Nonprofit · EIN 20-6075354
PRUDENTIAL RETIREE HEALTH BENEFITS TR
Tax-exempt · NEWARK, NJ 07102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $96,050,944 | $86,564,192 | $9,486,752 | $975,718,925 | $0 | $975,718,925 |
| December 31, 2023 | 990 | $150,758,958 | $139,610,626 | $11,148,332 | $966,232,173 | $0 | $966,232,173 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $51,059,785
- Investment income
- $1,585,393
- Other revenue
- $43,405,766
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $85,914,192
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $966,232,173
- Total assets, end of year
- $975,718,925
- Total liabilities, end of year
- $0
- Net assets, end of year
- $975,718,925
- Publicly traded securities
- $32,800,877
- Gross unrelated business income
- $1,643,739
- Gross receipts
- $96,050,944
- Employees
- 0
- Volunteers
- 3
- 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 |
|---|---|---|---|
| GARY NEUBECK | MEMBER OF INV. OVERSIGHT COMMITTEE Trustee or director | 0.5 | $0 |
| SARA BONESTEEL | MEMBER OF INV. OVERSIGHT COMMITTEE Trustee or director | 0.5 | $0 |
| KATE TEKKER | MEMBER OF INV. OVERSIGHT COMMITTEE Trustee or director | 0.5 | $0 |
| PRUDENTIAL TRUST COMPANY | TRUSTEE Institutional trustee | 0.5 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY NEUBECK | MEMBER OF INV. OVERSIGHT COMMITTEE Trustee or director | 0.5 | $0 |
| SARA BONESTEEL | MEMBER OF INV. OVERSIGHT COMMITTEE Trustee or director | 0.5 | $0 |
| KATE TEKKER | MEMBER OF INV. OVERSIGHT COMMITTEE Trustee or director | 0.5 | $0 |
| PRUDENTIAL TRUST COMPANY | TRUSTEE Institutional trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 751 BROAD STREET 21ST FLOOR, NEWARK, NJ 07102-3754
- In care of
- % PRUDENTIAL TRUST COMPANY
- Principal officer (990 for 2024)
- PRUDENTIAL TRUST CO, 30 SCRANTON OFFICE PARK, SCRANTON, PA 185071796
- Signed the 990
- MICHAEL SIMONETTI, VICE PRESIDENT
- Phone
- (973) 802-8664
- Return prepared by
- DELOITTE TAX LLP
Mission
THE PRUDENTIAL RETIREE HEALTH BENEFITS TRUST IS INTENDED TO FUND POST-RETIREMENT HEALTH BENEFITS PAYABLE TO PARTICIPANTS AND THEIR DEPENDENTS IN THE PRUDENTIAL RETIREE WELFARE BENEFITS PLAN.
Program accomplishments
- PAYMENTS TO INSURANCE CARRIERS AND CONTRACT ADMINISTRATORS FOR POST-RETIREMENT HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS IN THE PRUDENTIAL RETIREE WELFARE BENEFITS PLAN.
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
- 20-6075354
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $975,718,925
- Income (IRS master file)
- $96,050,944
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $96,050,944 | $86,564,192 | $975,718,925 | XML |
| 990 | December 2023 | $150,758,958 | $139,610,626 | $966,232,173 | XML |
| 990 | December 2022 | $67,882,462 | $381,622,277 | $955,083,841 | 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 20-6075354).
Questions about PRUDENTIAL RETIREE HEALTH BENEFITS TR
- What is the EIN of PRUDENTIAL RETIREE HEALTH BENEFITS TR?
- The employer identification number (EIN) of PRUDENTIAL RETIREE HEALTH BENEFITS TR is 20-6075354.
- Is PRUDENTIAL RETIREE HEALTH BENEFITS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
- Are donations to PRUDENTIAL RETIREE HEALTH BENEFITS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PRUDENTIAL RETIREE HEALTH BENEFITS 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 PRUDENTIAL RETIREE HEALTH BENEFITS TR 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 PRUDENTIAL RETIREE HEALTH BENEFITS TR 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 PRUDENTIAL RETIREE HEALTH BENEFITS TR?
- The 990 for the year ended December 31, 2024 names PRUDENTIAL TRUST CO.
- Who are the officers and directors of PRUDENTIAL RETIREE HEALTH BENEFITS TR?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does PRUDENTIAL RETIREE HEALTH BENEFITS TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $96,050,944, expenses of $86,564,192 and total assets of $975,718,925 at year end.
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- NEW JERSEY STATE POLICEMENS BENEVOLENT ASSOCIATION INC EIN 93-1221734 · last filed 990 for 2025
- NEW JERSEY STATE POLICEMENS BENEVOLENT ASSOCIATION EIN 22-6083006 · last filed 990 for 2023
- NEW JERSEY INS UNDERWRITING ASSOC RETIREMENT MEDICAL BENEFIT TRUST EIN 46-5297603 · last filed 990 for 2025
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