Amica Retiree Medical Tr

Amica Mutual Insurance Co

Lincoln, RI
Tax-exempt since April 2008
EIN: 41-6558543

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions

Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Revenue

$12.1M (2023)

Expenses

$14.8M (2023)

Total Assets

$356M (2023)

Total Liabilities

$12.9M (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$12,126,624

Expenses

$14,839,533

Net Income

-$2,712,909

Net Assets

$342,887,422

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$7,844,564	64.7%
Bond Proceeds	$1,062,559	8.8%
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,316,832	19.1%
Net Inventory Sales	$0
Other Revenue	$902,669	7.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$355,834,959
Total Liabilities	$12,947,537
Net Assets	$342,887,422

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Edmund Shallcross Iii (Chairman)	$0	$0	$0
Suzanne Casey (Secretary (Thru 09/2023))	$0	$0	$0
Jennifer Morrison (Secretary (As Of 09/2023))	$0	$0	$0
Susan Chung (Trustee)	$0	$0	$0
James Loring (Trustee)	$0	$0	$0
Samuel Palmisano (Trustee)	$0	$0	$0

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990

Filed on Nov. 7, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$29,879,454

Expenses

$19,753,044

Net Income

$10,126,410

Net Assets

$322,438,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$9,875,803	33.1%
Bond Proceeds	$1,126,607	3.8%
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$18,167,240	60.8%
Net Inventory Sales	$0
Other Revenue	$709,804	2.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$332,476,437
Total Liabilities	$10,038,200
Net Assets	$322,438,237

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Edmund Shallcross Iii (Chairman (As Of 9/22/2022))	$0	$0	$0
Robert Dimuccio (Chairman (Thru 9/30/22))	$0	$0	$0
Suzanne Casey (Secretary)	$0	$0	$0
Susan Chung (Trustee)	$0	$0	$0
James Loring (Trustee)	$0	$0	$0
Samuel Palmisano (Trustee (As Of 9/21/22))	$0	$0	$0
Jill Andy (Trustee (Thru 9/30/22))	$0	$0	$0

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990

Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$63,699,828

Expenses

$27,127,499

Net Income

$36,572,329

Net Assets

$404,940,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$7,614,633	12.0%
Bond Proceeds	$1,114,088	1.7%
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$53,097,190	83.4%
Net Inventory Sales	$0
Other Revenue	$1,873,917	2.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$417,421,996
Total Liabilities	$12,481,908
Net Assets	$404,940,088

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Robert Dimuccio (Chairman)	$0	$0	$0
Suzanne Casey (Secretary)	$0	$0	$0
Jill Andy (Trustee)	$0	$0	$0
James Loring (Trustee)	$0	$0	$0
Susan Chung (Trustee)	$0	$0	$0

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990

Filed on Nov. 11, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$18,458,574

Expenses

$10,000,000

Net Income

$8,458,574

Net Assets

$373,731,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$6,118,429	33.1%
Bond Proceeds	$1,113,171	6.0%
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$9,934,662	53.8%
Net Inventory Sales	$0
Other Revenue	$1,292,312	7.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$387,286,931
Total Liabilities	$13,555,664
Net Assets	$373,731,267

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Robert Dimuccio (Chairman)	$0	$0	$0
Suzanne Casey (Secretary)	$0	$0	$0
Jill Andy (Trustee)	$0	$0	$0
James Loring (Trustee)	$0	$0	$0
Susan Chung As Of 0920 (Trustee)	$0	$0	$0
Robert K Benson Thru 0120 (Trustee)	$0	$0	$0

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990

Filed on Nov. 13, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$27,837,912

Expenses

$10,000,000

Net Income

$17,837,912

Net Assets

$344,627,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,000,000	35.9%
Program Services	$0
Investment Income	$7,601,840	27.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$9,217,496	33.1%
Net Inventory Sales	$0
Other Revenue	$1,018,576	3.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$345,412,666
Total Liabilities	$785,381
Net Assets	$344,627,285

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Revenue

$33,748,204

Expenses

$10,000,000

Net Income

$23,748,204

Net Assets

$291,813,868

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,000,000	29.6%
Program Services	$0
Investment Income	$6,788,918	20.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$16,430,485	48.7%
Net Inventory Sales	$0
Other Revenue	$528,801	1.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$296,199,010
Total Liabilities	$4,385,142
Net Assets	$291,813,868

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$23,845,549

Expenses

$10,000,000

Net Income

$13,845,549

Net Assets

$303,187,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,000,000	41.9%
Program Services	$0
Investment Income	$5,955,147	25.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$7,826,560	32.8%
Net Inventory Sales	$0
Other Revenue	$63,842	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$303,282,249
Total Liabilities	$94,936
Net Assets	$303,187,313

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Revenue

$21,107,032

Expenses

$10,000,000

Net Income

$11,107,032

Net Assets

$265,006,863

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,000,000	47.4%
Program Services	$0
Investment Income	$5,425,619	25.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$5,855,662	27.7%
Net Inventory Sales	$0
Other Revenue	-$174,249

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$270,338,224
Total Liabilities	$5,331,361
Net Assets	$265,006,863

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$21,940,641

Expenses

$10,000,000

Net Income

$11,940,641

Net Assets

$243,537,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,000,000	45.6%
Program Services	$0
Investment Income	$5,161,696	23.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$6,830,447	31.1%
Net Inventory Sales	$0
Other Revenue	-$51,502

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$244,017,554
Total Liabilities	$480,191
Net Assets	$243,537,363

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$21,859,453

Expenses

$10,000,000

Net Income

$11,859,453

Net Assets

$245,058,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,000,000	45.7%
Program Services	$0
Investment Income	$4,736,919	21.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$6,937,982	31.7%
Net Inventory Sales	$0
Other Revenue	$184,552	0.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$258,458,155
Total Liabilities	$13,400,000
Net Assets	$245,058,155

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$19,200,618

Expenses

$5,000,000

Net Income

$14,200,618

Net Assets

$228,694,633

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$11,700,000	60.9%
Program Services	$0
Investment Income	$4,203,064	21.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,067,808	16.0%
Net Inventory Sales	$0
Other Revenue	$229,746	1.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$228,694,633
Total Liabilities	$0
Net Assets	$228,694,633

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$22,233,168

Expenses

$8,000,000

Net Income

$14,233,168

Net Assets

$188,668,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$15,000,000	67.5%
Program Services	$0
Investment Income	$4,032,443	18.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,984,184	13.4%
Net Inventory Sales	$0
Other Revenue	$216,541	1.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$188,668,523
Total Liabilities	$0
Net Assets	$188,668,523

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$19,928,187

Expenses

$10,000,000

Net Income

$9,928,187

Net Assets

$163,117,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$13,900,000	69.8%
Program Services	$0
Investment Income	$3,840,116	19.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,182,086	10.9%
Net Inventory Sales	$0
Other Revenue	$5,985	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$163,117,914
Total Liabilities	$0
Net Assets	$163,117,914

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$23,003,716

Expenses

$10,000,000

Net Income

$13,003,716

Net Assets

$158,493,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$18,500,000	80.4%
Program Services	$0
Investment Income	$3,563,040	15.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$948,228	4.1%
Net Inventory Sales	$0
Other Revenue	-$7,552

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$159,563,643
Total Liabilities	$1,070,000
Net Assets	$158,493,643

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated December 20, 2024

Amica Retiree Medical Tr

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $12.1M (2023)

Expenses $14.8M (2023)

Total Assets $356M (2023)

Total Liabilities $12.9M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Revenue

$12.1M (2023)

Expenses

$14.8M (2023)

Total Assets

$356M (2023)

Total Liabilities

$12.9M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007