Nonprofit · EIN 54-1875242
NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF
Tax-exempt · ASHBURN, VA 20149
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $16,319,898 | $13,036,897 | $3,283,001 | $15,822,600 | $1,409,777 | $14,412,823 |
| December 31, 2023 | 990 | $13,883,350 | $14,643,064 | -$759,714 | $11,506,166 | $700,927 | $10,805,239 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $15,783,929
- Investment income
- $258,521
- Net gain from sales of assets
- $5,184
- Other revenue
- $277,448
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $11,569,924
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $46,006
- Accounting fees
- $96,688
- Occupancy
- $36,676
- Travel
- $305
Balance sheet and other
- Total assets, start of year
- $11,506,166
- Total assets, end of year
- $15,822,600
- Total liabilities, end of year
- $1,409,777
- Net assets, end of year
- $14,412,823
- Publicly traded securities
- $9,082,842
- Gross receipts
- $17,318,303
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1997
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN RENFROE | ADMINISTRATOR Officer | 1 | $0 | $273,476 | $62,014 |
| RICK LAFOLLETTE | CONTROLLER Highest-paid employee | 33 | $0 | $136,379 | $152,065 |
| STEPHANIE STEWART | ASST ADMINISTRATOR Officer | 5 | $0 | $226,756 | $55,011 |
| BERNARD PERLMUTTER | ASSISTANT ADMINISTRATOR Highest-paid employee | 34 | $0 | $155,067 | $104,787 |
| JARDINE BERNITA | SUPERINTENDENT OF CLAIMS Highest-paid employee | 1 | $0 | $117,532 | $79,563 |
| KENNETH TUSSING | Maintenance Manager Highest-paid employee | 1 | $0 | $112,518 | $72,477 |
| SHEWBRIDGE HOWARD | ISS MANAGER Highest-paid employee | 1 | $0 | $118,794 | $54,083 |
| CHARLES HEEGE | TRUSTEE Trustee or director | 1 | $0 | $42,970 | $84,633 |
| SANDRA LAEMMEL | TRUSTEE Trustee or director | 1 | $0 | $43,289 | $79,592 |
| LAWRENCE D BROWN JR | TRUSTEE Trustee or director | 1 | $0 | $43,605 | $9,181 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN RENFROE | ADMINISTRATOR Officer | 1 | $0 | $272,001 | $50,811 |
| STEPHANIE STEWART | ASST ADMINISTRATOR Officer | 5 | $0 | $226,098 | $55,471 |
| RICK LAFOLLETTE | CONTROLLER Highest-paid employee | 33 | $0 | $132,385 | $136,034 |
| BERNARD PERLMUTTER | ASSISTANT ADMINISTRATOR Highest-paid employee | 34 | $0 | $148,522 | $91,822 |
| JARDINE BERNITA | SUPERINTENDENT OF CLAIMS Highest-paid employee | 1 | $0 | $115,864 | $70,525 |
| SHEWBRIDGE HOWARD | ISS MANAGER Highest-paid employee | 1 | $0 | $109,624 | $47,937 |
| ELHAM GHATRI | ASSISTANT CONTROLLER Highest-paid employee | 2 | $0 | $110,482 | $39,661 |
| SANDRA LAEMMEL | TRUSTEE Trustee or director | 1 | $0 | $43,268 | $77,965 |
| CHARLES HEEGE | TRUSTEE Trustee or director | 1 | $0 | $42,312 | $61,469 |
| LAWRENCE D BROWN JR | TRUSTEE Trustee or director | 1 | $0 | $44,236 | $8,753 |
Address and contacts
- Address (IRS master file)
- 20547 WAVERLY CT, ASHBURN, VA 20149-0001
- In care of
- % STEPHANIE STEWART ASST ADMI
- Principal officer (990 for 2024)
- STEPHANIE STEWART, 20547 WAVERLY COURT, ASHBURN, VA 20149
- Signed the 990
- STEPHANIE STEWART, ASST. ADMINISTRATOR
- Phone
- (703) 729-4677
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
THE ORGANIZATION IS THE TRUST FOR A WELFARE BENEFIT PLAN THAT COVERS EMPLOYEES AND ANNUITANTS, AND THEIR ELIGIBLE DEPENDENTS AND SURVIVORS, OF THE NATIONAL ASSOCIATION OF LETTER CARRIERS, A TAX-EXEMPT ORGANIZATION, AND ITS RELATED ENTITIES. THE ORGANIZATION IS AN EMPLOYEE BENEFIT PLAN SUBJECT TO THE LAWS OF EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974.
Program accomplishments
- FUNDED HEALTH BENEFITS (MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL, AND DENTAL) FOR ELIGIBLE PLAN PARTICIPANTS AND THEIR COVERED DEPENDENTS AND BENEFICIARIES.
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
- 54-1875242
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y430)
- Assets (IRS master file)
- $15,822,600
- Income (IRS master file)
- $17,318,303
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $16,319,898 | $13,036,897 | $15,822,600 | IRS |
| 990 | December 2023 | $13,883,350 | $14,643,064 | $11,506,166 | XML |
| 990 | December 2022 | $11,361,157 | $15,166,667 | $11,517,966 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 54-1875242).
Questions about NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF
- What is the EIN of NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF?
- The employer identification number (EIN) of NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF is 54-1875242.
- Is NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
- Are donations to NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF 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 NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF 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 NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF 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 NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF?
- The 990 for the year ended December 31, 2024 names STEPHANIE STEWART.
- Who are the officers and directors of NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $16,319,898, expenses of $13,036,897 and total assets of $15,822,600 at year end.
Other nonprofits in ASHBURN
- AMERICAN SOCIETY OF MILITARY COMPTROLLERS NATIONAL GUARD CHAPTE EIN 84-2631896 · last filed 990-N for 2025
- MEETING INDUSTRY FUND EIN 47-3719452 · last filed 990-N for 2025
- SAGER FAMILY CEMETERY ASSOCIATION EIN 82-3988993 · last filed 990-N for 2025
- GEORGE WASHINGTON UNIVERSITY EIN 53-0196584 · last filed 990 for 2025
- INSTITUTE FOR BUILDING TECHNOLOGY AND SAFETY EIN 54-1963889 · last filed 990 for 2025
- NATIONAL RECREATION & PARK ASSOCIATION EIN 13-5563001 · last filed 990 for 2025
- UNITED CHARITABLE EIN 20-4286082 · last filed 990 for 2024
- PRISON FELLOWSHIP INTERNATIONAL EIN 51-0247185 · last filed 990 for 2025
All nonprofits in ASHBURN · Virginia · Mutual and membership benefit