Nonprofit · EIN 20-8855795
THE NML BENEFIT PLANS TRUST
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,611,442 | $101,808 | $3,509,634 | $42,437,383 | $0 | $42,437,383 |
| December 31, 2024 | 990 | $995,973 | $90,056 | $905,917 | $38,927,749 | $0 | $38,927,749 |
| December 31, 2023 | 990 | $3,992,457 | $83,900 | $3,908,557 | $38,021,832 | $0 | $38,021,832 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $3,611,442
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $101,808
Balance sheet and other
- Total assets, start of year
- $38,927,749
- Total assets, end of year
- $42,437,383
- Total liabilities, end of year
- $0
- Net assets, end of year
- $42,437,383
- Gross receipts
- $3,611,442
- Employees
- 0
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD M SMASAL | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD M SMASAL | VP TOTAL REWARDS Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD M SMASAL | VP TOTAL REWARDS Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3171, MILWAUKEE, WI 53201-3171
- In care of
- % DYLAN ROSKOPF
- Principal officer (990 for 2025)
- TODD SMASAL, PO BOX 3171, MILWAUKEE, WI 532013171
- Signed the 990
- TODD SMASAL, TRUSTEE
- Phone
- (414) 271-1444
Mission
SEE SCHEDULE O
Program accomplishments
- N/A
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 | 990 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
- 20-8855795
- 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 (Y430)
- Assets (IRS master file)
- $42,437,383
- Income (IRS master file)
- $3,611,442
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,611,442 | $101,808 | $42,437,383 | IRS |
| 990 | December 2024 | $995,973 | $90,056 | $38,927,749 | XML |
| 990 | December 2023 | $3,992,457 | $83,900 | $38,021,832 | XML |
| 990 | December 2022 | -$8,612,712 | $83,811 | $34,113,275 | 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 20-8855795).
Questions about THE NML BENEFIT PLANS TRUST
- What is the EIN of THE NML BENEFIT PLANS TRUST?
- The employer identification number (EIN) of THE NML BENEFIT PLANS TRUST is 20-8855795.
- Is THE NML BENEFIT PLANS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to THE NML BENEFIT PLANS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does THE NML BENEFIT PLANS TRUST 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 THE NML BENEFIT PLANS TRUST 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 THE NML BENEFIT PLANS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE NML BENEFIT PLANS TRUST?
- The 990 for the year ended December 31, 2025 names TODD SMASAL.
- Who are the officers and directors of THE NML BENEFIT PLANS TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does THE NML BENEFIT PLANS TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,611,442, expenses of $101,808 and total assets of $42,437,383 at year end.
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