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EIN 23-2254420

Pennsylvania Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Milton
State
Pennsylvania
Year formed
1983
Most recent tax filings
2023-06-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Pennsylvania Trust was formed by PA public school employee health and welfare trusts to facilitate the provision and payment of accident or sickness benefits to employees and their dependents. It has 8 member employee benefit trusts covering around 27,428 employees for which it acts as a conduit for the purchase of stop loss insurance. Additionally, it serves as a conduit for a life insurance plan with two participating members.
Total revenues
$57,075,284
2023
Total expenses
$56,426,472
2023
Total assets
$33,391,159
2023
Num. employees
0
2023

Program areas at Pennsylvania Trust

The Trust has 8 member employee benefit trusts covering approximately 27,161 employees for which it acts as a conduit for the purchase of stop loss insurance. The Trust also acts as a conduit for a life insurance plan of which there are two participating member trusts.

Personnel at Pennsylvania Trust

NameTitleCompensation
Jared LehmanTrust Manager and Treasurer$0
Brittany DoyleVice - Chairperson / Trustee$0
Stephanie ArnoldSecretary / Alternate TR$0
Brian ManningChairperson / Secretary / Trustee$0
Stacy GoberVice Chairperson$0
...and 6 more key personnel

Financials for Pennsylvania Trust

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$56,601,771
Investment income and dividends$473,513
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$57,075,284

Form 990s for Pennsylvania Trust

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-02990View PDF
2022-062023-05-01990View PDF
2021-062022-05-06990View PDF
2020-062021-06-30990View PDF
2019-062020-11-02990View PDF
...and 9 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 11, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 3, 2023
Updated personnel
Identified 7 new personnel
May 16, 2023
Updated personnel
Identified 2 new personnel
October 15, 2021
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
90 Lawton LN
Milton, PA 17847
Metro area
Bloomsburg-Berwick, PA
County
Northumberland County, PA
Phone
(570) 523-1155
IRS details
EIN
23-2254420
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1983
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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