Nonprofit · EIN 37-1542425
THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,438,836 | $2,743,984 | $1,694,852 | $30,998,272 | $8,316 | $30,989,956 |
| December 31, 2023 | 990 | $3,963,156 | $3,029,393 | $933,763 | $27,860,978 | $6,598 | $27,854,380 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,293,555
- Investment income
- $1,145,281
- Net gain from sales of assets
- $92,062
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,563,862
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $25,114
- Accounting fees
- $23,716
Balance sheet and other
- Total assets, start of year
- $27,860,978
- Total assets, end of year
- $30,998,272
- Total liabilities, end of year
- $8,316
- Net assets, end of year
- $30,989,956
- Publicly traded securities
- $29,845,969
- Gross receipts
- $5,146,774
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- UT
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mark Goodwin | CO-CHAIRMAN (THRU 3/4/24) Trustee or director | 1 | $0 |
| Linc Greenhalgh | CO-CHAIRMAN (FROM 3/4/24) Trustee or director | 1 | $0 |
| Wayne Holland Jr | TRUSTEE Trustee or director | 1 | $0 |
| Kathy Karinen | TRUSTEE (THRU 2/1/24) Trustee or director | 1 | $0 |
| David J Kins | TRUSTEE Trustee or director | 1 | $0 |
| Adam Tanner | TRUSTEE Trustee or director | 1 | $0 |
| Julene Persinger | TRUSTEE (FROM 2/1/24) Trustee or director | 1 | $0 |
| Chris Youngmark | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK GOODWIN | CO-CHAIRMAN Trustee or director | 1 | $0 |
| WAYNE HOLLAND | TRUSTEE Trustee or director | 1 | $0 |
| KATHY KARINEN | TRUSTEE Trustee or director | 1 | $0 |
| DAVID KINS | TRUSTEE Trustee or director | 1 | $0 |
| ADAM TANNER | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS YOUNGMARK | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
- In care of
- % CDS ADMINISTRATORS INC
- Principal officer (990 for 2024)
- LINC GREENHALGH, 60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222
- Signed the 990
- LINC GREENHALGH, CO-CHAIRMAN
- Phone
- (866) 951-9403
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
TO PROVIDE MEDICAL AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE RETIREES OF KENNECOTT UTAH COPPER LLC AND THEIR ELIGIBLE SPOUSES AND DEPENDENTS, AS PROVIDED UNDER PROVISIONS OF THE TRUST, AS COVERED UNDER A COLLECTIVE BARGAINING AGREEMENT.
Program accomplishments
- PROVISION OF MEDICAL AND PRESCRIPTION DRUG BENEFITS TO RETIREES OF KENNECOTT UTAH COPPER LLC AND THEIR ELIGIBLE SPOUSES 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 37-1542425
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $30,998,272
- Income (IRS master file)
- $5,146,774
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,438,836 | $2,743,984 | $30,998,272 | IRS |
| 990 | December 2023 | $3,963,156 | $3,029,393 | $27,860,978 | XML |
| 990 | December 2022 | $3,096,818 | $3,243,732 | $24,427,377 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 37-1542425).
Questions about THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF
- What is the EIN of THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF?
- The employer identification number (EIN) of THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF is 37-1542425.
- Is THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF 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 HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF 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 THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF 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 THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF?
- The 990 for the year ended December 31, 2024 names LINC GREENHALGH.
- Who are the officers and directors of THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,438,836, expenses of $2,743,984 and total assets of $30,998,272 at year end.
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