Nonprofit · EIN 46-6740275
INSURANCE SERVICES OFFICE INC HEALTH AND WELFARE TRUST
Tax-exempt · JERSEY CITY, NJ 07310
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $244,220 | $1,954,440 | -$1,710,220 | $6,621,965 | $0 | $6,621,965 |
| December 31, 2024 | 990 | $238,854 | $37,472 | $201,382 | $8,084,892 | $0 | $8,084,892 |
| December 31, 2023 | 990 | $68,472 | $36,306 | $32,166 | $8,073,627 | $0 | $8,073,627 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $244,220
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,921,747
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $8,084,892
- Total assets, end of year
- $6,621,965
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,621,965
- Publicly traded securities
- $6,621,965
- Gross receipts
- $244,220
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2012
- State of legal domicile
- NJ
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 |
|---|---|---|---|
| PRINCIPAL TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $4,184 |
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $250 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $4,979 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $4,975 |
Address and contacts
- Address (IRS master file)
- 545 WASHINGTON BOULEVARD, JERSEY CITY, NJ 07310-1607
- In care of
- % MR GLENN MCCONNELL TRUSTEE
- Principal officer (990 for 2025)
- MATRIX TRUST COMPANY, 717 17TH STREET STE 1300, DENVER, CO 80202
- Signed the 990
- MATRIX TRUST COMPANY, TRUSTEE
- Phone
- (201) 469-2160
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
Program accomplishments
- HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION FOR PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $1,921,747.
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
- 46-6740275
- 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 (Y43)
- Assets (IRS master file)
- $6,621,965
- Income (IRS master file)
- $244,220
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $244,220 | $1,954,440 | $6,621,965 | XML |
| 990 | December 2024 | $238,854 | $37,472 | $8,084,892 | IRS |
| 990 | December 2023 | $68,472 | $36,306 | $8,073,627 | XML |
| 990 | December 2022 | -$10,019 | $719,944 | $7,723,225 | 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 46-6740275).
Questions about INSURANCE SERVICES OFFICE INC HEALTH AND WELFARE TRUST
- What is the EIN of INSURANCE SERVICES OFFICE INC HEALTH AND WELFARE TRUST?
- The employer identification number (EIN) of INSURANCE SERVICES OFFICE INC HEALTH AND WELFARE TRUST is 46-6740275.
- Is INSURANCE SERVICES OFFICE INC HEALTH AND WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to INSURANCE SERVICES OFFICE INC HEALTH AND WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INSURANCE SERVICES OFFICE INC HEALTH AND WELFARE 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 INSURANCE SERVICES OFFICE INC HEALTH AND WELFARE TRUST 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 INSURANCE SERVICES OFFICE INC HEALTH AND WELFARE TRUST 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 INSURANCE SERVICES OFFICE INC HEALTH AND WELFARE TRUST?
- The 990 for the year ended December 31, 2025 names MATRIX TRUST COMPANY.
- Who are the officers and directors of INSURANCE SERVICES OFFICE INC HEALTH AND WELFARE TRUST?
- The 990 for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $4,184 (PRINCIPAL TRUST COMPANY, TRUSTEE).
- How much revenue does INSURANCE SERVICES OFFICE INC HEALTH AND WELFARE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $244,220, expenses of $1,954,440 and total assets of $6,621,965 at year end.
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