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EIN 39-1860172

New Berlin Retiree Health Care Subsidy Plan and Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
New Berlin
State
Wisconsin
Year formed
1997
Most recent tax filings
2023-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The New Berlin Retiree Health Care Subsidy Plan and Trust maintains and invests principal, accumulates assets, and distributes subsidies toward retiree health care for retired police officers. The Trust subsidizes monthly retiree health benefits on a monthly basis, with 26 out of 66 participants receiving subsidy benefit payments in 2022.
Also known as...
City of New Berlin Retiree Health; Blunt Gary T Ttee
Total revenues
$244,538
2023
Total expenses
$116,976
2023
Total assets
$1,496,837
2023
Num. employees
0
2023

Program areas at New Berlin Retiree Health Care Subsidy Plan and Trust

On a monthly basis, the Trust subsidizes monthly Retiree Health benefits.during 2023 there were 67 participants, 31 of which received Subsidy benefit payments.

Personnel at New Berlin Retiree Health Care Subsidy Plan and Trust

NameTitleCompensation
Ryan PuenteTrustee$0

Financials for New Berlin Retiree Health Care Subsidy Plan and Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$89,313
Investment income and dividends$40,672
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$114,553
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$244,538

Form 990s for New Berlin Retiree Health Care Subsidy Plan and Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-23990View PDF
2022-122023-07-06990View PDF
2021-122022-05-13990View PDF
2020-122021-10-31990View PDF
2019-122021-06-07990View PDF
...and 9 more Form 990s
Data update history
August 22, 2023
Updated personnel
Identified 2 new personnel
August 12, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 27, 2023
Posted financials
Added Form 990 for fiscal year 2020
October 2, 2021
Posted financials
Added Form 990 for fiscal year 2019
September 30, 2020
Posted financials
Added Form 990 for fiscal year 2018
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
16300 W National Ave
New Berlin, WI 53151
Metro area
Milwaukee-Waukesha, WI
County
Waukesha County, WI
Phone
(262) 782-6640
IRS details
EIN
39-1860172
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1997
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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