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EIN 46-2332843

Lakeland Post-Retirement Medical Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Saint Joseph
State
Michigan
Year formed
2013
Most recent tax filings
2022-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Lakeland Post-Retirement Medical Trust was established to fund the postretirement obligation of Lakeland Regional Health System, Inc. It pays a stipend to eligible retirees for the purchase of health insurance or their own medicare stop loss insurance coverage. The plan has 378 active members and a total of employees who could potentially receive future benefits.
Related structure
Lakeland Post-Retirement Medical Trust is a subordinate organization under Beaumont Hospital Royal Oak.
Also known as...
Lakeland Regional Health System Associate Benefit Program Trust; Post-Retiree Health Plan
Total revenues
$335,204
2022
Total expenses
$79,296
2022
Total assets
$15,883,794
2022
Num. employees
0
2022

Program areas at Lakeland Post-Retirement Medical Trust

Payment of stipend to eligible retirees towards the purchase of health insurance or to purchase their own medicare stop loss insurance coverage. Number of active members in the plan is 440. Total employees that could become eligible to receive futire benefits upon retirement is 547.

Personnel at Lakeland Post-Retirement Medical Trust

NameTitle
Matthew E CoxChief Financial Officer

Financials for Lakeland Post-Retirement Medical Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$331,023
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$4,181
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$335,204

Form 990s for Lakeland Post-Retirement Medical Trust

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-06990View PDF
2021-122022-11-08990View PDF
2020-122022-07-26990OView PDF
2020-092021-06-30990View PDF
2019-092020-10-16990View PDF
...and 6 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
February 3, 2023
Posted financials
Added Form 990 for fiscal year 2020
October 16, 2021
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Fraternal societiesMutual assistance organizationsChapter / child organizations
Issues
No issues found
Characteristics
No full-time employees
General information
Address
1234 Napier Ave Attn Corp Tax
Saint Joseph, MI 49085
Metro area
Niles, MI
Phone
(616) 391-2022
IRS details
EIN
46-2332843
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2013
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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