Nonprofit · EIN 47-5070124
LCMCD-LCHCD RETIREE HEALTH INSURANCE TRUST FUND
Tax-exempt · LEHIGH ACRES, FL 33971
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 (amended) | $1,413,120 | $1,353,457 | $59,663 | $14,797,395 | $0 | $14,797,395 |
| September 30, 2024 | 990 | $1,667,404 | $1,346,614 | $320,790 | $13,683,012 | $0 | $13,683,012 |
| September 30, 2023 | 990 | $1,520,879 | $1,213,292 | $307,587 | $11,493,700 | $1,570 | $11,492,130 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,064,274
- Investment income
- $344,361
- Net gain from sales of assets
- $23,179
- Other revenue
- $4,485
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,245,394
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $5,261
- Accounting fees
- $18,071
Balance sheet and other
- Total assets, start of year
- $13,683,012
- Total assets, end of year
- $14,797,395
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,797,395
- Publicly traded securities
- $14,666,836
- Gross receipts
- $1,413,120
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2015
- State of legal domicile
- FL
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DAVID F HOEL | CHAIRMAN Trustee or director, Officer | 1 | $0 | $185,495 |
| KEVIN D WATTS | TRUSTEE Trustee or director | 1 | $0 | $165,602 |
| JAMES S O'NEILL | CFO Trustee or director, Officer | 1 | $0 | $160,605 |
| WILLIAM BURKE | SEC/TREASURE Trustee or director, Officer | 1 | $0 | $4,800 |
| GEORGE J WICHTERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DAVID F HOEL | CHAIRMAN Trustee or director, Officer | 1 | $0 | $176,752 |
| KEVIN D WATTS | TRUSTEE Trustee or director, Officer | 1 | $0 | $159,903 |
| JAMES S O'NEILL | CFO Trustee or director, Officer | 1 | $0 | $154,772 |
| WILLIAM BURKE | SEC/TREASURE Trustee or director, Officer | 1 | $0 | $4,800 |
| GEORGE J WICHTERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHEN R BOWEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DAVID F HOEL | CHAIRMAN Trustee or director, Officer | 1 | $0 | $171,758 |
| KEVIN D WATTS | TRUSTEE Trustee or director, Officer | 1 | $0 | $150,161 |
| JAMES S O'NEILL | CFO Trustee or director, Officer | 1 | $0 | $144,081 |
| EDWARD M BRANTLEY III | TRUSTEE Trustee or director | 1 | $0 | $4,800 |
| STEPHEN R BOWEN | SEC/TREASURE Trustee or director, Officer | 1 | $0 | $3,372 |
| GEORGE J WICHTERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 15191 HOMESTEAD RD, LEHIGH ACRES, FL 33971-9749
- In care of
- % RUSSEL BAKER
- Principal officer (990 for 2024)
- AARON LLOYD, 15191 HOMESTEAD RD, LEHIGH ACRES, FL 33971
- Signed the 990
- AARON LLOYD, CHAIRMAN
- Return prepared by
- HSCTUSCAN & COMPANY PA
Mission
THIS FUND HAS BEEN ESTABLISHED TO PROVIDE POST-RETIREMENT HEALTH BENEFITS FOR THE LEE COUNTY MOSQUITO CONTROL DISTRICT AND THE LEE COUNTY HYACINTH CONTROL DISTRICT, GOVERNMENTAL UNITS ESTABLISHED UNDER FLORIDA STATUTE.
Program accomplishments
- N/A
- N/A
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 47-5070124
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $14,797,395
- Income (IRS master file)
- $1,413,120
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,413,120 | $1,353,457 | $14,797,395 | XML |
| 990 | September 2024 | $1,667,404 | $1,346,614 | $13,683,012 | XML |
| 990 | September 2023 | $1,520,879 | $1,213,292 | $11,493,700 | XML |
| 990 | September 2022 | $1,233,961 | $1,163,446 | $10,870,969 | IRS |
| 990 | September 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 47-5070124).
Questions about LCMCD-LCHCD RETIREE HEALTH INSURANCE TRUST FUND
- What is the EIN of LCMCD-LCHCD RETIREE HEALTH INSURANCE TRUST FUND?
- The employer identification number (EIN) of LCMCD-LCHCD RETIREE HEALTH INSURANCE TRUST FUND is 47-5070124.
- Is LCMCD-LCHCD RETIREE HEALTH INSURANCE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
- Are donations to LCMCD-LCHCD RETIREE HEALTH INSURANCE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LCMCD-LCHCD RETIREE HEALTH INSURANCE TRUST 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 LCMCD-LCHCD RETIREE HEALTH INSURANCE TRUST FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LCMCD-LCHCD RETIREE HEALTH INSURANCE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of LCMCD-LCHCD RETIREE HEALTH INSURANCE TRUST FUND?
- The 990 for the year ended September 30, 2025 names AARON LLOYD.
- Who are the officers and directors of LCMCD-LCHCD RETIREE HEALTH INSURANCE TRUST FUND?
- The 990 for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does LCMCD-LCHCD RETIREE HEALTH INSURANCE TRUST FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,413,120, expenses of $1,353,457 and total assets of $14,797,395 at year end.
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