Nonprofit · EIN 95-3136353
170 GROUP INSURANCE BENEFITS TRUST
Tax-exempt · LOS ANGELES, CA 90017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,819,753 | $9,419,281 | $400,472 | $5,405,117 | $2,047,369 | $3,357,748 |
| June 30, 2024 | 990 | $9,777,998 | $8,859,337 | $918,661 | $4,855,948 | $1,946,041 | $2,909,907 |
| June 30, 2023 | 990 | $8,677,740 | $8,323,095 | $354,645 | $3,945,858 | $2,003,989 | $1,941,869 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,702,523
- Investment income
- $117,230
- Net gain from sales of assets
- $202
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,113,498
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $37,809
- Accounting fees
- $34,265
Balance sheet and other
- Total assets, start of year
- $4,855,948
- Total assets, end of year
- $5,405,117
- Total liabilities, end of year
- $2,047,369
- Net assets, end of year
- $3,357,748
- Publicly traded securities
- $2,415,684
- Gross unrelated business income
- $117,230
- Gross receipts
- $12,878,804
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1977
- State of legal domicile
- CA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Mario Vega | Trustee Trustee or director | 1 | $0 | $99,443 | $45,025 |
| Roberto Torres-Muniz | Co-Chair Trustee or director, Officer | 2 | $0 | $62,568 | $38,448 |
| Jose Jimenez | Trustee Trustee or director | 1 | $0 | $35,293 | $27,853 |
| Mark M Cassidy | Co-Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Marvin Melendez | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARIO VEGA | CO-CHAIR Trustee or director, Officer | 5 | $0 | $96,643 | $26,209 |
| ROBERTO TORRES | TRUSTEE Trustee or director | 2 | $0 | $61,268 | $26,195 |
| JOSE JIMENEZ | TRUSTEE Trustee or director | 2 | $0 | $35,293 | $20,794 |
| MARK M CASSIDY | CO-CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MARVIN MELENDEZ | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT MCCLUNEY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARIO VEGA | CO-CHAIR Trustee or director, Officer | 5 | $0 | $90,897 | $43,149 |
| ROBERTO TORRES | TRUSTEE Trustee or director | 2 | $0 | $53,700 | $34,626 |
| JOSE JIMENEZ | TRUSTEE Trustee or director | 2 | $0 | $51,780 | $33,900 |
| MARK M CASSIDY | CO-CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MARVIN MELENDEZ | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT MCCLUNEY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1200 WILSHIRE BLVD 5TH FL, LOS ANGELES, CA 90017-1906
- Principal officer (990 for 2024)
- Roberto Torres-Muniz, 1200 Wilshire Blvd 5th Fl, Los Angeles, CA 900171906
- Signed the 990
- Roberto Torres-Muniz, Co-Chair
- Phone
- (562) 463-5000
- Return prepared by
- Eide Bailly LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3136353 or by the name 170 GROUP INSURANCE BENEFITS TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
The 170 Group Insurance Benefits Trust's purpose is to provide health care benefits to eligible participants covered by the Collective Bargaining Agreements between the International Association of Sheet Metal, Air, Rail and Transportation Workers (SMART), AFL CIO and various employer associations and individual employers signatory to the agreements.
Program accomplishments
- The organization provided health and welfare benefits to approximately 601 members covered by the Collective Bargaining Agreement between the Union and Employers.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3136353
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,405,117
- Income (IRS master file)
- $12,878,804
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,819,753 | $9,419,281 | $5,405,117 | XML |
| 990 | June 2024 | $9,777,998 | $8,859,337 | $4,855,948 | IRS |
| 990 | June 2023 | $8,677,740 | $8,323,095 | $3,945,858 | XML |
| 990 | June 2022 | $7,798,831 | $7,507,911 | $3,483,237 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 95-3136353).
Questions about 170 GROUP INSURANCE BENEFITS TRUST
- What is the EIN of 170 GROUP INSURANCE BENEFITS TRUST?
- The employer identification number (EIN) of 170 GROUP INSURANCE BENEFITS TRUST is 95-3136353.
- Is 170 GROUP INSURANCE BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1979.
- Are donations to 170 GROUP INSURANCE BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does 170 GROUP INSURANCE BENEFITS 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 170 GROUP INSURANCE BENEFITS TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did 170 GROUP INSURANCE BENEFITS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of 170 GROUP INSURANCE BENEFITS TRUST?
- The 990 for the year ended June 30, 2025 names Roberto Torres-Muniz.
- Who are the officers and directors of 170 GROUP INSURANCE BENEFITS TRUST?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does 170 GROUP INSURANCE BENEFITS TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,819,753, expenses of $9,419,281 and total assets of $5,405,117 at year end.
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