Nonprofit · EIN 46-2332843
LAKELAND REGIONAL HEALTH SYSTEM ASSOCIATE BENEFIT PROGRAM TRUST
Also known as DBA POST-RETIREE HEALTH PLAN
Tax-exempt · GRAND RAPIDS, MI 49503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,323,344 | $67,328 | $4,256,016 | $19,079,803 | $0 | $19,079,803 |
| December 31, 2023 | 990 | $461,319 | $52,754 | $408,565 | $18,287,609 | $0 | $18,287,609 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $4,323,344
- Net gain from sales of assets
- $3,507,371
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $18,287,609
- Total assets, end of year
- $19,079,803
- Total liabilities, end of year
- $0
- Net assets, end of year
- $19,079,803
- Publicly traded securities
- $2,073,378
- Gross receipts
- $13,805,482
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2013
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LINDA MACDONALD | TRUSTEE Trustee or director | 1 | $0 | $587,039 | $99,922 |
| CELESTE MCINTYRE | TRUSTEE Trustee or director | 1 | $0 | $535,849 | $140,052 |
| HEATHER LALLO | TRUSTEE Trustee or director | 1 | $0 | $395,176 | $51,871 |
| STEPHANIE OSTRANDER | TRUSTEE Trustee or director | 1 | $0 | $351,420 | $51,500 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LINDA MACDONALD | TRUSTEE Trustee or director | 1 | $0 | $591,285 | $122,742 |
| CELESTE MCINTYRE | TRUSTEE Trustee or director | 1 | $0 | $543,696 | $157,127 |
| HEATHER LALLO | TRUSTEE Trustee or director | 1 | $0 | $420,425 | $47,119 |
| STEPHANIE OSTRANDER | TRUSTEE Trustee or director | 1 | $0 | $351,142 | $46,826 |
Address and contacts
- Address (IRS master file)
- 100 COREWELL DR NW, GRAND RAPIDS, MI 49503-2041
- In care of
- % TAX
- Principal officer (990 for 2024)
- HEATHER LALLO, 100 COREWELL DR NW ATTN TAX, GRAND RAPIDS, MI 49503
- Signed the 990
- HEATHER LALLO, TRUSTEE
- Phone
- (866) 989-7999
Mission
THE TRUST WAS ESTABLISHED TO FUND THE POSTRETIREMENT OBLIGATION OF LAKELAND REGIONAL HEALTH SYSTEM.
Program accomplishments
- PAYMENT OF STIPEND TO ELIGIBLE RETIREES TOWARDS THE PURCHASE OF HEALTH INSURANCE OR TO PURCHASE THEIR OWN MEDICARE STOP LOSS INSURANCE COVERAGE. NUMBER OF ACTIVE MEMBERS IN THE PLAN IS 471. TOTAL EMPLOYEES THAT COULD BECOME ELIGIBLE TO RECEIVE FUTURE BENEFITS UPON RETIREMENT IS 343.
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
- 46-2332843
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y20)
- Assets (IRS master file)
- $19,079,803
- Income (IRS master file)
- $13,805,482
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,323,344 | $67,328 | $19,079,803 | IRS |
| 990 | December 2023 | $461,319 | $52,754 | $18,287,609 | XML |
| 990 | December 2022 | $335,204 | $79,296 | $15,883,794 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 46-2332843).
Questions about LAKELAND REGIONAL HEALTH SYSTEM ASSOCIATE BENEFIT PROGRAM TRUST
- What is the EIN of LAKELAND REGIONAL HEALTH SYSTEM ASSOCIATE BENEFIT PROGRAM TRUST?
- The employer identification number (EIN) of LAKELAND REGIONAL HEALTH SYSTEM ASSOCIATE BENEFIT PROGRAM TRUST is 46-2332843.
- Is LAKELAND REGIONAL HEALTH SYSTEM ASSOCIATE BENEFIT PROGRAM TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to LAKELAND REGIONAL HEALTH SYSTEM ASSOCIATE BENEFIT PROGRAM TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LAKELAND REGIONAL HEALTH SYSTEM ASSOCIATE BENEFIT PROGRAM TRUST 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 LAKELAND REGIONAL HEALTH SYSTEM ASSOCIATE BENEFIT PROGRAM TRUST 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 LAKELAND REGIONAL HEALTH SYSTEM ASSOCIATE BENEFIT PROGRAM TRUST 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 LAKELAND REGIONAL HEALTH SYSTEM ASSOCIATE BENEFIT PROGRAM TRUST?
- The 990 for the year ended December 31, 2024 names HEATHER LALLO.
- Who are the officers and directors of LAKELAND REGIONAL HEALTH SYSTEM ASSOCIATE BENEFIT PROGRAM TRUST?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does LAKELAND REGIONAL HEALTH SYSTEM ASSOCIATE BENEFIT PROGRAM TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,323,344, expenses of $67,328 and total assets of $19,079,803 at year end.
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All nonprofits in GRAND RAPIDS · Michigan · Mutual and membership benefit