Nonprofit · EIN 27-5034344
MTM RETIREE HEALTH CARE PLAN & TRUST
Tax-exempt · DETROIT, MI 48275
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $226,435 | $141,498 | $84,937 | $2,586,015 | $0 | $2,586,015 |
| December 31, 2023 | 990 | $297,834 | $158,253 | $139,581 | $2,480,773 | $0 | $2,480,773 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $226,435
- Net gain from sales of assets
- $167,528
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $122,390
- Compensation of officers, directors and key employees
- $18,914
- Salaries, compensation and benefits (total)
- $18,914
- Professional fundraising fees
- $0
- Program services (functional)
- $122,390
- Management and general (functional)
- $19,108
Balance sheet and other
- Total assets, start of year
- $2,480,773
- Total assets, end of year
- $2,586,015
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,586,015
- Publicly traded securities
- $247,391
- Gross receipts
- $347,326
- Employees
- 0
- Year formed
- 2010
- State of legal domicile
- MI
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 |
|---|---|---|---|
| COMERICA BANK | CORPORATE TRUSTEE Institutional trustee | – | $18,914 |
| JARROLD M JUNG | CEO Trustee or director | – | $0 |
| JA PETERSON | CONTROLLER Trustee or director | – | $0 |
| WILLIAM HODGES | PRESIDENT Trustee or director | – | $0 |
| RICHARD OLSEN | DIRECTOR Trustee or director | – | $0 |
| MARK J MANGUIDWIN | VP FINANCE Trustee or director | – | $0 |
| BRIAN BOEYE | BOARD MEMBER Trustee or director | – | $0 |
| MICHELLE BRAMAN | VICE PRESIDENT Trustee or director | – | $0 |
| MARGARET BERARD | SECRETARY Trustee or director | – | $0 |
| PAULA THOMPSON | BOARD MEMBER Trustee or director | – | $0 |
| SYLVIA DWIRE | BOARD MEMBER Trustee or director | – | $0 |
| DENNY INGNATOSKI | BOARD MEMBER Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA BANK | CORPORATE TRUSTEE Institutional trustee | – | $18,210 |
| JA PETERSON | CONTROLLER Trustee or director | – | $0 |
| WILLIAM HODGES | PRESIDENT Trustee or director | – | $0 |
| RICHARD OLSEN | DIRECTOR Trustee or director | – | $0 |
| BRIAN BOEYE | BOARD MEMBER Trustee or director | – | $0 |
| MICHELLE BRAMAN | VICE PRESIDENT Trustee or director | – | $0 |
| MARGARET BERARD | SECRETARY Trustee or director | – | $0 |
| PAULA THOMPSON | BOARD MEMBER Trustee or director | – | $0 |
| SYLVIA DWIRE | BOARD MEMBER Trustee or director | – | $0 |
| DENNY INGNATOSKI | BOARD MEMBER Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 75000, DETROIT, MI 48275-3462
- In care of
- % MICHELLE BRAMAN
- Principal officer (990 for 2024)
- COMERICA BANK, 36455 CORPORATE DRIVE M/C 3420, FARMINGTON HILLS, MI 48331
- Signed the 990
- MATT CLEARY, VICE PRESIDENT
- Phone
- (313) 222-7921
- Return prepared by
- KPMG LLP
Mission
TO PROVIDE RETIREE ACCIDENT AND HEALTH CARE BENEFITS TO ELIGIBLE FORMER, EMPLOYEES OF MICHIGAN CAT AND THEIR SPOUSES
Program accomplishments
- PAYMENT OF HEALTH CARE BENEFITS TO ELIGIBLE FORMER, EMPLOYEES OF MICHIGAN CAT AND THEIR SPOUSES.Expenses $141,498 · grants $122,390
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
- 27-5034344
- 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
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $2,586,015
- Income (IRS master file)
- $347,326
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $226,435 | $141,498 | $2,586,015 | IRS |
| 990 | December 2023 | $297,834 | $158,253 | $2,480,773 | XML |
| 990 | December 2022 | $113,703 | $159,071 | $2,366,887 | 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 27-5034344).
Questions about MTM RETIREE HEALTH CARE PLAN & TRUST
- What is the EIN of MTM RETIREE HEALTH CARE PLAN & TRUST?
- The employer identification number (EIN) of MTM RETIREE HEALTH CARE PLAN & TRUST is 27-5034344.
- Is MTM RETIREE HEALTH CARE PLAN & TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
- Are donations to MTM RETIREE HEALTH CARE PLAN & TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MTM RETIREE HEALTH CARE 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 MTM RETIREE HEALTH CARE 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 MTM RETIREE HEALTH CARE 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 MTM RETIREE HEALTH CARE PLAN & TRUST?
- The 990 for the year ended December 31, 2024 names COMERICA BANK.
- Who are the officers and directors of MTM RETIREE HEALTH CARE PLAN & TRUST?
- The 990 for the year ended December 31, 2024 lists 12 people; 1 received compensation from the organization, the highest $18,914 (COMERICA BANK, CORPORATE TRUSTEE).
- How much revenue does MTM RETIREE HEALTH CARE PLAN & TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $226,435, expenses of $141,498 and total assets of $2,586,015 at year end.
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