Nonprofit · EIN 45-6271549
OCCUPATIONS HEALTH AND WELFARE TR
Tax-exempt · MIDDLETOWN, NY 10941
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $286,848 | -$204,429 | $491,277 | $1,515,392 | $68,176 | $1,447,216 |
| December 31, 2024 | 990 | $361,646 | $529,284 | -$167,638 | $1,101,253 | $68,798 | $1,032,455 |
| December 31, 2023 | 990 | $300,073 | $144,499 | $155,574 | $1,370,583 | $170,489 | $1,200,094 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $234,664
- Investment income
- $52,184
- Net gain from sales of assets
- $1
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- -$278,714
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- -$204,429
Balance sheet and other
- Total assets, start of year
- $1,101,253
- Total assets, end of year
- $1,515,392
- Total liabilities, end of year
- $68,176
- Net assets, end of year
- $1,447,216
- Gross receipts
- $286,848
- Employees
- 167
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA | VP & TRUST OFFICER Institutional trustee | 10 | $3,000 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA | VP & TRUST OFFICER Institutional trustee | 10 | $3,000 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA | VP & TRUST OFFICER Institutional trustee | 10 | $3,000 |
Address and contacts
- Address (IRS master file)
- 15 FORTUNE RD W, MIDDLETOWN, NY 10941-1625
- In care of
- % COMERICA BANK
- Principal officer (990 for 2025)
- GEORGE BRADEN - COMERICA BANK, 15 FORTUNE RD W, MIDDLETOWN, NY 10941
- Signed the 990
- Gabriel Johnson, Vice-President
- Phone
- (512) 652-7574
- Return prepared by
- Pope Shamsie & Dooley LLP
Mission
VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION FOR THE PAYMENT OF HEALTH AND WELFARE BENEFITS TO CURRENT AND ELIGIBLE FORMER OCCUPATIONS EMPLOYEES AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDING FOR THE PAYMENT OF HEALTH AND WELFARE BENEFITS TO CURRENT AND ELIGIBLE FORMER OCCUPATIONS EMPLOYEES AND THEIR DEPENDENTSExpenses -$204,429 · revenue $286,848
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 | 990 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
- 45-6271549
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,515,392
- Income (IRS master file)
- $286,848
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $286,848 | -$204,429 | $1,515,392 | XML |
| 990 | December 2024 | $361,646 | $529,284 | $1,101,253 | XML |
| 990 | December 2023 | $300,073 | $144,499 | $1,370,583 | XML |
| 990 | December 2022 | $257,597 | $140,730 | $1,164,997 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 45-6271549).
Questions about OCCUPATIONS HEALTH AND WELFARE TR
- What is the EIN of OCCUPATIONS HEALTH AND WELFARE TR?
- The employer identification number (EIN) of OCCUPATIONS HEALTH AND WELFARE TR is 45-6271549.
- Is OCCUPATIONS HEALTH AND WELFARE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
- Are donations to OCCUPATIONS HEALTH AND WELFARE TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OCCUPATIONS HEALTH AND WELFARE 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 OCCUPATIONS HEALTH AND WELFARE TR 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 OCCUPATIONS HEALTH AND WELFARE TR 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 OCCUPATIONS HEALTH AND WELFARE TR?
- The 990 for the year ended December 31, 2025 names GEORGE BRADEN - COMERICA BANK.
- Who are the officers and directors of OCCUPATIONS HEALTH AND WELFARE TR?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,000 (COMERICA, VP & TRUST OFFICER).
- How much revenue does OCCUPATIONS HEALTH AND WELFARE TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $286,848, expenses of -$204,429 and total assets of $1,515,392 at year end.
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