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EIN 32-0419302

University of New Mexico Retiree Welfare Benefit Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Albuquerque
State
New Mexico
Year formed
2013
Most recent tax filings
2025-06-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The University of New Mexico Retiree Welfare Benefit Trust consolidates welfare benefit provisions sponsored by the university and provides uniform administration of those benefits, in conjunction with the University of New Mexico. It is located in Albuquerque, NM.
Total revenues
$6,171,389
2025
Total expenses
$103,443
2025
Total assets
$87,223,723
2025
Num. employees
0
2025

Program areas at University of New Mexico Retiree Welfare Benefit Trust

The purpose of the plan is to consolidate in one plan document certain provisions of Welfare benefits sponsored by the University of New Mexico (unm), to provide uniform administration of such Welfare benefits and, in conjunction with the University of New Mexico Retiree Welfare benefits Trust, to pay a portion of the premiums for retirees' coverage under the component benefits. No benefits were paid out of the Trust in the fiscal year end june 30, 2025.

Who funds University of New Mexico Retiree Welfare Benefit Trust

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Brighter Vision FoundationLiterary & Education Support$100,000

Financials for University of New Mexico Retiree Welfare Benefit Trust

RevenuesFYE 06/2025
Total grants, contributions, etc.$0
Program services$3,768,302
Investment income and dividends$1,960,425
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$442,662
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$6,171,389
Data update history
July 21, 2026
Posted financials
Added Form 990 for fiscal year 2025
February 3, 2026
Received grants
Identified 1 new grant, including a grant for $100,000 from Brighter Vision Foundation
May 29, 2025
Posted financials
Added Form 990 for fiscal year 2024
May 23, 2024
Posted financials
Added Form 990 for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Fraternal societiesMutual assistance organizationsHeadquarter / parent organizations
Issues
HealthDiseases and disorders
Characteristics
Legally formed as trustState / local levelNo full-time employees
General information
Address
Univ of New Mexico Scholes Hall 2
Albuquerque, NM 87131
Metro area
Albuquerque, NM
County
Bernalillo County, NM
Website URL
unm.edu/ 
Phone
(505) 277-0531
IRS details
EIN
32-0419302
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2013
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Central organization
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