Nonprofit · EIN 04-3105469
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST
Also known as EMPLOYEE WELFARE TRUST
Tax-exempt (reinstated) · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $95,358,683 | $87,818,056 | $7,540,627 | $105,566,418 | $179,333,593 | -$73,767,175 |
| December 31, 2023 | 990 | $87,376,529 | $94,544,616 | -$7,168,087 | $116,365,972 | $197,656,460 | -$81,290,488 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $91,535,618
- Investment income
- $3,823,065
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $97,872,896
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $87,818,056
Balance sheet and other
- Total assets, start of year
- $116,365,972
- Total assets, end of year
- $105,566,418
- Total liabilities, end of year
- $179,333,593
- Net assets, end of year
- -$73,767,175
- Gross unrelated business income
- $179,156
- Gross receipts
- $95,358,683
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1991
- State of legal domicile
- MA
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 |
|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 200 BERKELEY STREET C-5, BOSTON, MA 02116-5022
- In care of
- % W FINNIGAN B-2
- Principal officer (990 for 2024)
- RICK CARLSON, 200 BERKELEY STREET C-5, BOSTON, MA 02116
- Signed the 990
- RICK CARLSON, VICE PRESIDENT
- Phone
- (617) 572-0733
- Return prepared by
- DELOITTE TAX LLP
Mission
THIS IS A VOLUNTARY EMPLOYEE'S BENEFICIARY ASSOCIATION TRUST (VEBA). THE VEBA WAS ESTABLISHED TO FUND AND ADMINISTER THE SELF INSURED BENEFITS OF CERTAIN JOHN HANCOCK LIFE INS CO EMPLOYEES, DEPENDENTS AND RETIREES.
Program accomplishments
- NONEExpenses $87,818,056 · revenue $95,358,683
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
- 04-3105469
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $105,566,418
- Income (IRS master file)
- $95,358,683
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- June 9, 2011
- Reinstated
- Effective May 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $95,358,683 | $87,818,056 | $105,566,418 | XML |
| 990 | December 2023 | $87,376,529 | $94,544,616 | $116,365,972 | XML |
| 990 | December 2022 | $83,538,760 | $20,952,737 | $119,835,629 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 04-3105469).
Questions about JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST
- What is the EIN of JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST?
- The employer identification number (EIN) of JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST is 04-3105469.
- Is JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective May 15, 2010.
- Are donations to JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST 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 JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST 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 JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST 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 JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST?
- The 990 for the year ended December 31, 2024 names RICK CARLSON.
- Who are the officers and directors of JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $95,358,683, expenses of $87,818,056 and total assets of $105,566,418 at year end.
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