Nonprofit · EIN 76-0311901
NEW ERA EMPLOYEE WELFARE BENEFIT PLAN TRUST
Tax-exempt (reinstated) · HOUSTON, TX 77079
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,285,415 | $3,101,058 | $184,357 | $617,694 | $916,536 | -$298,842 |
| December 31, 2023 | 990 | $3,347,148 | $3,780,209 | -$433,061 | $418,508 | $1,617,806 | -$1,199,298 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,285,415
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,502,047
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $418,508
- Total assets, end of year
- $617,694
- Total liabilities, end of year
- $916,536
- Net assets, end of year
- -$298,842
- Gross receipts
- $3,285,415
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1990
- State of legal domicile
- TX
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 |
|---|---|---|---|
| BILL CHEN | TRUSTEE Trustee or director | 1 | $0 |
| MARY FRAZIER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILL CHEN | TRUSTEE Trustee or director | 1 | $0 |
| MARY FRAZIER | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 11720 KATY FWY STE 1700, HOUSTON, TX 77079-6578
- In care of
- % NEW ERA LIFE INSU BILL CHEN TTEE
- Principal officer (990 for 2024)
- BILL CHEN, 11720 KATY FREEWAY 1700, HOUSTON, TX 77079
- Signed the 990
- BILL CHEN, PRESIDENT AND TREASURER
- Phone
- (281) 368-7200
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
THE PLAN'S PRIMARY PURPOSE IS TO PROVIDE MAJOR MEDICAL AND OPTIONAL DENTAL BENEFITS TO ALL FULL-TIME EMPLOYEES.
Program accomplishments
- PROVISION OF MAJOR MEDICAL AND DENTAL BENEFITS TO ALL FULL-TIME EMPLOYEES, BENEFICIARIES 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
- 76-0311901
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Civil rights, social action and advocacy (R01)
- Assets (IRS master file)
- $617,694
- Income (IRS master file)
- $3,285,415
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- June 9, 2011
- Reinstated
- Effective May 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,285,415 | $3,101,058 | $617,694 | XML |
| 990 | December 2023 | $3,347,148 | $3,780,209 | $418,508 | XML |
| 990 | December 2022 | $3,208,580 | $3,709,395 | $10,071 | 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 76-0311901).
Questions about NEW ERA EMPLOYEE WELFARE BENEFIT PLAN TRUST
- What is the EIN of NEW ERA EMPLOYEE WELFARE BENEFIT PLAN TRUST?
- The employer identification number (EIN) of NEW ERA EMPLOYEE WELFARE BENEFIT PLAN TRUST is 76-0311901.
- Is NEW ERA EMPLOYEE WELFARE BENEFIT PLAN TRUST tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective May 15, 2010.
- Are donations to NEW ERA EMPLOYEE WELFARE BENEFIT PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NEW ERA EMPLOYEE WELFARE BENEFIT PLAN 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 NEW ERA EMPLOYEE WELFARE BENEFIT PLAN TRUST 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 NEW ERA EMPLOYEE WELFARE BENEFIT PLAN TRUST 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 NEW ERA EMPLOYEE WELFARE BENEFIT PLAN TRUST?
- The 990 for the year ended December 31, 2024 names BILL CHEN.
- Who are the officers and directors of NEW ERA EMPLOYEE WELFARE BENEFIT PLAN TRUST?
- The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does NEW ERA EMPLOYEE WELFARE BENEFIT PLAN TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,285,415, expenses of $3,101,058 and total assets of $617,694 at year end.
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