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Nonprofit · EIN 36-7041538

NAVISTAR INC RETIREE HEALTH BENEFIT & LIFE INSURANCE PLAN

Tax-exempt · LISLE, IL 60532

Financials

$45.1M$85.5M2023$43.4M$33.5M2024
Revenue Expenses · by fiscal year end
Financials of NAVISTAR INC RETIREE HEALTH BENEFIT & LIFE INSURANCE PLAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$43,410,815$33,460,106$9,950,709$318,337,212$5,193,758$313,143,454
December 31, 2023990$45,058,960$85,478,493-$40,419,533$307,228,448$8,907,582$298,320,866
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$28,589,854
Investment income
$14,804,828
Net gain from sales of assets
$4,728,256
Other revenue
$16,133

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$30,369,573
Compensation of officers, directors and key employees
$184,775
Salaries, compensation and benefits (total)
$184,775
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$307,228,448
Total assets, end of year
$318,337,212
Total liabilities, end of year
$5,193,758
Net assets, end of year
$313,143,454
Publicly traded securities
$117,971,406
Gross receipts
$144,418,866
Employees
0
Volunteers
0
Year formed
1993
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 NORTHERN TRUST COMPANYTRUSTEE
Institutional trustee
1$184,775
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE NORTHERN TRUST COMPANYTRUSTEE
Institutional trustee
1$232,425

Address and contacts

Address (IRS master file)
2701 INTERNATIONAL DR, LISLE, IL 60532-3637
In care of
% PETRINA COLLINS
Principal officer (990 for 2024)
THE NORTHERN TRUST COMPAN, PO BOX 804358, CHICAGO, IL 60680
Signed the 990
ROSE MURTAUGH, ASSOCIATE DIRECTOR, PENSIONS
Phone
(331) 332-5000
Return prepared by
GRANT THORNTON ADVISORS LLC

Mission

TO PROVIDE RETIREE HEALTH AND LIFE INSURANCE BENEFITS FOR ITS MEMBERS.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE RETIREE HEALTH AND LIFE INSURANCE BENEFITS FOR ITS MEMBERS.

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
36-7041538
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$318,337,212
Income (IRS master file)
$144,418,866

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$43,410,815$33,460,106$318,337,212XML
990December 2023$45,058,960$85,478,493$307,228,448XML
990December 2022$58,640,428$71,239,645$336,504,470IRS
990December 2021–––IRS
990October 2020–––IRS
990October 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 36-7041538).

Questions about NAVISTAR INC RETIREE HEALTH BENEFIT & LIFE INSURANCE PLAN

What is the EIN of NAVISTAR INC RETIREE HEALTH BENEFIT & LIFE INSURANCE PLAN?
The employer identification number (EIN) of NAVISTAR INC RETIREE HEALTH BENEFIT & LIFE INSURANCE PLAN is 36-7041538.
Is NAVISTAR INC RETIREE HEALTH BENEFIT & LIFE INSURANCE PLAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
Are donations to NAVISTAR INC RETIREE HEALTH BENEFIT & LIFE INSURANCE PLAN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NAVISTAR INC RETIREE HEALTH BENEFIT & LIFE INSURANCE 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 NAVISTAR INC RETIREE HEALTH BENEFIT & LIFE INSURANCE PLAN 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 NAVISTAR INC RETIREE HEALTH BENEFIT & LIFE INSURANCE PLAN 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 NAVISTAR INC RETIREE HEALTH BENEFIT & LIFE INSURANCE PLAN?
The 990 for the year ended December 31, 2024 names THE NORTHERN TRUST COMPAN.
Who are the officers and directors of NAVISTAR INC RETIREE HEALTH BENEFIT & LIFE INSURANCE PLAN?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $184,775 (THE NORTHERN TRUST COMPANY, TRUSTEE).
How much revenue does NAVISTAR INC RETIREE HEALTH BENEFIT & LIFE INSURANCE PLAN have?
On its 990 for the year ended December 31, 2024 it reported revenue of $43,410,815, expenses of $33,460,106 and total assets of $318,337,212 at year end.

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