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Nonprofit · EIN 45-6488442

UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND

Also known as ANDREW NICKELHOFF TTEE

Tax-exempt · PITTSBURGH, PA 15222

Financials

$17.9M$24.6M2023$28.5M$24.7M2024
Revenue Expenses · by fiscal year end
Financials of UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$28,480,993$24,658,511$3,822,482$518,618,671$193,834$518,424,837
December 31, 2023990$17,941,262$24,552,759-$6,611,497$501,891,021$265,542$501,625,479
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,984,630
Investment income
$26,496,363
Net gain from sales of assets
$3,477,856
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$22,823,881
Compensation of officers, directors and key employees
$138,649
Salaries, compensation and benefits (total)
$138,649
Professional fundraising fees
$0
Legal fees
$25,920
Accounting fees
$116,775

Balance sheet and other

Total assets, start of year
$501,891,021
Total assets, end of year
$518,618,671
Total liabilities, end of year
$193,834
Net assets, end of year
$518,424,837
Publicly traded securities
$250,692,688
Gross receipts
$28,480,993
Employees
0
Volunteers
3
Year formed
2011
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgs
SUZANNE DANIELSCOMMITTEE MEMBER
Trustee or director
0.5$30,827$82,052
GARY PETRONICHAIRPERSON
Trustee or director
2$39,530$67,563
JACK MARTINCOMMITTEE MEMBER
Trustee or director
0.5$30,827$75,918
FRANCINE PARKERCOMMITTEE MEMBER
Trustee or director
0.5$30,827$67,563
COMERICA BANKINSTITUTIONAL TRUSTEE
Institutional trustee
0.5$15,418$0
RICHARD SAYLORCOMMITTEE MEMBER
Trustee or director
0.5$2,500$0
DAVID PERKINSCOMMITTEE MEMBER
Trustee or director
0.5$0$0
JOHN EBLINCOMMITTEE MEMBER
Trustee or director
0.5$0$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensationFrom related orgs
SUZANNE DANIELSCOMMITTEE MEMBER
Trustee or director
0.5$27,409$61,916
GARY PETRONICHAIRPERSON
Trustee or director
2$33,805$54,414
JACK MARTINCOMMITTEE MEMBER
Trustee or director
0.5$27,409$53,798
FRANCINE PARKERCOMMITTEE MEMBER
Trustee or director
0.5$27,409$52,667
COMERICA BANKINSTITUTIONAL TRUSTEE
Institutional trustee
0.5$31,483$0
RICHARD SAYLORCOMMITTEE MEMBER
Trustee or director
0.5$5,482$0
TIM BRESSLERCOMMITTEE MEMBER - PART YEAR
Trustee or director
0.5$0$0
DAVID PERKINSCOMMITTEE MEMBER
Trustee or director
0.5$0$0
JOHN EBLINCOMMITTEE MEMBER
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
Principal officer (990 for 2024)
GARY PETRONI, 1701 PENNSYLVANIA AVE NW 1200, WASHINGTON, DC 20006
Signed the 990
GARY PETRONI, CHAIRPERSON
Phone
(202) 857-0620
Return prepared by
PLANTE & MORAN PLLC

Mission

TO HELP FUND CERTAIN BENEFITS PROVIDED TO CERTAIN MACK RETIREES AND OTHER ELIGIBLE INDIVIDUALS.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

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
45-6488442
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2013
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$518,618,671
Income (IRS master file)
$28,480,993

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$28,480,993$24,658,511$518,618,671XML
990December 2023$17,941,262$24,552,759$501,891,021XML
990December 2022-$28,498,416$24,988,700$501,652,282IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 45-6488442).

Questions about UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND

What is the EIN of UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND?
The employer identification number (EIN) of UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND is 45-6488442.
Is UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2013.
Are donations to UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND 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 UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND 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 UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND 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 UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND?
The 990 for the year ended December 31, 2024 names GARY PETRONI.
Who are the officers and directors of UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND?
The 990 for the year ended December 31, 2024 lists 8 people; 6 received compensation from the organization, the highest $30,827 (SUZANNE DANIELS, COMMITTEE MEMBER).
How much revenue does UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $28,480,993, expenses of $24,658,511 and total assets of $518,618,671 at year end.

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