Nonprofit · EIN 38-3496864
POST RETIREMENT BENEFIT PLAN AND TRUST FOR ELIGIBLE EMPLOYEES OF LA
Tax-exempt · LANSING, MI 48901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $13,458,625 | $9,933,385 | $3,525,240 | $274,066,081 | $5,709,206 | $268,356,875 |
| June 30, 2024 | 990 | $9,113,793 | $9,439,880 | -$326,087 | $256,103,526 | $2,707,544 | $253,395,982 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $61,852
- Investment income
- $13,396,773
- Net gain from sales of assets
- $8,057,958
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,562,998
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $256,103,526
- Total assets, end of year
- $274,066,081
- Total liabilities, end of year
- $5,709,206
- Net assets, end of year
- $268,356,875
- Publicly traded securities
- $272,870,521
- Gross receipts
- $14,306,732
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1999
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETH GRAHAM | TRUSTEE Trustee or director | 0.44 | $0 |
| DESHON LEEK | TRUSTEE Trustee or director | 0.44 | $0 |
| SEMONE JAMES | TRUSTEE Trustee or director | 0.44 | $0 |
| ANTHONY MULLEN | TRUSTEE Trustee or director | 0.44 | $0 |
| DAVID PRICE | TRUSTEE Trustee or director | 0.44 | $0 |
| DALE SCHRADER | TRUSTEE Trustee or director | 0.44 | $0 |
| SANDRA ZERKLE | TRUSTEE Trustee or director | 0.44 | $0 |
| CHRIS HARKINS | TRUSTEE Trustee or director | 0.44 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETH GRAHAM | TRUSTEE Trustee or director | 0.16 | $0 |
| DESHON LEEK | TRUSTEE Trustee or director | 0.16 | $0 |
| SEMONE JAMES | TRUSTEE Trustee or director | 0.16 | $0 |
| ANTHONY MULLEN | TRUSTEE Trustee or director | 0.16 | $0 |
| DAVID PRICE | TRUSTEE Trustee or director | 0.16 | $0 |
| DALE SCHRADER | TRUSTEE Trustee or director | 0.16 | $0 |
| TRACY THOMAS | TRUSTEE Trustee or director | 0.16 | $0 |
| SANDRA ZERKLE | TRUSTEE Trustee or director | 0.16 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 13007, LANSING, MI 48901-3007
- In care of
- % CHIEF FINANCIAL OFFICER
- Principal officer (990 for 2024)
- SCOTT TAYLOR RPC CHAIR, PO BOX 13007, LANSING, MI 489103007
- Signed the 990
- SCOTT TAYLOR, RPC CHAIR
- Phone
- (517) 702-6104
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
PROVIDE POST-RETIREMENT HEALTH AND LIFE INSURANCE BENEFITS TO RETIREES OF LANSING BOARD OF WATER AND LIGHT.
Program accomplishments
- FOR THE TAX PERIOD ENDED JUNE 30, 2025 THE ORGANIZATION RECEIVED AN EMPLOYER CONTRIBUTION OF $61,852 FOR THE PURPOSE OF PROVIDING POST-RETIREMENT HEALTH AND LIFE INSURANCE BENEFITS PERMITTED BY IRC SECTION 501(C)(9) TO RETIREES OF THE LANSING BOARD OF WATER AND LIGHT.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-3496864
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $274,066,081
- Income (IRS master file)
- $14,306,732
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $13,458,625 | $9,933,385 | $274,066,081 | XML |
| 990 | June 2024 | $9,113,793 | $9,439,880 | $256,103,526 | XML |
| 990 | June 2023 | $32,161,187 | $10,963,367 | $240,835,638 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 38-3496864).
Questions about POST RETIREMENT BENEFIT PLAN AND TRUST FOR ELIGIBLE EMPLOYEES OF LA
- What is the EIN of POST RETIREMENT BENEFIT PLAN AND TRUST FOR ELIGIBLE EMPLOYEES OF LA?
- The employer identification number (EIN) of POST RETIREMENT BENEFIT PLAN AND TRUST FOR ELIGIBLE EMPLOYEES OF LA is 38-3496864.
- Is POST RETIREMENT BENEFIT PLAN AND TRUST FOR ELIGIBLE EMPLOYEES OF LA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2000.
- Are donations to POST RETIREMENT BENEFIT PLAN AND TRUST FOR ELIGIBLE EMPLOYEES OF LA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does POST RETIREMENT BENEFIT PLAN AND TRUST FOR ELIGIBLE EMPLOYEES OF LA 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 POST RETIREMENT BENEFIT PLAN AND TRUST FOR ELIGIBLE EMPLOYEES OF LA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did POST RETIREMENT BENEFIT PLAN AND TRUST FOR ELIGIBLE EMPLOYEES OF LA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of POST RETIREMENT BENEFIT PLAN AND TRUST FOR ELIGIBLE EMPLOYEES OF LA?
- The 990 for the year ended June 30, 2025 names SCOTT TAYLOR RPC CHAIR.
- Who are the officers and directors of POST RETIREMENT BENEFIT PLAN AND TRUST FOR ELIGIBLE EMPLOYEES OF LA?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does POST RETIREMENT BENEFIT PLAN AND TRUST FOR ELIGIBLE EMPLOYEES OF LA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $13,458,625, expenses of $9,933,385 and total assets of $274,066,081 at year end.
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