Nonprofit · EIN 37-1874621
MEDICAL AND LIFE BENEFITS PLAN TR FOR HOURLY RETIREES
Tax-exempt · PLANO, TX 75024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $27,615,629 | $41,313,406 | -$13,697,777 | $76,484,770 | $5,734,110 | $70,750,660 |
| December 31, 2024 | 990 | $36,687,165 | $58,633,445 | -$21,946,280 | $90,087,287 | $6,223,655 | $83,863,632 |
| December 31, 2023 | 990 | $41,459,694 | $67,069,236 | -$25,609,542 | $106,845,272 | $1,616,633 | $105,228,639 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,587,482
- Investment income
- $10,583,074
- Net gain from sales of assets
- $8,886,779
- Other revenue
- $14,445,073
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $25,338,586
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $25,338,586
- Management and general (functional)
- $15,974,820
Balance sheet and other
- Total assets, start of year
- $90,087,287
- Total assets, end of year
- $76,484,770
- Total liabilities, end of year
- $5,734,110
- Net assets, end of year
- $70,750,660
- Publicly traded securities
- $70,847,254
- Gross receipts
- $150,086,568
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2017
- State of legal domicile
- NY
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JPMORGAN CHASE BANK NA | TRUSTEE Institutional trustee | 40 | $0 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JPMORGAN CHASE BANK NA | TRUSTEE Institutional trustee | 40 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JPMORGAN CHASE BANK NA | TRUSTEE Institutional trustee | 40 | $62,803 |
Address and contacts
- Address (IRS master file)
- 8181 COMMUNICATIONS PKWYBLDG A F, PLANO, TX 75024-0000
- In care of
- % ALTIA CLIENT SERVICES LLC
- Principal officer (990 for 2025)
- CHARLES CARRILLO, C/O JPMORGAN CHASE BANK, NEW YORK, NY 10005
- Signed the 990
- CHARLES CARRILLO, ASSISTANT SECRETARY
- Return prepared by
- ANDERSEN TAX LLC
Mission
THE PRIMARY EXEMPT PURPOSE OF THE TRUST IS TO PROVIDE MEDICAL AND LIFE BENEFITS TO ELIGIBLE HOURLY RETIREES IN ACCORDANCE WITH THE TERMS OF ALTRIA CLIENT SERVICES MEDICAL & LIFE BENEFITS PLAN TRUST FOR HOURLY RETIREES.
Program accomplishments
- PROVIDING MEDICAL AND LIFE BENEFITS TO ELIGIBLE HOURLY RETIREES.Expenses $25,338,586
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 | 990 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
- 37-1874621
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $76,484,770
- Income (IRS master file)
- $150,086,568
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $27,615,629 | $41,313,406 | $76,484,770 | IRS |
| 990 | December 2024 | $36,687,165 | $58,633,445 | $90,087,287 | IRS |
| 990 | December 2023 | $41,459,694 | $67,069,236 | $106,845,272 | XML |
| 990 | December 2022 | $44,516,857 | $70,536,663 | $123,960,941 | 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 37-1874621).
Questions about MEDICAL AND LIFE BENEFITS PLAN TR FOR HOURLY RETIREES
- What is the EIN of MEDICAL AND LIFE BENEFITS PLAN TR FOR HOURLY RETIREES?
- The employer identification number (EIN) of MEDICAL AND LIFE BENEFITS PLAN TR FOR HOURLY RETIREES is 37-1874621.
- Is MEDICAL AND LIFE BENEFITS PLAN TR FOR HOURLY RETIREES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2018.
- Are donations to MEDICAL AND LIFE BENEFITS PLAN TR FOR HOURLY RETIREES tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MEDICAL AND LIFE BENEFITS PLAN TR FOR HOURLY RETIREES 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 MEDICAL AND LIFE BENEFITS PLAN TR FOR HOURLY RETIREES due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MEDICAL AND LIFE BENEFITS PLAN TR FOR HOURLY RETIREES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MEDICAL AND LIFE BENEFITS PLAN TR FOR HOURLY RETIREES?
- The 990 for the year ended December 31, 2025 names CHARLES CARRILLO.
- Who are the officers and directors of MEDICAL AND LIFE BENEFITS PLAN TR FOR HOURLY RETIREES?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does MEDICAL AND LIFE BENEFITS PLAN TR FOR HOURLY RETIREES have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $27,615,629, expenses of $41,313,406 and total assets of $76,484,770 at year end.
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