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Nonprofit · EIN 41-0737593

GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE PLAN

Tax-exempt · BLOOMINGTON, MN 55425

Financials

$6.4M$4.8M2022$7.5M$6.8M2023$8.3M$7.4M2024
Revenue Expenses · by fiscal year end
Financials of GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE PLAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$8,258,763$7,429,164$829,599$16,910,867$221,547$16,689,320
September 30, 2024990$7,497,165$6,794,368$702,797$15,317,658$20,186$15,297,472
September 30, 2023990$6,359,708$4,838,638$1,521,070$13,273,647$35,955$13,237,692
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$7,909,430
Investment income
$349,333
Net gain from sales of assets
-$72,833
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$7,217,973
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$49,953
Accounting fees
$19,040

Balance sheet and other

Total assets, start of year
$15,317,658
Total assets, end of year
$16,910,867
Total liabilities, end of year
$221,547
Net assets, end of year
$16,689,320
Publicly traded securities
$13,460,763
Gross receipts
$9,547,269
Employees
32
Volunteers
0
Year formed
1949
State of legal domicile
MN

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
URIEL ESPINOZATRUSTEE
Trustee or director
1$0$90,474$41,620
CHRISTA SARRACKTRUSTEE
Trustee or director
1$0$85,381$40,653
WADE LUNEBURGTRUSTEE - CHAIR
Trustee or director
1$0$98,149$24,895
LISA ZOLLARSTRUSTEE - SECRETARY
Trustee or director
1$0$0$0
ADAM WELCHTRUSTEE
Trustee or director
1$0$0$0
ELIZABETH SOBOLIKTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended September 30, 2024: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
URIEL ESPINOZATRUSTEE
Trustee or director
1$0$91,316$40,000
CHRISTA SARRACKTRUSTEE
Trustee or director
1$0$84,304$38,736
WADE LUNEBURGTRUSTEE - CHAIR
Trustee or director
1$0$96,495$23,974
LISA ZOLLARSTRUSTEE - SECRETARY
Trustee or director
1$0$0$0
ADAM WELCHTRUSTEE
Trustee or director
1$0$0$0
ELIZABETH SOBOLIKTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended September 30, 2023: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
URIEL ESPINOZATRUSTEE
Trustee or director
1$0$92,260$40,518
WADE LUNEBURGTRUSTEE - CHAIR
Trustee or director
1$0$99,550$23,624
CHRISTA SARRACKTRUSTEE
Trustee or director
1$0$80,800$40,430
LISA ZOLLARSTRUSTEE - SECRETARY
Trustee or director
1$0$0$0
ADAM WELCHTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
3001 METRO DR STE 500, BLOOMINGTON, MN 55425-1617
Principal officer (990 for 2024)
WADE LUNEBURG, 3001 METRO DRIVE 500, BLOOMINGTON, MN 55425
Signed the 990
WADE LUNEBURG, TRUSTEE
Phone
(952) 854-0795
Return prepared by
LEGACY PROFESSIONALS LLP

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS.

990 for the year ended September 30, 2025

Program accomplishments

  • TO PROVIDE DENTAL, DISABILITY, PRESCRIPTION DRUG, MEDICAL, AND DEATH BENEFITS ON A SELF-INSURED BASIS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OR BENEFICIARIES.

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
41-0737593
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1957
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$16,910,867
Income (IRS master file)
$9,547,269

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$8,258,763$7,429,164$16,910,867XML
990September 2024$7,497,165$6,794,368$15,317,658XML
990September 2023$6,359,708$4,838,638$13,273,647XML
990September 2022$4,805,525$4,031,095$11,333,612IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 41-0737593).

Questions about GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE PLAN

What is the EIN of GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE PLAN?
The employer identification number (EIN) of GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE PLAN is 41-0737593.
Is GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE PLAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1957.
Are donations to GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE PLAN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE 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 GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE PLAN due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE PLAN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE PLAN?
The 990 for the year ended September 30, 2025 names WADE LUNEBURG.
Who are the officers and directors of GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE PLAN?
The 990 for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE PLAN have?
On its 990 for the year ended September 30, 2025 it reported revenue of $8,258,763, expenses of $7,429,164 and total assets of $16,910,867 at year end.

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