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Nonprofit · EIN 81-0305103

MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST

Tax-exempt · SPOKANE, WA 99201

Financials

$13.5M$12.5M2022$13.9M$10.7M2023$15.6M$13.5M2024
Revenue Expenses · by fiscal year end
Financials of MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$15,591,339$13,495,392$2,095,947$19,755,510$11,063$19,744,447
September 30, 2024990$13,887,387$10,746,250$3,141,137$17,635,711$7,576$17,628,135
September 30, 2023990$13,499,364$12,466,812$1,032,552$14,350,506$30,869$14,319,637
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$14,967,059
Investment income
$624,280
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$12,812,660
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$76,982
Accounting fees
$25,911
Travel
$10,020

Balance sheet and other

Total assets, start of year
$17,635,711
Total assets, end of year
$19,755,510
Total liabilities, end of year
$11,063
Net assets, end of year
$19,744,447
Publicly traded securities
$14,450,501
Gross receipts
$15,591,339
Employees
0
Volunteers
0
Year formed
1968
State of legal domicile
MT

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
NICOLAI COCERGINETRUSTEE - PAST
Trustee or director
1$0$112,723$15,275
TERRIE TRETTENBACHTRUSTEE
Trustee or director
1$0$92,405$15,275
CHANCE STANDISHTRUSTEE
Trustee or director
1$0$48,308$7,637
TODD CROSBYTRUSTEE
Trustee or director
1$0$0$0
FAYE GUENTHERTRUSTEE
Trustee or director
1$0$0$0
STEVE BREZENSKITRUSTEE
Trustee or director
1$0$0$0
BRENT BOHNTRUSTEE
Trustee or director
1$0$0$0
KATINA WOODTRUSTEE
Trustee or director
1$0$0$0
JESSICA KONGTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended September 30, 2024: 7 people
NameTitleHours / weekCompensationOther / benefits
NICOLAI COCERGINETRUSTEE
Trustee or director
1$112,273$15,934
TERRIE TRETTENBACHTRUSTEE
Trustee or director
1$80,880$15,934
PAULETTE DURYEEALTERNATE TRUSTEE - PAST
Trustee or director
1$53,853$15,414
BRENT BOHNTRUSTEE
Trustee or director
1$0$0
KATINA WOODTRUSTEE
Trustee or director
1$0$0
STEVE BREZENSKITRUSTEE
Trustee or director
1$0$0
JESSICA KONGTRUSTEE
Trustee or director
1$0$0
990 for the year ended September 30, 2023: 7 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
NICOLAI COCERGINETRUSTEE
Trustee or director
1$0$98,777$15,493
TERRIE TRETTENBACHTRUSTEE
Trustee or director
1$0$68,230$15,493
PAULETTE DURYEEALTERNATE TRUSTEE
Trustee or director
1$0$44,508$14,973
BRENT BOHNTRUSTEE
Trustee or director
1$0$0$0
KATINA WOODTRUSTEE
Trustee or director
1$0$0$0
STEVE BREZENSKITRUSTEE
Trustee or director
1$0$0$0
ROBERT MCLAUCHLINTRUSTEE - PAST
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
1322 N POST PL, SPOKANE, WA 99201-2520
In care of
% UNITED ADMINISTRATORS
Principal officer (990 for 2024)
TERRIE TRETTENBACH, 1322 N POST PLACE, SPOKANE, WA 99201
Signed the 990
TERRIE TRETTENBACH, TRUSTEE
Phone
(509) 534-0600
Return prepared by
LEGACY PROFESSIONALS LLP

Mission

PROVIDE HEALTH AND WELFARE BENEFITS.

990 for the year ended September 30, 2025

Program accomplishments

  • THE PLAN PROVIDES COMPREHENSIVE MEDICAL BENEFITS INCLUDING DENTAL, VISION, PRESCRIPTION DRUG, LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT (AD&D) AND TIME LOSS BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR 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 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
81-0305103
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1970
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$19,755,510
Income (IRS master file)
$15,591,339

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$15,591,339$13,495,392$19,755,510XML
990September 2024$13,887,387$10,746,250$17,635,711XML
990September 2023$13,499,364$12,466,812$14,350,506XML
990September 2022$12,448,393$12,737,076$13,802,115IRS
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 81-0305103).

Questions about MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST

What is the EIN of MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST?
The employer identification number (EIN) of MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST is 81-0305103.
Is MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1970.
Are donations to MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE 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 MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST 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 MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST 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 MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST?
The 990 for the year ended September 30, 2025 names TERRIE TRETTENBACH.
Who are the officers and directors of MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST?
The 990 for the year ended September 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST have?
On its 990 for the year ended September 30, 2025 it reported revenue of $15,591,339, expenses of $13,495,392 and total assets of $19,755,510 at year end.

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