PTC Alliance Union Retiree Health Benefits Trust
Revenue
$2k
year to 31 December 2024
Expenses
$298k
year to 31 December 2024
Total assets
$879k
$805 liabilities
Net assets
$878k
assets less liabilities
Directors and trustees
4
8.2 years on average
Staff
0
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Voting members
4
reported in Part VI
PTC Alliance Union Retiree Health Benefits Trust's network
4 people1 organisationi4 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (4). Violet dotted lines (1) 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
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 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 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 |
|---|---|---|---|
| Cary Burnell | Trustee | 2018 | 8 yrs |
| Steve Bogle | Trustee | 2018 | 8 yrs |
| Vincent Fera | Trustee | 2019 | 7 yrs |
| William Wall | Trustee | 2018 | 8 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 |
|---|---|---|---|---|---|
| Vincent Fera | Trustee | 1 | $0 | ||
| William Wall | Trustee | 1 | $0 | ||
| Cary Burnell | Trustee | 1 | $0 | ||
| Steve Bogle | Trustee | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- PTC Alliance Union Retiree Health Benefits Trust
- EIN
- 273742357
- Address
- 60 Boulevard of the Allies 5th FL, Pittsburgh, PA, 15222-1209
- State
- Pennsylvania
- Mission
- To provide retiree health and other welfare benefits to participants and their dependents in accordance with the plan. (as filed on the Form 990)
- Activity (NTEE)
- Y43 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
- 5 (IRS master file code)
- Formed
- 2011
- Principal officer
- Cary Burnell (as named on the Form 990)
- IRS ruling date
- 1 May 2013
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
Most connected
Longest observed on the filings
≥8years on the filingsCary Burnell
≥8years on the filingsSteve Bogle
≥8years on the filingsWilliam Wall
≥7years on the filingsVincent Fera
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
- $879k
- Total liabilities
- $805
- Net assets or fund balances
- $878k
- Contributions and grants received
- $0
- Program service revenue
- $33k
- 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 | $2k | $298k | Deficit $296k |
As filed on the IRS Form 990. US dollars.