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Nonprofit · EIN 13-6842498

MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT TRUST

Tax-exempt · NEW YORK, NY 10036

Financials

$311.4M$313.9M2023$336.8M$320.8M2024
Revenue Expenses · by fiscal year end
Financials of MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$336,766,644$320,831,227$15,935,417$116,557,877$71,586,118$44,971,759
December 31, 2023990$311,401,343$313,853,981-$2,452,638$94,956,631$71,014,807$23,941,824
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$331,603,890
Investment income
$5,138,319
Other revenue
$24,435

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$260,831,350
Compensation of officers, directors and key employees
$84,272
Salaries, compensation and benefits (total)
$84,272
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$94,956,631
Total assets, end of year
$116,557,877
Total liabilities, end of year
$71,586,118
Net assets, end of year
$44,971,759
Publicly traded securities
$58,666,110
Gross unrelated business income
$5,138,319
Gross receipts
$336,766,644
Employees
0
Volunteers
0
Year formed
1982
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.

NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLON TRUSTEETRUSTEE
Institutional trustee
0$84,272
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
The Bank of New York MellonTrustee
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

990 for the year ended December 31, 2024

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
13-6842498
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1982
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$116,557,877
Income (IRS master file)
$336,766,644

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$336,766,644$320,831,227$116,557,877XML
990December 2023$311,401,343$313,853,981$94,956,631XML
990December 2022$300,017,079$291,933,391$91,702,870IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 13-6842498).

Questions about MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT TRUST

What is the EIN of MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT TRUST?
The employer identification number (EIN) of MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT TRUST is 13-6842498.
Is MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1982.
Are donations to MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT 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 MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT 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 MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT 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 MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names GIA UYEN LE.
Who are the officers and directors of MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $84,272 (THE BANK OF NEW YORK MELLON TRUSTEE, TRUSTEE).
How much revenue does MARSH & MCLENNAN COMPANIES EMPLOYER FUNDED WELFARE BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $336,766,644, expenses of $320,831,227 and total assets of $116,557,877 at year end.

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