Nonprofit · EIN 82-3692932
TRANSIT EMPLOYEES HEALTH AND WELFARE FUND
Tax-exempt · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $23,153,683 | $20,319,446 | $2,834,237 | $30,699,033 | $2,327,085 | $28,371,948 |
| December 31, 2023 | 990 | $21,474,310 | $17,420,627 | $4,053,683 | $25,727,127 | $189,416 | $25,537,711 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $21,864,027
- Investment income
- $1,289,656
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $20,138,663
- Compensation of officers, directors and key employees
- $65,889
- Salaries, compensation and benefits (total)
- $65,889
- Professional fundraising fees
- $0
- Legal fees
- $27,656
- Accounting fees
- $41,000
Balance sheet and other
- Total assets, start of year
- $25,727,127
- Total assets, end of year
- $30,699,033
- Total liabilities, end of year
- $2,327,085
- Net assets, end of year
- $28,371,948
- Gross receipts
- $23,153,683
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2014
- State of legal domicile
- MA
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 |
|---|---|---|---|
| MICHAEL KELLER | PART-TIME ADMINISTRATOR Officer | 20 | $65,322 |
| WILLIAM BERARDINO | TREASURER Trustee or director | 5 | $0 |
| AHMAD BARNES | TRUSTEE Trustee or director | 5 | $0 |
| WILL FOLEY | TRUSTEE Trustee or director | 5 | $0 |
| DANIEL KAZAKIS | TRUSTEE Trustee or director | 5 | $0 |
| KAREN MAXWELL | TRUSTEE Trustee or director | 5 | $0 |
| ASHLEY PEEL | ALTERNATE TRUSTEE Trustee or director | 5 | $0 |
| SCOTT PAGE | ALTERNATE TRUSTEE Trustee or director | 5 | $0 |
| DAVID HOLLIS | ALTERNATE TRUSTEE Trustee or director | 5 | $0 |
| BRIAN SHARPE | ALTERNATE TRUSTEE Trustee or director | 5 | $0 |
| MAX NUGIEL | ALTERNATE TRUSTEE Trustee or director | 5 | $0 |
| DEVON THOMPSON | CHAIRPERSON Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL KELLER | PART-TIME ADMINISTRATOR Officer | 20 | $37,301 |
| WILLIAM BERARDINO | CHAIRMAN Trustee or director | 5 | $0 |
| AHMAD BARNES | TREASURER Trustee or director | 5 | $0 |
| WILL FOLEY | TRUSTEE Trustee or director | 5 | $0 |
| DANIEL KAZAKIS | TRUSTEE Trustee or director | 5 | $0 |
| KAREN MAXWELL | TRUSTEE Trustee or director | 5 | $0 |
| SIOBHAIN FEENEY | TRUSTEE Trustee or director | 5 | $0 |
| ASHLEY PEEL | ALTERNATE TRUSTEE Trustee or director | 5 | $0 |
| SCOTTPAGE | ALTERNATE TRUSTEE Trustee or director | 5 | $0 |
| DAVID HOLLIS | ALTERNATE TRUSTEE Trustee or director | 5 | $0 |
| BRIAN SHARPE | ALTERNATE TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 10 PARK PLZ STE 4810, BOSTON, MA 02116-4029
- In care of
- % DANIEL DALEY
- Principal officer (990 for 2024)
- DEVON THOMPSON, 10 PARK PLAZA, BOSTON, MA 02116
- Signed the 990
- DEVON THOMPSON, CHAIRPERSON
- Phone
- (508) 398-9300
- Return prepared by
- MANZI & ASSOCIATES LLC
Mission
TO PROVIDE DENTAL, VISION LIFE INSURANCE BENEFITS AND MEDICARE B REIMBUREMENTS
Program accomplishments
- TO PROVIDE DENTAL CARE, VISION CARE, LIFE INSURANCE BENEFITS AND MEDICARE B REIMBURSEMENTS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS PURSUANT TO THE FUND'S PLAN OF BENEFITS.Expenses $20,319,446 · revenue $21,864,027
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
- 82-3692932
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $30,699,033
- Income (IRS master file)
- $23,153,683
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $23,153,683 | $20,319,446 | $30,699,033 | IRS |
| 990 | December 2023 | $21,474,310 | $17,420,627 | $25,727,127 | XML |
| 990 | December 2022 | $24,320,744 | $17,575,545 | $23,583,225 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 82-3692932).
Questions about TRANSIT EMPLOYEES HEALTH AND WELFARE FUND
- What is the EIN of TRANSIT EMPLOYEES HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of TRANSIT EMPLOYEES HEALTH AND WELFARE FUND is 82-3692932.
- Is TRANSIT EMPLOYEES HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2019.
- Are donations to TRANSIT EMPLOYEES HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TRANSIT EMPLOYEES HEALTH AND WELFARE FUND 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 TRANSIT EMPLOYEES HEALTH AND WELFARE FUND 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 TRANSIT EMPLOYEES HEALTH AND WELFARE FUND 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 TRANSIT EMPLOYEES HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 names DEVON THOMPSON.
- Who are the officers and directors of TRANSIT EMPLOYEES HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 12 people; 1 received compensation from the organization, the highest $65,322 (MICHAEL KELLER, PART-TIME ADMINISTRATOR).
- How much revenue does TRANSIT EMPLOYEES HEALTH AND WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $23,153,683, expenses of $20,319,446 and total assets of $30,699,033 at year end.
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