Montana Rail Link Retiree Health Plan Collectively Bargained TR
Montana Rail Link Retiree Health Plan Collectively Bargained TR's network
4 peoplei4 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (4). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
4 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.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 4 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 |
|---|---|---|---|
| Mark Bracker Chair | Chairman, Trustee (as of Mar) | 2024 | 2 yrs |
| Heather Mattson | Secretary, Trustee | 2022 | 4 yrs |
| Jess Nelson | Trustee | 2022 | 4 yrs |
| John Mozinski | Trustee | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Jeremy Huckabee | Plan Administrator (from September) | since 2022 |
| Jody Verity | Plan Administrator | since 2022 |
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 |
|---|---|---|---|---|---|
| Mark Bracker | Chairman, Trustee (as of Mar) | 1 | $0 | ||
| Heather Mattson | Secretary, Trustee | 2 | $0 | ||
| Jess Nelson | Trustee | 1 | $0 | ||
| John Mozinski | Trustee | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Montana Rail Link Retiree Health Plan Collectively Bargained Tr
- EIN
- 200504698
- Address
- 2301 Lou Menk Dr, Fort Worth, TX, 76131-2825
- State
- Texas
- Mission
- (as filed on the Form 990)
- Activity (NTEE)
- Y42 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
- 9 (IRS master file code)
- Formed
- 2003
- Principal officer
- Heather Mattson (as named on the Form 990)
- IRS ruling date
- 1 November 2004
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Longest observed on the filings
≥4years on the filingsHeather Mattson
≥4years on the filingsJess Nelson
≥4years on the filingsJohn Mozinski
≥2years on the filingsMark Bracker
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
- $60.3m
- Total liabilities
- $0
- Net assets or fund balances
- $60.3m
- Contributions and grants received
- $0
- Program service revenue
- $214k
- Employees
- 0
- Volunteers
- 6
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 | $4.3m | $1.4m | $2.9m |
As filed on the IRS Form 990. US dollars.