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EIN 32-0419302

University of New Mexico Retiree Welfare Benefit Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Albuquerque
State
New Mexico
Year formed
2013
Most recent tax filings
2023-06-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The University of New Mexico Retiree Welfare Benefit Trust consolidates welfare benefit provisions sponsored by the university and provides uniform administration of those benefits, in conjunction with the University of New Mexico. It is located in Albuquerque, NM.
Total revenues
$5,510,069
2023
Total expenses
$88,871
2023
Total assets
$61,442,719
2023
Num. employees
0
2023

Program areas at University of New Mexico Retiree Welfare Benefit Trust

The purpose of the plan is to consolidate in one plan document certain provisions of Welfare benefits sponsored by the University of New Mexico (unm), to provide uniform administration of such Welfare benefits and, in conjunction with the University of New Mexico Retiree Welfare benefits Trust, to pay a portion of the premiums for retirees' coverage under the component benefits. No benefits were paid out of the Trust in the fiscal year end june 30, 2023.

Personnel at University of New Mexico Retiree Welfare Benefit Trust

NameTitle
Sean Leamy CispVice President and Fiduc Tax Manager
George C WallsAssistant Vice President
Eric DaufenbachAssistant Vice President and SR Fiduciary Tax Acct

Financials for University of New Mexico Retiree Welfare Benefit Trust

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$3,878,938
Investment income and dividends$1,194,891
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$436,240
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$5,510,069

Form 990s for University of New Mexico Retiree Welfare Benefit Trust

Fiscal year endingDate received by IRSFormPDF link
2023-062024-04-22990View PDF
2022-062023-05-03990View PDF
2021-062022-05-11990View PDF
2020-062021-06-30990View PDF
2019-062021-06-07990View PDF
...and 5 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 8, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 30, 2023
Updated personnel
Identified 2 new personnel
May 20, 2023
Updated personnel
Identified 1 new personnel
October 13, 2021
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Fraternal societiesMutual assistance organizationsHeadquarter / parent organizations
Issues
HealthDiseases and disorders
Characteristics
State / local levelNo full-time employees
General information
Address
Univ of New Mexico Scholes Hall 2
Albuquerque, NM 87131
Metro area
Albuquerque, NM
County
Bernalillo County, NM
Website URL
unm.edu/ 
Phone
(505) 277-5111
IRS details
EIN
32-0419302
Fiscal year end
June
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
Central organization
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