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Nonprofit · EIN 33-0013118

UNITED AGRICULTURAL ASSOCIATION EMP WELFARE BENE PL TR

Tax-exempt · IRVINE, CA 92606

Financials

$242.1M$217.5M2023$254.5M$237.1M2024
Revenue Expenses · by fiscal year end
Financials of UNITED AGRICULTURAL ASSOCIATION EMP WELFARE BENE PL TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$254,539,856$237,103,452$17,436,404$105,425,987$67,176,921$38,249,066
December 31, 2023990$242,073,788$217,536,225$24,537,563$86,439,562$63,988,065$22,451,497
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$250,579,175
Investment income
$3,687,581
Net rental income
$272,020
Net gain from sales of assets
$867,727
Other revenue
$273,100

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$205,156,661
Compensation of officers, directors and key employees
$175,468
Salaries, compensation and benefits (total)
$175,468
Professional fundraising fees
$0
Legal fees
$18,024
Accounting fees
$58,801
Depreciation
$8,308
Program services (functional)
$235,730,673
Management and general (functional)
$1,364,471

Balance sheet and other

Total assets, start of year
$86,439,562
Total assets, end of year
$105,425,987
Total liabilities, end of year
$67,176,921
Net assets, end of year
$38,249,066
Land, buildings and equipment
$959,990
Publicly traded securities
$86,676,878
Gross unrelated business income
$3,588,255
Gross receipts
$263,256,617
Employees
0
Year formed
1983
State of legal domicile
CA

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.

NameTitleHours / weekCompensation
BANK OF AMERICATRUSTEE
Institutional trustee
1$175,468
MICHAEL HEISINGERTRUSTEE
Trustee or director
4$0
STEVE CHURCHTRUSTEE
Trustee or director
4$0
DANIELLE MCSHANEVICE CHAIRMAN
Trustee or director
4$0
PAT REGANCHAIRMAN
Trustee or director
8$0
ALLAN TEIXEIRATRUSTEE
Trustee or director
4$0
CRAIG WAITETRUSTEE
Trustee or director
4$0
A J CISNEYTREASURER
Trustee or director
4$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
BANK OF AMERICATRUSTEE
Institutional trustee
–$133,538
MACK RAMSAYCHAIRMAN
Trustee or director
–$0
DANIELLE MCSHANETREASURER
Trustee or director
–$0
JUDY LUNDBERGTRUSTEE
Trustee or director
–$0
PAT REGANVICE CHAIRMAN
Trustee or director
–$0
ALLAN TEIXEIRATRUSTEE
Trustee or director
–$0
CRAIG WAITETRUSTEE
Trustee or director
–$0
A J CISNEYTRUSTEE
Trustee or director
–$0
MICHAEL HEISINGERTRUSTEE
Trustee or director
–$0

Address and contacts

Address (IRS master file)
54 CORPORATE PARK, IRVINE, CA 92606-5105
In care of
% UNITED AGRICULTURAL BENEFIT TRUST
Principal officer (990 for 2024)
UNITED AGRICULTURAL BENEFIT TRUST, 54 CORPORATE PARK, IRVINE, CA 92606
Signed the 990
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0013118 or by the name UNITED AGRICULTURAL ASSOCIATION EMP WELFARE BENE PL TR.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

UABT PROVIDES HEALTH, DENTAL, AND VISION BENEFITS, AS WELL AS LIFE INSURANCE TO EMPLOYEES AND THE DEPENDENTS OF EMPLOYER MEMBERS OF UNITED AGRIBUSINESS LEAGUE.

990 for the year ended December 31, 2024

Program accomplishments

  • UABT PROVIDES HEALTH, DENTAL, AND VISION BENEFITS, AS WELL AS LIFE INSURANCE TO EMPLOYEES AND THE DEPENDENTS OF EMPLOYER MEMBERS OF UNITED AGRIBUSINESS LEAGUE
    Expenses $205,156,661 · revenue $250,579,175

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
33-0013118
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1984
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$105,425,987
Income (IRS master file)
$263,256,617

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$254,539,856$237,103,452$105,425,987XML
990December 2023$242,073,788$217,536,225$86,439,562XML
990December 2022$231,040,864$226,364,801$61,729,288IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 33-0013118).

Questions about UNITED AGRICULTURAL ASSOCIATION EMP WELFARE BENE PL TR

What is the EIN of UNITED AGRICULTURAL ASSOCIATION EMP WELFARE BENE PL TR?
The employer identification number (EIN) of UNITED AGRICULTURAL ASSOCIATION EMP WELFARE BENE PL TR is 33-0013118.
Is UNITED AGRICULTURAL ASSOCIATION EMP WELFARE BENE PL TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
Are donations to UNITED AGRICULTURAL ASSOCIATION EMP WELFARE BENE PL TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UNITED AGRICULTURAL ASSOCIATION EMP WELFARE BENE PL TR 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 UNITED AGRICULTURAL ASSOCIATION EMP WELFARE BENE PL TR 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 UNITED AGRICULTURAL ASSOCIATION EMP WELFARE BENE PL TR 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 UNITED AGRICULTURAL ASSOCIATION EMP WELFARE BENE PL TR?
The 990 for the year ended December 31, 2024 names UNITED AGRICULTURAL BENEFIT TRUST.
Who are the officers and directors of UNITED AGRICULTURAL ASSOCIATION EMP WELFARE BENE PL TR?
The 990 for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $175,468 (BANK OF AMERICA, TRUSTEE).
How much revenue does UNITED AGRICULTURAL ASSOCIATION EMP WELFARE BENE PL TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $254,539,856, expenses of $237,103,452 and total assets of $105,425,987 at year end.

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