JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES

Cite this

Plain text JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES. furp.org, nonprofit organization profile, tax years 2012–2024. https://furp.org/org/jpmorganchase-voluntary-employees-benef-associati-trust-for-retirees-300147180. Retrieved 2026-10-30.

APA furp.org. (n.d.). JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 30, 2026, from https://furp.org/org/jpmorganchase-voluntary-employees-benef-associati-trust-for-retirees-300147180

MLA “JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES.” furp.org, tax years 2012–2024, https://furp.org/org/jpmorganchase-voluntary-employees-benef-associati-trust-for-retirees-300147180. Accessed 30 Oct. 2026.

Retrieved 2026-10-30; covers tax years 2012–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $21.6M · expenses $47.3M · assets $373.5M

EIN
30-0147180
Address
545 WASHINGTON BLVD 12TH FL, JERSEY CITY, NJ 07310-1613
NTEE code
Y43
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
August 2003 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
No
Cross-check
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Mission

THE PRIMARY EXEMPT PURPOSE OF THE VEBA TRUST IS TO PROVIDE LIFE INSURANCE, MEDICAL, AND/OR OTHER BENEFITS FOR CERTAIN JPMORGAN CHASE RETIREES AND THEIR ELIGIBLE DEPENDENTS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jp Morgan Chase Institution Trustee2012-2024 0 $0 reported 1826

People by year

2024 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMorgan Chase Bank NA Institution Trustee0 $0$0$0 $01826
2023 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMorgan Chase Bank NA Institution Trustee0 $0$0$0 $01826
2020 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMorgan Chase Bank NA Institution Trustee0 $0$0$0 $01826
2013 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANK NA Institution TRUSTEE40 $0$0$0 $01826
2012 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANK NA Institution TRUSTEE40 $0$0$0 $01826

Highest-paid independent contractors

No independent contractors reported.

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 ↗
$21,601,209$47,299,102 $373,512,187$373,366,351 $0$8,152,439 $000
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$22,376,663$50,095,181 $405,132,595$403,698,204 $0$9,021,092 $000
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$31,325,918$59,531,546 $554,518,636$554,099,275 $0$11,729,364 $00-
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$143,136,700$143,180,012 $11,277,657$11,277,657 $0$142,938,776 $00-
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$148,435,061$148,540,047 $11,206,064$11,206,064 $0$148,183,558 $00-

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 · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
LOCAL 94 IBEW HEALTH AND WELFARE FUNDNJY43 $14,585,945$15,806,809 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL BENEFIT FUNDNJY43 $31,470,152$27,032,346 TRUSTEE$395,059 Same NTEE code Y43, revenue within 2x, same state
NORTHERN NEW JERSEY TEAMSTERS BENEFIT FUNDNJY43 $35,255,907$34,877,052 TRUSTEE$225,058 Same NTEE code Y43, revenue within 2x, same state
LOCAL 99 UNITE HEALTH AND WELFARE FUNDNJY43 $27,943,705$27,469,021 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUNDNJY43 $14,198,225$14,866,891 Trustee$475,380 Same NTEE code Y43, revenue within 2x, same state
IBEW LOCAL NO 456 SUPPLEMENTAL WELFARE FUNDNJY43 $11,465,511$7,956,571 TRUSTEE$390,375 Same NTEE code Y43, revenue within 2x, same state
STEAMFITTERS WELFARE FUND LOCAL UNION NO 475NJY43 $17,920,836$15,439,842 EMPLOYEE TRUSTEE$349,597 Same NTEE code Y43, revenue within 2x, same state
UAW LOCAL 2326 HEALTH & WELFARE FUNDNJY43 $15,537,323$19,627,367 EMPLOYER TRUSTEE$20,000 Same NTEE code Y43, revenue within 2x, same state
UAW-GM VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST FUNDMIY43 $12,917,632$3,998,328 EMPLOYER TRUSTEE - TERM.9/24$0 Same NTEE code Y43, revenue within 2x, similar mission
AMGEN INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUSTCAY43 $22,984,015$7,456,975 DIRECTOR, BENEFITS$0 Same NTEE code Y43, revenue within 2x, similar mission
MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS TRUSTNYY43 $12,869,760$14,088,111 TRUSTEE$2,070 Same NTEE code Y43, revenue within 2x, similar mission
MEDICAL AND LIFE BENEFITS PLAN TR FOR HOURLY RETIREESTXY43 $27,615,629$41,313,406 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
UAW-FORD VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST FUNDMIY43 $11,742,613$14,574,812 DIRECTOR$0 Same NTEE code Y43, revenue within 2x, similar name
BCBSF VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATIONFLY43 $22,113,477$5,099,828 Trustee - See Schedule O$97,765 Same NTEE code Y43, revenue within 2x, similar name
EAST ALABAMA MEDICAL CENTER VOLUNTARY EMPLOYEE BENEF ASSOC TRUALY43 $35,792,882$35,505,167 TRUSTEE$874,253 Same NTEE code Y43, revenue within 2x, similar mission
WK KELLOGG CO RETIREE WELFARE BENEFIT TRUST FOR CB EMPLOYEESMIY43 $18,057,217$58,282,220 OVERSIGHT COMMITTEE$0 Same NTEE code Y43, revenue within 2x
UKPEAGVIK INUPIAT CORP VOLUNTARY EMPLOYEES BENEFICIARY ASSOCNYY43 $29,745,015$32,774,315 TRUSTEE$8,600 Same NTEE code Y43, revenue within 2x
WASHINGTON AUTOMOTIVE INDUSTRY ASSOCIATION HEALTH TRUSTWAY43 $26,979,736$26,688,055 CHAIRMAN$0 Same NTEE code Y43, revenue within 2x, similar mission
BEST ONE TIRE I-I-M EMPLOYEES BENEFICIARYINY43 $18,267,251$17,520,564 TRUSTEE$0 Same NTEE code Y43, revenue within 2x
BEST ONE TIRE O-K-T EMPLOYEES BENEFICIARY TRINY43 $13,969,094$13,337,857 TRUSTEE$0 Same NTEE code Y43, revenue within 2x
UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUSTMAY43 $18,013,992$19,947,138 EXECUTIVE VP, PLAN SPONSOR$237,401 Same NTEE code Y43, revenue within 2x
UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUNDPAY43 $28,480,993$24,658,511 COMMITTEE MEMBER$112,879 Same NTEE code Y43, revenue within 2x, similar mission
PORAC RETREE MEDICAL TRCAY43 $29,272,382$4,200,917 CHAIR$0 Same NTEE code Y43, revenue within 2x, similar mission
CALIFORNIA CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEFCAY43 $20,915,825$22,947,902 CEO$166,800 Same NTEE code Y43, revenue within 2x
XCEL ENERGY INC VEBA TRUST FOR RETIRED EMPLOYEESMNY43 $41,274,997$64,477,167 TRUSTEE$133,404 Same NTEE code Y43, revenue within 2x

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 · $47,299,102 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $46,411,911$46,411,911-- 98.1%
Other (as described)ADMINISTRATIVE FEES $887,191-$887,191- 1.9%
Total$47,299,102100%

View the filing

2023 · Form 990 · $50,095,181 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $48,917,036$48,917,036-- 97.6%
Other (as described)ADMINISTRATIVE FEES $1,178,145-$1,178,145- 2.4%
Total$50,095,181100%

View the filing

2020 · Form 990 · $59,531,546 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $57,787,661$57,787,661-- 97.1%
Other (as described)ADMINISTRATIVE FEES $1,743,885-$1,743,885- 2.9%
Total$59,531,546100%

View the filing

2013 · Form 990 · $143,180,012 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $137,508,707$137,508,707-- 96.0%
Other (as described)ADMINISTRATIVE FEES $5,590,485-$5,590,485- 3.9%
Other (as described)SECURITIES DELIVERED AT COST $80,820-$80,820- 0.1%
Total$143,180,012100%

View the filing

2012 · Form 990 · $148,540,047 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $142,733,097$142,733,097-- 96.1%
Other (as described)ADMINISTRATIVE FEES $5,645,000-$5,645,000- 3.8%
Other (as described)SECURITIES DELIVERED AT COST $161,365-$161,365- 0.1%
Other (as described)OVERDRAFT CHARGES $585-$585- 0.0%
Total$148,540,047100%

View the filing

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