Nonprofit · EIN 01-0477639
ELEVANCE HEALTH RETIREE VEBA TR
Also known as WEBSTER WAYNE R TTEE
Tax-exempt · INDIANAPOLIS, IN 46204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $651,970 | $18,952,556 | -$18,300,586 | $316,837,689 | $0 | $316,837,689 |
| December 31, 2023 | 990 | $2,429,512 | $22,834,116 | -$20,404,604 | $306,179,410 | $0 | $306,179,410 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $651,970
- Net gain from sales of assets
- $14,591
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $16,271,247
- Compensation of officers, directors and key employees
- $3,881
- Salaries, compensation and benefits (total)
- $3,881
- Professional fundraising fees
- $0
- Accounting fees
- $54,194
Balance sheet and other
- Total assets, start of year
- $306,179,410
- Total assets, end of year
- $316,837,689
- Total liabilities, end of year
- $0
- Net assets, end of year
- $316,837,689
- Publicly traded securities
- $16,088,992
- Net assets without donor restrictions
- $316,837,689
- Gross unrelated business income
- $46,697
- Gross receipts
- $20,230,634
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2000
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK NA | Trustee Institutional trustee | 0 | $3,881 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK NA | Trustee Institutional trustee | 0 | $2,316 |
Address and contacts
- Address (IRS master file)
- 220 VIRGINIA AVE, INDIANAPOLIS, IN 46204-3709
- In care of
- % SARA SCHLUGE
- Principal officer (990 for 2024)
- JP MORGAN CHASE BANK NA, ONE BEACON STREET, BOSTON, MA 021083002
- Signed the 990
- RINO MERMINI, VICE PRESIDENT
- Phone
- (317) 488-6000
- Return prepared by
- ERNST & YOUNG US LLP
Mission
PROVIDE POST-RETIREMENT BENEFITS TO RETIREES.
Program accomplishments
- Provide post-retirement benefits to retirees.0
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 01-0477639
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $316,837,689
- Income (IRS master file)
- $20,230,634
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $651,970 | $18,952,556 | $316,837,689 | XML |
| 990 | December 2023 | $2,429,512 | $22,834,116 | $306,179,410 | XML |
| 990 | December 2022 | $500,721 | $21,873,734 | $287,681,873 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0477639).
Questions about ELEVANCE HEALTH RETIREE VEBA TR
- What is the EIN of ELEVANCE HEALTH RETIREE VEBA TR?
- The employer identification number (EIN) of ELEVANCE HEALTH RETIREE VEBA TR is 01-0477639.
- Is ELEVANCE HEALTH RETIREE VEBA TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
- Are donations to ELEVANCE HEALTH RETIREE VEBA TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ELEVANCE HEALTH RETIREE VEBA TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ELEVANCE HEALTH RETIREE VEBA TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELEVANCE HEALTH RETIREE VEBA TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ELEVANCE HEALTH RETIREE VEBA TR?
- The 990 for the year ended December 31, 2024 names JP MORGAN CHASE BANK NA.
- Who are the officers and directors of ELEVANCE HEALTH RETIREE VEBA TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $3,881 (JP MORGAN CHASE BANK NA, Trustee).
- How much revenue does ELEVANCE HEALTH RETIREE VEBA TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $651,970, expenses of $18,952,556 and total assets of $316,837,689 at year end.
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