Nonprofit · EIN 27-1623493
NYISO MEDICAL DENTAL AND LIFE BENEFITS PLAN TRUST
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,178,509 | $615,987 | $562,522 | $6,001,505 | $140,132 | $5,861,373 |
| December 31, 2024 | 990 | $673,693 | $676,025 | -$2,332 | $5,321,822 | $22,971 | $5,298,851 |
| December 31, 2023 | 990 | $479,381 | $575,513 | -$96,132 | $5,337,011 | $35,828 | $5,301,183 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $797,174
- Investment income
- $381,335
- Net gain from sales of assets
- $198,801
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $595,771
- Compensation of officers, directors and key employees
- $3,647
- Salaries, compensation and benefits (total)
- $3,647
- Professional fundraising fees
- $0
- Program services (functional)
- $599,418
- Management and general (functional)
- $16,569
Balance sheet and other
- Total assets, start of year
- $5,321,822
- Total assets, end of year
- $6,001,505
- Total liabilities, end of year
- $140,132
- Net assets, end of year
- $5,861,373
- Publicly traded securities
- $5,640,151
- Gross receipts
- $1,225,574
- Employees
- 0
- Year formed
- 2009
- State of legal domicile
- NY
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 |
|---|---|---|---|
| COMERICA BANK | TRUSTEE Institutional trustee | – | $3,647 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA BANK | TRUSTEE Institutional trustee | – | $5,225 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA BANK | TRUSTEE Institutional trustee | – | $5,083 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % PATRICIA PUTMAN
- Principal officer (990 for 2025)
- NEW YORK INDEPENDENT SYSTEM OPERATOR HEALTH AND WELFARE BENEFITS PLAN TRUST
- Signed the 990
- MATT CAROTHERS, DIRECTOR
- Phone
- (313) 222-9053
- Return prepared by
- KPMG LLP
Mission
NEW YORK INDEPENDENT SYSTEM OPERATOR INC. HAS ESTABLISHED A MEDICAL BENEFIT PLAN FOR ELIGIBLE RETIREES AND THEIR QUALIFIED DEPENDENTS.
Program accomplishments
- PROVIDES MEDICAL INSURANCE BENEFITS TO ALL ELIGIBLE RETIREES AND THEIR QUALIFIED DEPENDENTS OF NEW YORK INDEPENDENT SYSTEM OPERATOR INC.Expenses $595,771
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
- 27-1623493
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $6,001,505
- Income (IRS master file)
- $1,225,574
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,178,509 | $615,987 | $6,001,505 | XML |
| 990 | December 2024 | $673,693 | $676,025 | $5,321,822 | XML |
| 990 | December 2023 | $479,381 | $575,513 | $5,337,011 | XML |
| 990 | December 2022 | $356,622 | $396,221 | $5,399,190 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 27-1623493).
Questions about NYISO MEDICAL DENTAL AND LIFE BENEFITS PLAN TRUST
- What is the EIN of NYISO MEDICAL DENTAL AND LIFE BENEFITS PLAN TRUST?
- The employer identification number (EIN) of NYISO MEDICAL DENTAL AND LIFE BENEFITS PLAN TRUST is 27-1623493.
- Is NYISO MEDICAL DENTAL AND LIFE BENEFITS PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2010.
- Are donations to NYISO MEDICAL DENTAL AND LIFE BENEFITS PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NYISO MEDICAL DENTAL AND LIFE BENEFITS PLAN 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 NYISO MEDICAL DENTAL AND LIFE BENEFITS PLAN 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 NYISO MEDICAL DENTAL AND LIFE BENEFITS PLAN 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 NYISO MEDICAL DENTAL AND LIFE BENEFITS PLAN TRUST?
- The 990 for the year ended December 31, 2025 names NEW YORK INDEPENDENT SYSTEM OPERATOR HEALTH AND WELFARE BENEFITS PLAN TRUST.
- Who are the officers and directors of NYISO MEDICAL DENTAL AND LIFE BENEFITS PLAN TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,647 (COMERICA BANK, TRUSTEE).
- How much revenue does NYISO MEDICAL DENTAL AND LIFE BENEFITS PLAN TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,178,509, expenses of $615,987 and total assets of $6,001,505 at year end.
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