Nonprofit · EIN 23-6411794
GMP-EMPLOYERS RETIREE TRUST
Tax-exempt · FORT MYERS, FL 33907
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $48,346,239 | $28,840,110 | $19,506,129 | $597,598,177 | $4,818,493 | $592,779,684 |
| December 31, 2023 | 990 | $43,787,172 | $31,202,129 | $12,585,043 | $545,681,576 | $4,444,468 | $541,237,108 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $15,758,161
- Investment income
- $32,280,695
- Net gain from sales of assets
- $18,267,721
- Other revenue
- $307,383
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $22,879,614
- Compensation of officers, directors and key employees
- $152,804
- Other salaries and wages
- $592,571
- Salaries, compensation and benefits (total)
- $815,465
- Professional fundraising fees
- $0
- Legal fees
- $17,056
- Accounting fees
- $100,000
- Travel
- $10,778
- Depreciation
- $14,774
- Program services (functional)
- $22,879,614
- Management and general (functional)
- $5,960,496
Balance sheet and other
- Total assets, start of year
- $545,681,576
- Total assets, end of year
- $597,598,177
- Total liabilities, end of year
- $4,818,493
- Net assets, end of year
- $592,779,684
- Land, buildings and equipment
- $834,780
- Publicly traded securities
- $133,352,785
- Gross receipts
- $118,441,838
- Employees
- 15
- Volunteers
- 6
- Year formed
- 1965
- 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 |
|---|---|---|---|
| MS JODI HOPPER | EXECUTIVE DIRECTOR Officer | 65 | $152,804 |
| MR CLAUDE BEAUDIN | CHAIRMAN, TRUSTEE Trustee or director | 3 | $0 |
| MR THOMAS GALLAGHER | TRUSTEE Trustee or director | 3 | $0 |
| MR BENNETT SALLEMI | TRUSTEE Trustee or director | 3 | $0 |
| MR GARY MORGAN | TRUSTEE Trustee or director | 3 | $0 |
| MS WENDY LARRISON WOLFE | TRUSTEE Trustee or director | 3 | $0 |
| MR JAIME NAVARRO | TRUSTEE Trustee or director | 3 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MS JODI HOPPER | EXECUTIVE DIRECTOR Officer | 65 | $137,644 |
| MR CLAUDE BEAUDIN | CHAIRMAN, TRUSTEE Trustee or director | 3 | $0 |
| MR THOMAS GALLAGHER | TRUSTEE Trustee or director | 3 | $0 |
| MR BENNETT SALLEMI | TRUSTEE Trustee or director | 3 | $0 |
| MR GARY MORGAN | TRUSTEE Trustee or director | 3 | $0 |
| MS WENDY LARRISON | TRUSTEE Trustee or director | 3 | $0 |
| MR JAIME NAVARRO | TRUSTEE Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 5245 BIG PINE WAY SE, FORT MYERS, FL 33907-5924
- Principal officer (990 for 2024)
- JODI L HOPPER, 5245 BIG PINE WAY SE, FORT MYERS, FL 33907
- Signed the 990
- JODI L HOPPER, EXECUTIVE DIRECTOR
- Phone
- (239) 936-6242
- Website
- WWW.GMPTRUST.COM
- Return prepared by
- HILL BARTH & KING LLC
Mission
THE G.M.P. EMPLOYERS RETIREE TRUST WAS CREATED IN COLLECTIVE BARGAINING NEGOTIATIONS TO PROVIDE POST-RETIREMENT HEALTH CARE COVERAGE TO ELIGIBLE RETIREES AND THEIR SPOUSES. IT ALSO PROVIDES A $2,000 DEATH BENEFIT TO ELIGIBLE RETIREES.
Program accomplishments
- G.M.P - EMPLOYERS RETIREE TRUST WAS FORMED TO PAY MEDICAL AND DEATH BENEFITS TO UNION RETIREES AND THEIR SPOUSES. THIS IS THE ONLY PROGRAM SERVICE ACTIVITY AND, ACCORDINGLY, ALL EXPENSES ARE ATTRIBUTABLE TO THAT ACTIVITY.Expenses $22,879,614 · revenue $15,765,342
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
- 23-6411794
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1966
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $597,598,177
- Income (IRS master file)
- $118,441,838
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $48,346,239 | $28,840,110 | $597,598,177 | IRS |
| 990 | December 2023 | $43,787,172 | $31,202,129 | $545,681,576 | XML |
| 990 | December 2022 | $9,825,333 | $30,779,467 | $532,292,322 | IRS |
| 990 | December 2021 | $59,519,883 | $33,227,543 | $580,904,885 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 23-6411794).
Questions about GMP-EMPLOYERS RETIREE TRUST
- What is the EIN of GMP-EMPLOYERS RETIREE TRUST?
- The employer identification number (EIN) of GMP-EMPLOYERS RETIREE TRUST is 23-6411794.
- Is GMP-EMPLOYERS RETIREE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1966.
- Are donations to GMP-EMPLOYERS RETIREE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does GMP-EMPLOYERS RETIREE 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 GMP-EMPLOYERS RETIREE 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 GMP-EMPLOYERS RETIREE TRUST 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 GMP-EMPLOYERS RETIREE TRUST?
- The 990 for the year ended December 31, 2024 names JODI L HOPPER.
- Who are the officers and directors of GMP-EMPLOYERS RETIREE TRUST?
- The 990 for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $152,804 (MS JODI HOPPER, EXECUTIVE DIRECTOR).
- How much revenue does GMP-EMPLOYERS RETIREE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $48,346,239, expenses of $28,840,110 and total assets of $597,598,177 at year end.
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