Nonprofit · EIN 13-3202585
MARSH & MCLENNAN COS INC EMPLOYEE FUNDED WELFARE BENEFITS TR AGREEMT
Tax-exempt · NEW YORK, NY 10036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,761,414 | $1,681,180 | $4,080,234 | $23,945,007 | $10,885,062 | $13,059,945 |
| December 31, 2023 | 990 | $4,238,662 | $1,829,133 | $2,409,529 | $22,328,584 | $12,760,341 | $9,568,243 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,283,374
- Investment income
- $3,478,040
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,681,180
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $22,328,584
- Total assets, end of year
- $23,945,007
- Total liabilities, end of year
- $10,885,062
- Net assets, end of year
- $13,059,945
- Publicly traded securities
- $21,058,370
- Gross receipts
- $5,761,414
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1986
- 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 |
|---|---|---|---|
| THE BANK OF NEW YORK MELLON | TRUSTEE Institutional trustee | 0 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| The Bank of New York Mellon | Trustee Institutional trustee | – | $0 |
Address and contacts
- Address (IRS master file)
- 1166 AVE OF THE AMERICAS 31ST FLR, NEW YORK, NY 10036-2708
- Principal officer (990 for 2024)
- GIA UYEN LE, 300 COLONIAL CENTER PARKWAY STE 300, LAKE MARY, FL 32746
- Signed the 990
- GIA UYEN LE, VICE PRESIDENT
- Phone
- (212) 345-5000
- Return prepared by
- DELOITTE TAX LLP
Mission
PROVIDE INSURANCE BENEFITS PROGRAMS FOR EMPLOYEES
Program accomplishments
- PROVIDE INSURANCE BENEFITS PROGRAMS FOR EMPLOYEES.
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
- 13-3202585
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $23,945,007
- Income (IRS master file)
- $5,761,414
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,761,414 | $1,681,180 | $23,945,007 | XML |
| 990 | December 2023 | $4,238,662 | $1,829,133 | $22,328,584 | XML |
| 990 | December 2022 | $4,673,741 | $1,842,478 | $20,818,883 | 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 13-3202585).
Questions about MARSH & MCLENNAN COS INC EMPLOYEE FUNDED WELFARE BENEFITS TR AGREEMT
- What is the EIN of MARSH & MCLENNAN COS INC EMPLOYEE FUNDED WELFARE BENEFITS TR AGREEMT?
- The employer identification number (EIN) of MARSH & MCLENNAN COS INC EMPLOYEE FUNDED WELFARE BENEFITS TR AGREEMT is 13-3202585.
- Is MARSH & MCLENNAN COS INC EMPLOYEE FUNDED WELFARE BENEFITS TR AGREEMT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1986.
- Are donations to MARSH & MCLENNAN COS INC EMPLOYEE FUNDED WELFARE BENEFITS TR AGREEMT tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MARSH & MCLENNAN COS INC EMPLOYEE FUNDED WELFARE BENEFITS TR AGREEMT 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 MARSH & MCLENNAN COS INC EMPLOYEE FUNDED WELFARE BENEFITS TR AGREEMT 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 MARSH & MCLENNAN COS INC EMPLOYEE FUNDED WELFARE BENEFITS TR AGREEMT 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 MARSH & MCLENNAN COS INC EMPLOYEE FUNDED WELFARE BENEFITS TR AGREEMT?
- The 990 for the year ended December 31, 2024 names GIA UYEN LE.
- Who are the officers and directors of MARSH & MCLENNAN COS INC EMPLOYEE FUNDED WELFARE BENEFITS TR AGREEMT?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does MARSH & MCLENNAN COS INC EMPLOYEE FUNDED WELFARE BENEFITS TR AGREEMT have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,761,414, expenses of $1,681,180 and total assets of $23,945,007 at year end.
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