M&I RETIREE HEALTH BENEFITS TRUST
MILWAUKEE,
Wisconsin,
53214
EIN: 39-6414307
Mutual/Membership Benefit Organizations, Other
DEMOGRAPHIC
ADDRESS
C/O TMI 115 S 84 ST STE 325
53214
COUNTY
milwaukee county, WI
IN CARE OF NAME
MARSHALL & ILSLEY TRUST COMPANY
ORGANIZATIONAL OVERVIEW & RANKINGS
M&I RETIREE HEALTH BENEFITS TRUST is a based in MILWAUKEE, WI, focused on Mutual/Membership Benefit Organizations, Other causes , specifically Voluntary Employees Beneficiary Associations (Non-Government). Established in November 2005, it operates as an independent trust and contributions are not tax-deductible .
With total assets of $72,346,494.00, this ranks 13,634 among 2,656,690 nonprofits nationally (Top 1%), demonstrating exceptional financial capacity relative to its peers. At the state level, it stands at 294 out of 53,071 organizations in WI (Top 1%).
In milwaukee county, WI, the organization ranks 76 out of 9,360 nonprofits by assets (Top 1%), while locally in milwaukee, it stands at 64 among 7,144 organizations (Top 1%).
The organization reported annual revenue of $4,204,444.00, ranking 54,062 nationally (Top 3%) and 978 in WI (Top 2%).
Within its specific NTEE classification (Y43 - Y: Mutual/Membership Benefit Organizations, Other), which includes 2,227 similar organizations, M&I RETIREE HEALTH BENEFITS TRUST ranks 128 in assets (Top 6%) and 560 in revenue (Top 25%).
The organization files a 990 (all other) or 990EZ return and operates on a November fiscal year.
CLASSIFICATION
ORGANIZATION CODE
2: Trust
DEDUCTIBILITY CODE
2: Contributions are not deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
Y: Mutual/Membership Benefit Organizations, Other
NTEE CODE
Y43: Voluntary Employees Beneficiary Associations (Non-Government)
FOUNDATION CODE
N/A
EXEMPT ORGANIZATION STATUS CODE
N/A
FINANCIALS
TAX PERIOD
12/2022
ACCOUNTING PERIOD
12
INCOME CODE
6: $1,000,000 to $4,999,999
INCOME AMOUNT
$4,204,444.00
FORM 990 REVENUE AMOUNT
$4,204,444.00
RULING DATE
11/2005
ASSET CODE
9: $50,000,000 to greater
ASSET AMOUNT
$72,346,494.00
FILING REQUIREMENT CODE
990 (all other) or 990EZ return
PF FILING REQUIREMENT CODE
No 990-PF return
Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.
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