Nonprofit · EIN 27-2074913
TIAA RETIREMENT HEALTHCARE SAVINGS PLAN TRUST
Tax-exempt · NEW YORK, NY 10017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $24,199,676 | $3,161,837 | $21,037,839 | $189,246,207 | $0 | $189,246,207 |
| December 31, 2023 | 990 | $18,216,586 | $2,468,134 | $15,748,452 | $155,553,233 | $0 | $155,553,233 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $15,196,543
- Investment income
- $9,003,133
- Net gain from sales of assets
- $997,522
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,161,837
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $3,161,837
Balance sheet and other
- Total assets, start of year
- $155,553,233
- Total assets, end of year
- $189,246,207
- Total liabilities, end of year
- $0
- Net assets, end of year
- $189,246,207
- Publicly traded securities
- $179,932,110
- Gross receipts
- $46,268,148
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST N A | TRUSTEE Institutional trustee | 1 | $1,500 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST N A | TRUSTEE Institutional trustee | 1 | $1,500 |
Address and contacts
- Address (IRS master file)
- 730 THIRD AVENUE 03/02, NEW YORK, NY 10017-3206
- In care of
- % OFFICE OF THE GENERAL COUNSEL
- Principal officer (990 for 2024)
- ROBERT WEINMAN, 730 THIRD AVENUE, NEW YORK, NY 100173206
- Signed the 990
- DENISE BECHARD, VICE PRESIDENT
- Phone
- (877) 535-3910
- Return prepared by
- DELOITTE TAX LLP
Mission
THE TIAA RETIREMENT HEALTHCARE SAVINGS PLAN TRUST'S PRIMARY EXEMPT PURPOSE IS TO FUND MEDICAL AND/OR HOSPITAL COSTS FOR FORMER EMPLOYEES OF TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (TIAA).
Program accomplishments
- PAYMENT OF MEDICAL CARE BENEFITS FOR ELIGIBLE EMPLOYEES AND DEPENDENTS AS PROVIDED UNDER THE VEBA TRUST.
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
- 27-2074913
- 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)
- $189,246,207
- Income (IRS master file)
- $46,268,148
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $24,199,676 | $3,161,837 | $189,246,207 | IRS |
| 990 | December 2023 | $18,216,586 | $2,468,134 | $155,553,233 | XML |
| 990 | December 2022 | $20,334,646 | $2,143,491 | $121,124,702 | IRS |
| 990 | December 2021 | – | – | – | 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 27-2074913).
Questions about TIAA RETIREMENT HEALTHCARE SAVINGS PLAN TRUST
- What is the EIN of TIAA RETIREMENT HEALTHCARE SAVINGS PLAN TRUST?
- The employer identification number (EIN) of TIAA RETIREMENT HEALTHCARE SAVINGS PLAN TRUST is 27-2074913.
- Is TIAA RETIREMENT HEALTHCARE SAVINGS PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2010.
- Are donations to TIAA RETIREMENT HEALTHCARE SAVINGS PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TIAA RETIREMENT HEALTHCARE SAVINGS 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 TIAA RETIREMENT HEALTHCARE SAVINGS PLAN 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 TIAA RETIREMENT HEALTHCARE SAVINGS PLAN 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 TIAA RETIREMENT HEALTHCARE SAVINGS PLAN TRUST?
- The 990 for the year ended December 31, 2024 names ROBERT WEINMAN.
- Who are the officers and directors of TIAA RETIREMENT HEALTHCARE SAVINGS PLAN TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $1,500 (TIAA TRUST N A, TRUSTEE).
- How much revenue does TIAA RETIREMENT HEALTHCARE SAVINGS PLAN TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $24,199,676, expenses of $3,161,837 and total assets of $189,246,207 at year end.
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