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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| The Bank Of New York Mellon Institution | TRUSTEE | 2014-2024 | $84,272 | $84,272 | 1456 |
| Mellon Trust Company of New England Institution (former) | Trustee | 2010-2013 | $0 | $56,675 | 2 |
People by year
2024 · 1 person listed · 1 paid, $84K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON TRUSTEE Institution | TRUSTEE | 0 | $84,272 | $0 | $0 | $84,272 | 1456 |
2023 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | - | $0 | $0 | $0 | $0 | 1456 |
2022 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | - | $0 | $0 | $0 | $0 | 1456 |
2021 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | - | $0 | $0 | $0 | $0 | 1456 |
2020 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | - | $0 | $0 | $0 | $0 | 1456 |
2019 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | - | $0 | $0 | $0 | $0 | 1456 |
2018 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | - | $0 | $0 | $0 | $0 | 1456 |
2017 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | 0 | $0 | $0 | $0 | $0 | 1456 |
2016 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | 0 | $0 | $0 | $0 | $0 | 1456 |
2015 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | 0 | $0 | $0 | $0 | $0 | 1456 |
2014 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | 0 | $0 | $0 | $0 | $0 | 1456 |
2013 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mellon Trust Company of New England Institution | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
2012 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mellon Trust Company of New England Institution | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
2011 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mellon Trust Company of New England Institution | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
2010 · 1 person listed · 1 paid, $57K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mellon Trust Company of New England Institution | Trustee | 0 | $56,675 | $0 | $0 | $56,675 | 2 |
Highest-paid independent contractors
2011 · 5 contractors · $13.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| Aetna | Hartford, CT | Contract Administrator | $3,796,949 |
| BlueCross BlueShield | New York, NY | Contract Administrator | $3,262,261 |
| United Healthcare | New York, NY | Contract Administrator | $3,059,325 |
| Kaiser Foundation Health Plans | Norwalk, CT | Contract Administration | $2,802,888 |
| Metropolitan Life | Morristown, NJ | Contract Administrator | $528,732 |
2010 · 5 contractors · $16.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| Aetna | Hartford, CT | Contract Administrator | $6,404,563 |
| United Healthcare | New York, NY | Contract Administrator | $3,597,175 |
| BlueCross BlueShield | New York, NY | Contract Administrator | $3,592,534 |
| Kaiser Foundation Health Plans | Norwalk, CT | Contract Administration | $2,697,521 |
| Metropolitan Life | Morristown, NJ | Contract 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $336,766,644 | $320,831,227 | $116,557,877 | $44,971,759 | $0 | $331,603,890 | $84,272 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $311,401,343 | $313,853,981 | $94,956,631 | $23,941,824 | $0 | $307,921,210 | $0 | 0 | - |
| 2022 · Form 990 | ||||||||
| $300,017,079 | $291,933,391 | $91,702,870 | $29,804,971 | $0 | $297,389,401 | $0 | 0 | - |
| 2021 · Form 990 | ||||||||
| $278,942,561 | $275,938,227 | $89,943,779 | $9,507,665 | $0 | $275,718,952 | $0 | 0 | - |
| 2020 · Form 990 | ||||||||
| $262,604,585 | $255,207,884 | $82,223,037 | $2,676,911 | $0 | $260,202,393 | $0 | 0 | - |
| 2019 · Form 990 | ||||||||
| $269,675,440 | $267,020,174 | $73,515,039 | -$8,396,328 | $0 | $267,442,450 | $0 | 0 | - |
| 2018 · Form 990 | ||||||||
| $262,728,568 | $264,710,966 | $65,060,307 | -$13,529,017 | $0 | $260,244,396 | $0 | 0 | - |
| 2017 · Form 990 | ||||||||
| $258,911,350 | $254,087,482 | $70,726,845 | -$19,132,951 | $0 | $257,865,179 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $234,084,766 | $238,132,517 | $62,453,867 | -$33,215,992 | $0 | $233,673,565 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $222,549,140 | $231,951,418 | $64,279,359 | -$42,355,283 | $0 | $222,249,501 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $258,082,840 | $253,493,228 | $75,054,744 | -$37,965,506 | $0 | $257,770,741 | $0 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $246,446,648 | $245,472,506 | $72,435,672 | -$165,240,412 | $0 | $246,195,227 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $240,570,027 | $233,688,497 | $67,037,882 | -$197,383,496 | $0 | $240,189,257 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $250,327,262 | $245,062,085 | $57,996,512 | -$187,989,304 | $0 | $250,012,552 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $248,464,067 | $259,717,169 | $53,117,909 | -$226,530,055 | $0 | $246,665,360 | $56,675 | 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.
- MARSH & MCLENNAN COS INC EMPLOYEE FUNDED WELFARE BENEFITS TR AGREEMT New York, NY · 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).
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
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN COS INC EMPLOYEE FUNDED WELFARE BENEFITS TR AGREEMT | NY | Not 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 TRUST | PA | Y43 | $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
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $320,831,227 | 100% |
2023 · Form 990 · $313,853,981 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $313,853,981 | 100% |
2022 · Form 990 · $291,933,391 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $291,933,391 | 100% |
2021 · Form 990 · $275,938,227 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $275,938,227 | 100% |
2020 · Form 990 · $255,207,884 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $255,207,884 | 100% |
2019 · Form 990 · $267,020,174 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $267,020,174 | 100% |
2018 · Form 990 · $264,710,966 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $264,710,966 | 100% |
2017 · Form 990 · $254,087,482 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $254,087,482 | 100% |
2016 · Form 990 · $238,132,517 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $238,132,517 | 100% |
2015 · Form 990 · $231,951,418 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $231,951,418 | 100% |
2014 · Form 990 · $253,493,228 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $253,493,228 | 100% |
2013 · Form 990 · $245,472,506 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $245,472,506 | 100% |
2012 · Form 990 · $233,688,497 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $233,688,497 | 100% |
2011 · Form 990 · $245,062,085 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $230,895,340 | - | - | - | 94.2% | |
| Other (as described) | Insurance Contract Administration | $14,166,745 | - | - | - | 5.8% |
| Total | $245,062,085 | 100% |
2010 · Form 990 · $259,717,169 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $259,717,169 | 100% |
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