M&i Retiree Health Benefits Trust

M&i Retiree Health Benefits Trust is a voluntary employees' beneficiary association (govt. emps.) organization in Milwaukee, Wisconsin. Its tax id (EIN) is 39-6414307. It was granted tax-exempt status by IRS in November, 2005. For detailed information such as income and other financial data of M&i Retiree Health Benefits Trust, refer to the following table.


Profile of M&i Retiree Health Benefits Trust

Organization Name M&i Retiree Health Benefits Trust
Tax Id (EIN)39-6414307
Address C/o Argent Inst Tr 115 S 84 St 325, Milwaukee, WI 53214
In Care of Name Marshall & Ilsley Trust Company
All tax-exempt organizations in zip code 53214
Tax PeriodAssetIncomeRevenue
December, 2013$72,409,312$27,549,820$14,900,875
December, 2015$72,969,351$13,719,891$5,562,163
December, 2016$76,357,656$16,736,465$9,783,403
December, 2017$79,243,947$30,576,127$12,841,335
December, 2018$71,835,699$12,603,892$8,140,785
December, 2019$0$0$0
December, 2021$74,790,619$12,240,245$4,963,482
December, 2022$72,346,494$4,204,444$4,204,444
December, 2023$73,509,594$8,536,168$8,536,168
IRS Exempt Status Ruling Date November, 2005
Exempt Status Unconditional Exemption
Deductibility Contributions are not deductible
Tax Exempt Classification Mutual/Membership Benefit Organizations, Other
Tax Exempt Activity Voluntary Employees Beneficiary Associations (Non-Government)
NTEE CodeY43
Foundation Type All organizations except 501(c)(3)
Organization Type Trust
Organization Classification Voluntary Employees' Beneficiary Association (Govt. Emps.)
Affiliation Independent - This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Primary Return(s) Required to File 990 (all other) or 990EZ return
Private Foundation Filing Requirement No need to 990-PF return
Asset Range Reported on Form 990$50,000,000 to greater
Income Range Reported on Form 990$5,000,000 to 9,999,999
Accounting Period 12