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EIN 20-0504698

Montana Rail Link Retiree Health Plan Co Collectively-Bargained Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Missoula
State
Montana
Year formed
2003
Most recent tax filings
2023-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Trust's purpose is to be the funding vehicle for Retiree medical benefits for certain union employees of Montana Rail Link, inc. The employees covered are members of the nine labor unions associated with Montana Rail Link, inc.
Also known as...
Montana Rail Link Retiree Health Plan Collectively-Bargained Trust; Koerner David R Ttee
Total revenues
$4,906,234
2023
Total expenses
$1,167,066
2023
Total assets
$56,974,828
2023
Num. employees
0
2023

Program areas at Montana Rail Link Retiree Health Plan Co Collectively-Bargained Trust

Retiree medical benefits for 91 former union employees of Montana Rail Link, Inc.

Personnel at Montana Rail Link Retiree Health Plan Co Collectively-Bargained Trust

NameTitleCompensation
Mike BasileChairman and Trustee$0
Heather MattsonSecretary , Trustee$0
Jeremy HuckabeePlanning Administrator$0
Jess NelsonTrustee , Planning Administrator$0
Jody VerityPlanning Administrator$0
...and 5 more key personnel

Financials for Montana Rail Link Retiree Health Plan Co Collectively-Bargained Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$3,041,000
Investment income and dividends$1,881,290
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-16,056
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$4,906,234

Form 990s for Montana Rail Link Retiree Health Plan Co Collectively-Bargained Trust

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-20990View PDF
2021-122022-11-10990View PDF
2020-122021-11-15990View PDF
2018-122020-02-06990View PDF
2017-122019-02-21990View PDF
...and 8 more Form 990s
Data update history
January 9, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 9, 2024
Updated personnel
Identified 2 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 7, 2023
Updated personnel
Identified 5 new personnel
June 21, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
PO Box 16390
Missoula, MT 59808
Metro area
Missoula, MT
County
Missoula County, MT
Phone
(406) 523-1500
IRS details
EIN
20-0504698
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
Independent
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