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EIN 13-7379593

Iso New England Retiree Medical Dental and Life Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Holyoke
State
Massachusetts
Year formed
2003
Most recent tax filings
2023-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
To provide Medical, Dental and Life insurance benefits to all eligible retirees and their eligible dependents covered under the Iso New England Inc. Retiree welfare benefit plan. To provide insurance benefits to participating members per the Iso New England Inc. veba Trust.
Related structure
Iso New England Retiree Medical Dental and Life Trust is a subordinate organization under ISO New England (ISO-NE).
Total revenues
$1,666,240
2023
Total expenses
$1,065,245
2023
Total assets
$26,309,122
2023
Num. employees
0
2023

Program areas at Iso New England Retiree Medical Dental and Life Trust

Provided Medical, Dental and Life insurance benefits to all eligible retirees.

Personnel at Iso New England Retiree Medical Dental and Life Trust

NameTitle
Anthony DeangelisTrustee
Carl HomickiVice President , Us Bank
Michelle WinklerAst Vice President , State St B
Steve ChilesAst Vice President , State St B / Client Service Manager , State St B
Jessica BakerAst Vice President , State St B
...and 2 more key personnel

Financials for Iso New England Retiree Medical Dental and Life Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$762,000
Investment income and dividends$784,522
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$119,718
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,666,240

Form 990s for Iso New England Retiree Medical Dental and Life Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-13990View PDF
2022-122023-11-10990View PDF
2021-122022-11-15990View PDF
2020-122021-11-08990View PDF
2019-122021-06-08990View PDF
...and 10 more Form 990s
Data update history
January 21, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 21, 2024
Updated personnel
Identified 1 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 21, 2023
Posted financials
Added Form 990 for fiscal year 2020
October 4, 2021
Posted financials
Added Form 990 for fiscal year 2019
Nonprofit Types
Fraternal societiesMutual assistance organizationsChapter / child organizations
Issues
No issues found
Characteristics
No full-time employees
General information
Address
1 Sullivan Rd
Holyoke, MA 01040
Metro area
Springfield, MA
County
Hampden County, MA
Phone
(413) 535-4014
IRS details
EIN
13-7379593
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2003
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Subordinate organization
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