Skip to main content

Nonprofit · EIN 30-0262584

BLET DISABILITY & WELFARE BENEFIT TRUST FUND

Tax-exempt · INDEPENDENCE, OH 44131

Financials

$6.4M$6.1M2023$7.3M$6.3M2024$6.8M$6.2M2025
Revenue Expenses · by fiscal year end
Financials of BLET DISABILITY & WELFARE BENEFIT TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$6,799,613$6,248,378$551,235$22,691,516$513,053$22,178,463
December 31, 2024990$7,307,546$6,263,398$1,044,148$20,373,171$502,563$19,870,608
December 31, 2023990$6,366,076$6,056,338$309,738$18,262,614$505,514$17,757,100
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$5,952,970
Investment income
$844,459
Net gain from sales of assets
$349,221
Other revenue
$2,184

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$5,775,265
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$20,373,171
Total assets, end of year
$22,691,516
Total liabilities, end of year
$513,053
Net assets, end of year
$22,178,463
Publicly traded securities
$20,785,634
Gross receipts
$10,519,849
Employees
0
Volunteers
0
Year formed
2004
State of legal domicile
OH

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
EDWARD A HALLCHAIRMAN 1/1-4/30
Trustee or director, Officer
2$0$395,260$64,718
MARK L WALLACECHAIRMAN 5/1-12/31
Trustee or director, Officer
2$0$291,455$64,718
DAVID P ESTESSECRETARY
Trustee or director, Officer
2$0$260,048$64,718
GARRISON D BESTTRUSTEE
Trustee or director
2$0$255,523$64,718
990 for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
EDWARD A HALLCHAIRMAN
Trustee or director, Officer
2$0$315,175$64,202
MARK L WALLACETRUSTEE
Trustee or director
2$0$269,650$56,192
DAVID P ESTESSECRETARY
Trustee or director, Officer
2$0$266,370$58,202
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
EDWARD A HALLCHAIRMAN
Trustee or director, Officer
2$0$294,195$30,555
MARK L WALLACETRUSTEE
Trustee or director
2$0$248,884$30,555
DAVID P ESTESSECRETARY
Trustee or director, Officer
2$0$241,744$30,555

Address and contacts

Address (IRS master file)
7061 E PLEASANT VALLEY RD, INDEPENDENCE, OH 44131-5543
In care of
% STEPHEN J BRUNO
Principal officer (990 for 2025)
DAVID P ESTES, 7061 EAST PLEASANT VALLEY ROAD, INDEPENDENCE, OH 44131
Signed the 990
DAVID P ESTES, NATIONAL SECRETARY-TREASURER
Phone
(216) 241-2630
Website
BLE-T.ORG
Return prepared by
CIUNI & PANICHI INC

Mission

THE PURPOSE OF THE TRUST IS TO PROVIDE WELFARE BENEFITS TO RAILROAD EMPLOYEES, PRIMARILY MEMBERS OF THE BROTHERHOOD OF LOCOMOTIVE ENGINEERS AND TRAINMEN LABOR UNION.

990 for the year ended December 31, 2025

Program accomplishments

  • TO PROVIDE QUALIFYING PARTICIPANTS WITH SHORT-TERM DISABILITY BENEFITS FOR UP TO A MAXIMUM OF 12 MONTHS.

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
30-0262584
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2006
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$22,691,516
Income (IRS master file)
$10,519,849

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$6,799,613$6,248,378$22,691,516IRS
990December 2024$7,307,546$6,263,398$20,373,171IRS
990December 2023$6,366,076$6,056,338$18,262,614XML
990December 2022$6,112,634$5,894,021$15,944,542IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 30-0262584).

Questions about BLET DISABILITY & WELFARE BENEFIT TRUST FUND

What is the EIN of BLET DISABILITY & WELFARE BENEFIT TRUST FUND?
The employer identification number (EIN) of BLET DISABILITY & WELFARE BENEFIT TRUST FUND is 30-0262584.
Is BLET DISABILITY & WELFARE BENEFIT TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
Are donations to BLET DISABILITY & WELFARE BENEFIT TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BLET DISABILITY & WELFARE BENEFIT TRUST FUND 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 BLET DISABILITY & WELFARE BENEFIT TRUST FUND 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 BLET DISABILITY & WELFARE BENEFIT TRUST FUND 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 BLET DISABILITY & WELFARE BENEFIT TRUST FUND?
The 990 for the year ended December 31, 2025 names DAVID P ESTES.
Who are the officers and directors of BLET DISABILITY & WELFARE BENEFIT TRUST FUND?
The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does BLET DISABILITY & WELFARE BENEFIT TRUST FUND have?
On its 990 for the year ended December 31, 2025 it reported revenue of $6,799,613, expenses of $6,248,378 and total assets of $22,691,516 at year end.

Other nonprofits in INDEPENDENCE

All nonprofits in INDEPENDENCE · Ohio · Mutual and membership benefit