Nonprofit · EIN 81-6483011
UTC WELFARE BENEFITS PLAN
Tax-exempt · FARMINGTON, CT 06032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $13,734,372 | $26,310,141 | -$12,575,769 | $5,440,885 | $0 | $5,440,885 |
| December 31, 2023 | 990 | $28,460,963 | $24,904,636 | $3,556,327 | $18,016,654 | $0 | $18,016,654 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $12,953,624
- Investment income
- $780,748
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $25,975,288
- Compensation of officers, directors and key employees
- $10,007
- Salaries, compensation and benefits (total)
- $10,007
- Professional fundraising fees
- $0
- Accounting fees
- $13,800
Balance sheet and other
- Total assets, start of year
- $18,016,654
- Total assets, end of year
- $5,440,885
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,440,885
- Gross receipts
- $36,448,843
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1996
- State of legal domicile
- CT
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 |
|---|---|---|---|
| UNITED BANK | TRUSTEE Institutional trustee | 1 | $10,007 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNITED BANK | TRUSTEE Institutional trustee | 1 | $15,014 |
Address and contacts
- Address (IRS master file)
- 4 FARM SPRINGS RD, FARMINGTON, CT 06032-2573
- In care of
- % KELLY B LAPPIN
- Principal officer (990 for 2024)
- KELLY B LAPPIN, 4 FARM SPRINGS, FARMINGTON, CT 06032
- Signed the 990
- KELLY B LAPPIN, Executive Director
- Phone
- (781) 790-6895
- Return prepared by
- ERNST & YOUNG US LLP
Mission
A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION THAT PROVIDES BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
Program accomplishments
- PAYMENT OF EMPLOYEE BENEFITS FOR ELIGIBLE EMPLOYEES AND DEPENDENTS UNDER THE UTC WELFARE BENEFITS PLAN TRUST.0
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
- 81-6483011
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $5,440,885
- Income (IRS master file)
- $36,448,843
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $13,734,372 | $26,310,141 | $5,440,885 | IRS |
| 990 | December 2023 | $28,460,963 | $24,904,636 | $18,016,654 | XML |
| 990 | December 2022 | $25,679,808 | $18,949,122 | $14,460,327 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 81-6483011).
Questions about UTC WELFARE BENEFITS PLAN
- What is the EIN of UTC WELFARE BENEFITS PLAN?
- The employer identification number (EIN) of UTC WELFARE BENEFITS PLAN is 81-6483011.
- Is UTC WELFARE BENEFITS PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
- Are donations to UTC WELFARE BENEFITS PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UTC WELFARE BENEFITS PLAN 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 UTC WELFARE BENEFITS PLAN 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 UTC WELFARE BENEFITS PLAN 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 UTC WELFARE BENEFITS PLAN?
- The 990 for the year ended December 31, 2024 names KELLY B LAPPIN.
- Who are the officers and directors of UTC WELFARE BENEFITS PLAN?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $10,007 (UNITED BANK, TRUSTEE).
- How much revenue does UTC WELFARE BENEFITS PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $13,734,372, expenses of $26,310,141 and total assets of $5,440,885 at year end.
Other nonprofits in FARMINGTON
- RAYTHEON WELFARE BENEFITS TRUST EIN 75-2547072 · last filed 990 for 2024
- NEW MEXICO HEALTH CONNECTIONS EIN 45-1294709 · last filed 990 for 2025
- COORDINATED HEALTH MUTUAL INC EIN 45-4748792 · last filed 990 for 2025
- OREGONS HEALTH CO OP EIN 45-3321455 · last filed 990 for 2025
- FARMINGTON CEMETERY ASSN EIN 06-0667313 · last filed 990 for 2026
- EVERGREEN HEALTH COOPERATIVE INC EIN 45-3193240 · last filed 990 for 2025
- CAPITAL AREA HEALTH CONSORTIUM INC EIN 51-0173264 · last filed 990 for 2025
- MISS PORTERS SCHOOL INC EIN 06-0646786 · last filed 990 for 2025
All nonprofits in FARMINGTON · Connecticut · Mutual and membership benefit