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Nonprofit · EIN 82-1580173

HAWAIIAN PILOTS POST MEDICARE HEALTH PLAN VEBA TRUST

Also known as HAWAIIAN PILOTS PMHP

Tax-exempt · PITTSBURGH, PA 15222

Financials

$9.1M$1.2M2023$10.4M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of HAWAIIAN PILOTS POST MEDICARE HEALTH PLAN VEBA TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$10,425,244$1,422,049$9,003,195$169,747,775$205,628$169,542,147
December 31, 2023990$9,088,627$1,217,934$7,870,693$152,489,741$140,087$152,349,654
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$3,927,772
Investment income
$6,041,543
Net gain from sales of assets
$2,635,341
Other revenue
$455,929

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$907,556
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$86,239

Balance sheet and other

Total assets, start of year
$152,489,741
Total assets, end of year
$169,747,775
Total liabilities, end of year
$205,628
Net assets, end of year
$169,542,147
Publicly traded securities
$150,669,803
Gross unrelated business income
-$485
Gross receipts
$30,022,900
Employees
0
Volunteers
0
Year formed
2017
State of legal domicile
HI

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DAN WHITEASST. DIRECTOR, REPRESENTATION
Officer
5$0$372,544$87,287
THE NORTHERN TRUST COMPANYTRUSTEE
Institutional trustee
1$237,934$0$0
CATHERINE POWERSAsst Direc, Rep. (Thru 03/24)
Officer
5$0$154,106$38,142
JOHN FERANDINBOARD MEMBER
Trustee or director
5$0$0$0
DOUG GRANTBOARD MEMBER
Trustee or director
5$0$0$0
ALBERT HOWBOARD MEMBER
Trustee or director
5$0$0$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
CATHERINE POWERSASST. DIRECTOR. REPRESENTATION
Officer
5$0$425,870$77,055
THE NORTHERN TRUST COMPANYTRUSTEE
Institutional trustee
1$163,058$0$0
JOHN FERANDINBOARD MEMBER
Trustee or director
5$0$0$0
DOUG GRANTBOARD MEMBER
Trustee or director
5$0$0$0
ALBERT HOWBOARD MEMBER
Trustee or director
5$0$0$0

Address and contacts

Address (IRS master file)
60 BOULRVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
In care of
% CDS ADMINISTRATORS INC
Principal officer (990 for 2024)
DAN WHITE, 7950 JONES BRANCH DRIVE 400S, MCLEAN, VA 22102
Signed the 990
DAN WHITE, ASST. DIRECTOR, REP
Phone
(703) 689-4124
Return prepared by
WITHUMSMITHBROWNPC

Mission

ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT TO REIMBURSE ELIGIBLE RETIREES AND THEIR ELIGIBLE DEPENDENTS FOR MEDICAL EXPENSES INCURRED AFTER RETIREMENT OR SEPARATION FROM SERVICE AT HAWAIIAN AIRLINES.

990 for the year ended December 31, 2024

Program accomplishments

  • HOLDING OF NOTIONAL ACCOUNTS IN PROVIDING THE REIMBURSEMENT OF ELIGIBLE MEDICAL EXPENSES (WHICH INCLUDE MEDICAL BILLS, PRESCRIPTION DRUGS, HEALTH INSURANCE PREMIUMS, AND LONG TERM CARE PREMIUMS) INCURRED BY ELIGIBLE PILOTS AND THEIR ELIGIBLE DEPENDENTS/BENEFICIARIES ON OR AFTER PILOTS' RETIREMENT OR SEPARATION FROM SERVICE TO START THE FIRST OF MONTH FOLLOWING SEPARATION FROM SERVICE WITH RESPECT TO THE EXCESS CONTRIBUTION ACCOUNT AND THE FIRST OF THE MONTH FOLLOWING ATTAINMENT OF AGE 65 FOR THE PMHP ACCOUNT.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
82-1580173
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2018
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$169,747,775
Income (IRS master file)
$30,022,900

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$10,425,244$1,422,049$169,747,775XML
990December 2023$9,088,627$1,217,934$152,489,741XML
990December 2022$7,677,191$1,042,774$131,793,300IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 82-1580173).

Questions about HAWAIIAN PILOTS POST MEDICARE HEALTH PLAN VEBA TRUST

What is the EIN of HAWAIIAN PILOTS POST MEDICARE HEALTH PLAN VEBA TRUST?
The employer identification number (EIN) of HAWAIIAN PILOTS POST MEDICARE HEALTH PLAN VEBA TRUST is 82-1580173.
Is HAWAIIAN PILOTS POST MEDICARE HEALTH PLAN VEBA TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2018.
Are donations to HAWAIIAN PILOTS POST MEDICARE HEALTH PLAN VEBA TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does HAWAIIAN PILOTS POST MEDICARE HEALTH PLAN VEBA 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 HAWAIIAN PILOTS POST MEDICARE HEALTH PLAN VEBA 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 HAWAIIAN PILOTS POST MEDICARE HEALTH PLAN VEBA 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 HAWAIIAN PILOTS POST MEDICARE HEALTH PLAN VEBA TRUST?
The 990 for the year ended December 31, 2024 names DAN WHITE.
Who are the officers and directors of HAWAIIAN PILOTS POST MEDICARE HEALTH PLAN VEBA TRUST?
The 990 for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization.
How much revenue does HAWAIIAN PILOTS POST MEDICARE HEALTH PLAN VEBA TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $10,425,244, expenses of $1,422,049 and total assets of $169,747,775 at year end.

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