRATOR Officer | 40 | $90,899 | $59,377 |
| NATE BURDICK | UNION TRUSTEE Trustee or director | 1 | $2,571 | $0 |
| KEVIN COLEMAN | UNION TRUSTEE Trustee or director | 1 | $1,898 | $0 |
| WILLIAM HITCHCOCK JR | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| SEAN O'BRIEN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| GAVIN BROWNLIE JR | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN DINEEN JR | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN R CARPENTER | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| TIME MEEHAN | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1850 MOUNT READ BLVD, ROCHESTER, NY 14615-3703
- Principal officer (990 for 2024)
- NATE BURDICK, 1850 MT READ BLVD, ROCHESTER, NY 146153703
- Signed the 990
- NATE BURDICK, FUND MANAGER
- Phone
- (585) 338-2310
- Return prepared by
- BONADIO & CO LLP
Mission
TO PROVIDE MEDICAL, VISION, DENTAL & LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS.
Program accomplishments
- PROVIDED MEDICAL, VISION, DENTAL AND LIFE BENEFITS TO ELIGIBLE MEMBERS.
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 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 16-0766976
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1966
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $73,185,637
- Income (IRS master file)
- $94,125,540
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $17,590,990 | $15,570,035 | $67,218,181 | IRS |
| 990 | December 2023 | $14,338,038 | $14,608,745 | $63,430,418 | XML |
| 990 | December 2022 | $13,917,154 | $13,002,014 | $57,703,281 | 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 16-0766976).
Questions about UNITED ASSOCIATION EMPLOYERS GROUP INSURANCE FUND 13
- What is the EIN of UNITED ASSOCIATION EMPLOYERS GROUP INSURANCE FUND 13?
- The employer identification number (EIN) of UNITED ASSOCIATION EMPLOYERS GROUP INSURANCE FUND 13 is 16-0766976.
- Is UNITED ASSOCIATION EMPLOYERS GROUP INSURANCE FUND 13 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1966.
- Are donations to UNITED ASSOCIATION EMPLOYERS GROUP INSURANCE FUND 13 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED ASSOCIATION EMPLOYERS GROUP INSURANCE FUND 13 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 UNITED ASSOCIATION EMPLOYERS GROUP INSURANCE FUND 13 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 UNITED ASSOCIATION EMPLOYERS GROUP INSURANCE FUND 13 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 UNITED ASSOCIATION EMPLOYERS GROUP INSURANCE FUND 13?
- The 990 for the year ended December 31, 2024 names NATE BURDICK.
- Who are the officers and directors of UNITED ASSOCIATION EMPLOYERS GROUP INSURANCE FUND 13?
- The 990 for the year ended December 31, 2024 lists 10 people; 4 received compensation from the organization, the highest $93,027 (STEVE OSTRANDER, FUND MANAGER UNTIL 12/2024).
- How much revenue does UNITED ASSOCIATION EMPLOYERS GROUP INSURANCE FUND 13 have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $17,590,990, expenses of $15,570,035 and total assets of $67,218,181 at year end.
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