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Nonprofit · EIN 82-6773585

WELFARE BENEFITS TR FOR UNION RETIREES OF SWEDISH MATCH

Tax-exempt · RICHMOND, VA 23219

Financials

−$58K$1.2M2023−$66K$1.1M2024−$7K$394K2025
Revenue Expenses · by fiscal year end
Financials of WELFARE BENEFITS TR FOR UNION RETIREES OF SWEDISH MATCH by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-$7,121$394,111-$401,232$0$878-$878
December 31, 2024990-$65,526$1,104,476-$1,170,002$378,366$0$378,366
December 31, 2023990-$58,440$1,194,540-$1,252,980$1,465,526$0$1,465,526
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
-$7,121
Net gain from sales of assets
-$15,544
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$370,194
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$378,366
Total assets, end of year
$0
Total liabilities, end of year
$878
Net assets, end of year
-$878
Gross receipts
$394,650
Employees
0
Volunteers
0
Year formed
2017
State of legal domicile
VA

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
NORTHERN TRUSTTRUSTEE
Institutional trustee
0$0
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
NORTHERN TRUSTTRUSTEE
Institutional trustee
0$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
NORTHERN TRUSTTRUSTEE
Institutional trustee
0$0

Address and contacts

Address (IRS master file)
1021 E CARY ST STE 1600, RICHMOND, VA 23219-4000
In care of
% CATHY RUSCH
Principal officer (990 for 2025)
CHAD RYAN, 1021 E CARY ST 1600, RICHMOND, VA 23219
Signed the 990
CHAD RYAN, VP OF TOTAL REWARDS
Phone
(804) 767-5122
Return prepared by
PBMARES LLP

Mission

THE PRIMARY EXEMPT PURPOSE OF THE TRUST IS TO PROVIDE MEDICAL AND/OR OTHER BENEFITS FOR CERTAIN GROUPS OF SWEDISH MATCH RETIREES AND THEIR ELIGIBLE DEPENDENTS.

990 for the year ended December 31, 2025

Program accomplishments

  • PROVIDE MEDICAL AND/OR OTHER BENEFITS FOR CERTAIN GROUPS OF SWEDISH MATCH RETIREES AND THEIR ELIGIBLE 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
82-6773585
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
Income (IRS master file)
$394,650

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025-$7,121$394,111$0XML
990December 2024-$65,526$1,104,476$378,366XML
990December 2023-$58,440$1,194,540$1,465,526XML
990December 2022-$7,440$1,311,048$2,555,196IRS
990December 2021–––IRS
990December 2020–––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 82-6773585).

Questions about WELFARE BENEFITS TR FOR UNION RETIREES OF SWEDISH MATCH

What is the EIN of WELFARE BENEFITS TR FOR UNION RETIREES OF SWEDISH MATCH?
The employer identification number (EIN) of WELFARE BENEFITS TR FOR UNION RETIREES OF SWEDISH MATCH is 82-6773585.
Is WELFARE BENEFITS TR FOR UNION RETIREES OF SWEDISH MATCH tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2018.
Are donations to WELFARE BENEFITS TR FOR UNION RETIREES OF SWEDISH MATCH tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does WELFARE BENEFITS TR FOR UNION RETIREES OF SWEDISH MATCH 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 WELFARE BENEFITS TR FOR UNION RETIREES OF SWEDISH MATCH due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WELFARE BENEFITS TR FOR UNION RETIREES OF SWEDISH MATCH last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of WELFARE BENEFITS TR FOR UNION RETIREES OF SWEDISH MATCH?
The 990 for the year ended December 31, 2025 names CHAD RYAN.
Who are the officers and directors of WELFARE BENEFITS TR FOR UNION RETIREES OF SWEDISH MATCH?
The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does WELFARE BENEFITS TR FOR UNION RETIREES OF SWEDISH MATCH have?
On its 990 for the year ended December 31, 2025 it reported revenue of -$7,121, expenses of $394,111 and total assets of $0 at year end.

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