Nonprofit · EIN 41-6367654
ALLETE AND AFFILIATED COMPANIES RETIREES HEALTH PLAN A
Tax-exempt · DULUTH, MN 55802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,236,349 | $4,548,211 | $1,688,138 | $53,391,330 | $0 | $53,391,330 |
| December 31, 2023 | 990 | $4,631,090 | $5,390,723 | -$759,633 | $56,555,933 | $0 | $56,555,933 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $639,115
- Investment income
- $5,597,234
- Net gain from sales of assets
- $3,716,613
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,404,949
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $12,036
- Program services (functional)
- $4,548,211
Balance sheet and other
- Total assets, start of year
- $56,555,933
- Total assets, end of year
- $53,391,330
- Total liabilities, end of year
- $0
- Net assets, end of year
- $53,391,330
- Gross unrelated business income
- $5,597,234
- Gross receipts
- $10,158,149
- Employees
- 0
- Volunteers
- 14
- Year formed
- 1994
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK INSTITUTIONAL TRUSTEE | INSTITUTIONAL TRUSTEE Institutional trustee | 0.01 | $11,850 |
| DON KOZLOVSKI | DIRECTOR Trustee or director | 0 | $0 |
| LAURA KROLLMAN | DIRECTOR Trustee or director | 0 | $0 |
| JOSH SKELTON | DIRECTOR Trustee or director | 0 | $0 |
| RANDY LILJEGREN | DIRECTOR Trustee or director | 0 | $0 |
| KAREN BECICKA | DIRECTOR Trustee or director | 0 | $0 |
| CHLOE STRAND | DIRECTOR Trustee or director | 0 | $0 |
| WILL KEYES | DIRECTOR Trustee or director | 0 | $0 |
| KEVIN FLAHERTY | DIRECTOR Trustee or director | 0 | $0 |
| STANLEY GREER | DIRECTOR Trustee or director | 0 | $0 |
| JEWELEON TUOMINEN | DIRECTOR Trustee or director | 0 | $0 |
| TARA ANDERSON | DIRECTOR Trustee or director | 0 | $0 |
| ANDY KIENITZ | DIRECTOR Trustee or director | 0 | $0 |
| JASON MCDONALD | DIRECTOR Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK INSTITUTIONAL TRUSTEE | INSTITUTIONAL TRUSTEE Institutional trustee | 0.01 | $11,033 |
| DON KOZLOVSKI | DIRECTOR Trustee or director | 0 | $0 |
| LAURA KROLLMAN | DIRECTOR Trustee or director | 0 | $0 |
| JOSH SKELTON | DIRECTOR Trustee or director | 0 | $0 |
| RANDY LILJEGREN | DIRECTOR Trustee or director | 0 | $0 |
| KAREN BECICKA | DIRECTOR Trustee or director | 0 | $0 |
| CHLOE STRAND | DIRECTOR Trustee or director | 0 | $0 |
| WILL KEYES | DIRECTOR Trustee or director | 0 | $0 |
| KEVIN FLAHERTY | DIRECTOR Trustee or director | 0 | $0 |
| STANLEY GREER | DIRECTOR Trustee or director | 0 | $0 |
| JEWELEON TUOMINEN | DIRECTOR Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 30 W SUPERIOR ST, DULUTH, MN 55802-2191
- In care of
- % MINNESOTA POWER
- Principal officer (990 for 2024)
- ANTHONY SAURO, 30 WEST SUPERIOR STREET, DULUTH, MN 55802
- Signed the 990
- ANTHONY SAURO, AVP, US BANK AS DIRECTED TRUSTEE
- Phone
- (218) 723-7559
Mission
SEE PART I, LINE 1.
Program accomplishments
- MEDICAL AND DENTAL CLAIMS PAID ON BEHALF OF APPROXIMATELY 100 RETIREES, THEIR DEPENDENTS, AND SURVIVING SPOUSES.Expenses $4,548,211 · revenue $639,115
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
- 41-6367654
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $53,391,330
- Income (IRS master file)
- $10,158,149
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $6,236,349 | $4,548,211 | $53,391,330 | XML |
| 990 | December 2023 | $4,631,090 | $5,390,723 | $56,555,933 | XML |
| 990 | December 2022 | $4,570,416 | $6,037,520 | $59,221,775 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 41-6367654).
Questions about ALLETE AND AFFILIATED COMPANIES RETIREES HEALTH PLAN A
- What is the EIN of ALLETE AND AFFILIATED COMPANIES RETIREES HEALTH PLAN A?
- The employer identification number (EIN) of ALLETE AND AFFILIATED COMPANIES RETIREES HEALTH PLAN A is 41-6367654.
- Is ALLETE AND AFFILIATED COMPANIES RETIREES HEALTH PLAN A tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
- Are donations to ALLETE AND AFFILIATED COMPANIES RETIREES HEALTH PLAN A tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ALLETE AND AFFILIATED COMPANIES RETIREES HEALTH PLAN A 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 ALLETE AND AFFILIATED COMPANIES RETIREES HEALTH PLAN A 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 ALLETE AND AFFILIATED COMPANIES RETIREES HEALTH PLAN A 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 ALLETE AND AFFILIATED COMPANIES RETIREES HEALTH PLAN A?
- The 990 for the year ended December 31, 2024 names ANTHONY SAURO.
- Who are the officers and directors of ALLETE AND AFFILIATED COMPANIES RETIREES HEALTH PLAN A?
- The 990 for the year ended December 31, 2024 lists 14 people; 1 received compensation from the organization, the highest $11,850 (US BANK INSTITUTIONAL TRUSTEE, INSTITUTIONAL TRUSTEE).
- How much revenue does ALLETE AND AFFILIATED COMPANIES RETIREES HEALTH PLAN A have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,236,349, expenses of $4,548,211 and total assets of $53,391,330 at year end.
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