Nonprofit · EIN 47-7404015
UAW RETIREES HEALTH CARE TR
Also known as ANDREW NICKELHOFF TTEE
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $20,384,074 | $18,871,580 | $1,512,494 | $440,036,782 | $159,029 | $439,877,753 |
| December 31, 2023 | 990 | $9,765,896 | $19,856,352 | -$10,090,456 | $421,563,386 | $79,201 | $421,484,185 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $621,704
- Investment income
- $19,762,370
- Net gain from sales of assets
- $8,192,106
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $16,155,482
- Compensation of officers, directors and key employees
- $181,142
- Salaries, compensation and benefits (total)
- $181,142
- Professional fundraising fees
- $0
- Legal fees
- $57,543
- Accounting fees
- $120,968
Balance sheet and other
- Total assets, start of year
- $421,563,386
- Total assets, end of year
- $440,036,782
- Total liabilities, end of year
- $159,029
- Net assets, end of year
- $439,877,753
- Publicly traded securities
- $151,637,350
- Gross receipts
- $30,941,968
- Employees
- 0
- Volunteers
- 1
- Year formed
- 2015
- 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 |
|---|---|---|---|---|---|
| RENEE TURNER-BAILEY | COMMITTEE MEMBER Trustee or director | 1 | $0 | $169,881 | $1,246 |
| COMERICA | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $81,289 | $0 | $0 |
| FRANCINE PARKER | CHAIRPERSON Trustee or director | 1 | $30,822 | $0 | $0 |
| SCOTT ANDREWS | COMMITTEE MEMBER Trustee or director | 1 | $30,086 | $610 | $0 |
| JAMES L KING | COMMITTEE MEMBER Trustee or director | 1 | $27,416 | $0 | $0 |
| GARY B MANN | COMMITTEE MEMBER Trustee or director | 1 | $27,079 | $0 | $0 |
| JANICE CARUSO | COMMITTEE MEMBER Trustee or director | 1 | $24,903 | $115 | $0 |
| GARY PETRONI | COMMITTEE MEMBER Trustee or director | 1 | $24,902 | $0 | $0 |
| JESSICA GUBING | COMMITTEE MEMBER Trustee or director | 1 | $24,902 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RENEE TURNER-BAILEY | COMMITTEE MEMBER Trustee or director | 1 | $0 | $156,947 | $2,786 |
| SCOTT ANDREWS | COMMITTEE MEMBER Trustee or director | 1 | $17,393 | $70,689 | $169 |
| JANICE CARUSO | COMMITTEE MEMBER Trustee or director | 1 | $18,635 | $41,726 | $25 |
| FRANCINE PARKER | CHAIRPERSON Trustee or director | 1 | $22,968 | $0 | $0 |
| GARY B MANN | COMMITTEE MEMBER Trustee or director | 1 | $21,635 | $0 | $0 |
| JAMES L KING | COMMITTEE MEMBER Trustee or director | 1 | $18,635 | $0 | $0 |
| GARY PETRONI | COMMITTEE MEMBER Trustee or director | 1 | $18,635 | $0 | $0 |
| JESSICA GUBING | COMMITTEE MEMBER Trustee or director | 1 | $18,635 | $0 | $0 |
| COMERICA | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $7,589 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
- In care of
- % BENESYS INC
- Signed the 990
- FRANCINE PARKER, CHAIRPERSON
- Phone
- (202) 857-0620
- Return prepared by
- PLANTE & MORAN PLLC
Mission
TO HELP FUND CERTAIN BENEFITS PROVIDED TO ELIGIBLE RETIRED EMPLOYEES OF THE INTERNATIONAL UNION, UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA (UAW), AND OTHER ELIGIBLE INDIVIDUALS.
Program accomplishments
- PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
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
- 47-7404015
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $440,036,782
- Income (IRS master file)
- $30,941,968
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $20,384,074 | $18,871,580 | $440,036,782 | XML |
| 990 | December 2023 | $9,765,896 | $19,856,352 | $421,563,386 | XML |
| 990 | December 2022 | $11,275,375 | $17,102,014 | $394,862,366 | 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 47-7404015).
Questions about UAW RETIREES HEALTH CARE TR
- What is the EIN of UAW RETIREES HEALTH CARE TR?
- The employer identification number (EIN) of UAW RETIREES HEALTH CARE TR is 47-7404015.
- Is UAW RETIREES HEALTH CARE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
- Are donations to UAW RETIREES HEALTH CARE TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UAW RETIREES HEALTH CARE 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 UAW RETIREES HEALTH CARE TR 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 HEALTH CARE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of UAW RETIREES HEALTH CARE TR?
- The 990 for the year ended December 31, 2024 lists 9 people; 8 received compensation from the organization.
- How much revenue does UAW RETIREES HEALTH CARE TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $20,384,074, expenses of $18,871,580 and total assets of $440,036,782 at year end.
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