MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST

As filed

Subsection

09

Classification

1000

Street

1322 N POST PL

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

11 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• BOARD OF TRUSTEES AGC TRUST OF MONTANA

  EIN 81-1094866

• COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN

  EIN 84-6029106

• I B E W HEALTH-WELFARE TRUST OF SOUTHWEST WASHINGTON LABOR CENTER

  EIN 23-7158640

• INLAND EMPIRE ELECTRICAL WORKERS TRUST FUND

  EIN 91-6062784

• INLAND EMPIRE TEAMSTERS TRUST

  EIN 91-6068602

• NORTHWEST SHEET METAL WORKERS WELFARE FUND

  EIN 91-0589283

• PIPE TRADES TRUST

  EIN 81-6009567

• RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU

  EIN 91-6049498

• SOUTHERN CALIF PUB SAFETY RETIREEMEDICAL TRUST

  EIN 20-6815931

• SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN

  EIN 91-1041556

• WASHINGTON FARM BUREAU HEALTH CARE TR

  EIN 20-2326700

Mission and programs · 2024

• THE PLAN PROVIDES COMPREHENSIVE MEDICAL BENEFITS INCLUDING DENTAL, VISION, PRESCRIPTION DRUG, LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT (AD&D) AND TIME LOSS BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $15,591,339

  Expenses

  $13,495,392

  Contributions

  $0

  Grants paid

  $0

• 2023

  Revenue

  $13,887,387

  Expenses

  $10,746,250

  Contributions

  $0

  Grants paid

  $0

• 2022

  Revenue

  $13,499,364

  Expenses

  $12,466,812

  Contributions

  $0

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $12,448,393

  Expenses

  $12,737,076

  Assets (EOY)

  $13,802,115

• 2020 · 990

  Revenue

  $12,488,989

  Expenses

  $11,427,197

  Assets (EOY)

  $13,835,872

• 2019 · 990

  Revenue

  $11,580,620

  Expenses

  $12,448,203

  Assets (EOY)

  $13,535,709

• 2018 · 990

  Revenue

  $11,528,402

  Expenses

  $11,146,695

  Assets (EOY)

  $13,937,047

• 2017 · 990

  Revenue

  $10,732,495

  Expenses

  $10,077,893

  Assets (EOY)

  $13,198,685

• 2016 · 990

  Revenue

  $10,444,766

  Expenses

  $9,372,407

  Assets (EOY)

  $11,923,005

• 2015 · 990

  Revenue

  $10,387,588

  Expenses

  $9,288,475

  Assets (EOY)

  $11,137,707

• 2014 · 990

  Revenue

  $9,757,479

  Expenses

  $9,084,280

  Assets (EOY)

  $10,093,804

• 2013 · 990

  Revenue

  $9,382,184

  Expenses

  $8,877,785

  Assets (EOY)

  $8,995,993

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $7,303,731

  Assets (EOY)

  $7,801,177

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files