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Nonprofiteer
← ISO NEW ENGLAND RETIREE MEDICAL DENTAL AND LIFE TR

Form 990 for tax year 2022

Filed by ISO NEW ENGLAND RETIREE MEDICAL DENTAL AND LIFE TR.

Totals

Total revenue
$206,768
Total expenses
$1,008,650
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$328,000
Investment income
-$121,232
Other revenue
$0
Total assets, end of year
$23,686,583
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$23,686,583
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER VEBA CONTRIB.

    total $328,000 · related or exempt $328,000

  • 3 · Investment income

    total $646,942 · excluded $646,942

  • 7a · Gross sales of assets other than inventory

    securities $7,920,005

  • 7b · Less cost or other basis and sales expenses

    securities $8,688,179

  • 7c · Gain or loss

    securities -$768,174

  • 7d · Net gain or loss

    total -$768,174 · excluded -$768,174

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $3,575

  • 24a · Other expenses: INSURANCE PREMIUMS

    total $995,718

  • 24b · Other expenses: THE HARTFORD PREMIUMS

    total $9,357

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $28,382,920 · end of year $23,685,337

  • 15 · Other assets

    beginning of year $0 · end of year $1,246

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $28,382,920 · end of year $23,686,583

Mission and programs · 2022

Mission

TO PROVIDE MEDICAL, DENTAL AND LIFE INSURANCE BENEFITS TO ALL ELIGIBLE RETIREES AND THEIR ELIGIBLE DEPENDENTS COVERED UNDER THE ISO NEW ENGLAND INC. RETIREE WELFARE BENEFIT PLAN.

Activities or mission (Part I)

TO PROVIDE INSURANCE BENEFITS TO PARTICIPATING MEMBERS PER THE ISO NEW ENGLAND INC. VEBA TRUST

  • PROVIDED MEDICAL, DENTAL AND LIFE INSURANCE BENEFITS TO ALL ELIGIBLE RETIREES.

As filed on the 2022 return.

Listed in Part VII

  • Us Bank

    DIRECTED TRUSTEE

    Total calculated
    $3,575
    From this org
    $3,575
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • ISO NEW ENGLAND INC

    501(C)3 · MAINTAIN THE RELIABILITY OF THE BULK POWER AND TRANSMISSION SYSTEM IN NE · DE

Provenance

Return type
form_990
Tax year
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202303149349305355

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