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Nonprofit · EIN 36-2164320

THE MEMBERS RETIREMENT PLAN

Tax-exempt · SAINT CHARLES, IL 60174

Financials

$28.9M$90.7M2022$44.8M$73.7M2023$31.9M$56.2M2024
Revenue Expenses · by fiscal year end
Financials of THE MEMBERS RETIREMENT PLAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$31,906,525$56,240,108-$24,333,583$699,316,210$5,789,314$693,526,896
June 30, 2024990$44,812,518$73,674,571-$28,862,053$673,942,012$570,677$673,371,335
June 30, 2023990$28,914,410$90,701,125-$61,786,715$674,007,457$266,140$673,741,317
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$5,077,865
Investment income
$26,815,045
Net gain from sales of assets
$16,271,208
Other revenue
$13,615

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$54,036,228
Compensation of officers, directors and key employees
$215,364
Other salaries and wages
$252,411
Salaries, compensation and benefits (total)
$614,959
Professional fundraising fees
$0
Legal fees
$168,082
Accounting fees
$68,466
Occupancy
$59,444
Travel
$18,749
Depreciation
$1,102

Balance sheet and other

Total assets, start of year
$673,942,012
Total assets, end of year
$699,316,210
Total liabilities, end of year
$5,789,314
Net assets, end of year
$693,526,896
Land, buildings and equipment
$6,479
Publicly traded securities
$260,839,899
Gross unrelated business income
$11,950
Gross receipts
$402,014,550
Employees
9
Volunteers
0
Year formed
1950
State of legal domicile
IL

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MAGGIE PECKEXECUTIVE DIRECTOR
Officer
40$177,066$38,298
PATRICK LOPRESTICHAIRMAN, BOARD OF TRUSTEE
Trustee or director, Officer
5$0$0
MARTY HALLBERGTRUSTEE
Trustee or director
5$0$0
MICHAEL STAFFORDVICE CHAIRMAN, BOARD OF TR
Trustee or director, Officer
5$0$0
KURT FREEMANTRUSTEE
Trustee or director
5$0$0
JOSEPH INEMER JRSECRETARY
Trustee or director, Officer
5$0$0
MICHAEL CONSOLINOTRUSTEE
Trustee or director
5$0$0
ISRAEL CASTROTRUSTEE
Trustee or director
5$0$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensationOther / benefits
MAGGIE PECKEXECUTIVE DIRECTOR
Officer
40$173,423$49,340
CARRIE PARAGONFORMER OFFICE MANAGER
Former
40$124,599$32,674
PATRICK LOPRESTICHAIRMAN, BOARD OF TRUSTEE
Trustee or director, Officer
5$0$0
MARTY HALLBERGTRUSTEE
Trustee or director
5$0$0
MICHAEL STAFFORDVICE CHAIRMAN, BOARD OF TR
Trustee or director, Officer
5$0$0
KURT FREEMANTRUSTEE
Trustee or director
5$0$0
JOSEPH INEMER JRSECRETARY
Trustee or director, Officer
5$0$0
MICHAEL CONSOLINOTRUSTEE
Trustee or director
5$0$0
ISRAEL CASTROTRUSTEE
Trustee or director
5$0$0
990 for the year ended June 30, 2023: 10 people
NameTitleHours / weekCompensationOther / benefits
CARRIE PARAGONOFFICE MANAGER
Highest-paid employee
40$122,175$31,674
MAGGIE PECKEXECUTIVE DIRECTOR
Officer
40$117,481$31,618
PATRICK LOPRESTICHAIRMAN, BOARD OF TRUSTEE
Trustee or director, Officer
5$0$0
KEVIN MOOREVICE CHAIRMAN, BOARD OF TR
Trustee or director, Officer
5$0$0
MICHAEL STAFFORDSECRETARY
Trustee or director, Officer
5$0$0
PERRY KETTNERTRUSTEE
Trustee or director
5$0$0
JOSEPH INEMER JRTRUSTEE
Trustee or director
5$0$0
MICHAEL CONSOLINOTRUSTEE
Trustee or director
5$0$0
ISRAEL CASTROTRUSTEE
Trustee or director
5$0$0
GREG NOWAKTRUSTEE
Trustee or director
5$0$0

Address and contacts

Address (IRS master file)
2075 FOXFIELD RD STE 201, SAINT CHARLES, IL 60174-1402
In care of
% BT
Principal officer (990 for 2024)
MAGGIE PECK, 2075 FOXFIELD ROAD SUITE 201, ST CHARLES, IL 60174
Signed the 990
MAGGIE PECK, EXECUTIVE DIRECTOR
Phone
(630) 752-8400
Return prepared by
CALIBRE CPA GROUP PLLC

Mission

MULTIPLE UNION PENSION PROGRAM PROVIDING BENEFITS TO PARTICIPANTS BASED ON THEIR CONTRIBUTIONS.

990 for the year ended June 30, 2025

Program accomplishments

  • MULTIPLE UNION PENSION PROGRAM PROVIDING BENEFITS TO PARTICIPANTS BASED ON THEIR CONTRIBUTIONS.

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
36-2164320
Tax-exempt status
501(c)(18)
Donations deductible
No
Exempt since
1971
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$699,316,210
Income (IRS master file)
$402,014,550

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$31,906,525$56,240,108$699,316,210IRS
990June 2024$44,812,518$73,674,571$673,942,012XML
990June 2023$28,914,410$90,701,125$674,007,457XML
990June 2022$64,567,329$90,830,591$709,032,698IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 36-2164320).

Questions about THE MEMBERS RETIREMENT PLAN

What is the EIN of THE MEMBERS RETIREMENT PLAN?
The employer identification number (EIN) of THE MEMBERS RETIREMENT PLAN is 36-2164320.
Is THE MEMBERS RETIREMENT PLAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(18) since 1971.
Are donations to THE MEMBERS RETIREMENT PLAN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does THE MEMBERS RETIREMENT PLAN 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 THE MEMBERS RETIREMENT PLAN due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE MEMBERS RETIREMENT PLAN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of THE MEMBERS RETIREMENT PLAN?
The 990 for the year ended June 30, 2025 names MAGGIE PECK.
Who are the officers and directors of THE MEMBERS RETIREMENT PLAN?
The 990 for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $177,066 (MAGGIE PECK, EXECUTIVE DIRECTOR).
How much revenue does THE MEMBERS RETIREMENT PLAN have?
On its 990 for the year ended June 30, 2025 it reported revenue of $31,906,525, expenses of $56,240,108 and total assets of $699,316,210 at year end.

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