Skip to main content

Nonprofit · EIN 43-1863866

HALLMARK RETIREE VEBA TR

Tax-exempt · KANSAS CITY, MO 64141

Financials

$3.5M$2.8M2023$2.7M$2M2024
Revenue Expenses · by fiscal year end
Financials of HALLMARK RETIREE VEBA TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,729,356$2,038,743$690,613$5,920,344$0$5,920,344
December 31, 2023990$3,548,205$2,795,588$752,617$5,229,731$0$5,229,731
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,471,684
Investment income
$257,672
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,830,398
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$22,545

Balance sheet and other

Total assets, start of year
$5,229,731
Total assets, end of year
$5,920,344
Total liabilities, end of year
$0
Net assets, end of year
$5,920,344
Publicly traded securities
$5,354,256
Gross unrelated business income
$257,672
Gross receipts
$2,729,356
Employees
0
Volunteers
0
Year formed
1999
State of legal domicile
MO

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
HALLMARK BENEFIT PLANS ADVISORY COMMITTEEFIDUCIARY
Institutional trustee
1$0$1,921,198$0
STATE STREET BANKTRUSTEE
Institutional trustee
1$0$0$2,606
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
HALLMARK BENEFIT PLANS ADVISORY COMMITTEEFIDUCIARY
Institutional trustee
1$0$2,056,493$0
STATE STREET BANKTRUSTEE
Institutional trustee
1$0$0$2,522

Address and contacts

Address (IRS master file)
PO BOX 419480, KANSAS CITY, MO 64141-6480
In care of
% RETIREE HEALTH FUNDING CORPORATIO
Principal officer (990 for 2024)
Hallmark Benefit Plan Advisory Committee, PO Box 419480, Attn Tax 330, Kansas City, MO 64141
Signed the 990
Stephen Collins, Tax Officer
Phone
(816) 274-3062

Mission

NONE

990 for the year ended December 31, 2024

Program accomplishments

  • PATIENT CARE: PROVIDING MEDICAL AND DENTAL BENEFITS TO PARTICIPANTS

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
43-1863866
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2001
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,920,344
Income (IRS master file)
$2,729,356

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,729,356$2,038,743$5,920,344XML
990December 2023$3,548,205$2,795,588$5,229,731XML
990December 2022$4,725,742$4,218,855$4,477,114IRS
990December 2021–––IRS
990December 2020–––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 43-1863866).

Questions about HALLMARK RETIREE VEBA TR

What is the EIN of HALLMARK RETIREE VEBA TR?
The employer identification number (EIN) of HALLMARK RETIREE VEBA TR is 43-1863866.
Is HALLMARK RETIREE VEBA TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2001.
Are donations to HALLMARK RETIREE VEBA TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does HALLMARK RETIREE VEBA TR 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 HALLMARK RETIREE VEBA TR 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 HALLMARK RETIREE VEBA TR 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 HALLMARK RETIREE VEBA TR?
The 990 for the year ended December 31, 2024 names Hallmark Benefit Plan Advisory Committee.
Who are the officers and directors of HALLMARK RETIREE VEBA TR?
The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does HALLMARK RETIREE VEBA TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,729,356, expenses of $2,038,743 and total assets of $5,920,344 at year end.

Other nonprofits in KANSAS CITY

All nonprofits in KANSAS CITY · Missouri · Mutual and membership benefit