Welfare Benefits TR for Collectively Bargained Retired EMP
Revenue
$2.1m
year to 31 December 2024
Expenses
$297k
year to 31 December 2024
Total assets
$43.1m
$0 liabilities
Net assets
$43.1m
assets less liabilities
Directors and trustees
3
5.4 years on average
Staff
0
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Voting members
3
reported in Part VI
Welfare Benefits TR for Collectively Bargained Retired EMP's network
3 people2 organisationsi3 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (3). Violet dotted lines (6) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
3 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 3 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Casey Humphreys | Trustee | 2024 | 2 yrs |
| Judith Rubinstein | Trustee | 2020 | 6 yrs |
| Ken Laguardia | Trustee | 2019 | 7 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Judith Rubinstein | Trustee | 0.5 | $0 | ||
| Casey Humphreys | Trustee | 0.5 | $0 | ||
| Ken Laguardia | Trustee | 0.5 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Welfare Benefits Tr for Collectively Bargained Retired Emp
- EIN
- 134092516
- Address
- 200 Park Ave Lowr 6, New York, NY, 10166-0027
- State
- New York
- Mission
- To provide medical and dental benefits to eligible collectively bargained retired employees of metlife group, inc. And participating affiliates. (as filed on the Form 990)
- Activity (NTEE)
- Y23 Mutual and membership benefit
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 8 (IRS master file code)
- Formed
- 1999
- Principal officer
- Ken Laguardia (as named on the Form 990)
- IRS ruling date
- 1 April 2001
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
Most connected
Longest observed on the filings
≥7years on the filingsKen Laguardia
≥6years on the filingsJudith Rubinstein
≥2years on the filingsCasey Humphreys
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $43.1m
- Total liabilities
- $0
- Net assets or fund balances
- $43.1m
- Contributions and grants received
- $0
- Program service revenue
- $0
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $2.1m | $297k | $1.8m |
As filed on the IRS Form 990. US dollars.