YMutual & Membership BenefitEIN: 371874621· Ruling Year: 2018

Medical And Life Benefits Plan Tr For Hourly Retirees

Plano, Texas

BHealth Score
56B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.57×
Peer Median10.70×
💰
$41.5M
Total Revenue
📊
$67.1M
Total Expenses
🏦
$105.2M
Net Assets
📋
$1.6M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-6.9%
Year-over-year change (2022 → 2023)
Net Margin
-61.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.57
Net assets divided by total expenses
Liabilities-to-Assets
1.5%
Total liabilities as % of total assets

Filing History

7 filings on record
YearRevenueExpensesAssets
2023$41,459,6947%$67,069,2365%$106,845,27214%
2022$44,516,85727%$70,536,66316%$123,960,94136%
2021$61,135,3476%$83,904,68111%$192,864,0339%
2020$65,042,89746%$94,544,59820%$212,840,5938%
2019$44,423,54974%$78,969,47563%$231,755,4099%
2018$168,133,81638%$211,927,348$213,435,97921%
2017$269,607,661$0$269,607,661

Frequently Asked Questions

What does Medical And Life Benefits Plan Tr For Hourly Retirees do?

Medical And Life Benefits Plan Tr For Hourly Retirees is a mutual & membership benefit nonprofit organization based in Texas. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Medical And Life Benefits Plan Tr For Hourly Retirees financially healthy?

Based on our 9-metric Financial Health Score model, Medical And Life Benefits Plan Tr For Hourly Retirees has a score of 56/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Medical And Life Benefits Plan Tr For Hourly Retirees generate?

Medical And Life Benefits Plan Tr For Hourly Retirees reports $36.7M in annual revenue and holds $90.1M in total assets, based on IRS filings.

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