Nonprofit · EIN 68-6254830
HEALTH PROFESSIONALS & ALLIED EMP AST AFL-CIO RETIREE MEDICAL TR
Also known as SLOTT MIKE TTEE
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,928,695 | $990,783 | $2,937,912 | $42,237,191 | $98,737 | $42,138,454 |
| December 31, 2023 | 990 | $2,770,791 | $815,417 | $1,955,374 | $35,612,139 | $41,509 | $35,570,630 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,196,549
- Investment income
- $1,732,146
- Net gain from sales of assets
- $824,855
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $454,936
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $56,118
- Accounting fees
- $22,050
Balance sheet and other
- Total assets, start of year
- $35,612,139
- Total assets, end of year
- $42,237,191
- Total liabilities, end of year
- $98,737
- Net assets, end of year
- $42,138,454
- Publicly traded securities
- $40,878,148
- Gross receipts
- $11,266,384
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- NJ
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 |
|---|---|---|---|
| CHRIS WHALEN | UNION TRUSTEE- CHAIRMAN Trustee or director | 5 | $0 |
| LOUIS LESSIG | EMPLOYER TRUSTEE Trustee or director | 5 | $0 |
| ALICE HOWARTH | UNION TRUSTEE Trustee or director | 5 | $0 |
| CHRISTINE J BIANCHINO | EMPLOYER TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL SLOTT | UNION TRUSTEE-CHAIRMAN Trustee or director | 5 | $0 |
| LOUIS LESSIG | EMPLOYER TRUSTEE Trustee or director | 5 | $0 |
| ALICE HOWARTH | UNION TRUSTEE Trustee or director | 5 | $0 |
| ROY PARK | FORMER EMPLOYER TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 603 STANWIX ST 2 GATEWAY STE 1500, PITTSBURGH, PA 15222-0000
- In care of
- % HEAL
- Principal officer (990 for 2024)
- CHRIS WHALEN, 140 SYLVAN AVENUE 106, ENGLEWOOD CLIFFS, NJ 07632
- Signed the 990
- CHRIS WHALEN TRUSTEE, TRUSTEE
- Phone
- (201) 947-8000
- Return prepared by
- WEAVER AND TIDWELL LLP
Mission
THE FUND IS A WELFARE BENEFIT PROGRAM THAT IS MAINTAINED PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS BETWEEN HEALTH PROFESSIONALS AND ALLIED EMPLOYEES, AFT/AFL-CIO (HPAE), A LABOR ORGANIZATION, WHICH NEGOTIATES BENEFITS FOR ITS MEMBERS AND VARIOUS HOSPITALS. HPAE PROVIDES COVERAGE FOR THEIR ELIGIBLE MEMBERS, WHEREAS EMPLOYERS IN CONTRACT WITH COLLECTIVE BARGAINING AGREEMENTS CONTRIBUTE TO THE TRUST FOR THE PURPOSE OF FUNDING, IN WHOLE, OR IN PART, RETIREE HEALTH BENEFITS.
Program accomplishments
- TO PROVIDE RETIREE HEALTH BENEFITS TO APPROXIMATELY 15,600 PARTICIPANTS AND 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 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
- 68-6254830
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $42,237,191
- Income (IRS master file)
- $11,266,384
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,928,695 | $990,783 | $42,237,191 | XML |
| 990 | December 2023 | $2,770,791 | $815,417 | $35,612,139 | XML |
| 990 | December 2022 | $3,136,154 | $766,007 | $29,479,746 | 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 68-6254830).
Questions about HEALTH PROFESSIONALS & ALLIED EMP AST AFL-CIO RETIREE MEDICAL TR
- What is the EIN of HEALTH PROFESSIONALS & ALLIED EMP AST AFL-CIO RETIREE MEDICAL TR?
- The employer identification number (EIN) of HEALTH PROFESSIONALS & ALLIED EMP AST AFL-CIO RETIREE MEDICAL TR is 68-6254830.
- Is HEALTH PROFESSIONALS & ALLIED EMP AST AFL-CIO RETIREE MEDICAL TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to HEALTH PROFESSIONALS & ALLIED EMP AST AFL-CIO RETIREE MEDICAL TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEALTH PROFESSIONALS & ALLIED EMP AST AFL-CIO RETIREE MEDICAL 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 HEALTH PROFESSIONALS & ALLIED EMP AST AFL-CIO RETIREE MEDICAL 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 HEALTH PROFESSIONALS & ALLIED EMP AST AFL-CIO RETIREE MEDICAL TR 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 HEALTH PROFESSIONALS & ALLIED EMP AST AFL-CIO RETIREE MEDICAL TR?
- The 990 for the year ended December 31, 2024 names CHRIS WHALEN.
- Who are the officers and directors of HEALTH PROFESSIONALS & ALLIED EMP AST AFL-CIO RETIREE MEDICAL TR?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does HEALTH PROFESSIONALS & ALLIED EMP AST AFL-CIO RETIREE MEDICAL TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,928,695, expenses of $990,783 and total assets of $42,237,191 at year end.
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