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Nonprofit · EIN 36-6551984

EMPLOYEE BENEFIT TRUST OF HARRIS TRUST AND SAVINGS BANK AND

Tax-exempt (reinstated) · PITTSBURGH, PA 15253

Financials

$206.4M$211.2M2023$265.8M$264.9M2024
Revenue Expenses · by fiscal year end
Financials of EMPLOYEE BENEFIT TRUST OF HARRIS TRUST AND SAVINGS BANK AND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$265,780,877$264,929,731$851,146$11,970,288$0$11,970,288
December 31, 2023990$206,410,543$211,177,011-$4,766,468$11,119,142$0$11,119,142
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$264,714,275
Investment income
$1,066,602
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$230,930,577
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$54,976
Program services (functional)
$264,929,731

Balance sheet and other

Total assets, start of year
$11,119,142
Total assets, end of year
$11,970,288
Total liabilities, end of year
$0
Net assets, end of year
$11,970,288
Gross receipts
$265,780,877
Employees
0
Year formed
1973
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$0

Address and contacts

Address (IRS master file)
PO BOX 535007, PITTSBURGH, PA 15253-5007
In care of
% THE BANK OF NEW YORK MELLON
Principal officer (990 for 2024)
BRENT HEINTZELMAN, PO BOX 535007, PITTSBURGH, PA 152535007
Signed the 990
SHELLY M PALETTA, BNYM, TRUSTEE
Phone
(412) 234-2242
Return prepared by
ERNST & YOUNG US LLP

Mission

PROVIDING HEALTH AND WELFARE BENEFITS FOR MEMBERS

990 for the year ended December 31, 2024

Program accomplishments

  • THE PRIMARY EXEMPT PURPOSE ACHIEVEMENT FOR THIS VEBA DURING THE YEAR WAS THE PAYMENT OF HEALTH AND WELFARE BENEFITS AND PREMIUMS FOR PLAN PARTICIPANTS AND DEPENDENTS

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
36-6551984
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
Assets (IRS master file)
$11,970,288
Income (IRS master file)
$265,780,877

Revocation and reinstatement

Exemption revoked
May 15, 2010
Posted by the IRS
June 9, 2011
Reinstated
Effective July 15, 2011

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$265,780,877$264,929,731$11,970,288IRS
990December 2023$206,410,543$211,177,011$11,119,142XML
990December 2022$152,760,593$155,905,998$15,885,610IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 2017–––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 36-6551984).

Questions about EMPLOYEE BENEFIT TRUST OF HARRIS TRUST AND SAVINGS BANK AND

What is the EIN of EMPLOYEE BENEFIT TRUST OF HARRIS TRUST AND SAVINGS BANK AND?
The employer identification number (EIN) of EMPLOYEE BENEFIT TRUST OF HARRIS TRUST AND SAVINGS BANK AND is 36-6551984.
Is EMPLOYEE BENEFIT TRUST OF HARRIS TRUST AND SAVINGS BANK AND tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective July 15, 2011.
Are donations to EMPLOYEE BENEFIT TRUST OF HARRIS TRUST AND SAVINGS BANK AND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does EMPLOYEE BENEFIT TRUST OF HARRIS TRUST AND SAVINGS BANK AND 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 EMPLOYEE BENEFIT TRUST OF HARRIS TRUST AND SAVINGS BANK AND 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 EMPLOYEE BENEFIT TRUST OF HARRIS TRUST AND SAVINGS BANK AND 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 EMPLOYEE BENEFIT TRUST OF HARRIS TRUST AND SAVINGS BANK AND?
The 990 for the year ended December 31, 2024 names BRENT HEINTZELMAN.
Who are the officers and directors of EMPLOYEE BENEFIT TRUST OF HARRIS TRUST AND SAVINGS BANK AND?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does EMPLOYEE BENEFIT TRUST OF HARRIS TRUST AND SAVINGS BANK AND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $265,780,877, expenses of $264,929,731 and total assets of $11,970,288 at year end.

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