Nonprofit · EIN 31-1226926
WESTERN AND SOUTHERN LIFE INSURANCE COMPANY VEBA TRUST
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $55,623,588 | $57,576,899 | -$1,953,311 | $8,977,708 | $0 | $8,977,708 |
| December 31, 2023 | 990 | $60,140,959 | $61,599,120 | -$1,458,161 | $10,918,226 | $0 | $10,918,226 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $53,242,417
- Investment income
- $2,380,380
- Net gain from sales of assets
- $2,225,517
- Other revenue
- $791
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $57,370,008
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $57,370,008
- Management and general (functional)
- $206,891
Balance sheet and other
- Total assets, start of year
- $10,918,226
- Total assets, end of year
- $8,977,708
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,977,708
- Publicly traded securities
- $8,846,063
- Gross receipts
- $55,623,588
- Employees
- 0
- Year formed
- 1992
- State of legal domicile
- OH
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 F Barrett | Trustee Trustee or director | 0 | $0 |
| James N Clark | Trustee Trustee or director | 0 | $0 |
| Donald J Wuebbling | Trustee Trustee or director | 0 | $0 |
| Stephen G Hussey Jr | Trustee Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John F Barrett | Trustee Trustee or director | 0 | $0 |
| James N Clark | Trustee Trustee or director | 0 | $0 |
| Donald J Wuebbling | Trustee Trustee or director | 0 | $0 |
| Stephen G Hussey Jr | Trustee Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 400 BROADWAY ST, CINCINNATI, OH 45202-3312
- In care of
- % BRADLEY J HUNKER
- Principal officer (990 for 2024)
- STEVE HUSSEY, 400 Broadway, Cincinnati, OH 45202
- Signed the 990
- STEVE HUSSEY, TRUSTEE
- Phone
- (513) 629-1275
- Return prepared by
- PwC US Tax LLP
Mission
THE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION PROVIDES LIFE, MEDICAL, DENTAL, VISION, AND DISABILITY BENEFITS TO MEMBERS AND QUALIFIED DEPENDENTS.
Program accomplishments
- Program Services consisted of providing life, medical, dental, and disability benefits to members and eligible dependents. The number of people covered in 2024 was 7,814.Expenses $57,370,008 · revenue $53,242,417
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
- 31-1226926
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $8,977,708
- Income (IRS master file)
- $55,623,588
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $55,623,588 | $57,576,899 | $8,977,708 | IRS |
| 990 | December 2023 | $60,140,959 | $61,599,120 | $10,918,226 | XML |
| 990 | December 2022 | $62,709,143 | $60,027,158 | $10,331,923 | 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 31-1226926).
Questions about WESTERN AND SOUTHERN LIFE INSURANCE COMPANY VEBA TRUST
- What is the EIN of WESTERN AND SOUTHERN LIFE INSURANCE COMPANY VEBA TRUST?
- The employer identification number (EIN) of WESTERN AND SOUTHERN LIFE INSURANCE COMPANY VEBA TRUST is 31-1226926.
- Is WESTERN AND SOUTHERN LIFE INSURANCE COMPANY VEBA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1989.
- Are donations to WESTERN AND SOUTHERN LIFE INSURANCE COMPANY VEBA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WESTERN AND SOUTHERN LIFE INSURANCE COMPANY 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 WESTERN AND SOUTHERN LIFE INSURANCE COMPANY 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 WESTERN AND SOUTHERN LIFE INSURANCE COMPANY 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 WESTERN AND SOUTHERN LIFE INSURANCE COMPANY VEBA TRUST?
- The 990 for the year ended December 31, 2024 names STEVE HUSSEY.
- Who are the officers and directors of WESTERN AND SOUTHERN LIFE INSURANCE COMPANY VEBA TRUST?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does WESTERN AND SOUTHERN LIFE INSURANCE COMPANY VEBA TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $55,623,588, expenses of $57,576,899 and total assets of $8,977,708 at year end.
Other nonprofits in CINCINNATI
- CHILDRENS HOSPITAL MEDICAL CENTER EIN 31-0833936 · last filed 990 for 2025
- UC HEALTHCARE SYSTEM EIN 27-3850988 · last filed 990 for 2025
- BON SECOURS RICHMOND HEALTH SYSTEM EIN 52-1988421 · last filed 990 for 2023
- CHRIST HOSPITAL EIN 31-0538525 · last filed 990 for 2025
- KROGER CO HEALTH AND WELFARE BENEFIT TR FOR COLLECTIVELY-BARGAI EIN 31-1444123 · last filed 990 for 2024
- BETHESDA HOSPITAL INC EIN 31-0537122 · last filed 990 for 2025
- THE GOOD SAMARITAN HOSPITAL OF CINCINNATI OHIO DTD 01251995 EIN 31-0537486 · last filed 990 for 2025
- SOUTHERN OHIO CHAMBER ALLIANCE BENEFIT PLAN EIN 47-1277622 · last filed 990 for 2024