May Long-Term Disability Plan Trust

Not tax-deductible

Springdale, OHMutual-benefit / member-servingMutual / membership EIN 13-3910940Revenue $549K in FY2025Latest return filed Oct 27, 2025

On file with the IRSSpringdale, OHTax-exempt since Aug 1988

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Trust created under erisa to hold and manage employee benefit assets.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 13-3910940) · Dispute this line
Mission: Form 990 Part I, line 1

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $565K a year · 549% of revenue · last 5 filings
A surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
0
of 2 voting members
None of 2 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$549K
+165% vs prior year
Spent
$42K
Net assets
$9.7M
By yearFY2021–FY2025
Revenue
$549K
FY2025▲ +165%
Tap a bar for its year
Revenue by fiscal year
FY2021$563K
FY2022−$338K
FY2023−$467K
FY2024$207K
FY2025$549K
Expenses
$42K
FY2025▼ -98%
Tap a bar for its year
Expenses by fiscal year
FY2021$559K
FY2022$953K
FY2023$45K
FY2024$1.7M
FY2025$42K
Net assets
$9.7M
FY2025▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2021$12.5M
FY2022$11.2M
FY2023$10.7M
FY2024$9.2M
FY2025$9.7M

From the FY2025 Form 990 (year ending March 2025) · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1988.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Management & general 100% · $42K

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

2 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
See May Long-Term Disability Plan Trust executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Manages and holds employee benefit assets for retirement security.

Questions for May Long-Term Disability Plan Trust

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Your first name shows with your question. May Long-Term Disability Plan Trust answers here, for everyone.

1 program · in their own filed words · FY2024
01

Trust created under erisa to hold and manage employee benefit assets.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 13-3910940) · Dispute this line
Pt IX · Ln 25 · col B

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$549K
Ln 12
Investment incomeLn 3$435K
Other incomeLn 4–11$115K
Money outPt IX
$42K
Ln 25
Managementcol C$42K
Owns and owesPt X
$9.7M
net assets · Ln 32
Total assetsLn 16$9.7M
LiabilitiesLn 26$0
PeoplePt VI, VII
2
listed · VII A
PaidVII A0
Voting boardVI 1a2
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$435K
Other incomeLn 4–11$115K
Gains on assetsLn 7$0
Total revenueLn 12$549K
Assets in detailPt X, end of year
Accounts receivableLn 4$2K
InvestmentsLn 11–13$9.7M
Total assetsLn 16$9.7M
LiabilitiesLn 26$0
Net assetsLn 32$9.7M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$0$0
InvestmentsLn 11–13$9.2M$9.7M
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$9.2M$9.7M
LiabilitiesLn 26$0$0
Net assetsLn 32$9.2M$9.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$42K$42K
Total functional expensesLn 25$42K$42K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Oct 27, 2025 $549K$42K$508K$9.7M 990 PDF
FY2024Filed with the IRS Oct 30, 2024 $207K$1.7M−$1.5M$9.2M 990 PDF
FY2023Filed with the IRS Oct 12, 2023 −$467K$45K−$511K$10.7M 990 PDF
FY2022Filed with the IRS Feb 13, 2023 −$338K$953K−$1.3M$11.2M 990 PDF
FY2021Filed with the IRS Feb 14, 2022 $563K$559K$4K$12.5M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $549,376 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $394,842$434,630
I-11 Other revenuePrior year −$187,667$114,746
I-12 Total revenuePrior year $207,175$549,376
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $1,700,000$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $42,388$41,662
I-18 Total expensesPrior year $1,742,388$41,662
I-19 Revenue less expensesPrior year −$1,535,213$507,714
Part VI · Governance 0 of 2 board members independent, 4 to look at
VI-1a Voting members of the governing body2
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $549,376 across 8 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-3 Investment incomeExcluded from tax $434,630$434,630
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $114,746$114,746
VIII-12 Total revenueExcluded from tax $549,376$549,376
Part IX · Statement of functional expenses $41,662 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Management $41,662$41,662
IX-25 Total functional expensesManagement $41,662$41,662
Part X · Balance sheet $9,678,692 assets, 31 lines filed
X-1 Cash, non-interest-bearingStart of year $0$0
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $2,576$2,060
X-5 Loans to officers and key peopleStart of year $0$0
X-6 Loans to other insidersStart of year $0$0
X-7 Notes and loans receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $9,168,402$9,676,632
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $9,170,978$9,678,692
X-17 Accounts payable and accrued expensesStart of year $0$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-21 Escrow or custodial accountsStart of year $0$0
X-22 Loans from officers and insidersStart of year $0$0
X-23 Secured mortgages and notes payableStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $0$0
X-29 Capital stock or trust principalStart of year $9,170,978$9,678,692
X-30 Paid-in or capital surplusStart of year $0$0
X-31 Retained earnings or endowmentStart of year $0$0
X-32 Total net assets or fund balancesStart of year $9,170,978$9,678,692
X-33 Total liabilities and net assetsStart of year $9,170,978$9,678,692
Part XI · Reconciliation of net assets $9,678,692 net assets at year end
XI-1 Total revenue$549,376
XI-2 Total expenses$41,662
XI-3 Revenue less expenses$507,714
XI-4 Net assets at start of year$9,170,978
XI-10 Net assets at end of year$9,678,692

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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