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Nonprofit · EIN 20-6095388

SPECIAL METALS CORPORATION IAM RETIREE VEBA TR

Also known as GOPPERT RAYMOND A JR TTEE

Tax-exempt · NEW HARTFORD, NY 13413

Financials

$567K$529K2023$489K$349K2024
Revenue Expenses · by fiscal year end
Financials of SPECIAL METALS CORPORATION IAM RETIREE VEBA TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$488,583$349,284$139,299$569,105$0$569,105
December 31, 2023990$566,694$529,266$37,428$429,806$0$429,806
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$487,358
Investment income
$1,225
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$347,164
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,020

Balance sheet and other

Total assets, start of year
$429,806
Total assets, end of year
$569,105
Total liabilities, end of year
$0
Net assets, end of year
$569,105
Net assets without donor restrictions
$569,105
Gross receipts
$488,583
Employees
0
Volunteers
0
Year formed
2004
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.

NameTitleHours / weekCompensation
BEN BUNGERTUNION TRUSTEE, CHAIRMAN
Trustee or director, Officer
2$0
DAN ZOECKLERUNION TRUSTEE
Trustee or director
2$0
AARON LAVENTUREUNION TRUSTEE
Trustee or director
2$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
JASON BERDANIERUNION TRUSTEE
Trustee or director
2$0
BEN BUNGERTUNION TRUSTEE, CHAIRMAN
Trustee or director, Officer
2$0
DAN ZOECKLERUNION TRUSTEE
Trustee or director
2$0
ANTHONY SONSONUNION TRUSTEE
Trustee or director
2$0
JOHN SIELSKIEMPLOYER TRUSTEE
Trustee or director
2$0
TED POTACZALAEMPLOYER TRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
4317 MIDDLE SETTLEMENT RD, NEW HARTFORD, NY 13413-5317
In care of
% SPECIAL METALS CORPORATION
Principal officer (990 for 2024)
BEN BUNGERT, 4317 MIDDLE SETTLEMENT RD, NEW HARTFORD, NY 13413
Signed the 990
BEN BUNGERT, CHAIRMAN
Phone
(315) 798-2085
Return prepared by
DERMODY BURKE & BROWN CPAS LLC

Mission

TO PROVIDE IAM RETIREES WITH HEALTH INSURANCE.

990 for the year ended December 31, 2024

Program accomplishments

  • EXPENSES INCURRED TO PROVIDE HEALTH INSURANCE COVERAGE TO IAM RETIREES.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-6095388
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2005
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$569,105
Income (IRS master file)
$488,583

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$488,583$349,284$569,105XML
990December 2023$566,694$529,266$429,806XML
990December 2022$379,745$529,584$392,378IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 20-6095388).

Questions about SPECIAL METALS CORPORATION IAM RETIREE VEBA TR

What is the EIN of SPECIAL METALS CORPORATION IAM RETIREE VEBA TR?
The employer identification number (EIN) of SPECIAL METALS CORPORATION IAM RETIREE VEBA TR is 20-6095388.
Is SPECIAL METALS CORPORATION IAM RETIREE VEBA TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
Are donations to SPECIAL METALS CORPORATION IAM RETIREE VEBA TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SPECIAL METALS CORPORATION IAM RETIREE VEBA 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 SPECIAL METALS CORPORATION IAM RETIREE VEBA 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 SPECIAL METALS CORPORATION IAM RETIREE VEBA 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 SPECIAL METALS CORPORATION IAM RETIREE VEBA TR?
The 990 for the year ended December 31, 2024 names BEN BUNGERT.
Who are the officers and directors of SPECIAL METALS CORPORATION IAM RETIREE VEBA TR?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does SPECIAL METALS CORPORATION IAM RETIREE VEBA TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $488,583, expenses of $349,284 and total assets of $569,105 at year end.

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