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Nonprofit · EIN 26-3625263

RETIREES OF CTNA HEALTH CARE TRUST

Also known as CTNA RETIREE VEBA

Tax-exempt · PITTSBURGH, PA 15222

Financials

$15.6M$7.1M2023$14.6M$5.3M2024
Revenue Expenses · by fiscal year end
Financials of RETIREES OF CTNA HEALTH CARE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$14,576,351$5,334,523$9,241,828$139,109,936$106,481$139,003,455
December 31, 2023990$15,632,960$7,065,935$8,567,025$123,409,809$173,145$123,236,664
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$7,409,682
Investment income
$7,058,973
Net gain from sales of assets
$2,576,665
Other revenue
$107,696

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$4,676,080
Compensation of officers, directors and key employees
$133,532
Salaries, compensation and benefits (total)
$133,532
Professional fundraising fees
$0
Legal fees
$5,261
Accounting fees
$30,588

Balance sheet and other

Total assets, start of year
$123,409,809
Total assets, end of year
$139,109,936
Total liabilities, end of year
$106,481
Net assets, end of year
$139,003,455
Publicly traded securities
$115,516,061
Gross receipts
$24,725,637
Employees
0
Volunteers
0
Year formed
2008
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.

NameTitleHours / weekCompensation
THOMAS F DUZAKCOMMITTEE MEMBER, CHAIR
Trustee or director
1$30,706
JAMES CARNEYCOMMITTEE MEMBER
Trustee or director
1$25,706
WAYNE CHAMBERSCOMMITTEE MEMBER
Trustee or director
1$25,706
HOWARD KLINECOMMITTEE MEMBER
Trustee or director
1$25,706
PAUL WHITEHEADCOMMITTEE MEMBER
Trustee or director
1$25,706
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
THOMAS F DUZAKCOMMITTEE MEMBER, CHAIR
Trustee or director
1$27,557
JAMES CARNEYCOMMITTEE MEMBER
Trustee or director
1$22,557
WAYNE CHAMBERSCOMMITTEE MEMBER
Trustee or director
1$22,557
HOWARD KLINECOMMITTEE MEMBER
Trustee or director
1$22,557
PAUL WHITEHEADCOMMITTEE MEMBER
Trustee or director
1$22,557

Address and contacts

Address (IRS master file)
60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
In care of
% CENTRAL DATA SERVICES INC
Principal officer (990 for 2024)
THOMAS F DUZAK, 60 BVLD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222
Signed the 990
THOMAS F DUZAK, CHAIRMAN
Phone
(412) 201-2242
Return prepared by
WITHUMSMITHBROWNPC

Mission

THE FUND OPERATES AS A TRUST TO PROVIDE CERTAIN HEALTH AND WELFARE BENEFITS TO CURRENT AND FUTURE CONTINENTAL TIRE NORTH AMERICA INC RETIREES FOLLOWING EMPLOYMENT IN USW-REPRESENTED BARGAINING UNITS.

990 for the year ended December 31, 2024

Program accomplishments

  • MANAGES THE PROVISION OF MEDICAL, HOSPITAL, AND PRESCRIPTION PLAN FOR CURRENT AND FUTURE RETIREES OF CONTINENTAL TIRE NORTH AMERICA INC AND TO THEIR BENEFICIARIES AND COVERED DEPENDENTS.

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
26-3625263
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2011
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$139,109,936
Income (IRS master file)
$24,725,637

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$14,576,351$5,334,523$139,109,936IRS
990December 2023$15,632,960$7,065,935$123,409,809XML
990December 2022$14,401,880$7,074,166$107,609,129IRS
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 26-3625263).

Questions about RETIREES OF CTNA HEALTH CARE TRUST

What is the EIN of RETIREES OF CTNA HEALTH CARE TRUST?
The employer identification number (EIN) of RETIREES OF CTNA HEALTH CARE TRUST is 26-3625263.
Is RETIREES OF CTNA HEALTH CARE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
Are donations to RETIREES OF CTNA HEALTH CARE TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does RETIREES OF CTNA HEALTH CARE 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 RETIREES OF CTNA HEALTH CARE 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 RETIREES OF CTNA HEALTH CARE 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 RETIREES OF CTNA HEALTH CARE TRUST?
The 990 for the year ended December 31, 2024 names THOMAS F DUZAK.
Who are the officers and directors of RETIREES OF CTNA HEALTH CARE TRUST?
The 990 for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $30,706 (THOMAS F DUZAK, COMMITTEE MEMBER, CHAIR).
How much revenue does RETIREES OF CTNA HEALTH CARE TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $14,576,351, expenses of $5,334,523 and total assets of $139,109,936 at year end.

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