Nonprofit · EIN 55-0583589
1978 RETIRED CONSTRUCTION WORKERS BENEFIT TRUST
Tax-exempt · WHEELING, WV 26003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $6,415,747 | $3,725,425 | $2,690,322 | $21,525,081 | $86,563 | $21,438,518 |
| March 31, 2024 | 990 | $6,592,316 | $4,678,761 | $1,913,555 | $18,689,488 | $98,918 | $18,590,570 |
| March 31, 2023 | 990 | $6,681,839 | $5,108,441 | $1,573,398 | $16,932,838 | $110,863 | $16,821,975 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,490,815
- Investment income
- $865,130
- Other revenue
- $59,802
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,420,015
- Compensation of officers, directors and key employees
- $45,000
- Salaries, compensation and benefits (total)
- $45,000
- Professional fundraising fees
- $0
- Legal fees
- $44,391
- Accounting fees
- $27,157
Balance sheet and other
- Total assets, start of year
- $18,689,488
- Total assets, end of year
- $21,525,081
- Total liabilities, end of year
- $86,563
- Net assets, end of year
- $21,438,518
- Net assets without donor restrictions
- $21,438,518
- Gross receipts
- $6,415,747
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1978
- State of legal domicile
- WV
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| WILLIAM H HOWE | TRUSTEE Trustee or director | 1 | $15,000 | $35,000 |
| DONALD T BARNETT | TRUSTEE Trustee or director | 1 | $15,000 | $35,000 |
| FRED MARX | CHAIRMAN Trustee or director | 1 | $15,000 | $35,000 |
990 for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| WILLIAM H HOWE | TRUSTEE Trustee or director | 1 | $15,000 | $35,000 |
| DONALD T BARNETT | TRUSTEE Trustee or director | 1 | $15,000 | $35,000 |
| FRED MARX | CHAIRMAN Trustee or director | 1 | $15,000 | $35,000 |
990 for the year ended March 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| WILLIAM H HOWE | TRUSTEE Trustee or director | 1 | $15,000 | $35,000 |
| DONALD T BARNETT | TRUSTEE Trustee or director | 1 | $15,000 | $35,000 |
| FRED MARX | CHAIRMAN Trustee or director | 1 | $15,000 | $35,000 |
Address and contacts
- Address (IRS master file)
- 1110 MAIN ST, WHEELING, WV 26003-2704
- In care of
- % THE HEALTHPLAN
- Principal officer (990 for 2024)
- FREDRICK MARX, 141 SUMMERS STREET, CHARLESTON, WV 25301
- Signed the 990
- FREDRICK MARX, TRUSTEE
- Phone
- (800) 624-6961
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
HEALTH & WELFARE PLAN EXEMPT UNDER I.R.C. SECT. 501(C)(9).
Program accomplishments
- TO PROVIDE QUALITY HEALTH CARE COVERAGE TO CERTAIN RETIRED CONSTRUCTION WORKERS, DISABLED CONSTRUCTION WORKERS AND THEIR ELIGIBLE DEPENDENTS.
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 55-0583589
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $21,525,081
- Income (IRS master file)
- $6,415,747
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $6,415,747 | $3,725,425 | $21,525,081 | XML |
| 990 | March 2024 | $6,592,316 | $4,678,761 | $18,689,488 | XML |
| 990 | March 2023 | $6,681,839 | $5,108,441 | $16,932,838 | XML |
| 990 | March 2022 | $6,957,177 | $5,597,577 | $16,155,706 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 55-0583589).
Questions about 1978 RETIRED CONSTRUCTION WORKERS BENEFIT TRUST
- What is the EIN of 1978 RETIRED CONSTRUCTION WORKERS BENEFIT TRUST?
- The employer identification number (EIN) of 1978 RETIRED CONSTRUCTION WORKERS BENEFIT TRUST is 55-0583589.
- Is 1978 RETIRED CONSTRUCTION WORKERS BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1979.
- Are donations to 1978 RETIRED CONSTRUCTION WORKERS BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does 1978 RETIRED CONSTRUCTION WORKERS BENEFIT 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 1978 RETIRED CONSTRUCTION WORKERS BENEFIT TRUST due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did 1978 RETIRED CONSTRUCTION WORKERS BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of 1978 RETIRED CONSTRUCTION WORKERS BENEFIT TRUST?
- The 990 for the year ended March 31, 2025 names FREDRICK MARX.
- Who are the officers and directors of 1978 RETIRED CONSTRUCTION WORKERS BENEFIT TRUST?
- The 990 for the year ended March 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $15,000 (WILLIAM H HOWE, TRUSTEE).
- How much revenue does 1978 RETIRED CONSTRUCTION WORKERS BENEFIT TRUST have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $6,415,747, expenses of $3,725,425 and total assets of $21,525,081 at year end.
Other nonprofits in WHEELING
- THE HEALTH PLAN OF WEST VIRGINIA INC EIN 55-0585592 · last filed 990 for 2024
- WHEELING HOSPITAL INC EIN 55-0357057 · last filed 990 for 2024
- NORTHWOOD HEALTH SYSTEMS INC EIN 55-0540374 · last filed 990 for 2025
- WHEELING JESUIT UNIVERSITY INC EIN 55-0394213 · last filed 990 for 2025
- LINSLY SCHOOL INCORPORATED EIN 55-0357035 · last filed 990 for 2025
- OHIO VALLEY INDUSTRIAL AND BUSINESS DEVELOPMENT CORPORATION EIN 55-0461336 · last filed 990 for 2024
- YOUTH SERVICES SYSTEM INC EIN 55-0583675 · last filed 990 for 2025
- COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC EIN 31-0908698 · last filed 990 for 2025