MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT TRUST

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Cite this

Plain text MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT TRUST. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/marsh-and-mclennan-companies-employer-funded-welfare-benefit-trust-136842498. Retrieved 2026-11-06.

APA furp.org. (n.d.). MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT TRUST [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 6, 2026, from https://furp.org/org/marsh-and-mclennan-companies-employer-funded-welfare-benefit-trust-136842498

MLA “MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT TRUST.” furp.org, tax years 2010–2024, https://furp.org/org/marsh-and-mclennan-companies-employer-funded-welfare-benefit-trust-136842498. Accessed 6 Nov. 2026.

Retrieved 2026-11-06; covers tax years 2010–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990 · revenue $336.8M · expenses $320.8M · assets $116.6M

Also known as
FUNDED WELFARE BENEFITS TRUST
EIN
13-6842498
Address
1166 AVE OF THE AMERICAS 31ST FLR, NEW YORK, NY 10036-2708
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 0.70; not an IRS classification)
Exempt type
501(c)(9): voluntary employees' beneficiary association (corporation)
Ruling date
October 1982 (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

PROVIDE INSURANCE BENEFITS PROGRAMS FOR EMPLOYEES

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

2 people 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 Bank Of New York Mellon Institution TRUSTEE2014-2024 $84,272$84,272 1456
Mellon Trust Company of New England Institution (former) Trustee2010-2013 $0$56,675 2

People by year

2024 · 1 person listed · 1 paid, $84K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE BANK OF NEW YORK MELLON TRUSTEE Institution TRUSTEE0 $84,272$0$0 $84,2721456
2023 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
The Bank of New York Mellon Institution Trustee- $0$0$0 $01456
2022 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
The Bank of New York Mellon Institution Trustee- $0$0$0 $01456
2021 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
The Bank of New York Mellon Institution Trustee- $0$0$0 $01456
2020 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
The Bank of New York Mellon Institution Trustee- $0$0$0 $01456
2019 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
The Bank of New York Mellon Institution Trustee- $0$0$0 $01456
2018 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
The Bank of New York Mellon Institution Trustee- $0$0$0 $01456
2017 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
The Bank of New York Mellon Institution Trustee0 $0$0$0 $01456
2016 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
The Bank of New York Mellon Institution Trustee0 $0$0$0 $01456
2015 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
The Bank of New York Mellon Institution Trustee0 $0$0$0 $01456
2014 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
The Bank of New York Mellon Institution Trustee0 $0$0$0 $01456
2013 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mellon Trust Company of New England Institution Trustee0 $0$0$0 $02
2012 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mellon Trust Company of New England Institution Trustee0 $0$0$0 $02
2011 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mellon Trust Company of New England Institution Trustee0 $0$0$0 $02
2010 · 1 person listed · 1 paid, $57K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mellon Trust Company of New England Institution Trustee0 $56,675$0$0 $56,6752

Highest-paid independent contractors

2011 · 5 contractors · $13.5M
NameLocationServicePaid
AetnaHartford, CTContract Administrator$3,796,949
BlueCross BlueShieldNew York, NYContract Administrator$3,262,261
United HealthcareNew York, NYContract Administrator$3,059,325
Kaiser Foundation Health PlansNorwalk, CTContract Administration$2,802,888
Metropolitan LifeMorristown, NJContract Administrator$528,732
2010 · 5 contractors · $16.9M
NameLocationServicePaid
AetnaHartford, CTContract Administrator$6,404,563
United HealthcareNew York, NYContract Administrator$3,597,175
BlueCross BlueShieldNew York, NYContract Administrator$3,592,534
Kaiser Foundation Health PlansNorwalk, CTContract Administration$2,697,521
Metropolitan LifeMorristown, NJContract Administrator$582,497

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 ↗
$336,766,644$320,831,227 $116,557,877$44,971,759 $0$331,603,890 $84,27200
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$311,401,343$313,853,981 $94,956,631$23,941,824 $0$307,921,210 $00-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$300,017,079$291,933,391 $91,702,870$29,804,971 $0$297,389,401 $00-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$278,942,561$275,938,227 $89,943,779$9,507,665 $0$275,718,952 $00-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$262,604,585$255,207,884 $82,223,037$2,676,911 $0$260,202,393 $00-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$269,675,440$267,020,174 $73,515,039-$8,396,328 $0$267,442,450 $00-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$262,728,568$264,710,966 $65,060,307-$13,529,017 $0$260,244,396 $00-
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$258,911,350$254,087,482 $70,726,845-$19,132,951 $0$257,865,179 $000
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$234,084,766$238,132,517 $62,453,867-$33,215,992 $0$233,673,565 $000
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$222,549,140$231,951,418 $64,279,359-$42,355,283 $0$222,249,501 $000
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$258,082,840$253,493,228 $75,054,744-$37,965,506 $0$257,770,741 $000
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$246,446,648$245,472,506 $72,435,672-$165,240,412 $0$246,195,227 $000
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$240,570,027$233,688,497 $67,037,882-$197,383,496 $0$240,189,257 $000
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$250,327,262$245,062,085 $57,996,512-$187,989,304 $0$250,012,552 $000
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$248,464,067$259,717,169 $53,117,909-$226,530,055 $0$246,665,360 $56,67500

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.

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
MARSH & MCLENNAN COS INC EMPLOYEE FUNDED WELFARE BENEFITS TR AGREEMTNYNot reported $5,761,414$1,681,180 TRUSTEE$0 Similar name, revenue differs more than 10x, same state, similar mission
THE WAGMAN COMPANIES INC EMPLOYEE WELFARE BENEFIT TRUSTPAY43 $7,153,485$5,929,730 TRUSTEE$0 Similar name, revenue differs more than 10x

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 · $320,831,227 spent · pay $84,272 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $260,831,350--- 81.3%
Other (as described)INSURANCE CONTRACT ADMI $58,648,774--- 18.3%
Other (as described)UBTI TAX EXPENSE $958,951--- 0.3%
Other (as described)ADMINISTRATIVE EXPENSES $307,880--- 0.1%
Pay: officers, directors, trustees, key employees $84,272--- 0.0%
Total$320,831,227100%

View the filing

2023 · Form 990 · $313,853,981 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $256,530,733--- 81.7%
Other (as described)Insurance Contract Administration $55,786,539--- 17.8%
Other (as described)UBTI Tax Expense $1,290,000--- 0.4%
Other (as described)Administrative Expenses $246,709--- 0.1%
Total$313,853,981100%

View the filing

2022 · Form 990 · $291,933,391 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $237,556,743--- 81.4%
Other (as described)Insurance Contract Administration $53,404,636--- 18.3%
Other (as described)Administrative Expenses $972,012--- 0.3%
Total$291,933,391100%

View the filing

2021 · Form 990 · $275,938,227 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $224,646,934--- 81.4%
Other (as described)Insurance Contract Administration $50,868,924--- 18.4%
Other (as described)Administrative Expenses $422,369--- 0.2%
Total$275,938,227100%

View the filing

2020 · Form 990 · $255,207,884 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $205,204,964--- 80.4%
Other (as described)Insurance Contract Administration $48,957,920--- 19.2%
Other (as described)Administrative Expenses $1,045,000--- 0.4%
Total$255,207,884100%

View the filing

2019 · Form 990 · $267,020,174 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $217,986,879--- 81.6%
Other (as described)Insurance Contract Administration $47,933,295--- 18.0%
Other (as described)Administrative Expenses $1,100,000--- 0.4%
Total$267,020,174100%

View the filing

2018 · Form 990 · $264,710,966 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $218,906,378--- 82.7%
Other (as described)Insurance Contract Administration $45,435,968--- 17.2%
Other (as described)Administrative Expenses $368,620--- 0.1%
Total$264,710,966100%

View the filing

2017 · Form 990 · $254,087,482 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $211,665,204--- 83.3%
Other (as described)Insurance Contract Administration $42,262,278--- 16.6%
Other (as described)Administrative Expenses $160,000--- 0.1%
Total$254,087,482100%

View the filing

2016 · Form 990 · $238,132,517 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $199,492,894--- 83.8%
Other (as described)Insurance Contract Administration $38,523,968--- 16.2%
Other (as described)Administrative Expenses $115,655--- 0.0%
Total$238,132,517100%

View the filing

2015 · Form 990 · $231,951,418 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $204,543,916--- 88.2%
Other (as described)Insurance Contract Administration $27,261,521--- 11.8%
Other (as described)Administrative Expenses $145,981--- 0.1%
Total$231,951,418100%

View the filing

2014 · Form 990 · $253,493,228 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $234,708,240--- 92.6%
Other (as described)Insurance Contract Administration $18,584,872--- 7.3%
Other (as described)Administrative Expenses $200,116--- 0.1%
Total$253,493,228100%

View the filing

2013 · Form 990 · $245,472,506 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $227,652,759--- 92.7%
Other (as described)Administrative Expenses $10,429,916--- 4.2%
Other (as described)Insurance Contract Administration $7,389,831--- 3.0%
Total$245,472,506100%

View the filing

2012 · Form 990 · $233,688,497 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $215,632,174--- 92.3%
Other (as described)Administrative Expenses $10,885,764--- 4.7%
Other (as described)Insurance Contract Administration $7,170,559--- 3.1%
Total$233,688,497100%

View the filing

2011 · Form 990 · $245,062,085 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $230,895,340--- 94.2%
Other (as described)Insurance Contract Administration $14,166,745--- 5.8%
Total$245,062,085100%

View the filing

2010 · Form 990 · $259,717,169 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $241,976,343--- 93.2%
Other (as described)Insurance Contract Administration $17,684,151--- 6.8%
Fees: investment management $56,675--- 0.0%
Total$259,717,169100%

View the filing

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