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Nonprofit · EIN 22-3029734

CONNECTICUT WATER COMPANY WELFARE BENEFITS PL & TR

Tax-exempt · DALLAS, TX 75265

Financials

$487K$262K2023$775K$315K2024$1.8M$446K2025
Revenue Expenses · by fiscal year end
Financials of CONNECTICUT WATER COMPANY WELFARE BENEFITS PL & TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,783,564$446,073$1,337,491$10,068,009$0$10,068,009
December 31, 2024990$774,776$315,394$459,382$8,734,342$0$8,734,342
December 31, 2023990$487,131$261,969$225,162$8,274,817$0$8,274,817
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$148,763
Investment income
$1,634,801
Net gain from sales of assets
$1,312,848
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$254,754
Compensation of officers, directors and key employees
$1,823
Salaries, compensation and benefits (total)
$1,823
Professional fundraising fees
$0
Program services (functional)
$254,754
Management and general (functional)
$191,319

Balance sheet and other

Total assets, start of year
$8,734,342
Total assets, end of year
$10,068,009
Total liabilities, end of year
$0
Net assets, end of year
$10,068,009
Gross unrelated business income
$1,490,667
Gross receipts
$2,378,596
Employees
0
Year formed
1989
State of legal domicile
CT

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.

NameTitleHours / weekCompensation
BANK OF AMERICA NATRUSTEE
Institutional trustee
–$1,823
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA NATRUSTEE
Institutional trustee
1$1,076
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA NATRUSTEE
Institutional trustee
–$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA
Principal officer (990 for 2025)
SAME AS ABOVE
Signed the 990
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

Mission

MEDICAL AND DENTAL COVERAGE PROVIDED FOR ACTIVE AND RETIRED EMPLOYEES AND THEIR RESPECTIVE DEPENDENTS.

990 for the year ended December 31, 2025

Program accomplishments

  • MEDICAL AND DENTAL COVERAGE PROVIDED FOR ACTIVE AND RETIRED EMPLOYEES AND THEIR RESPECTIVE DEPENDENTS.
    Expenses $254,754 · revenue $148,763

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
22-3029734
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1990
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$10,068,009
Income (IRS master file)
$2,378,596

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,783,564$446,073$10,068,009XML
990December 2024$774,776$315,394$8,734,342XML
990December 2023$487,131$261,969$8,274,817XML
990December 2022$675,784$619,256$8,050,423IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 22-3029734).

Questions about CONNECTICUT WATER COMPANY WELFARE BENEFITS PL & TR

What is the EIN of CONNECTICUT WATER COMPANY WELFARE BENEFITS PL & TR?
The employer identification number (EIN) of CONNECTICUT WATER COMPANY WELFARE BENEFITS PL & TR is 22-3029734.
Is CONNECTICUT WATER COMPANY WELFARE BENEFITS PL & TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1990.
Are donations to CONNECTICUT WATER COMPANY WELFARE BENEFITS PL & TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CONNECTICUT WATER COMPANY WELFARE BENEFITS PL & 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 CONNECTICUT WATER COMPANY WELFARE BENEFITS PL & TR 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 CONNECTICUT WATER COMPANY WELFARE BENEFITS PL & TR 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 CONNECTICUT WATER COMPANY WELFARE BENEFITS PL & TR?
The 990 for the year ended December 31, 2025 names SAME AS ABOVE.
Who are the officers and directors of CONNECTICUT WATER COMPANY WELFARE BENEFITS PL & TR?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,823 (BANK OF AMERICA NA, TRUSTEE).
How much revenue does CONNECTICUT WATER COMPANY WELFARE BENEFITS PL & TR have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,783,564, expenses of $446,073 and total assets of $10,068,009 at year end.

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