YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR
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Plain text YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/yale-university-retiree-health-benefits-coverage-tr-066414276. Retrieved 2026-10-28.
APA furp.org. (n.d.). YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 28, 2026, from https://furp.org/org/yale-university-retiree-health-benefits-coverage-tr-066414276
MLA “YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR.” furp.org, tax years 2010–2024, https://furp.org/org/yale-university-retiree-health-benefits-coverage-tr-066414276. Accessed 28 Oct. 2026.
Retrieved 2026-10-28; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $114.9M · expenses $59.2M · assets $1.24B
- EIN
- 06-6414276
- Address
- PO BOX 208239, NEW HAVEN, CT 06520-8239
- NTEE code
- Y430
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- July 1997 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
- Foundation status
- Supporting organization, 509(a)(3)
- Cross-check
- ProPublica Nonprofit Explorer
Mission
To promote and support the objectives, philosophies and best interests of Yale University. YALE UNIVERSITY IS A TAX EXEMPT ENTITY UNDER IRC SECTION 501(C)(3).
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
None of the 1 person listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
1 person 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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Yale University Institution | Trustee | 2010-2024 | 5 | $0 reported | 4 |
People by year
2024 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Yale University Institution | Trustee | 5 | $0 | $0 | $0 | $0 | 4 |
2023 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Yale University Institution | Trustee | 5 | $0 | $0 | $0 | $0 | 4 |
2022 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Yale University Institution | Trustee | 5 | $0 | $0 | $0 | $0 | 4 |
2021 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Yale University Institution | Trustee | 5 | $0 | $0 | $0 | $0 | 4 |
2020 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Yale University Institution | Trustee | 5 | $0 | $0 | $0 | $0 | 4 |
2019 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Yale University Institution | Trustee | 5 | $0 | $0 | $0 | $0 | 4 |
2018 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Yale University Institution | Trustee | 5 | $0 | $0 | $0 | $0 | 4 |
2017 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| YALE UNIVERSITY Institution | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
2016 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| YALE UNIVERSITY Institution | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
2015 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| YALE UNIVERSITY Institution | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
2014 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| YALE UNIVERSITY Institution | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
2013 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| YALE UNIVERSITY Institution | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
2012 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| YALE UNIVERSITY Institution | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
2010 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| YALE UNIVERSITY Institution | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
Highest-paid independent contractors
2024 · 3 contractors · $657K
| Name | Location | Service | Paid |
|---|---|---|---|
| Trigran Investments Inc | Northbrook, IL | Investment Management | $282,775 |
| Aon Consulting | Chicago, IL | Actuarial Services | $268,796 |
| Grant Thornton LLP | oakbrook terrace, IL | Accounting Services | $105,525 |
2023 · 3 contractors · $715K
| Name | Location | Service | Paid |
|---|---|---|---|
| Trigran Investments Inc | Northbrook, IL | Investment Management | $275,456 |
| Northern Trust | Chicago, IL | Custody Service | $246,947 |
| Aon Consulting | Chicago, IL | Actuarial Services | $192,933 |
2022 · 3 contractors · $785K
| Name | Location | Service | Paid |
|---|---|---|---|
| Trigran Investments Inc | Northbrook, IL | Investment Management | $323,187 |
| Aon Consulting | Chicago, IL | Actuarial Services | $272,843 |
| Northern Trust | Chicago, IL | Custody Service | $189,262 |
2021 · 3 contractors · $855K
| Name | Location | Service | Paid |
|---|---|---|---|
| Northern Trust | Chicago, IL | Custody Service and Administrative Services | $527,771 |
| Trigran Investments Inc | Northbrook, IL | Investment Management | $223,887 |
| Aon Consulting | Chicago, IL | Actuarial Services | $103,375 |
2020 · 3 contractors · $594K
| Name | Location | Service | Paid |
|---|---|---|---|
| Aon Consulting | Chicago, IL | Actuarial Services | $235,243 |
| Northern Trust | Chicago, IL | Custody Service | $205,958 |
| Trigran Investments Inc | Northbrook, IL | Investment Management | $152,313 |
2019 · 4 contractors · $554K
| Name | Location | Service | Paid |
|---|---|---|---|
| Alight Solutions LLC | Lincolnshire, IL | Recordkeeping | $149,383 |
| Trigran Investments Inc | Northbrook, IL | Investment Management | $139,710 |
| Aon Consulting | Chicago, IL | Actuarial Services | $134,056 |
| Northern Trust | Chicago, IL | Custody Service | $130,612 |
2018 · 3 contractors · $451K
| Name | Location | Service | Paid |
|---|---|---|---|
| Aon Consulting | Chicago, IL | Actuarial Services | $226,893 |
| Northern Trust | Chicago, IL | Custody Service | $113,955 |
| Trigran Investments Inc | Northbrook, IL | Investment Management | $109,827 |
2017 · 2 contractors · $265K
| Name | Location | Service | Paid |
|---|---|---|---|
| NORTHERN TRUST | CHICAGO, IL | CUSTODY SERVICE | $137,878 |
| TRIGRAN INVESTMENTS INC | NORTHBROOK, IL | INVESTMENT MANAGEMENT | $127,078 |
2016 · 4 contractors · $586K
| Name | Location | Service | Paid |
|---|---|---|---|
| HEWITT ASSOCIATES LLC | LINCOLNSHIRE, IL | ACTUARIAL AND ADMINISTRATIVE SERVICES | $244,458 |
| NORTHERN TRUST | CHICAGO, IL | CUSTODY SERVICE | $136,554 |
| TRIGRAN INVESTMENTS INC | NORTHBROOK, IL | INVESTMENT MANAGEMENT | $103,051 |
| AETNA INC | CHICAGO, IL | ADMINISTRATIVE SERVICES | $102,101 |
2015 · 4 contractors · $866K
| Name | Location | Service | Paid |
|---|---|---|---|
| HEWITT ASSOCIATES LLC | LINCOLNSHIRE, IL | ACTUARIAL AND ADMINISTRATIVE SERVICES | $359,346 |
| CHIEFTAIN ASSET MANAGEMENT INC | NEW YORK, NY | INVESTMENT MANAGEMENT | $261,503 |
| NORTHERN TRUST | CHICAGO, IL | CUSTODY SERVICE | $129,710 |
| TRIGRAN INVESTMENTS INC | NORTHBROOK, IL | INVESTMENT MANAGEMENT | $115,317 |
2014 · 3 contractors · $846K
| Name | Location | Service | Paid |
|---|---|---|---|
| HEWITT ASSOCIATES LLC | LINCOLNSHIRE, IL | ACTUARIAL AND ADMINISTRATIVE SERVICES | $437,370 |
| CHIEFTAIN ASSET MANAGEMENT INC | NEW YORK, NY | INVESTMENT MANAGEMENT | $270,929 |
| NORTHERN TRUST | CHICAGO, IL | CUSTODY SERVICE | $138,199 |
2013 · 3 contractors · $874K
| Name | Location | Service | Paid |
|---|---|---|---|
| HEWITT ASSOCIATES | ACTUARIAL | $431,959 | |
| CHIEFTAIN ASSET MANAGEMENT INC | INVESTMENT MANAGEMENT | $236,750 | |
| EXPRESS SCRIPTS HOLDING COMPANY | ADMINISTRATIVE | $204,847 |
2012 · 4 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEWITT ASSOCIATES | CHICAGO, IL | ACTUARIAL | $384,476 |
| EXPRESS SCRIPTS HOLDING COMPANY | FRANKLIN LAKES, NJ | ADMINISTRATIVE | $356,247 |
| CHIEFTAIN ASSET MANAGEMENT INC | NEW YORK, NY | INVESTMENT MANAGEMENT | $205,043 |
| AETNA INC | CHICAGO, IL | ADMINISTRATIVE | $120,010 |
2010 · 3 contractors · $660K
| Name | Location | Service | Paid |
|---|---|---|---|
| MEDCO HEALTH SOLUTIONS INC | FRANKLIN LAKES, NJ | ADMINISTRATIVE | $331,701 |
| HEWITT ASSOCIATES | CHICAGO, IL | ACTUARIAL | $202,327 |
| AETNA INC | CHICAGO, IL | ADMINISTRATIVE | $125,749 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $114,920,915 | $59,246,656 | $1,242,331,272 | $1,242,331,272 | $0 | $106,213,410 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $182,814,480 | $55,294,688 | $1,070,247,917 | $1,070,247,917 | $0 | $130,945,110 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $152,225,671 | $47,895,212 | $883,593,614 | $883,593,614 | $0 | $105,828,719 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $110,596,145 | $42,096,236 | $755,296,263 | $755,296,263 | $0 | $81,532,479 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $96,943,913 | $38,023,841 | $804,358,920 | $804,358,920 | $0 | $68,023,324 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $89,617,232 | $39,632,708 | $587,123,675 | $587,123,675 | $0 | $48,910,966 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $63,749,001 | $39,092,559 | $512,094,081 | $512,094,081 | $0 | $39,938,488 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $31,224,482 | $38,498,649 | $499,393,784 | $499,393,784 | $0 | $6,481,542 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $54,173,923 | $37,218,424 | $473,299,600 | $473,299,600 | $0 | $5,824,867 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $19,002,818 | $31,825,329 | $435,959,070 | $435,959,070 | $0 | $4,962,066 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $64,169,085 | $36,765,443 | $456,135,422 | $456,135,422 | $0 | $13,356,606 | $0 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $35,034,965 | $34,320,953 | $427,255,406 | $427,255,406 | $0 | $11,188,296 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $57,907,792 | $35,921,234 | $393,708,990 | $393,708,990 | $0 | $22,007,194 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $51,788,048 | $28,914,322 | $346,489,371 | $346,489,371 | $0 | $31,755,818 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- STAFF RETIREMENT HOLDINGS INC New Haven, CT · related organization (Schedule R)
- BOARD OF TRUSTEES OF THE SHEFFIELD SCIENTIFIC SCHOOL New Haven, CT · related organization (Schedule R)
- GRUBER FOUNDATION New Haven, CT · related organization (Schedule R)
- 3C CORPORATION New Haven, CT · related organization (Schedule R)
- CHARLES A COFFIN MEMORIAL FUND New Haven, CT · related organization (Schedule R)
- 5C CORPORATION New Haven, CT · related organization (Schedule R)
- YALE UNIVERSITY ELIZABETHAN CLUB CORP New Haven, CT · related organization (Schedule R)
- EDITH B JACKSON TR 3 & 10 FBO YALE UNIVERSITY Saint Louis, MO · related organization (Schedule R)
- JONATHAN EDWARDS TRUST New Haven, CT · related organization (Schedule R)
- ADELAIDE D TEN FORD TRUST UW 14 Saint Louis, MO · related organization (Schedule R)
- CHAPEL COMPANY New Haven, CT · related organization (Schedule R)
- HEALTH BENEFITS HOLDINGS INC New Haven, CT · related organization (Schedule R)
- ALUMNI FUND ASSOCIATION OF YALE UNIVERSITY New Haven, CT · related organization (Schedule R)
- HR PROPERTIES INC New Haven, CT · related organization (Schedule R)
- YALE MEDICAL FOUNDATION INC New Haven, CT · related organization (Schedule R)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
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 · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| RAYTHEON WELFARE BENEFITS TRUST | CT | Y43 | $63,950,744 | $64,741,553 | TRUSTEE (SEE SCHEDULE O) | $14,063 | Same NTEE code Y43, revenue within 2x, same state |
| KRAFT FOODS GLOBAL INC RETIREE HEALTH AND LIFE BENEFIT TR | IL | Y43 | $82,278,135 | $70,922,521 | Trustee | $45,365 | Same NTEE code Y43, revenue within 2x |
| UNITED STATES STEEL CORPORATION RETIREE INSURANCE BENEFITS TRUST | PA | Y43 | $120,367,135 | $134,456,882 | institutional trustee | $152,999 | Same NTEE code Y43, revenue within 2x |
| UDW AFSCME LOCAL 3930 RIVERSIDE COUNTY BENEFITS TRUST | CA | Y43 | $62,594,160 | $48,392,778 | TRUSTEE | $400,913 | Same NTEE code Y43, revenue within 2x |
| RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK | MI | Y43 | $62,965,087 | $48,334,673 | TRUSTEE | $82,848 | Same NTEE code Y43, revenue within 2x |
| NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR | NC | Y43 | $65,579,983 | $68,548,563 | TRUST CHAIR | $1,400 | Same NTEE code Y43, revenue within 2x |
| RBC USA HEALTH & WELFARE BENEFIT PL INTRVS TR | NJ | Y43 | $196,372,711 | $192,294,663 | See Schedule O | $0 | Same NTEE code Y43, revenue within 2x |
| UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR | DC | Y43 | $65,602,179 | $29,195,811 | CHAIRPERSON | $112,879 | Same NTEE code Y43, revenue within 2x |
| RETIREES OF THE GOODYEAR TIRE & RUBBER COMPANY HEALTH CARE TR | PA | Y43 | $165,045,383 | $171,564,603 | COMMITTEE MEMBER | $36,031 | Same NTEE code Y43, revenue within 2x |
| HCA SHORT-TERM DISABILITY BENEFITS PLAN TRUST | TN | Y43 | $129,682,161 | $129,364,167 | TRUSTEE | $10,590 | Same NTEE code Y43, revenue within 2x |
| BUSINESS HEALTH TR | WA | Y43 | $152,934,586 | $152,269,083 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x |
| HENSEL PHELPS CONSTRUCTION CO EMPLOYEE BENEFIT TR | TX | Y43 | $63,956,057 | $63,835,918 | VP & TRUST OFFICER | $6,000 | Same NTEE code Y43, revenue within 2x |
| BANK OF AMERCIA RETIREE GROUP BENEFITS PROGRAM | TX | Y43 | $219,185,648 | $228,368,132 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x |
| UFCW LOCAL ONE HEALTH CARE FUND | NY | Y43 | $73,394,829 | $61,191,827 | TRUSTEE | $373,746 | Same NTEE code Y43, revenue within 2x |
| NORTHWEST FIRE FIGHTERS BENEFITS TRUST | WA | Y43 | $124,486,277 | $127,011,335 | Chairman | $0 | Same NTEE code Y43, revenue within 2x |
| HEALTH REIMBURSEMENT ACCOUNT FUND OF THE ELECTRICAL INDUSTRY | NY | Y43 | $62,640,229 | $66,114,510 | Trustee | $0 | Same NTEE code Y43, revenue within 2x |
| MONDELEZ GLOBAL LLC GROUP BENEFIT TRUST I | NY | Y43 | $153,048,371 | $158,228,408 | TRUSTEE | $5,130 | Same NTEE code Y43, revenue within 2x |
| ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST | WA | Y43 | $193,260,298 | $204,555,792 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x |
| MISSOURI CHAMBER FEDERATION BENEFIT PLAN TRUST | MO | Y43 | $228,531,344 | $228,023,776 | TRUSTEE & CHAIRPERSON | $0 | Same NTEE code Y43, revenue within 2x |
| SHARED SERVICES HEALTH PLAN TRUST | PA | Y43 | $58,035,605 | $54,044,481 | CHAIR | $0 | Same NTEE code Y43, revenue within 2x |
| INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TR | NY | Y43 | $229,254,406 | $227,738,752 | UNION TRUSTEE | $1,338,877 | Same NTEE code Y43, revenue within 2x |
| JACKSONVILLE POLICE OFFICERS AND FIRE FIGHTERS HEALTH INS TR | FL | Y43 | $90,975,723 | $83,614,624 | EXECUTIVE DIRECTOR | $97,558 | Same NTEE code Y43, revenue within 2x |
| NEW YORK STATE TEAMSTERS COUNCIL HEALTH & HOSPITAL FUND | NY | Y43 | $222,691,743 | $215,362,678 | EXECUTIVE ADMINISTRATOR | $352,020 | Same NTEE code Y43, revenue within 2x |
| PENNSYLVANIA MOUNTAINS HEALTHCARE ALLIANCE MULT EMP HEALTH BNFTS TR | PA | Y43 | $96,027,355 | $96,027,355 | Executive Dir. | $0 | Same NTEE code Y43, revenue within 2x |
| SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND | CA | Y43 | $190,107,098 | $185,314,159 | CO-CHAIR - UNION | $338,289 | Same NTEE code Y43, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| INSTITUTE OF INTERNATIONAL EDUCATION INC | DAF sponsor | $10,454,741 | 10 | 1 | 2015–2024 | RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK |
| THE BANK OF NEW YORK MELLON CORPORATION FOUNDATION | Private foundation | $3,000,000 | 1 | 1 | 2021–2021 | RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK |
| NATIONAL SCIENCE TEACHING ASSOCIATION | DAF sponsor | $79,550 | 3 | 1 | 2021–2023 | RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | DAF sponsor | $43,223 | 1 | 1 | 2016–2016 | JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST |
| THE LUZERNE FOUNDATION | DAF sponsor | $6,500 | 1 | 1 | 2011–2011 | NORTHEAST PENNSYLVANIA SCH DIST TR |
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 · $59,246,656 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Post-Retirement Health Expense | $44,723,964 | $44,723,964 | - | - | 75.5% |
| Fees: investment management | $13,133,926 | - | $13,133,926 | - | 22.2% | |
| Other (as described) | Other Admin. Expense | $1,018,995 | - | $1,018,995 | - | 1.7% |
| Fees: other services | $209,618 | $0 | $209,618 | $0 | 0.4% | |
| Fees: accounting | $153,537 | - | $153,537 | - | 0.3% | |
| Other (as described) | Unrelated Business Income Tax | $6,616 | - | $6,616 | - | 0.0% |
| Total | $59,246,656 | 100% |
2023 · Form 990 · $55,294,688 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Post-Retirement Health Expense | $42,295,535 | $42,295,535 | - | - | 76.5% |
| Fees: investment management | $11,380,748 | - | $11,380,748 | - | 20.6% | |
| Other (as described) | Other Admin. Expense | $1,126,866 | - | $1,126,866 | - | 2.0% |
| Fees: other services | $340,107 | $0 | $340,107 | $0 | 0.6% | |
| Fees: accounting | $139,011 | - | $139,011 | - | 0.3% | |
| Other (as described) | Unrelated Business Income Tax | $10,488 | - | $10,488 | - | 0.0% |
| Fees: legal | $1,933 | - | $1,933 | - | 0.0% | |
| Total | $55,294,688 | 100% |
2022 · Form 990 · $47,895,212 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Post-Retirement Health Expense | $36,898,514 | $36,898,514 | - | - | 77.0% |
| Fees: investment management | $9,531,266 | - | $9,531,266 | - | 19.9% | |
| Other (as described) | Other Admin. Expense | $1,127,828 | - | $1,127,828 | - | 2.4% |
| Fees: other services | $195,202 | $0 | $195,202 | $0 | 0.4% | |
| Fees: accounting | $134,278 | - | $134,278 | - | 0.3% | |
| Other (as described) | Unrelated Business Income Tax | $8,124 | - | $8,124 | - | 0.0% |
| Total | $47,895,212 | 100% |
2021 · Form 990 · $42,096,236 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Post-Retirement Health Expense | $32,653,253 | $32,653,253 | - | - | 77.6% |
| Fees: investment management | $8,057,749 | - | $8,057,749 | - | 19.1% | |
| Other (as described) | Other Admin. Expense | $1,075,635 | - | $1,075,635 | - | 2.6% |
| Fees: other services | $137,914 | $0 | $137,914 | $0 | 0.3% | |
| Fees: accounting | $128,897 | - | $128,897 | - | 0.3% | |
| Other (as described) | Unrelated Business Income Tax | $42,788 | - | $42,788 | - | 0.1% |
| Total | $42,096,236 | 100% |
2020 · Form 990 · $38,023,841 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Post-Retirement Health Expense | $30,191,586 | $30,191,586 | - | - | 79.4% |
| Fees: investment management | $6,354,213 | - | $6,354,213 | - | 16.7% | |
| Other (as described) | Other Admin. Expense | $1,247,762 | - | $1,247,762 | - | 3.3% |
| Fees: accounting | $126,013 | - | $126,013 | - | 0.3% | |
| Fees: other services | $85,185 | $0 | $85,185 | $0 | 0.2% | |
| Other (as described) | Unrelated Business Income Tax | $19,082 | - | $19,082 | - | 0.1% |
| Total | $38,023,841 | 100% |
2019 · Form 990 · $39,632,708 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Post-Retirement Health | $32,913,450 | $32,913,450 | - | $0 | 83.0% |
| Fees: investment management | $5,320,549 | - | $5,320,549 | - | 13.4% | |
| Other (as described) | Other Admin. Expense | $1,016,690 | - | $1,016,690 | - | 2.6% |
| Fees: other services | $220,659 | $0 | $220,659 | $0 | 0.6% | |
| Fees: accounting | $116,843 | - | $116,843 | - | 0.3% | |
| Other (as described) | Taxes on UBTI | $44,517 | - | $44,517 | - | 0.1% |
| Total | $39,632,708 | 100% |
2018 · Form 990 · $39,092,559 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Post-Retirement Health | $32,968,347 | $32,968,347 | - | - | 84.3% |
| Fees: investment management | $4,900,655 | - | $4,900,655 | - | 12.5% | |
| Other (as described) | Other Admin. Expense | $862,882 | - | $862,882 | - | 2.2% |
| Fees: other services | $203,232 | $0 | $203,232 | $0 | 0.5% | |
| Fees: accounting | $113,015 | - | $113,015 | - | 0.3% | |
| Other (as described) | Taxes on UBTI | $44,428 | - | $44,428 | - | 0.1% |
| Total | $39,092,559 | 100% |
2017 · Form 990 · $38,498,649 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | POST-RETIREMENT HEALTH | $31,684,272 | $31,684,272 | - | - | 82.3% |
| Fees: investment management | $5,637,710 | - | $5,637,710 | - | 14.6% | |
| Other (as described) | OTHER ADMIN. EXPENSE | $977,493 | - | $977,493 | - | 2.5% |
| Fees: other services | $132,898 | - | $132,898 | - | 0.3% | |
| Other (as described) | TAXES ON UBTI | $66,276 | - | $66,276 | - | 0.2% |
| Total | $38,498,649 | 100% |
2016 · Form 990 · $37,218,424 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | POST-RETIREMENT HEALTH | $30,846,596 | $30,846,596 | - | - | 82.9% |
| Fees: investment management | $5,315,786 | - | $5,315,786 | - | 14.3% | |
| Other (as described) | OTHER ADMIN. EXPENSE | $741,664 | - | $741,664 | - | 2.0% |
| Fees: other services | $147,740 | - | $147,740 | - | 0.4% | |
| Fees: accounting | $128,763 | - | $128,763 | - | 0.3% | |
| Other (as described) | TAXES ON UBTI | $37,875 | - | $37,875 | - | 0.1% |
| Total | $37,218,424 | 100% |
2015 · Form 990 · $31,825,329 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | POSTRETIRE HEALTH BEN. | $25,237,852 | $25,237,852 | - | - | 79.3% |
| Fees: investment management | $5,412,853 | - | $5,412,853 | - | 17.0% | |
| Other (as described) | OTHER ADMIN. EXPENSE | $715,378 | - | $715,378 | - | 2.2% |
| Fees: other services | $295,127 | - | $295,127 | - | 0.9% | |
| Fees: accounting | $114,357 | - | $114,357 | - | 0.4% | |
| Other (as described) | TAXES ON UBTI | $49,762 | - | $49,762 | - | 0.2% |
| Total | $31,825,329 | 100% |
2014 · Form 990 · $36,765,443 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | POSTRETIRE HEALTH BEN. | $30,332,577 | $30,332,577 | - | - | 82.5% |
| Fees: investment management | $5,409,511 | - | $5,409,511 | - | 14.7% | |
| Other (as described) | OTHER ADMIN. EXPENSE | $515,183 | - | $515,183 | - | 1.4% |
| Other (as described) | CONTRACT ADMIN. FEES | $231,884 | - | $231,884 | - | 0.6% |
| Fees: other services | $163,631 | - | $163,631 | - | 0.4% | |
| Fees: accounting | $107,601 | - | $107,601 | - | 0.3% | |
| Other (as described) | TAXES ON UBTI | $5,056 | - | $5,056 | - | 0.0% |
| Total | $36,765,443 | 100% |
2013 · Form 990 · $34,320,953 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | POSTRETIRE HEALTH BEN. | $28,452,193 | $28,452,193 | - | - | 82.9% |
| Fees: investment management | $4,943,593 | - | $4,943,593 | - | 14.4% | |
| Other (as described) | OTHER ADMIN. EXPENSE | $438,221 | - | $438,221 | - | 1.3% |
| Other (as described) | CONTRACT ADMIN. FEES | $226,886 | - | $226,886 | - | 0.7% |
| Fees: other services | $144,527 | - | $144,527 | - | 0.4% | |
| Fees: accounting | $111,138 | - | $111,138 | - | 0.3% | |
| Other (as described) | TAXES ON UBTI | $4,395 | - | $4,395 | - | 0.0% |
| Total | $34,320,953 | 100% |
2012 · Form 990 · $35,921,234 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | POSTRETIRE HEALTH BEN. | $30,586,599 | $30,586,599 | - | - | 85.1% |
| Fees: investment management | $4,100,235 | - | $4,100,235 | - | 11.4% | |
| Other (as described) | OTHER ADMIN. EXPENSE | $743,157 | - | $743,157 | - | 2.1% |
| Other (as described) | CONTRACT ADMIN. FEES | $222,273 | - | $222,273 | - | 0.6% |
| Fees: other services | $151,720 | - | $151,720 | - | 0.4% | |
| Fees: accounting | $107,668 | - | $107,668 | - | 0.3% | |
| Other (as described) | TAXES ON UBTI | $9,582 | - | $9,582 | - | 0.0% |
| Total | $35,921,234 | 100% |
2010 · Form 990 · $28,914,322 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | POSTRETIREMENT HEALTH B | $24,150,508 | $24,150,508 | - | - | 83.5% |
| Fees: investment management | $3,737,363 | - | $3,737,363 | - | 12.9% | |
| Other (as described) | CONTRACT ADMIN. FEES | $611,606 | - | $611,606 | - | 2.1% |
| Other (as described) | OTHER ADMIN. EXPENSE | $412,472 | - | $412,472 | - | 1.4% |
| Other (as described) | TAXES ON UBTI | $2,373 | - | $2,373 | - | 0.0% |
| Total | $28,914,322 | 100% |
Comments