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Nonprofit · EIN 25-1775305

BNA PREFUNDED VEBA TRUST

Also known as BENEFIT PLANS OF ROCKWELL INTERNATL

Tax-exempt · BROOKLYN, NY 11245

Financials

$10.6M$4M2023$105.5M$2.7M2024
Revenue Expenses · by fiscal year end
Financials of BNA PREFUNDED VEBA TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$105,516,101$2,677,654$102,838,447$182,755,582$0$182,755,582
December 31, 2023990$10,623,156$3,973,001$6,650,155$162,944,863$0$162,944,863
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,195,656
Investment income
$104,320,445
Net gain from sales of assets
$102,026,301
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,620,788
Compensation of officers, directors and key employees
$11,604
Salaries, compensation and benefits (total)
$11,604
Professional fundraising fees
$0
Accounting fees
$13,976

Balance sheet and other

Total assets, start of year
$162,944,863
Total assets, end of year
$182,755,582
Total liabilities, end of year
$0
Net assets, end of year
$182,755,582
Publicly traded securities
$180,797,628
Gross receipts
$523,431,281
Employees
0
Volunteers
0
Year formed
1995
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
JPMORGAN CHASE BANK NATRUSTEE
Institutional trustee
0$11,604
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JPMORGAN CHASE BANK NATRUSTEE
Institutional trustee
0$11,604

Address and contacts

Address (IRS master file)
4 CHASE METROTECH CENTER 6TH FLOOR, BROOKLYN, NY 11245-0003
In care of
% ANNA R INCORVAIA
Principal officer (990 for 2024)
Andrew Ward The Boeing Co, 100 N Riverside MC 5003-3015, CHICAGO, IL 606061596
Signed the 990
CHRISTOPHER C MOOD JR, ATTORNEY IN FACT
Phone
(212) 623-8520
Return prepared by
ERNST & YOUNG US LLP

Mission

TO PROVIDE MEDICAL BENEFITS TO RETIRED PARTICIPANTS AND THEIR FAMILIES, AS APPLICABLE.

990 for the year ended December 31, 2024

Program accomplishments

  • SEE SCHEDULE O0

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
25-1775305
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$182,755,582
Income (IRS master file)
$523,431,281

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$105,516,101$2,677,654$182,755,582XML
990December 2023$10,623,156$3,973,001$162,944,863XML
990December 2022$10,222,864$10,623,517$139,845,723IRS
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 25-1775305).

Questions about BNA PREFUNDED VEBA TRUST

What is the EIN of BNA PREFUNDED VEBA TRUST?
The employer identification number (EIN) of BNA PREFUNDED VEBA TRUST is 25-1775305.
Is BNA PREFUNDED VEBA TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
Are donations to BNA PREFUNDED VEBA TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BNA PREFUNDED VEBA 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 BNA PREFUNDED VEBA 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 BNA PREFUNDED VEBA 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 BNA PREFUNDED VEBA TRUST?
The 990 for the year ended December 31, 2024 names Andrew Ward The Boeing Co.
Who are the officers and directors of BNA PREFUNDED VEBA TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $11,604 (JPMORGAN CHASE BANK NA, TRUSTEE).
How much revenue does BNA PREFUNDED VEBA TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $105,516,101, expenses of $2,677,654 and total assets of $182,755,582 at year end.

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