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Nonprofit · EIN 38-3067491

MIDLAND CONGEN VNTR LIM PTRSP RET HLTH BEN PLN FOR BARG UNIT EMP

Tax-exempt · MIDLAND, MI 48640

Financials

$130K$246K2023$304K$269K2024$277K$234K2025
Revenue Expenses · by fiscal year end
Financials of MIDLAND CONGEN VNTR LIM PTRSP RET HLTH BEN PLN FOR BARG UNIT EMP by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$276,824$234,267$42,557$4,271,510$0$4,271,510
December 31, 2024990$304,013$268,682$35,331$3,882,822$0$3,882,822
December 31, 2023990$130,074$245,601-$115,527$3,693,638$0$3,693,638
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$276,775
Net gain from sales of assets
$150,162
Tax-exempt bond proceeds
$126,613
Other revenue
$49

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$198,066
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$3,882,822
Total assets, end of year
$4,271,510
Total liabilities, end of year
$0
Net assets, end of year
$4,271,510
Publicly traded securities
$4,271,510
Gross receipts
$3,103,557
Employees
0
Volunteers
0
Year formed
1992
State of legal domicile
MI

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.

NameTitleHours / weekCompensation
CHICAGO TRUST COMPANYTRUSTEE
Institutional trustee
0$36,151
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
CHICAGO TRUST COMPANYTRUSTEE
Institutional trustee
0$34,701
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CHICAGO TRUST COMPANYTRUSTEE
Institutional trustee
0$24,285

Address and contacts

Address (IRS master file)
100 E PROGRESS PL, MIDLAND, MI 48640-8900
In care of
% BRUCE C GRANT
Principal officer (990 for 2025)
RENEE J SCHROLL, 100 PROGRESS PLACE, MIDLAND, MI 48640
Signed the 990
RENEE J SCHROLL, CFO
Phone
(989) 839-6000
Return prepared by
WEINLANDER FITZHUGH PC

Mission

TO AWARD PRESENT AND FUTURE ELIGIBLE EMPLOYEES FOR THEIR VALUABLE SERVICE BY PROVIDING SOME MEASURE OF POST RETIREMENT HEALTH CARE BENEFIT

990 for the year ended December 31, 2025

Program accomplishments

  • THE VEBA PROVIDES HEALTH CARE BENEFITS TO PARTICIPANTS, INCLUDING RETIREDEMPLOYEES AND THEIR DEPENDENTS. THE SOLE OBJECTIVE OF THE VEBA IS TOPROVIDE POST RETIREMENT HEALTH CARE BENEFITS.

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
38-3067491
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1993
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,271,510
Income (IRS master file)
$3,103,557

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$276,824$234,267$4,271,510XML
990December 2024$304,013$268,682$3,882,822XML
990December 2023$130,074$245,601$3,693,638XML
990December 2022$11,225$287,115$3,529,281IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 38-3067491).

Questions about MIDLAND CONGEN VNTR LIM PTRSP RET HLTH BEN PLN FOR BARG UNIT EMP

What is the EIN of MIDLAND CONGEN VNTR LIM PTRSP RET HLTH BEN PLN FOR BARG UNIT EMP?
The employer identification number (EIN) of MIDLAND CONGEN VNTR LIM PTRSP RET HLTH BEN PLN FOR BARG UNIT EMP is 38-3067491.
Is MIDLAND CONGEN VNTR LIM PTRSP RET HLTH BEN PLN FOR BARG UNIT EMP tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
Are donations to MIDLAND CONGEN VNTR LIM PTRSP RET HLTH BEN PLN FOR BARG UNIT EMP tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MIDLAND CONGEN VNTR LIM PTRSP RET HLTH BEN PLN FOR BARG UNIT EMP 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 MIDLAND CONGEN VNTR LIM PTRSP RET HLTH BEN PLN FOR BARG UNIT EMP 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 MIDLAND CONGEN VNTR LIM PTRSP RET HLTH BEN PLN FOR BARG UNIT EMP 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 MIDLAND CONGEN VNTR LIM PTRSP RET HLTH BEN PLN FOR BARG UNIT EMP?
The 990 for the year ended December 31, 2025 names RENEE J SCHROLL.
Who are the officers and directors of MIDLAND CONGEN VNTR LIM PTRSP RET HLTH BEN PLN FOR BARG UNIT EMP?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $36,151 (CHICAGO TRUST COMPANY, TRUSTEE).
How much revenue does MIDLAND CONGEN VNTR LIM PTRSP RET HLTH BEN PLN FOR BARG UNIT EMP have?
On its 990 for the year ended December 31, 2025 it reported revenue of $276,824, expenses of $234,267 and total assets of $4,271,510 at year end.

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