R R DONNELLEY & SONS COMPANY POST- RETIREMENT MEDICAL BENEFIT TRUST

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Cite this

Plain text R R DONNELLEY & SONS COMPANY POST- RETIREMENT MEDICAL BENEFIT TRUST. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/r-r-donnelley-and-sons-company-post-retirement-medical-benefit-trust-367007203. Retrieved 2026-11-08.

APA furp.org. (n.d.). R R DONNELLEY & SONS COMPANY POST- RETIREMENT MEDICAL BENEFIT TRUST [Nonprofit organization profile; tax years 2011–2024]. Retrieved November 8, 2026, from https://furp.org/org/r-r-donnelley-and-sons-company-post-retirement-medical-benefit-trust-367007203

MLA “R R DONNELLEY & SONS COMPANY POST- RETIREMENT MEDICAL BENEFIT TRUST.” furp.org, tax years 2011–2024, https://furp.org/org/r-r-donnelley-and-sons-company-post-retirement-medical-benefit-trust-367007203. Accessed 8 Nov. 2026.

Retrieved 2026-11-08; covers tax years 2011–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990 · revenue $21.1M · expenses $19.0M · assets $177.8M

Also known as
9
EIN
36-7007203
Address
4101 WINFIELD ROAD, WARRENVILLE, IL 60555-3521
NTEE code
Y43 Voluntary Employees Beneficiary Associations (Non-Government) (Mutual and Membership Benefit) inferred (by a small language model from the name and 990 text, confidence 0.90; not an IRS classification)
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
November 1993 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
No
Cross-check
ProPublica Nonprofit Explorer

Mission

THE PRIMARY PURPOSE OF THE TRUST IS TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE RETIREES OF R. R. DONNELLEY & SONS COMPANY.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
The Northern Trust Company Institution TRUSTEE2011-2024 $24,695$266,672 544

Officers and directors, no compensation reported

12 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Andrew Coxhead COMMITTEE MEMBER2022-2024 0 $0 reported 1
Christy L Goldberg-Hirsch COMMITTEE CHAIRPERSON2020-2024 0 $0 reported 1
Eric Hess VP AND TREASURER2023-2024 0 $0 reported 1
Christine Maki (former) Committee Member (THRU 7/22)2016-2022 0 $0 reported 2
Terry Peterson (former) Committee Member (THRU 10/22)2016-2022 0 $0 reported 2
Michael J Sharp (former) COMMITTEE MEMBER (THRU 5/22)2020-2022 0 $0 reported 1
Sheila Rutt (former) Committee Member thru 4/202016-2020 0 $0 reported 2
Anne Pease (former) committee member2011-2015 0 $0 reported 3
Tom Carroll (former) committee member2011-2015 0 $0 reported 3
Drew Coxhead (former) committee member2011-2015 0 $0 reported 3
Dan Leib (former) committee member2011-2015 0 $0 reported 3
Janet Halpin (former) committee member2011-2015 0 $0 reported 3

People by year

2024 · 4 people listed · 1 paid, $25K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE40 $24,695$0$0 $24,695544
ANDREW COXHEAD COMMITTEE MEMBER0 $0$0$0 $01
CHRISTY L GOLDBERG-HIRSCH COMMITTEE CHAIRPERSON0 $0$0$0 $01
ERIC HESS VP AND TREASURER0 $0$0$0 $01
2023 · 4 people listed · 1 paid, $42K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE40 $41,802$0$0 $41,802544
CHRISTY L GOLDBERG-HIRSCH COMMITTEE CHAIRPERSON0 $0$0$0 $01
Eric Hess VP and Treasurer0 $0$0$0 $01
ANDREW COXHEAD COMMITTEE MEMBER0 $0$0$0 $01
2022 · 6 people listed · 1 paid, $58K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
The Northern Trust Company Institution Trustee40 $58,154$0$0 $58,154544
CHRISTY L GOLDBERG-HIRSCH COMMITTEE CHAIRPERSON0 $0$0$0 $01
Andrew Coxhead Committee Member (BEG 12/22)0 $0$0$0 $01
CHRISTINE MAKI Committee Member (THRU 7/22)0 $0$0$0 $02
TERRY PETERSON Committee Member (THRU 10/22)0 $0$0$0 $02
MICHAEL J SHARP COMMITTEE MEMBER (THRU 5/22)0 $0$0$0 $01
2021 · 5 people listed · 1 paid, $52K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
The Northern Trust Company Institution Trustee40 $51,628$0$0 $51,628544
Terry Peterson Committee Member0 $0$0$0 $02
Christine Maki Committee Member0 $0$0$0 $02
Michael J Sharp Committee Member0 $0$0$0 $01
Christy L Goldberg-Hirsch Committee Chairperson0 $0$0$0 $01
2020 · 6 people listed · 1 paid, $23K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
The Northern Trust Company Institution Trustee40 $23,350$0$0 $23,350544
Terry Peterson Committee Member0 $0$0$0 $02
Christine Maki Committee Member0 $0$0$0 $02
Michael J Sharp Committee Member0 $0$0$0 $01
Sheila Rutt Committee Member thru 4/200 $0$0$0 $02
Christy L Goldberg-Hirsch Committee Chairperson0 $0$0$0 $01
2016 · 4 people listed · 1 paid, $14K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE40 $13,666$0$0 $13,666544
TERRY PETERSON COMMITTEE MEMBER0 $0$0$0 $02
SHEILA RUTT COMMITTEE MEMBER0 $0$0$0 $02
CHRISTINE MAKI COMMITTEE MEMBER0 $0$0$0 $02
2015 · 6 people listed · 1 paid, $2K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE40 $2,297$0$0 $2,297544
anne pease committee member0 $0$0$0 $03
TOM CARROLL committee member0 $0$0$0 $03
DREW COXHEAD committee member0 $0$0$0 $03
DAN LEIB committee member0 $0$0$0 $03
JANET HALPIN committee member0 $0$0$0 $03
2014 · 6 people listed · 1 paid, $6K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE40 $5,866$0$0 $5,866544
anne pease committee member0 $0$0$0 $03
TOM CARROLL committee member0 $0$0$0 $03
DREW COXHEAD committee member0 $0$0$0 $03
DAN LEIB committee member0 $0$0$0 $03
JANET HALPIN committee member0 $0$0$0 $03
2013 · 6 people listed · 1 paid, $17K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE40 $16,507$0- $16,507544
anne pease committee member0 $0$0$0 $03
TOM CARROLL committee member0 $0-- $03
DREW COXHEAD committee member0 $0-- $03
DAN LEIB committee member0 $0-- $03
JANET HALPIN committee member0 $0-- $03
2012 · 6 people listed · 1 paid, $20K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE40 $19,707$0- $19,707544
anne pease committee member0 $0$0$0 $03
TOM CARROLL committee member0 $0-- $03
DREW COXHEAD committee member0 $0-- $03
DAN LEIB committee member0 $0-- $03
JANET HALPIN committee member0 $0-- $03
2011 · 6 people listed · 1 paid, $9K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE40 $9,000$0- $9,000544
TOM CARROLL board member0 $0-- $03
DREW COXHEAD board member0 $0-- $03
DAN LEIB board member0 $0-- $03
anne pease vice president0 $0$0$0 $03
JANET HALPIN treasurer0 $0-- $03

Highest-paid independent contractors

2024 · 1 contractor · $197K
NameLocationServicePaid
MERCER INVESTMENT CONSULTINGCHICAGO, ILCONSULTING$196,693
2023 · 1 contractor · $241K
NameLocationServicePaid
MERCER INVESTMENT CONSULTINGCHICAGO, ILCONSULTING$241,074
2022 · 1 contractor · $203K
NameLocationServicePaid
MERCER INVESTMENT CONSULTINGCHICAGO, ILCONSULTING$202,513
2020 · 1 contractor · $136K
NameLocationServicePaid
AON ConsultingCHICAGO, ILConsulting$135,535
2014 · 2 contractors · $1.6M
NameLocationServicePaid
CIGNA healthcaremedical claims$1,516,406
united healthcaremedical claims$122,856
2013 · 2 contractors · $1.7M
NameLocationServicePaid
CIGNA healthcaremedical claims$1,598,488
united healthcaremedical claims$122,856
2012 · 2 contractors · $1.8M
NameLocationServicePaid
CIGNA healthcaremedical claims$1,623,798
united healthcaremedical claims$166,298
2011 · 5 contractors · $5.8M
NameLocationServicePaid
aetna life insurancelife insurance$3,409,222
CIGNA healthcaremedical claims$1,684,273
WELLMARKhealth insurance$305,726
NETWORK HEALTH PLANhealth insurance$212,329
united healthcaremedical claims$187,807

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$21,115,706$19,009,058 $177,789,146$170,789,335 $0$2,961,172 $24,69500
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$57,005,605$117,910,857 $178,627,585$168,541,157 $0$3,477,330 $41,80200
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$22,988,156$39,959,682 $238,683,040$228,863,741 $0$4,211,792 $58,15400
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$63,920,345$51,546,986 $252,728,494$247,640,987 $0$4,811,416 $51,62800
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$57,553,312$49,523,660 $240,129,071$235,777,003 $0$9,444,409 $23,35000
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$29,804,201$38,789,428 $209,834,021$208,286,313 $0$10,739,446 $13,66600
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$26,974,933$26,585,646 $207,034,377$204,239,598 $0$13,456,553 $2,29700
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$38,012,889$36,428,699 $213,589,830$212,143,253 $0$17,236,042 $5,86600
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$37,119,336$47,923,429 $208,100,243$206,796,487 $0$14,249,652 $16,50700
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$34,149,996$50,309,748 $189,405,503$187,312,827 $0$17,500,033 $19,70700
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$45,677,379$50,717,358 $187,241,249$185,732,071 $0$26,504,857 $9,00000

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SRC Inc Postretirement Medical Benefit TrustNYNot reported $13,228,153$12,875,904 Plan Trustee$17,063 Similar name, revenue within 2x
ELI LILLY COMPANY MASTER TRUST FOR POST-RETIREMENT MEDICAL BENEFIINNot reported $66,844,680$114,937,591 TRUSTEE$26,590 Similar name, revenue within 5x, similar mission

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $19,009,058 spent · pay $24,695 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,706,063--- 40.5%
Other (as described)MORTALITY CHARGE $6,815,268--- 35.9%
Other (as described)ADMINISTRATIVE FEES $3,009,305--- 15.8%
Other (as described)ADVISORY/MANAGEMENT FEES $1,239,055--- 6.5%
Other (as described)PREMIUM PAYMENTS $214,672--- 1.1%
Pay: officers, directors, trustees, key employees $24,695--- 0.1%
Total$19,009,058100%

View the filing

2023 · Form 990 · $117,910,857 spent · pay $41,802 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MISCELLANEOUS EXPENSES $48,526,717--- 41.2%
Other (as described)ADVISORY/MANAGEMENT FEES $39,467,151--- 33.5%
Interest $16,368,820--- 13.9%
Other (as described)ADMINISTRATIVE FEES $6,018,598--- 5.1%
Benefits paid to members $5,458,257--- 4.6%
Other (as described)PREMIUM PAYMENTS $2,029,512--- 1.7%
Pay: officers, directors, trustees, key employees $41,802--- 0.0%
Total$117,910,857100%

View the filing

2022 · Form 990 · $39,959,682 spent · pay $58,154 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ADVISORY/MANAGEMENT FEES $14,065,712--- 35.2%
Other (as described)MORTALITY CHARGE $11,612,242--- 29.1%
Benefits paid to members $7,678,642--- 19.2%
Other (as described)PREMIUM PAYMENTS $5,123,770--- 12.8%
Other (as described)ADMINISTRATIVE FEES $1,421,162--- 3.6%
Pay: officers, directors, trustees, key employees $58,154--- 0.1%
Total$39,959,682100%

View the filing

2021 · Form 990 · $51,546,986 spent · pay $51,628 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ADVISORY/MANAGEMENT FEES $32,920,344--- 63.9%
Benefits paid to members $13,030,844--- 25.3%
Other (as described)PREMIUM PAYMENTS $5,465,081--- 10.6%
Other (as described)ADMINISTRATIVE FEES $79,089--- 0.2%
Pay: officers, directors, trustees, key employees $51,628--- 0.1%
Total$51,546,986100%

View the filing

2020 · Form 990 · $49,523,660 spent · pay $23,350 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ADVISORY/MANAGEMENT FEES $29,474,065--- 59.5%
Benefits paid to members $11,789,016--- 23.8%
Other (as described)PREMIUM PAYMENTS $6,841,892--- 13.8%
Other (as described)ADMINISTRATIVE FEES $1,395,337--- 2.8%
Pay: officers, directors, trustees, key employees $23,350--- 0.0%
Total$49,523,660100%

View the filing

2016 · Form 990 · $38,789,428 spent · pay $13,666 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $15,993,648--- 41.2%
Other (as described)ADVISORY/MANAGEMENT FEES $14,454,800--- 37.3%
Other (as described)PREMIUM PAYMENTS $8,028,147--- 20.7%
Other (as described)ADMINISTRATIVE FEES $299,167--- 0.8%
Pay: officers, directors, trustees, key employees $13,666--- 0.0%
Total$38,789,428100%

View the filing

2015 · Form 990 · $26,585,646 spent · pay $2,297 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $17,885,755--- 67.3%
Other (as described)PREMIUM PAYMENTS $5,329,387--- 20.0%
Other (as described)ADVISORY/MANAGEMENT FEES $3,174,152--- 11.9%
Other (as described)ADMINISTRATIVE FEES $194,055--- 0.7%
Pay: officers, directors, trustees, key employees $2,297--- 0.0%
Total$26,585,646100%

View the filing

2014 · Form 990 · $36,428,699 spent · pay $5,866 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $23,014,041--- 63.2%
Other (as described)ADVISORY/MANAGEMENT FEES $9,415,264--- 25.8%
Other (as described)PREMIUM PAYMENTS $2,357,436--- 6.5%
Other (as described)ADMINISTRATIVE FEES $1,636,092--- 4.5%
Pay: officers, directors, trustees, key employees $5,866--- 0.0%
Total$36,428,699100%

View the filing

2013 · Form 990 · $47,923,429 spent · pay $16,507 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $30,355,452--- 63.3%
Other (as described)ADVISORY/MANAGEMENT FEES $12,293,008--- 25.7%
Other (as described)PREMIUM PAYMENTS $3,545,591--- 7.4%
Other (as described)ADMINISTRATIVE FEES $1,712,871--- 3.6%
Pay: officers, directors, trustees, key employees $16,507--- 0.0%
Total$47,923,429100%

View the filing

2012 · Form 990 · $50,309,748 spent · pay $19,707 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $30,799,588--- 61.2%
Other (as described)ADVISORY/MANAGEMENT FEES $13,806,314--- 27.4%
Other (as described)PREMIUM PAYMENTS $3,863,100--- 7.7%
Other (as described)ADMINISTRATIVE FEES $1,821,039--- 3.6%
Pay: officers, directors, trustees, key employees $19,707--- 0.0%
Total$50,309,748100%

View the filing

2011 · Form 990 · $50,717,358 spent · pay $9,000 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $33,065,039--- 65.2%
Other (as described)ADVISORY/MANAGEMENT FEES $11,756,522--- 23.2%
Other (as described)PREMIUM PAYMENTS $3,929,120--- 7.7%
Other (as described)ADMINISTRATIVE FEES $1,912,677--- 3.8%
Other (as described)CONSULTING FEES $45,000--- 0.1%
Pay: officers, directors, trustees, key employees $9,000--- 0.0%
Total$50,717,358100%

View the filing

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