Nonprofit · EIN 31-1024957
HAMILTON CASTER EMPLOYEE HEALTH PLAN TRUST
Tax-exempt · HAMILTON, OH 45011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $1,166,400 | $1,164,388 | $2,012 | $2,397 | $0 | $2,397 |
| July 31, 2024 | 990 | $1,070,282 | $1,071,926 | -$1,644 | $385 | $0 | $385 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,166,400
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,160,784
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $385
- Total assets, end of year
- $2,397
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,397
- Gross receipts
- $1,166,400
- Employees
- 0
- Year formed
- 1981
- 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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK J LIPPERT | TRUSTEE Trustee or director | – | $0 |
| MARK J LOHMANN | TRUSTEE Trustee or director | – | $0 |
990 for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK J LIPPERT | TRUSTEE Trustee or director | – | $0 |
| MARK J LOHMANN | TRUSTEE Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 1637 DIXIE HWY, HAMILTON, OH 45011-4041
- Principal officer (990 for 2024)
- MARK J LIPPERT, 1637 DIXIE HIGHWAY, HAMILTON, OH 450114087
- Signed the 990
- MARK J LIPPERT, TRUSTEE
- Phone
- (513) 863-3300
- Return prepared by
- SHRIVER & COMPANY PSC
Mission
NONE
Program accomplishments
- BENEFITS PAID TO/FOR MEMBERS-MEDICAL, DENTAL, PRESCRIPT.
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 31-1024957
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1982
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,397
- Income (IRS master file)
- $1,166,400
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $1,166,400 | $1,164,388 | $2,397 | XML |
| 990 | July 2024 | $1,070,282 | $1,071,926 | $385 | XML |
| 990 | July 2023 | $992,404 | $1,043,058 | $2,029 | IRS |
| 990 | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | 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 31-1024957).
Questions about HAMILTON CASTER EMPLOYEE HEALTH PLAN TRUST
- What is the EIN of HAMILTON CASTER EMPLOYEE HEALTH PLAN TRUST?
- The employer identification number (EIN) of HAMILTON CASTER EMPLOYEE HEALTH PLAN TRUST is 31-1024957.
- Is HAMILTON CASTER EMPLOYEE HEALTH PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1982.
- Are donations to HAMILTON CASTER EMPLOYEE HEALTH PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HAMILTON CASTER EMPLOYEE HEALTH 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 HAMILTON CASTER EMPLOYEE HEALTH PLAN TRUST due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAMILTON CASTER EMPLOYEE HEALTH PLAN TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of HAMILTON CASTER EMPLOYEE HEALTH PLAN TRUST?
- The 990 for the year ended July 31, 2025 names MARK J LIPPERT.
- Who are the officers and directors of HAMILTON CASTER EMPLOYEE HEALTH PLAN TRUST?
- The 990 for the year ended July 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does HAMILTON CASTER EMPLOYEE HEALTH PLAN TRUST have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $1,166,400, expenses of $1,164,388 and total assets of $2,397 at year end.
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