Nonprofit · EIN 20-1203429
VEBA FOR RETIREES OF KAISER ALUMINUM
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $23,837,686 | $35,270,642 | -$11,432,956 | $870,409,844 | $38,538 | $870,371,306 |
| December 31, 2023 | 990 | $23,064,096 | $34,461,617 | -$11,397,521 | $845,350,941 | $353,054 | $844,997,887 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $15,051,436
- Net gain from sales of assets
- $13,051,148
- Other revenue
- $8,786,250
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $33,712,222
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $5,306
- Accounting fees
- $28,931
Balance sheet and other
- Total assets, start of year
- $845,350,941
- Total assets, end of year
- $870,409,844
- Total liabilities, end of year
- $38,538
- Net assets, end of year
- $870,371,306
- Gross receipts
- $44,970,000
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2004
- State of legal domicile
- PA
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 |
|---|---|---|---|
| THOMAS F DUZAK | TRUSTEE/CHAIRMAN Trustee or director | 6 | $0 |
| JAYNE SABO | TRUSTEE Trustee or director | 3 | $0 |
| NEAL WEST | TRUSTEE Trustee or director | 3 | $0 |
| JAMES WOODWARD | TRUSTEE Trustee or director | 3 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS F DUZAK | TRUSTEE/CHAIRMAN Trustee or director | 6 | $0 |
| JAYNE SABO | TRUSTEE Trustee or director | 3 | $0 |
| NEAL WEST | TRUSTEE Trustee or director | 3 | $0 |
| JAMES WOODWARD | TRUSTEE Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
- In care of
- % CDS ADMINISTRATORS INC
- Principal officer (990 for 2024)
- THOMAS F DUZAK, 60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222
- Signed the 990
- THOMAS F DUZAK, CHAIRMAN
- Phone
- (412) 201-2242
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
THE FUND OPERATES AS A TRUST TO PROVIDE CERTAIN HEALTH BENEFITS TO CURRENT AND FUTURE KAISER RETIREES FOLLOWING EMPLOYMENT IN CERTAIN USW AND IAM REPRESENTED BARGAINING UNITS.
Program accomplishments
- PROVIDES PRESCRIPTION DRUG BENEFITS TO CERTAIN MEDICARE ELIGIBLE PARTICIPANTS, TO THEIR BENEFICIARIES AND COVERED DEPENDENTS. ELIGIBLE PARTICIPANTS RECEIVE MEDICARE PART B REIMBURSEMENTS BASED ON A SET MONTHLY RATE FROM THE PLAN. ESTABLISHED A HEALTHCARE PREMIUM REIMBURSEMENT PROGRAM THAT PROVIDES REIMBURSEMENT FOR PREMIUMS PAID BY ENROLLED PARTICIPANTS FOR VARIOUS FORMS OF QUALIFIED MEDICAL, PRESCRIPTION, DENTAL, AND VISION BENEFITS. ESTABLISHED A NON-CONTRIBUTORY DENTAL INSURANCE PLAN, EFFECTIVE JANUARY 01, 2022. UNDER THE HEALTHCARE PREMIUM REIMBURSEMENT PROGRAM ("HPRP"), PREMIUMS PAID FOR DENTAL PLAN COVERAGE ARE EXCLUDED.
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 | Not 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
- 20-1203429
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $870,409,844
- Income (IRS master file)
- $44,970,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $23,837,686 | $35,270,642 | $870,409,844 | IRS |
| 990 | December 2023 | $23,064,096 | $34,461,617 | $845,350,941 | XML |
| 990 | December 2022 | $13,714,181 | $32,388,825 | $797,437,318 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 20-1203429).
Questions about VEBA FOR RETIREES OF KAISER ALUMINUM
- What is the EIN of VEBA FOR RETIREES OF KAISER ALUMINUM?
- The employer identification number (EIN) of VEBA FOR RETIREES OF KAISER ALUMINUM is 20-1203429.
- Is VEBA FOR RETIREES OF KAISER ALUMINUM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to VEBA FOR RETIREES OF KAISER ALUMINUM tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does VEBA FOR RETIREES OF KAISER ALUMINUM 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 VEBA FOR RETIREES OF KAISER ALUMINUM 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 VEBA FOR RETIREES OF KAISER ALUMINUM 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 VEBA FOR RETIREES OF KAISER ALUMINUM?
- The 990 for the year ended December 31, 2024 names THOMAS F DUZAK.
- Who are the officers and directors of VEBA FOR RETIREES OF KAISER ALUMINUM?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does VEBA FOR RETIREES OF KAISER ALUMINUM have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $23,837,686, expenses of $35,270,642 and total assets of $870,409,844 at year end.
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