Skip to content
Nonprofiteer
← MEA MESSA AND MEA FINANCIAL SERVICES RETIREE HEALTH AND WELFAR

Form 990 for tax year 2023

Filed by MEA MESSA AND MEA FINANCIAL SERVICES RETIREE HEALTH AND WELFAR.

Totals

Total revenue
$3,114,305
Total expenses
$8,781,470
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$3,114,305
Other revenue
$0
Total assets, end of year
$264,039,908
Total liabilities, end of year
$1,195,711
Net assets or fund balances, end of year
$262,844,197
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.

  • 3 · Investment income

    total $7,022,143 · excluded $7,022,143

  • 7a · Gross sales of assets other than inventory

    securities $130,169,787

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

    securities $134,077,625

  • 7c · Gain or loss

    securities -$3,907,838

  • 7d · Net gain or loss

    total -$3,907,838 · excluded -$3,907,838

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $47,850

  • 11f · Fees: investment management

    total $176,651

  • 23 · Insurance

    total $21,441

  • 24a · Other expenses: RETIREE HEALTH PREMIUMS

    total $8,535,528

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $19,046 · end of year $224,954

  • 12 · Investments: other securities

    beginning of year $235,133,492 · end of year $263,333,828

  • 15 · Other assets

    beginning of year $97,845 · end of year $481,126

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,195,711

  • 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 $235,250,383 · end of year $262,844,197

Mission and programs · 2023

Mission

TO PROVIDE POST-RETIREMENT HEALTH BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS.

  • PROVIDE CONTRIBUTIONS FOR 1,512 PARTICIPANTS TOWARDS THEIR POST RETIREMENT HEALTH BENEFITS.

As filed on the 2023 return.

Listed in Part VII

  • Aaron Eling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Chandra Madafferi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Earl Wiman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Ross Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Brett Smith

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.25

  • Bruce Reaume

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

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.

Provenance

Return type
form_990
Tax year
2023
Filed
17 April 2025
IRS schema version
2023v6.0
Source object
202501609349300770

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.