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Nonprofit · EIN 54-1218271

H R S A-I L A FRINGE BENEFIT FUND

Tax-exempt · NORFOLK, VA 23505

Financials

$25.8M$501K2022$29.2M$477K2023$38.7M$405K2024
Revenue Expenses · by fiscal year end
Financials of H R S A-I L A FRINGE BENEFIT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$38,733,748$404,815$38,328,933$34,831,416$2,635,515$32,195,901
September 30, 2024990$29,181,523$477,068$28,704,455$23,460,949$4,018,300$19,442,649
September 30, 2023990$25,813,343$501,159$25,312,184$22,301,756$3,776,331$18,525,425
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$38,173,577
Investment income
$552,071
Net gain from sales of assets
$1,158
Other revenue
$8,100

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$28,571
Other salaries and wages
$119,047
Salaries, compensation and benefits (total)
$211,119
Professional fundraising fees
$0
Legal fees
$35,111
Accounting fees
$27,038
Occupancy
$21,418
Travel
$4,135
Depreciation
$10,212

Balance sheet and other

Total assets, start of year
$23,460,949
Total assets, end of year
$34,831,416
Total liabilities, end of year
$2,635,515
Net assets, end of year
$32,195,901
Land, buildings and equipment
$101,459
Publicly traded securities
$12,034,433
Gross unrelated business income
$5,980
Gross receipts
$69,214,637
Employees
16
Volunteers
12
Year formed
1982
State of legal domicile
VA

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
STEVE GREENEADMINISTRATOR
Officer
3$26,390$182,242$30,975
JEREMY BRIDGESTRUSTEE
Trustee or director
0.5$0$0$0
PETER COOKETRUSTEE
Trustee or director
0.5$0$0$0
JIM FORDTRUSTEE
Trustee or director
0.5$0$0$0
JAMES MICHALSKITRUSTEE
Trustee or director
0.5$0$0$0
ERIN MALEYTRUSTEE
Trustee or director
0.5$0$0$0
JOSEPH RUDDYTRUSTEE
Trustee or director
0.5$0$0$0
LARRY BACHTELLTRUSTEE
Trustee or director
0.5$0$0$0
MONTA BIVINSTRUSTEE
Trustee or director
0.5$0$0$0
JONATHAN COLEYTRUSTEE
Trustee or director
0.5$0$0$0
MICHAEL HEATHTRUSTEE
Trustee or director
0.5$0$0$0
CHRISTOPHER FAULKTRUSTEE
Trustee or director
0.5$0$0$0
KEVIN HALSTEADTRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended September 30, 2024: 15 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
STEVE GREENEADMINISTRATOR
Officer
3$22,691$150,923$30,360
ROGER GIESINGERTRUSTEE
Trustee or director
0.5$0$0$0
JEREMY BRIDGESTRUSTEE
Trustee or director
0.5$0$0$0
PETER COOKETRUSTEE
Trustee or director
0.5$0$0$0
JIM FORDTRUSTEE
Trustee or director
0.5$0$0$0
JAMES MICHALSKITRUSTEE
Trustee or director
0.5$0$0$0
ERIN MALEYTRUSTEE
Trustee or director
0.5$0$0$0
KYLE BASSHAMTRUSTEE
Trustee or director
0.5$0$0$0
THOMAS LITTLETRUSTEE
Trustee or director
0.5$0$0$0
LARRY BACHTELLTRUSTEE
Trustee or director
0.5$0$0$0
MONTA BIVINSTRUSTEE
Trustee or director
0.5$0$0$0
JONATHAN COLEYTRUSTEE
Trustee or director
0.5$0$0$0
MICHAEL HEATHTRUSTEE
Trustee or director
0.5$0$0$0
CHRISTOPHER FAULKTRUSTEE
Trustee or director
0.5$0$0$0
KEVIN HALSTEADTRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended September 30, 2023: 15 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
STEVE GREENEADMINISTRATOR
Officer
3$21,243$141,290$29,760
ROGER GIESINGERTRUSTEE
Trustee or director
0.5$0$0$0
JEREMY BRIDGESTRUSTEE
Trustee or director
0.5$0$0$0
JIM FORDTRUSTEE
Trustee or director
0.5$0$0$0
JAMES MICHALSKITRUSTEE
Trustee or director
0.5$0$0$0
PETER COOKETRUSTEE
Trustee or director
0.5$0$0$0
THOMAS M LITTLETRUSTEE
Trustee or director
0.5$0$0$0
LARRY A BACHTELLTRUSTEE
Trustee or director
0.5$0$0$0
MICHAEL HEATHTRUSTEE
Trustee or director
0.5$0$0$0
JONATHAN COLEYTRUSTEE
Trustee or director
0.5$0$0$0
JOSEPH RUDDYTRUSTEE
Trustee or director
0.5$0$0$0
STEPHEN WALTONTRUSTEE
Trustee or director
0.5$0$0$0
ERIN MALEYTRUSTEE
Trustee or director
0.5$0$0$0
KENNETH GRAYTRUSTEE
Trustee or director
0.5$0$0$0
KEVIN HALSTEADTRUSTEE
Trustee or director
0.5$0$0$0

Address and contacts

Address (IRS master file)
1355 INTERNATIONAL TERMINAL BLVD, NORFOLK, VA 23505-1460
Principal officer (990 for 2024)
STEVE GREENE, 1355 INTERNATIONAL TERMINAL BLVD, NORFOLK, VA 235051458
Signed the 990
STEVE GREENE, ADMINISTRATOR
Phone
(757) 457-7090
Return prepared by
CALIBRE CPA GROUP PLLC

Mission

SEE SCHEDULE OTHE FUND IS CREATED FOR THE PURPOSE OF RECEIVING AND ADMINISTERING CONTRIBUTIONS OF EMPLOYERS NECESSARY TO FUND EMPLOYEE FRINGE BENEFIT PROGRAMS REQUIRED IN THE COLLECTIVE BARGAINING AGREEMENT, INCLUDING CONTAINER ROYALTY FUND NO. 2, THE WELFARE FUND, THE VACATION AND HOLIDAY FUND, AND THE DAVID D. ALSTON SCHOLARSHIP FUND. THE FUND SHALL CONSTITUTE A TRUST AS DEFINED IN SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.

990 for the year ended September 30, 2025

Program accomplishments

  • RECEIVED AND ADMINISTERED EMPLOYER CONTRIBUTIONS NECESSARY TO FUND EMPLOYEE FRINGE BENEFIT PROGRAMS REQUIRED PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS.

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 yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
54-1218271
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$34,831,416
Income (IRS master file)
$69,214,637

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$38,733,748$404,815$34,831,416XML
990September 2024$29,181,523$477,068$23,460,949XML
990September 2023$25,813,343$501,159$22,301,756XML
990September 2022$29,283,818$482,340$25,204,494IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 54-1218271).

Questions about H R S A-I L A FRINGE BENEFIT FUND

What is the EIN of H R S A-I L A FRINGE BENEFIT FUND?
The employer identification number (EIN) of H R S A-I L A FRINGE BENEFIT FUND is 54-1218271.
Is H R S A-I L A FRINGE BENEFIT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9).
Which annual return does H R S A-I L A FRINGE 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 H R S A-I L A FRINGE BENEFIT 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 H R S A-I L A FRINGE BENEFIT 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 H R S A-I L A FRINGE BENEFIT FUND?
The 990 for the year ended September 30, 2025 names STEVE GREENE.
Who are the officers and directors of H R S A-I L A FRINGE BENEFIT FUND?
The 990 for the year ended September 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $26,390 (STEVE GREENE, ADMINISTRATOR).
How much revenue does H R S A-I L A FRINGE BENEFIT FUND have?
On its 990 for the year ended September 30, 2025 it reported revenue of $38,733,748, expenses of $404,815 and total assets of $34,831,416 at year end.

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