Nonprofit · EIN 22-3462890
1992 BENEFIT PLAN RETIREE HEALTH BENEFITS RESERVE TRUST
Tax-exempt · WASHINGTON, DC 20037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990 | $65,235 | $0 | $65,235 | $1,386,719 | $0 | $1,386,719 |
Financial details: 990 for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $65,235
- Other revenue
- $0
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
Balance sheet and other
- Total assets, start of year
- $1,321,484
- Total assets, end of year
- $1,386,719
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,386,719
- Gross receipts
- $65,235
- Employees
- 0
- Year formed
- 2008
- State of legal domicile
- DC
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| LORRAINE LEWIS | Executive Dir. Officer | 3.33 | $0 | $74,948 |
| ANNA AMSELLE | Director of Fin Officer | 3.75 | $0 | $14,711 |
| NORTHERN TRUST TRUSTEE | Trustee Institutional trustee | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2121 K ST NW STE 350, WASHINGTON, DC 20037-1879
- In care of
- % BANKERS TRUST
- Principal officer (990 for 2023)
- LORRAINE LEWIS, 2121 K STREET NW 350, WASHINGTON, DC 200371879
- Signed the 990
- ANNA AMSELLE, Director of Fin
- Phone
- (202) 521-2200
- Website
- WWW.UMWAFUNDS.ORG
Mission
SECURE THE PROVISION OF HEALTH BENEFITS
Program accomplishments
- FUNDED WELFARE BENEFITS PROVIDED UNDER THE UMWA 1992 BENEFIT PLAN FOR RETIREES OF COAL OPERATORS MAINTAINING I.R.C. SEC. 9711 HEALTH PLANS.
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 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 22-3462890
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,386,719
- Income (IRS master file)
- $65,235
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2023 | $65,235 | $0 | $1,386,719 | XML |
| 990 | December 2022 | $18,625 | $108,527 | $1,321,484 | 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 22-3462890).
Questions about 1992 BENEFIT PLAN RETIREE HEALTH BENEFITS RESERVE TRUST
- What is the EIN of 1992 BENEFIT PLAN RETIREE HEALTH BENEFITS RESERVE TRUST?
- The employer identification number (EIN) of 1992 BENEFIT PLAN RETIREE HEALTH BENEFITS RESERVE TRUST is 22-3462890.
- Is 1992 BENEFIT PLAN RETIREE HEALTH BENEFITS RESERVE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
- Are donations to 1992 BENEFIT PLAN RETIREE HEALTH BENEFITS RESERVE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does 1992 BENEFIT PLAN RETIREE HEALTH BENEFITS RESERVE 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 1992 BENEFIT PLAN RETIREE HEALTH BENEFITS RESERVE TRUST 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 1992 BENEFIT PLAN RETIREE HEALTH BENEFITS RESERVE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2023.
- Who is the principal officer of 1992 BENEFIT PLAN RETIREE HEALTH BENEFITS RESERVE TRUST?
- The 990 for the year ended December 31, 2023 names LORRAINE LEWIS.
- Who are the officers and directors of 1992 BENEFIT PLAN RETIREE HEALTH BENEFITS RESERVE TRUST?
- The 990 for the year ended December 31, 2023 lists 3 people; 0 received compensation from the organization.
- How much revenue does 1992 BENEFIT PLAN RETIREE HEALTH BENEFITS RESERVE TRUST have?
- On its 990 for the year ended December 31, 2023 it reported revenue of $65,235, expenses of $0 and total assets of $1,386,719 at year end.
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